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Map of Slatedale, PAMap of Slatedale, PA

Financial Planners in Slatedale, PA

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2. Annuity General

Annuity General

Serving the Slatedale Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

4. W. Z. "Bill" Kelley

W. Z. "Bill" Kelley

Serving the Slatedale Area

OPEN 24 HOURS

From Business: Investment advisor offering products and services to solve current and future needs.

YP
34 Years
in Business

6. John Schick - Institutional Advisor, Ameriprise Financial Services

John Schick - Institutional Advisor, Ameriprise Financial Services

4439 W Wyndemere Cir, Schnecksville, PA, 18078

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

7. Robert Klock - Thrivent

Robert Klock - Thrivent

1611 N 18th St, Allentown, PA, 18104

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robert Klock is committed to providing financial advice,…

8. Daryl Brown - Thrivent

Daryl Brown - Thrivent

625 Interchange Rd, Lehighton, PA, 18235

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Daryl Brown is committed to providing financial advice,…

9. Susan Lovejoy - Thrivent

Susan Lovejoy - Thrivent

625 Interchange Rd Lowr LEVEL, Lehighton, PA, 18235

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Susan Lovejoy is committed to providing financial advice,…

10. Scott Edelman - Thrivent

Scott Edelman - Thrivent

1159 Interchange Rd, Lehighton, PA, 18235

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Scott Edelman is committed to providing financial advice,…

14. Santander Bank

Santander Bank

901 Main St, Northampton, PA, 18067

OPEN NOW:9:00 am - 12:00 pm

15. Edward Jones - Financial Advisor: Daniel Kochsmeier

Edward Jones - Financial Advisor: Daniel Kochsmeier

3716 Lehigh St Ste 104, Whitehall, PA, 18052

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

16. Edward Jones - Financial Advisor: Brenda Edmonds

Edward Jones - Financial Advisor: Brenda Edmonds

613 Blakeslee Boulevard Dr E Ste 201, Lehighton, PA, 18235

CLOSED NOW:Closed

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

17. Janney Montgomery Scott

Janney Montgomery Scott

1390 Ridgeview Dr Ste 101, Allentown, PA, 18104

CLOSED NOW:Closed

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

18. Julie Knight of Janney Montgomery Scott

Julie Knight of Janney Montgomery Scott

1390 Ridgeview Dr Ste 101, Allentown, PA, 18104

CLOSED NOW:Closed

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

19. KLC Wealth Advisory of Janney Montgomery Scott

KLC Wealth Advisory of Janney Montgomery Scott

1390 Ridgeview Dr Ste 101, Allentown, PA, 18104

CLOSED NOW:Closed

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

20. Magellan Financial Inc.

Magellan Financial Inc.

1605 N Cedar Crest Blvd, Allentown, PA, 18104

CLOSED NOW:

From Business: A different approach to wealth management. At Magellan Financial we believe professional wealth management has only one definition of success: when our work allows investors to…

21. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

3500 Winchester Rd Ste 100, Allentown, PA, 18104

CLOSED NOW:

From Business: Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750…

22. Client 1st Financial

Client 1st Financial

915 Nursery St, Fogelsville, PA, 18051

CLOSED NOW:

From Business: At Client 1st Financial - we can. Based on what our clients tell us, our focus on providing a high level of "client care," is delivering positive results in client…

23. Kleinhenz & Company LLP

Kleinhenz & Company LLP

2310 Walbert Ave Ste 102, Allentown, PA, 18104

CLOSED NOW:

From Business: Kleinhenz & Company, LLP, specializes in accounting and tax preparation for a wide variety of clients. We also specialize in tax return filing and tax planning for individuals…

24. Matt Patterson - Thrivent

Matt Patterson - Thrivent

1611 N 18th St, Allentown, PA, 18104

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matt Patterson is committed to providing financial advice,…

25. Jason Johnson - Financial Advisor, Ameriprise Financial Services

Jason Johnson - Financial Advisor, Ameriprise Financial Services

7540 Windsor Dr Ste 212, Allentown, PA, 18195

OPEN NOW:9:00 am - 12:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Christi Kuhn - Thrivent

Christi Kuhn - Thrivent

532 Lehigh St, Jim Thorpe, PA, 18229

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Christi Kuhn is committed to providing financial advice,…