Retirement Planning in Bethlehem, PA

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Top Retirement Planners in Bethlehem, PA

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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 2045 Westgate Dr Suite B-1, Bethlehem, PA 18017, USA
Phone (610) 865-7980
Directions
SEC File# 801-97342
CRD# 147221
5 out of 5
Location 4505 Hanoverville Rd, Bethlehem, PA 18020, USA
Phone (610) 746-7007
Directions
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Somers Wealth Management
Location 81 Highland Ave Suite 100, Bethlehem, PA 18017, USA
Directions
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Quadrant Private Wealth
SEC File# 801-106484
CRD# 277044
5 out of 5
Location 2 W Market St, Bethlehem, PA 18018, USA
Phone (610) 849-2740
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-7258
CRD# 463
5 out of 5
Location 81 Highland Ave Suite 100, Bethlehem, PA 18017, USA
Phone (610) 865-9550
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-121753
CRD# 315389
4 out of 5
Location 1429 W Broad St, Bethlehem, PA 18018, USA
Phone (610) 625-8855
Directions
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Great Scott Financial Services
Location 3101 Emrick Blvd # 310, Bethlehem, PA 18020, USA
Phone (610) 625-2777
Directions
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Financial Sources Inc
Location 44 E Broad St STE 110, Bethlehem, PA 18018, USA
Phone (800) 450-0629
Directions
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Valley National Financial Advisors
5 out of 5
Location 1655 Valley Center Pkwy #100, Bethlehem, PA 18017, USA
Phone (610) 868-9000
Directions
SEC File# 801-10970
CRD# 6413
Location 701 W Broad St # 204, Bethlehem, PA 18018, USA
Phone (610) 807-3554
Directions
SEC File# 801-53367
CRD# 111268
Location 1412 Walter St # 2, Bethlehem, PA 18015, USA
Phone (610) 954-9940
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Willever Financial Group
Location 2571 Baglyos Cir # B33, Bethlehem, PA 18020, USA
Phone (610) 559-1782
Directions
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Dianne Denison - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 301 Broadway Ste 200B, Bethlehem, PA 18015, USA
Phone (610) 365-7646
Directions
Retirement Planning in Bethlehem, PA

About Bethlehem, PA for Those Planning to Retire

Bethlehem, PA is a vibrant city with a rich history and diverse culture. Its landmarks include the iconic Bethlehem Steel stacks, which have been transformed into a bustling arts and entertainment district, and the historic Moravian settlement, which features beautifully preserved colonial-era buildings and museums. The city's top employers include Lehigh University, St. Luke's University Health Network, and Bethlehem Area School District, all of which contribute to the city's thriving economy. Major highways and streets in Bethlehem include Route 22, which runs through the city's northern edge and connects it to Allentown and Easton, and the Bethlehem Pike, which winds through the city's charming residential neighborhoods. Speaking of neighborhoods, Bethlehem is home to a variety of distinct communities, each with its own unique character and charm. From the bustling downtown area with its trendy restaurants and shops to the quiet tree-lined streets of historic Bethlehem, there's something for everyone in this vibrant and welcoming city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bethlehem, PA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to small businesses in the area, which can boost the local economy. Bethlehem is home to several small businesses, including antique shops, boutiques, and restaurants. These businesses can benefit from loans, lines of credit, and other financial services offered by a bank. Additionally, banks can provide residents with access to safe and secure banking services, such as checking and savings accounts, as well as investment opportunities. Bethlehem is also known for its vibrant arts and culture scene, and a bank can support local arts organizations and events through sponsorships and donations. Finally, a bank can help residents plan for their future by offering financial planning and retirement services, which can be especially beneficial for the many retirees who call Bethlehem home.

