The 30 Best Senior financial planning in Allentown, Pennsylvania

Linda Krisko Insurance & Financial is a reputable insurance agency located at 1422 Hamilton Street in Allentown, Pennsylvania. With a focus on providing top-notch insurance services and financial solutions, our experienced team is dedicated to helping clients protect their assets and achieve their financial goals. Whether you are in need of auto, home, life, or business insurance, we are here to provide personalized assistance and guidance. Trust Linda Krisko Insurance & Financial to provide you with peace of mind and financial security.

Englebert Financial Advisers is a leading finance institution located at 1275 Glenlivet Drive in Allentown, Pennsylvania, United States. Our team of experienced financial advisers is dedicated to providing personalized, expert advice to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Grube Financial Services is a reputable finance institution located at 1011 North Brookside Road in Allentown, Pennsylvania, United States. With a strong commitment to providing comprehensive financial solutions to individuals and businesses, Grube Financial Services offers a wide range of services including financial planning, investment management, retirement planning, and insurance services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Grube Financial Services today to experience personalized and reliable financial guidance.

David Richards is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, David is committed to helping individuals navigate complex financial decisions and achieve their long-term goals. Whether you are a retiree, small business owner, or high net worth client, David Richards is dedicated to offering comprehensive financial solutions tailored to your unique needs.

Mary Zwarych is a Financial Advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Mary holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Mary provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals.

James Keim - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. They offer a wide range of services, including asset management, estate planning, retirement planning, and investment opportunities for retirees and small business owners. The team at James Keim is highly qualified, with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. They are dedicated to providing expert financial advice and assistance to help clients achieve their financial goals. Whether you need help with portfolio management, estate planning, or retirement planning, James Keim - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to guide you through the process.

Stephen T Meli is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Stephen T Meli holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications indicate Stephen T Meli's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, financial analysis, long-term care planning, life insurance, and military financial advising. Stephen T Meli is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Alan Shannon-Breslin is a financial advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. Alan holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Alan's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Alan is dedicated to providing comprehensive financial planning services to individuals and families, with a focus on meeting the unique needs and goals of each client.

Anthony Barber is a financial advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, and portfolio management. Additionally, Anthony is knowledgeable in areas such as fixed-rate and variable annuities, issues impacting seniors, divorce financial analysis, estate planning, exit planning, securities analysis, mutual funds, special needs planning, long-term care, and life insurance. He is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and members of the military community. If you are seeking expert advice and guidance on your financial goals and investments, Anthony Barber is a trusted and experienced professional to help you navigate the complexities of financial planning.

St. Catherine Manor Apartments, also known as Dunmore Senior Housing, is a community located at 5 Knox Road in Scranton, Pennsylvania. This institution offers affordable housing options with income limits and accepts Section 8 vouchers. The Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to the mission of creating thriving communities where every resident can reach their full potential. The Chief Operating Officer, Tammie Fitzpatrick, leads the organization in strategic planning and development, while the Vice President of Resident Services, Debbie Gable, focuses on promoting economic mobility and wellness for residents. Residents at St. Catherine Manor Apartments are actively engaged in community-building activities such as creating community gardens, hosting health fairs, and participating in voter registration drives. The Resident Advisory Council provides a platform for residents to share their ideas and feedback, while the Resident Academy of Leadership & Inspiration offers training workshops to develop leadership skills. The institution also partners with local service providers and sponsors to create a welcoming and joyful living environment for all residents.

Prosperity Planning is an insurance agency located at 233 Hopewell Drive in Allentown, Pennsylvania, United States. Our primary focus is on educating individuals about Medicare, empowering them to make informed decisions about their retirement healthcare options. Our dedicated team is committed to helping you navigate the complexities of Medicare so that you can enjoy peace of mind knowing that your healthcare needs are covered. Visit us today and let us help you plan for a prosperous future.

Located at 5000 Tilghman Street in Allentown, Pennsylvania, Jonathan Cook, Bankers Life Agent and Bankers Life Securities Financial Representative is your go-to insurance agency for all your insurance needs. Jonathan Cook and his team offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Representative, Jonathan Cook specializes in Medicare Advantage plans, providing you with an all-in-one alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the need for long-term care becoming more prevalent, it's crucial to be prepared and have discussions with your loved ones. Jonathan Cook is here to help you start planning for your future and take the next steps towards securing your financial well-being.

Sarah Rodriguez, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 5000 Tilghman Street in Allentown, Pennsylvania, offers a wide range of insurance options through Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Sarah Rodriguez is a skilled financial advisor who can help you navigate the complexities of Medicare Advantage plans, providing personalized guidance to find the coverage that best suits your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared for the future. Start planning your next steps with Sarah Rodriguez today.

Ronald De Vita, Bankers Life Agent and Bankers Life Securities Financial Representative in Allentown, PA offers a comprehensive range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage tailored to your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to start planning for the future. Visit us at 5000 Tilghman Street, Allentown, Pennsylvania to begin your journey towards financial security and peace of mind.

