Tax management strategies in Allentown, Pennsylvania
52 results found
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Pandya Consulting LLC
● OpenPandya Consulting LLC is a reputable accounting and finance institution located at 284 South 33rd Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, Pandya Consulting LLC offers a wide range of financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Pandya Consulting LLC is committed to providing expert guidance and personalized solutions to help you achieve your financial goals. Trust Pandya Consulting LLC for all your accounting and finance needs.
284 S 33rd St, Allentown, PA 18104, United States -
Matt Patterson - Thrivent
● ClosedMatt Patterson - Thrivent is a finance institution located at 1611 North 18th Street in Allentown, Pennsylvania, United States. The institution is licensed in multiple states including DC, DE, FL, NJ, NY, PA, UT, and VT. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.
1611 N 18th St, Allentown, PA 18104, United States -
Advancity Financial Solutions
● ClosedAdvancity Financial Solutions is a leading accounting and finance institution located at 526 North Saint Cloud Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Our mission is to help individuals and businesses achieve their financial goals through personalized solutions and expert advice. Trust Advancity Financial Solutions for all your accounting and finance needs.
526 N St Cloud St #1539, Allentown, PA 18104, United States -
Lang, Faylor, Chomo & Company P.C.
● ClosedLang, Faylor, Chomo & Company, P.C. is a reputable accounting and financial planning firm located at 3570 Hamilton Boulevard in Allentown, Pennsylvania. Serving the Greater Lehigh Valley and Delaware Valley, our team of experienced certified public accountants offers a wide range of services including tax filing, planning, bookkeeping, auditing, and financial reporting. We specialize in working with individuals and businesses to develop customized financial plans that help them achieve their goals. With a focus on professionalism and reliability, our clients trust us to provide expert advice and guidance. Avoid common tax mistakes with tips from our experienced CPAs, and learn about tax considerations for DINK households. Our team is dedicated to helping you navigate tax season successfully and avoid financial trouble. Testimonials from satisfied clients highlight our commitment to excellence and personalized service.
3570 Hamilton Blvd # 202, Allentown, PA 18103, United States -
Univest Investments, Inc.
● ClosedUnivest Investments, Inc. is a leading finance institution located at 4600 Broadway in Allentown, Pennsylvania. With a strong track record of providing expert financial advice and services, Univest Investments, Inc. is dedicated to helping clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our team of experienced professionals is here to assist you every step of the way. Trust Univest Investments, Inc. to be your partner in financial success.
4600 Broadway, Allentown, PA 18104, United States -
H J Cook - Financial Advisor, Ameriprise Financial Services, LLC
● OpenH J Cook - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. They offer a range of certifications and designations to their advisors, 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®, CERTIFIED FINANCIAL PLANNER™, 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 cover a variety of topics such as asset management, retirement planning, estate planning, investment management, and more. The advisors at H J Cook are dedicated to providing expert financial advice and guidance to their clients, with a focus on professionalism, ethics, and expertise in the field of finance.
5100 Tilghman St #211, Allentown, PA 18104, United States -
Richards, Meli & Associates - Ameriprise Financial Services, LLC
● ClosedRichards, Meli & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts from any device securely. The institution provides a complimentary initial consultation to help clients achieve their financial goals. They offer insights on stock prices and retirement challenges through interactive tools. Ameriprise financial advisors are registered in certain U.S. states. The institution cannot guarantee future financial results. Privacy and security measures are in place to protect client information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are welcomed, and the institution is committed to helping friends and family members achieve their financial goals.
5100 Tilghman St #211, Allentown, PA 18104, United States -
American Express Financial
● OpenAmerican Express Financial is a leading financial institution located at 1251 South Cedar Crest Boulevard in Allentown, Pennsylvania. Specializing in finance, American Express Financial offers a wide range of services including investment management, retirement planning, insurance, and wealth management. With a team of experienced professionals, American Express Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, American Express Financial is here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help you secure your financial future.
1251 S Cedar Crest Blvd, Allentown, PA 18103, United States -
Douglas Brinker - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas Brinker - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Hamilton Street, Allentown, Pennsylvania, United States, offers personalized advice to help clients achieve their financial goals. With background and qualification information available at FINRA's BrokerCheck website, clients can trust in the expertise and knowledge provided by Douglas Brinker. The institution focuses on understanding each client's risk tolerance to determine an appropriate investment strategy, taking into account market volatility and potential returns. Through complimentary initial consultations, clients can take the first step towards a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Douglas Brinker is registered to conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Clients can expect a dedicated and professional approach to help them achieve their financial goals.
600 Hamilton St Ste 100, Allentown, PA 18101, United States -
Michael Anthony - Prudential Financial
● OpenMichael Anthony - Prudential Financial is a well-established finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania. With a strong reputation for providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The team at Michael Anthony - Prudential Financial is comprised of experienced professionals who are committed to delivering personalized and comprehensive financial planning strategies tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Michael Anthony - Prudential Financial is here to guide you every step of the way.
