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Bethlehem, PABethlehem, PA
Affiliated Financial Planners LLC aids Bethlehem residents in creating their legacy and preparing for retirement and their children's education. Through regular monitoring of the client's financial plan and investment portfolio, it strives to keep them in line with their values and goals. Managing partner Eric Dorman is a CFP and Certified Kingdom Advisor. His father's unexpected passing prompted him to pursue a career in financial planning. As part of his consultations, Dorman encourages individuals to find a balance between life and work.
2340 Pa 309, Orefield, PA 18069
Orefield, PA 18069
Serving the community of Bethlehem, Agili is a team of professionals specializing in financial planning and investment management. They are knowledgeable in many areas of financial planning, including cash flow analysis, education planning and funding, intergenerational wealth transfer, retirement planning, and social security and Medicare optimization. The firm also assists with investment research, capital preservation, and asset allocation. The company's president and founder, Michael Joyce, has over 35 years of experience in the financial services industry.
74 West Broad Street Suite 320, Bethlehem, PA 18018
Bethlehem, PA 18018
BLB & B Advisors, LLC is an independent financial advisory firm that has been serving Bethlehem and surrounding communities since 1964. It offers a wide range of retirement plan services for entrepreneurs and business owners, including cash balance plan design, profit-sharing plan formula development, and employee communications & investment education. The plan maintenance process includes IRS discrimination testing, periodic participant statements, and government testing. One of the firm's financial advisors, John R. Armstrong, III, focuses on the fixed-income needs and risk tolerance of clients.
103 Montgomery Avenue, Montgomeryville, PA 18936
Montgomeryville, PA 18936
Capital Planning Wealth Management is a firm serving the Bethlehem metro. It caters to individuals and families who need wealth management solutions. The company deals with estate, tax, college, and long-term care planning. It also offers investment and insurance management services and distribution strategies. In addition, it serves couples seeking divorce planning solutions. Capital Planning Wealth Management is a member of the FINRA. Co-founder David Bahnick is a CLU and a ChFC who has been in the industry for three decades.
4505 Saucon Creek Road, Suite 100, Center Valley, PA 18034
Center Valley, PA 18034
Cornerstone is an independent investment consultancy firm in Bethlehem. It offers retirement and investment planning, planned gifts, and executive benefits to institutions. For affluent families, the firm has financial and estate planning, family office support, and asset management services. It also provides insurance portfolio management, through its membership with M Financial Group, for both organizational and individual investors. Cornerstone oversees more than $6.1 billion worth of assets and was ranked by Barron's as one of the top 50 institutional consulting teams for 2020.
74 West Broad Street, Suite 340, Bethlehem, PA 18018
Bethlehem, PA 18018
Cornerstone Advisors helps clients in Bethlehem achieve their business goals through wealth planning, human capital development, and business acceleration solutions. It helps business owners explore financial and wealth management strategies to minimize transfer taxes. It also offers proprietary solutions to help clients make informed decisions for their company's future. The late Jack Yaissle, the founder of Cornerstone Advisors, was actively involved in several charitable organizations for underprivileged children. The company has helped many high-net-worth and privately held businesses since 1983.
1802 Hamilton Street, Allentown, PA 18104
Allentown, PA 18104
JFS Wealth Advisors serves the residents of Bethlehem. For over 30 years, the firm has been providing wealth management services to businesses and individuals who have achieved a level of prosperity. Its financial advisors offer financial planning and consulting, investment vetting and management, and tax planning and consulting. The firm further supports businesses by designing employee retirement plans. Managing partner Louis V. Colella is a Certified Public Accountant/Personal Financial Specialist, Certified Financial Planner, and Certified Exit Planning Advisor.
790 Penllyn Blue Bell Pike, Suite 304, Blue Bell, PA 19422
Blue Bell, PA 19422
The KMJ Financial Group, LLC is a wealth management firm that handles clients around Bethlehem. Its advisors provide information on the concepts of financial management and give easy access to market performance data. Their goal is to help clients establish a customized plan at the center of their financial vision for estate conversion, investment management, or retirement strategies. In addition to being a Certified Financial Planner, co-founder Jacob Ruggles is also a board member for the Easton Foundation for Schools.
881 3rd Street Suite B-4, Whitehall, PA 18052
Whitehall, PA 18052
Lehigh Valley Investment Group is a firm serving the Bethlehem area. Its advisors assist clients in devising a strategy that allows them to retire comfortably, save for college education, or leave a lasting legacy. They also help clients achieve financial maturity by developing a solid financial foundation, building net worth, and transferring wealth. The firm offers Guided Wealth Portfolios, which provide clients with 24/7 investment advice. Robert H. Brown, the firm's founder, has been offering financial advice since 1991.
