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.
Wealth Management, Inc. (WMI), a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network, Inc., provides objective, Fee-Only financial planning services to a wide range of clients who come from all walks of life and backgrounds. Kevin Brosious, is the founder and president of Wealth Management, Inc, a Fee-Only financial planning and Registered Investment Advisory firm. Kevin is a CFP® practitioner and has held the CFP® designation since 1992. Kevin is also a CPA, licensed in the state of Pennsylvania since 1989 and a member of the American Institute of CPAs and the Pennsylvania Institute of CPAs. In addition, he is a Personal Financial Specialist - CPA/PFS . A CPA/PFS can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience.
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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.
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, Jason Johnson 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.
The advisor listed is an Ameriprise financial advisor in Wescosville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
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.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charlotte Gross is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Allentown, PA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
