Keywords: establishment,finance,point_of_interest

Mariner Finance - Allentown (PA)

Address: 🏡 1380 Hanover Ave, Allentown, PA 18109
Phone : +1 (484) 550-6958

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJjQ7_sjQ5xIkRp8SQRtuBoqs

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Cornerstone Portfolios - Allentown
Thomas Laubscher: My wife and I have been clients since January 2023 and have been completely satisfied with Cornerstone Portfolios. We were with another financial planner for many years and were unsure of making a change to another company but Im glad we did. Dave analyzed our financial situation and made some great recommendations. We are retired now, and we have great investments that have increased steadily in value while providing protection against loss in a declining market. Dave is always available for any question or concerns we may have. No pressure always.
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J Millan: Helped me save an extra weeks pay each and every month. Now I can see the light at the end of the financial debt tunnel and will be able to retire on tume and self sufficient. Highly recommended!!!
Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services, LLC - Allentown
Pierce Giancaterino: Stephen takes a very hands on, caring approach to the advising process and has a wealth of knowledge and experience to boot. Compared to most advisors, he certainly goes the extra mile to give you a personalized experience and makes you feel as though you are his only client, if not a friend. He is extremely down to earth as well, putting relationships ahead of profits. I would 100% recommend to anyone that is serious about their financial future and retirement. Stephen will get you to where you want to go.
Michael A. Waterhouse, Financial Advisor - Allentown
Pets For LLS One Lick at a Time: When I first met Michael I was interested in exploring an annuity. After speaking to him, I was so impressed with his knowledge of financial planning we explored retirement savings. Mike took the time to explain the difference between 401k and Roth IRA plans. So helpful! So I put a savings plan together and now have peace of mind that I have a long term plan in place. He also offers Insurance and Disability as well. I highly recommend you visit his website that is chock full of information.