Keywords: establishment,finance,point_of_interest

Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services, LLC - Allentown (PA)

Address: 🏡 5100 Tilghman St #211, Allentown, PA 18104
Phone : +1 (610) 530-7222

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJBUF1p2kE9YgRcNaqC_2PL8A

Others Near Allentown,PA

Wealthcare of The Lehigh Valley - Center Valley
George Rogol: My wife and I have been working with Ayad to manage our financial planning since 2016 when he was with another firm. When Ayad moved to Wealthcare of the Lehigh Valley, we moved with Ayad. We did this because Ayad has earned our trust. Trust is crucial in choosing a financial planner to work with. Through our interactions with Ayad, we became confident that his knowledge of financial matters is substantial, that he absolutely looks out for our best interests, and that he is completely honest in dealing with us. We appreciate Ayad and the integrity and expertise he provides us. We would recommend his services without reservation.
TIAA Financial Services - Center Valley
Netznik, McCarty & Associates - Ameriprise Financial Services, LLC - Allentown
Douglas Brinker - Financial Advisor, Ameriprise Financial Services, LLC - Allentown
Valley National Financial Advisors - Bethlehem
Valley National Financial Advisors
Becky Kistler, Clean Horizons LLC: I recently had the opportunity to visit Valley National Financial Advisors, and I was genuinely impressed. From the moment I walked in, it was clear that this team values professionalism and takes real pride in their environment. As the owner of Clean Horizons, I naturally pay attention to the details most people overlook — and their commitment to organization and cleanliness is exactly what we love to see in a well-run facility. It was a pleasure meeting the team, and I wish them continued success in all they do.
Northwestern Mutual - Center Valley
Matt Koff: Tom does a great Job and we are very satisfied. I would reccomend them to anyone. They are very thorough with options and they keep the clients best interest in mind.
Sky Financial Services, Inc. - Center Valley
Jennifer Sacco: Tim, thank you for your exceptional customer service and for sharing your expertise throughout the refinance process. Your knowledge made everything so much easier, and it was truly a pleasure working with you. I really appreciate all your help and professionalism. Thanks again!”
Michael Netznik - Financial Advisor, Ameriprise Financial Services, LLC - Allentown
Capital Planning Wealth Management - Center Valley
Gillian Springer: I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.
KMJ Financial Group, LLC - Whitehall Township
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