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Read verified customer reviews of the most reliable financial planners in Allentown, PA. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Planning Capital Management Corp. is a fee-only financial planning and wealth management firm dedicated to helping individuals and families achieve their financial goals. With a comprehensive 3-step personal plan process, our team of experienced advisors provide personalized guidance on financial planning, retirement planning, family wealth management, tax strategies, employee benefits, cash flow management, and portfolio management. We also offer expertise in small business retirement plans, trust and estate arrangements, and more. Our mission is to create meaningful and lasting personal relationships with our clients, providing them with customized financial planning and guidance. Whether you're planning for college, retirement, or estate planning, our team is committed to helping you achieve a purposeful path forward.
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Integrity Wealth Partners offers comprehensive wealth management services, focusing on what is important to each client. Our goal is to help navigate life events with confidence, making money management simple yet effective. We provide custom roadmaps for achieving financial balance, secure retirement, and pursuing charitable passions, all while considering future generations.
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Paragon Strategic Wealth is a financial advisory firm that provides personalized services to help individuals achieve their long-term goals. We offer customized solutions for investment, estate, insurance, and tax planning, tailored to meet the unique needs and risk tolerance of each client. Our experienced team takes a client-based approach, fostering trust and building relationships to help our clients achieve the quality of life they desire. With nearly two decades of experience, we have learned that quality is everything, and we strive to provide excellent services to our clients. We believe in protecting those closest to you and prioritize helping you take care of yourself and your family. Our goal is to create a detailed plan perfectly tailored to your goals, working side by side with you to orchestrate your retirement accounts and help you build a secure financial future.
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