Modera offers fee-only wealth management and financial planning in Lehigh Valley, PA. In a world of murky incentives, we proudly stand apart as an independent firm with a fiduciary commitment to the best interests of our clients. As a fiduciary, Modera is required to provide objective advice and hold a commitment to the highest level of ethics. Turn to us for guidance and financial counsel relating to retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis, and college or education planning. We understand the nuances of managing wealth and have been helping generations of clients make informed financial decisions since 1983. Contact us to discuss your financial future.
Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains one of its locations in Allentown, Pa.
Univest Financial Corporation is a fully integrated financial solutions provider delivering banking, insurance, investments, wealth management, trust, mortgages, and leasing solutions throughout the Mid-Atlantic Region.
Welcome to Merrill Lynch in ALLENTOWN, PA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
Welcome to Merrill Lynch in Allentown, PA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
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, Richard Fernandez 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.
