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Climb Every Mountain

Your Lehigh Valley Team

Our team will help coordinate your circle of advisors in order to interact in a unified way. In doing so, each advisor will compliment one another, providing enhanced information and results regarding your financial choices.

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Our Services

Navigating the complexities of family and institutional planning can be challenging. No two paths are the same. That's why we partner with 1847's Advanced Planning resources to develop forward thinking strategies that will help navigate our clients through any planning they face.

We do business in a clear, open manner discussing our remunerations - both fees and commissions - avoiding any real or perceived conflicts of interest. We always keep the interest of our participants and their beneficiaries as our top priority. Most importantly, we affirm our core belief that every participant matters, that every participant deserves the right, regardless of their income or the size of their account balance, to be able to access high quality education and advice.

Assets Under Management

Assets Under Management

Create an investment strategy that's right for you.

Retirement Plans

Retirement Plans

Steps to consider, to pursue the retirement you want.

Group Benefits

Group Benefits

Manage your affairs during your lifetime and beyond.

Life Insurance

Life Insurance

We look forward to helping you and your loved ones explore their financial goals.

We're Here For You!

With over 80 years of experience as a team, we have helped individuals, families, and businesses across the entire region and country.  We have helped people just like you explore their goals – and in many cases, meet them.

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The Retirement Income Dilemma

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Meet the Lehigh Valley Team:

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