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Showing 1 - 6 of 6 results
VALLEY NATIONAL GROUP, INC.
VALLEY NATIONAL GROUP, INC.
Bethlehem, Pennsylvania
25-49 employees
Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives. We carry out our mission with the utmost care, offering clients a comprehensive suite of financial planning services. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent. Our advisors are backed by many years of experience and a commitment to ongoing professional development. Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth. Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.
Retirement Benefits Rank
Market Leading
KEYSTONE FINANCIAL MANAGEMENT, LTD
KEYSTONE FINANCIAL MANAGEMENT, LTD
Nazareth, Pennsylvania
25-49 employees
Offering Financial Strength & Stability for Over 20 Years Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision. Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals. With dozens of offices in Pennsylvania, New York, and beyond, our network of nearly 100 advisors are committed to helping clients plan for their financial futures, build their investments, and protect their assets. Each advisor brings their own unique experience, expertise, and process to their practice, along with the tools, support, and technology provided by our own broker-dealer. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity For additional information please visit our website: www.keystonefinancialmanagement.com CA Insurance License Number 0H29775 Arkansas Insurance License Number 2020136 Minnesota insurance License Number 40125747 https://www.sipc.org/ https://www.finra.org/#/
Retirement Benefits Rank
Below Market
NORTHEAST FINANCIAL GROUP, INC.
NORTHEAST FINANCIAL GROUP, INC.
Tannersville, Pennsylvania
1-24 employees
Provide comprehensive investment and compliance consulting services to corporate and individual clients through a fee based Registered Investment Advisor platform. Maintain Series 65 License Certified Fund Specialist
Retirement Benefits Rank
Below Market
ONE FINANCIAL SERVICES LLC
ONE FINANCIAL SERVICES LLC
Allentown, Pennsylvania
1-24 employees
The passion exhibited by the members of the One Financial Services team has made the firm become a trusted source of objective advice for accumulating and managing personal wealth. We also focus on enhancing all aspects of our clients’ lives and ensure that they are cared for through financial planning, confidence in guidance, and provision of resources for every area of concern through our strategic partners. One Financial Services offers financial strategies and advice delivered through personalized care while offering planning services in the areas of retirement, estate, special needs, education and taxation. We also facilitate referrals to life advisory services such as banking, mortgages, legal work and long term care with our strategic partners. When making referrals, we stay connected to the process and act as a sounding board as the client desires. We are 100 percent committed to helping you achieve your long-term financial and life goals. This means when you invest with One Financial Services, you can benefit from an all inclusive approach to life planning, a passion for providing independent advice, objective guidance and advice, investment choice and flexibility, convenient account access, and the opportunity to work with an independent investment partner. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. For a list of states in which One Financial Services may conduct business, please visit our website at www.onefinancialservices.com. Third party posts on this profile do not reflect the view of LPL FInancial and have not been reviewed by LPL Financial for completeness or accuracy.
Retirement Benefits Rank
Market Competitive
KMJ FINANCIAL GROUP LLC
KMJ FINANCIAL GROUP LLC
Whitehall, Pennsylvania
1-24 employees
KMJ FINANCIAL GROUP, L.L.C. is a financial services company based out of 881 THIRD STREET, SUITE B-4, WHITEHALL, Pennsylvania, United States. Securities and advisory services are offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. KMJ Financial Group, LLC 881 3rd Street Suite B-4 Whitehall, PA 18052 610-443-2243. The Financial Advisors associated with this website may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Below Market
MADDOCK AGENCY, INC.
MADDOCK AGENCY, INC.
Clarks Summit, Pennsylvania
1-24 employees
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by Standard & Poor's. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; and pet, motorcycle and boat insurance. For more information, visit www.nationwide.com.
Retirement Benefits Rank
Below Market
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