Hablamos Espanol, tambien! Also, Spanish Speaking!
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life. At Stellar Advisor, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you're not just a number or portfolio. You are our priority and we have built our firm around helping you succeed.
The Mercer Advisors Lehigh Valley office and its predecessors have guided clients through the various stages of their financial lives since the 1980s. In fact, our principals are lifelong residents of the Valley.Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present and the future.Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
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For almost 60 years, Concannon Miller has provided accounting and tax planning services for businesses, their owners and other high-net-worth individuals. The firm specializes in manufacturers, construction and real estate developers, McDonald's franchisees, other franchises and restaurants, nonprofits, professional service firms and other privately-held businesses. Other services include audit, business valuation, succession and exit planning, business value building, estate and trust services, employee benefit plan audits and lean consulting.
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