Christine Moscaritolo - State Farm Insurance Agent is a reputable insurance agency located at 3438 Hamilton Boulevard in Allentown, Pennsylvania. With over 10 years of experience, Christine and her friendly team work diligently to meet the needs of their customers, protect them from unexpected events, and help them achieve their dreams. They have received numerous accolades, including qualifications for MDRT, Chairman's Circle, Senior Vice President Club, and Ambassador Travel each year. Conveniently located next to Ice Cream World and across from Dorney Park, their office is easily accessible for residents of the Lehigh Valley area. The team consists of knowledgeable professionals, including Jon, Brigitte, Emily, Kevin, Jennifer, and Rick, who are dedicated to providing personalized service and helping clients with their insurance and financial needs.

Members 1st Federal Credit Union is a trusted financial institution located at 5605 Hamilton Boulevard in Allentown, Pennsylvania, United States. As a member-owned credit union, we are committed to providing personalized financial services and solutions to our members. With a focus on community involvement and member satisfaction, we offer a wide range of banking products and services, including savings accounts, loans, credit cards, and more. Visit us today to experience the difference of banking with Members 1st Federal Credit Union.

Santander Bank Branch is a trusted financial institution located at 1701 West Chew Street in Allentown, Pennsylvania. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our friendly and knowledgeable staff are dedicated to providing top-notch customer service and helping you achieve your financial goals. Whether you need assistance with checking and savings accounts, loans, mortgages, or investment services, Santander Bank Branch is here to help. Visit us today to experience the convenience and expertise that sets us apart as a leading bank in the United States.

The Lehigh Valley Humane Society and Vet Clinic, located at 640 Dixon Street in Allentown, Pennsylvania, is a veterinary care institution dedicated to providing high-quality medical care for all animals. They also offer financial assistance to pet owners in need and strive to match responsible pet seekers with their perfect furry companion. The institution is a leading advocate for breeds such as pit bulls, often overlooked by other shelters. As kitten season approaches, the Humane Society will see an influx of kittens needing care and foster homes. They are seeking volunteers to help during this busy time. Additionally, starting February 1, 2024, the institution will no longer sell or distribute annual dog licenses, but information on how to obtain one can be found on their Resource Page.

Destination Retirement is a finance institution located at 1550 Pond Road in Allentown, Pennsylvania, United States. Our mission is to help individuals plan for a secure and comfortable retirement by understanding how retirement income streams work economically and how to efficiently allocate savings. We believe that long-term savings should be purpose-driven, with the goal of creating a sustainable income stream in retirement. Our team at Destination Retirement can help you navigate the complexities of retirement planning, including determining distribution rates, managing fluctuating rates of return, and diversifying your retirement savings to create higher income streams.

Sentinel Strategic Wealth is a leading finance institution located at 7540 Windsor Drive in Allentown, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, we have the expertise and resources to help you succeed. Contact us today to schedule a consultation and take the first step towards securing your financial future with Sentinel Strategic Wealth.

Prudential | Michael Anthony | Life Insurance & Annuities is a reputable finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania, United States. Specializing in providing clients with comprehensive life insurance and annuities options, the institution is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, Prudential | Michael Anthony is committed to offering personalized services and tailored solutions to meet each client's unique needs and goals. Trustworthy, reliable, and customer-focused, this institution is a trusted partner in securing peace of mind and financial stability for its clients.

Keith Yanders - Morgan Stanley is a renowned finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for providing expert financial advice and services, Keith Yanders - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management, their team of professionals is committed to providing personalized solutions to meet your needs. Trust Keith Yanders - Morgan Stanley to guide you towards a secure financial future.

Saint Thomas Court Apartments, located at 570 Grant Street in Hazleton, Pennsylvania, offers affordable housing options for those who meet income limits and qualify for Section 8 vouchers. The institution also has a 1 Bedroom ADA Apartment for Hearing/Vision Impaired individuals at $825 per month, with specific features for those who need them. Sharlene Woodruff, the Senior Vice President and Chief Financial Officer, has been with HDC for over 30 years and is dedicated to the organization's mission. Tammie Fitzpatrick, the Chief Operating Officer, leads the strategic planning and execution of HDC's goals. Residents are encouraged to volunteer and engage in community-building activities, such as community gardens and health fairs. HDC also supports resident advocacy opportunities, voter registration drives, and resident leadership programs. The Resident Advisory Council provides a platform for residents to share their ideas and feedback on community developments. The Resident Academy of Leadership and Inspiration (RALI) offers training workshops for residents to develop leadership and project planning skills. Additionally, HDC partners with organizations to create new housing communities, such as the one at 1528 West in Allentown for adults with intellectual and developmental disabilities. Residents and staff work together to identify and address community concerns, making HDC a place where every voice matters and contributes to positive change.

