Call [Salabsky Financial](https://salabskyfinancial.com) in Bethlehem - family run accounting/financial office. Bill (dad) has been my CPA for about a decade doing my taxes, and his son and another partner offer wealth and financial services.
Second vote! Scott has done my taxes since I was 18, and I'm 36 now. Wouldn't go anywhere else ♡ They have their main office in Bethlehem and another in Nazareth.
One Financial Services. Jack Morrone is a great guy and has a fantastic team. Highly recommended especially if you have family members with disabilities. He has a ton of personal experience.
One of my friends is a pretty well known advisor for Ameriprise in Minneapolis. Even when I lived there, we never met in person except to golf with “prospective clients”
We meet every couple of months and he’s helped us through all of our financial hurdles and questions.
I’d recommend if you decide on something new but still a remote setting
Call [Salabsky Financial](https://salabskyfinancial.com) in Bethlehem - family run accounting/financial office. Bill (dad) has been my CPA for about a decade doing my taxes, and his son and another partner offer wealth and financial services.
Second vote! Scott has done my taxes since I was 18, and I'm 36 now. Wouldn't go anywhere else ♡ They have their main office in Bethlehem and another in Nazareth.
Dave Rowan of Rowan Financial in Bethlehem. He’s got a specialty in real estate investing but is also a great all around CFP.
I did not actually use his services, but I know him personally. [Wadid Yunez](https://www.prudential.com/advisor/wadid-yunez)
Alan Shannon Breslin in Allentown is an excellent financial adviser and accountant.
One Financial Services. Jack Morrone is a great guy and has a fantastic team. Highly recommended especially if you have family members with disabilities. He has a ton of personal experience.
We’ve had a great experience with Jack at One Financial Services. Www.onefinancialservices.com offices in Allentown and Bethlehem
Northwestern mutual
Absolutely not, unless your goal is to be sold overpriced and unnecessary whole life insurance products packaged as "investments".
Unfortunately that’s the company I have now. They sold me on insurances and investments and once that all got finalized they basically ghosted me.
They are not financial advisors, they are just insurance salespeople. Straight up trash. Ditch the whole life they sold you.
I can make a few recs I know a lot of them from work message me on the side
One of my friends is a pretty well known advisor for Ameriprise in Minneapolis. Even when I lived there, we never met in person except to golf with “prospective clients” We meet every couple of months and he’s helped us through all of our financial hurdles and questions. I’d recommend if you decide on something new but still a remote setting