Keywords: establishment,finance,point_of_interest

Wise Financial Group - Allentown (PA)

Address: 🏡 1612 W Allen St, Allentown, PA 18102
Phone : +1 (610) 437-3100
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJJTBb7og5xIkR6-LPPTsldBo

Others Near Allentown,PA

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
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