1440 Keystone Rd, Allentown, PA 18103, United States -
Waseem Khan - TD Wealth Financial Advisor
● ClosedWaseem Khan - TD Wealth Financial Advisor is located at 1828 Tilghman Street in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, trust services, and more. With over 175 Advisors across the country, they are ready to assist clients with their financial needs. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings for clients. Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Wealth Management Services Inc. offers insurance products to clients. Please read the Legal Disclaimers for more information.
1828 Tilghman St, Allentown, PA 18104, United States -
Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedStephen 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.
5100 Tilghman St #211, Allentown, PA 18104, United States -
Netznik, McCarty & Associates - Ameriprise Financial Services, LLC
● ClosedNetznik, McCarty & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, United States. Our team of financial advisors offers personalized advice to help you achieve your financial goals. We provide comprehensive financial planning services to address common retirement concerns such as income stability, market fluctuations, and inflation. If you have questions or would like to schedule a complimentary initial consultation, please contact us. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations outlined by FINRA. We cannot guarantee future financial results, but we are committed to helping you navigate the complexities of financial planning.
1045 S Cedar Crest Blvd, Allentown, PA 18103, United States -
Mary Lisicky - Morgan Stanley
● OpenMary Lisicky - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. As a branch of the prestigious Morgan Stanley financial services firm, Mary Lisicky offers a wide range of wealth management services to individuals and businesses in the area. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, and asset management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mary Lisicky - Morgan Stanley is dedicated to providing expert financial guidance and exceptional customer service.
515 Hamilton St 7th Fl, Allentown, PA 18101, United States -
The 515 Hamilton Group - Morgan Stanley
● OpenThe 515 Hamilton Group - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to individuals, businesses, and institutions. With a focus on providing personalized financial solutions and investment strategies, The 515 Hamilton Group is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, investment advice, or retirement planning, the experienced professionals at The 515 Hamilton Group - Morgan Stanley are dedicated to providing exceptional service and support.
515 Hamilton St 7th Fl, Allentown, PA 18101, United States -
Camikk Holdings
● ClosedCamikk Holdings is a leading investment firm located at 1642 Union Boulevard in Allentown, Pennsylvania. With a strong focus on strategic investments and financial management, Camikk Holdings provides expert guidance and innovative solutions to help clients achieve their financial goals. Our dedicated team of professionals is committed to delivering exceptional service and personalized attention to each client. Contact us today to learn more about how Camikk Holdings can help you secure a brighter financial future.
1642 Union Blvd Suite i, Allentown, PA 18109, United States -
Solution Seven LLC
● ClosedSolution Seven LLC is a premier accounting and finance institution located at 203 Tilghman Street in Allentown, Pennsylvania. Our expert tax preparers are dedicated to providing efficient and accurate tax preparation services for individuals and small businesses. This month, clients can enjoy a 20% discount on our tax preparation services at a tax office near them. At Solution Seven LLC, our team of experienced tax preparers stays up-to-date with the latest changes in the tax code and regulations to ensure our clients receive the best advice and service. We offer a wide range of tax services, including preparation, planning, and consulting, tailored to help our clients achieve their financial goals.
203 Tilghman St, Allentown, PA 18102, United States -
Daad For Public Counseling
● OpenDAAD for Public Counseling is a professional institution located at 439 Tilghman Street in Allentown, Pennsylvania. Specializing in accounting and finance, our dedicated team of experts provides top-notch financial advice and guidance to the public. Whether you're a business owner looking to optimize your financial strategies or an individual seeking help with budgeting and investments, DAAD is here to assist you every step of the way. With a commitment to excellence and a personalized approach to each client, we strive to help you achieve your financial goals and secure a stable financial future. Visit us today to see how we can help you manage your finances effectively.
439 Tilghman St, Allentown, PA 18102, United States -
Ellwood & Co PC
● OpenEllwood & Co PC is a leading accounting and finance institution located at 435 Business Park Lane in Allentown, Pennsylvania. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their financial needs effectively. From tax preparation and planning to financial consulting and auditing, our dedicated staff is committed to providing top-notch services tailored to our clients' specific needs. Trust Ellwood & Co PC to handle all your accounting and finance needs with precision and expertise.
435 Business Park Ln, Allentown, PA 18109, United States -
Corrigan Edward M CPA
● OpenCorrigan Edward M CPA is a reputable accounting and finance institution located at 3117 Lehigh Street in Allentown, Pennsylvania, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and attention to detail make them a trusted partner for individuals and businesses seeking professional financial guidance. Contact Corrigan Edward M CPA today to discuss your accounting needs and secure your financial future.
3117 Lehigh St # 126, Allentown, PA 18103, United States -
Simplex Services
● ClosedSimplex Services is a reputable accounting and finance institution located at 133 South 7th Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, Simplex Services offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their dedicated staff is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with bookkeeping, budgeting, or investment management, Simplex Services is here to help you achieve your financial goals.
133 S 7th St, Allentown, PA 18101, United States -
Patrick M Mullaney: Primerica - Financial Services
● ClosedPatrick M Mullaney: Primerica - Financial Services is a reputable insurance agency located at 7310 Tilghman Street in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping individuals and families secure their financial future. Whether you are looking for insurance coverage or investment opportunities, the experienced team at Patrick M Mullaney: Primerica - Financial Services is ready to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.
7310 Tilghman St, Allentown, PA 18106, United States
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