4000 Wegmans Dr., Suite 200, Bethlehem, PA 18017
Bethlehem, PA 18017
Main Line Financial Advisors is a group of financial experts providing wealth management services in Bethlehem for over 30 years. It offers financial, retirement, estate, and tax planning solutions, and asset, investment, and insurance management programs. A company by Csenge Advisory Group, it comprises over 45 advisors across nine states. The firm has been recognized by Financial Times as among the Top 300 RIA Firms. Its founder and managing partner, John Csenge, is a CFP who has been serving business owners and high-income individuals since 1979.
110 North Phoenixville Pike, Suite 300, Malvern, PA 19355
Malvern, PA 19355
One Financial Services is an advisory firm that serves clients in the Bethlehem area. It offers consultations and advice to help individuals in properly managing their finances. Its team personally assesses its clients' current financial situation to create strategies that can help them achieve their long-term goals and become financially independent. The firm's services include retirement, special needs, education, tax, and estate planning. One Financial Services has been in the field for nearly three decades.
3101 Emrick Blvd., Suite 217, Bethlehem, PA 18020
Bethlehem, PA 18020
Quantum Financial Management offers various financial programs that help achieve the distinct goals of individuals and families in the Bethlehem area. Its financial advisors are committed to helping clients make the most of their money, assisting in preparing for financial freedom in retirement, and maintaining and improving living conditions. They provide personal financial analysis, risk management strategies, estate conservation, retirement plans, and investment services. Financial advisor Joseph Brita has been in the financial advisory industry for almost four decades.
1605 N. Cedar Crest Boulevard Suite 504, Allentown, PA 18104
Allentown, PA 18104
Radnor Financial Advisors is an independent firm serving Bethlehem. For over 25 years, it has provided financial services to high-net-worth individuals. Its personalized services go beyond financial planning. It also advises strategies in tax preparation and accounting and wealth management to achieve their investment goals. It helps clients in navigating the process from initial consultation, developing customized plans to achieve their goals, conducting reviews to monitor financial performance, to maintaining communication on a regular basis.
485 Devon Park Drive, Suite 119, Wayne, PA 19087
Wayne, PA 19087
Rosenau Financial Advisors is a team that guides Bethlehem clients in planning and strategizing for their finances and investments. Its financial specialists educate clients about resource protection and plans, including health and life insurances. It guides clients with retirement and estate planning using gift-giving strategies and trust options. They also offer healthcare and group retirement options for company employee benefits. The company uses Guided Wealth Portfolio as an investment management technology that offers daily monitoring and advanced trading techniques to help clients reduce their taxes and improve their portfolios.
450 East Street 2nd Floor, Doylestown, PA 18901
Doylestown, PA 18901
Salabsky Financial Services is a family-owned and -operated agency that serves clients in the Bethlehem area. It provides financial consulting and advice to help individuals and business owners meet their long-term goals. Its team conducts initial assessments on its clients' current financial status and goals before creating a strategic plan that is suitable for them. It also creates income streams for investments, manages investment accounts, and facilitates financial planning solutions. The company's president, Bill Salabsky, has served as a public accountant for over 50 years.
3258 Easton Avenue, Bethlehem, PA 18020
Bethlehem, PA 18020
Stark Financial Group serves individuals, families, and business owners in Bethlehem and its surrounding areas. The firm offers services that improve the financial outlook of its clients. It provides will and trust analysis, retirement planning, and college. Its advisors provide life insurance products, which protect policyholders and their heirs in the event of death or disability. The company also helps businesses with succession planning, risk management analysis, buy-sell agreements, executive compensation, and employee benefits programs.
79 W. Market Street Suite 200, Bethlehem, PA 18018
Bethlehem, PA 18018
For over 35 years, Xcel Financial Group has been providing clients in Bethlehem with advice regarding their financial lives. It helps design a financial plan that addresses the client's investments, retirement, insurance, and estate matters. It also offers individuals and business owners assistance in tax preparation. The full-service financial firm has advisors who have over 100 years of combined experience. The firm's president, Andrew Sollenberger, and the founder, Leroy Sollenberger, are both Certified Financial Planners.
884 Oplinger Road, Allentown, PA 18106
Allentown, PA 18106