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Your Local, Trusted Financial Advisors

We are proud to have served the people of our local community over 40 years. We work with many of the real people of the Lehigh Valley; Steelworkers, fire fighters, teachers, nurses, small business owners and more throughout the Lehigh Valley, these are our preferred clients. Our mission is to build long lasting relationships with our clients to foster every opportunity for their financial success. We take pride in creating a personal and easy experience for everyone. There is a reason we have third and fourth generation clients that keep coming back to us.

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