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Financial consulting in Allentown, PA

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Paragon Strategic Wealth

At Paragon Strategic Wealth, it is our mission to help my clients identify what is important to them and develop unique, client-centered solutions to assist them pursue and reach those goals. We foster trust, build relationships and strive for providing excellent service to our clients. We do this by providing solutions that help Protect Your Family, Your Future and Your Legacy. That is who we are, and who we will always be.

Edelman Financial Engines

The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Allentown - open by appointment only - is here for you, serving Lehigh Valley and beyond, including Lehigh, Northampton and Berks counties and surrounding areas. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Mary Zwarych - Ameriprise Financial Services

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 sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Allentown, PA area, Mary Zwarych will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Sylvan Capital Advisors - Ameriprise Financial Services

At Sylvan Capital Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Allentown, PA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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