Insurance Broker

Residents of Bethlehem, PA can greatly benefit from the services of an insurance broker. With the city's diverse population and unique industries such as the Bethlehem Steel Corporation, an insurance broker can assist in finding the right coverage for each individual or business. Whether it be finding a policy for a historic home in the city's historic district or navigating the complex insurance needs of a steel manufacturing company, an insurance broker can provide expert guidance and personalized attention. Additionally, with Bethlehem's proximity to major highways and transportation hubs, an insurance broker can help residents secure the appropriate coverage for their vehicles and travel needs. With the ever-changing landscape of insurance policies and regulations, an insurance broker can provide peace of mind and ensure that residents of Bethlehem are adequately protected.

Wealth Management

Residents of Bethlehem, PA can benefit from the services of a wealth manager in a number of ways. Firstly, a wealth manager can help them to develop a comprehensive financial plan that takes into account their current financial situation, long-term goals, and any specific needs or concerns they may have. This can include creating a budget, setting up a retirement savings plan, and investing in a diversified portfolio of assets. In addition, a wealth manager can provide guidance on tax planning, estate planning, and risk management, helping residents to protect their assets and minimize their financial risks. One specific challenge that residents of Bethlehem may face is the impact of the city's aging infrastructure on their property values and insurance rates. A skilled wealth manager can help them to navigate these issues and make informed decisions about their investments and insurance coverage. Overall, a wealth manager can provide residents of Bethlehem with the tools and expertise they need to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Bethlehem, PA could benefit from the services of a financial advisor in numerous ways. One of the most common ways would be in terms of retirement planning. Many residents in Bethlehem are nearing retirement age and may not have a clear understanding of how to maximize their retirement savings. A financial advisor could help them navigate the complex world of retirement planning, including determining the best investment vehicles and creating a comprehensive plan for their retirement years. Another area where a financial advisor could be helpful is in debt management. With the average household debt in Bethlehem being higher than the national average, many residents may be struggling to manage their debt and may not know where to turn for help. A financial advisor could provide guidance on debt consolidation, budgeting, and other strategies to help residents get back on track financially. Additionally, with Bethlehem's thriving arts community and numerous festivals and events throughout the year, residents may need help managing their finances to fully enjoy all that the city has to offer.

Mortgage Loan Officer

Residents of Bethlehem, PA could benefit greatly from the expertise of a mortgage loan officer. With a population of over 75,000 people, Bethlehem is a bustling city with a diverse range of housing needs. A mortgage loan officer could assist residents in finding the best mortgage rates and terms for their unique financial situation. They could also provide guidance on the home buying process, which can be especially helpful for first-time buyers in Bethlehem. Additionally, a mortgage loan officer could help residents refinance their existing mortgages, potentially lowering their monthly payments and saving them money in the long run. With Bethlehem's rich history and vibrant community, it's no wonder that so many people choose to call this city home. A mortgage loan officer can help make that dream a reality.

Tax Services

Residents of Bethlehem, PA can benefit greatly from the services of a tax advisor. One specific way a tax advisor could help is by navigating the complicated tax laws surrounding Bethlehem's thriving tourism industry. As a popular destination for history buffs and Christmas enthusiasts, Bethlehem sees a significant influx of visitors each year. A tax advisor could assist residents who rent out their homes or properties to tourists, ensuring they are properly reporting their rental income and taking advantage of any available deductions. Additionally, a tax advisor could help small business owners in Bethlehem navigate the unique tax laws and regulations that apply to the city's many boutiques, restaurants, and other local establishments. With the help of a skilled tax advisor, Bethlehem residents can ensure they are maximizing their tax savings and staying in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Bethlehem, PA could benefit from the assistance of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer could help is by creating a comprehensive estate plan that takes into account the unique laws and regulations of Pennsylvania. For example, Bethlehem is located in Northampton County, which has its own probate court. An estate planning lawyer could help residents navigate this court and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer could help residents create trusts to protect their assets from creditors or to provide for their loved ones after they pass away. Overall, an estate planning lawyer could provide invaluable assistance to residents of Bethlehem, PA in protecting their assets and ensuring that their wishes are carried out after they pass away.

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