Keywords: establishment,finance,insurance_agency,point_of_interest

Wadid Yunez - Prudential Financial - Allentown (PA)

Address: 🏡 30 S 9th St, Allentown, PA 18102
Phone : +1 (484) 765-0163
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJSce84n05xIkRq-jQiwr1Q8o

Others Near Allentown,PA

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.
Peoples & Co. Private Wealth Stewardship - Allentown
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
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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!”