Heritage Point Apartments, located at 151 Dana Street in Wilkes-Barre Township, Pennsylvania, offers affordable housing options for individuals and families in need. Income limits apply, and Section 8 vouchers are accepted at this community. Sharlene Woodruff, the Senior Vice President and Chief Financial Officer of HDC, has been with the organization for over 30 years. She oversees finance and accounting activities for HDC and its subsidiaries, ensuring the organization's mission of creating thriving communities where every resident can reach their full potential. When not working, Sharlene enjoys spending time with her dogs and camping with her husband.

Saint Stanislaus Apartments is an institution located at 145 Old Newport Street, Pennsylvania, United States. The institution offers affordable housing options with income limits that must be met to qualify. Section 8 vouchers are accepted, and ADA (handicapped accessible) features are available for those who need them. The institution is dedicated to creating thriving communities where every resident can reach their full potential and lead fulfilling lives. Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been a part of the HDC team for over 30 years. She is responsible for managing finance and accounting activities for HDC and its subsidiaries. Sharlene is passionate about the institution's mission and enjoys spending time with her dogs and camping with her husband.

Ash Park Terrace and Washington House Apartments are located at 70 South 3rd Avenue in Coatesville, Pennsylvania. These senior 55 apartments offer preference to elderly, handicapped, and disabled individuals. Rent is based on income and includes electric, heat, water, sewer, and trash removal. Income guidelines apply and are included in the application process. The institution is managed by HDC, with Sharlene Woodruff serving as Senior Vice President and Chief Financial Officer. Sharlene has been with HDC for over 30 years and is responsible for managing finance and accounting activities. Tammie Fitzpatrick serves as Chief Operating Officer, leading the organization's strategic planning and execution.

Brandywine Center, located at 744 Lincoln Highway East in Coatesville, Pennsylvania, offers affordable housing options with rents based on income. Rent includes heat, water, sewer, and trash removal. The institution is dedicated to creating thriving communities where every resident can reach their full potential and lead fulfilling lives. Sharlene Woodruff serves as Senior Vice President and Chief Financial Officer, bringing over 30 years of experience to her role. Tammie Fitzpatrick, Chief Operating Officer, leads the organization's strategic planning and implementation. Residents are encouraged to participate in community-building activities such as community gardens, health fairs, and voter registration drives. The Resident Academy of Leadership & Inspiration provides training workshops for residents to develop leadership skills and carry out community projects. Brandywine Center is also involved in developing new housing communities, such as 1528 West in Allentown, which has a preference for adults with intellectual and developmental disabilities. The institution partners with organizations like the Eastern Pennsylvania Down Syndrome Center to provide support services to residents. Through advocacy, community engagement, and resident empowerment, Brandywine Center strives to make affordable housing an attainable reality for all.

Hannum Gardens Apartments, located at 601 Hannum Avenue in West Chester, Pennsylvania, offers affordable housing with rent that includes heat, water, sewer, and trash removal. The institution aims to make home ownership an attainable reality for all residents. Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is committed to the organization's mission of creating thriving communities. Chief Operating Officer, Tammie Fitzpatrick, leads the strategic planning and execution of HDC's goals, while Vice President of Resident Services, Debbie Gable, focuses on promoting economic mobility and housing stability for residents. Residents at Hannum Gardens Apartments have the opportunity to participate in community activities such as creating community gardens, hosting health fairs, and planning celebrations. The institution also provides voter education and registration information to empower residents to speak out on important issues. Through the Resident Academy of Leadership & Inspiration, residents can develop leadership skills and work on community projects.

Denney Reyburn Apartments is located at 30 West Barnard Street in West Chester, Pennsylvania. This institution offers affordable housing with rent that includes electric, water, sewer, and trash removal. The Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to the mission of creating thriving communities. The Chief Operating Officer, Tammie Fitzpatrick, leads the strategic planning and execution of HDC's goals. Residents at Denney Reyburn Apartments have the opportunity to participate in community activities such as creating community gardens, hosting health fairs, and planning celebrations. The institution also conducts voter education and advocacy initiatives to empower residents to speak out on important issues. The Resident Advisory Council provides a platform for residents to share their feedback and shape the design process of future developments.

South Side Lofts is an affordable housing institution located at 435 Hayes Street in Bethlehem, Pennsylvania. The institution offers 1, 2, and 3 bedroom apartments with varying rent prices. Income limits apply, and Section 8 vouchers are accepted. The Senior Vice President and Chief Financial Officer, Sharlene Woodruff, has been with HDC for over 30 years and is dedicated to the mission of creating thriving communities. The Chief Operating Officer, Tammie Fitzpatrick, leads the organization's strategic plan and staff development. The Vice President of Resident Services, Debbie Gable, supports residents with economic mobility and wellness. Residents are encouraged to participate in community activities, advocacy opportunities, and the Resident Academy of Leadership & Inspiration. HDC believes in empowering resident voices and creating equitable communities. The institution also partners with local organizations to provide support and resources to residents. Residents can participate in the Resident Advisory Council, Resident Association, and Community Leadership Institute. HDC's first community with a preference for adults with intellectual and developmental disabilities, 1528 West in Allentown, offers 49 new affordable apartments funded by various sources. The institution is committed to creating inclusive and supportive housing communities for all residents.