Financial - Estate Planning and Investments
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Ameriprise Financial Advisors, Inc.
Anthony
Voros
1555 Brookside Rd.
Wescosville
Pa
610-391-1883
Retirement, Estate concerns, Life Insurance, Health
insurance, Disability, LTC, 529 plans, education needs and
tax issues. I am a Broker, and work with stocks and bonds,
mutual funds and REITS. I help in 401 K's, rollovers, IRA's
and Roths.
PA Diversity VERIFIED GLBT Friendly
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American
Financial Services
Michael Ronca
3075 William Penn Highway
Easton
PA
(610) 252-9704
http://www.agfinance.com
PA Diversity VERIFIED GLBT Friendly
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Ameriprise
Financial Services, Inc.
Denise
McKelvey, CFS
1045 S.
Cedar Crest Boulevard
Allentown, PA 18103
610-439-7000
Fax: 610 439-7071
denise.m.mckelvey@ampf.com
No obligation initial consultation. Putting your financial
needs first is my job. My clients are same sex couples and
singles, but are all serious about managing their money
responsibly in order to achieve their financial goals.
Together, we design a sound, disciplined plan.
Denise M. McKelvey has written the "Rags to Riches"
financial column in the Valley Gay Press since 1999.
GLBT Owned/Operated
PA Diversity VERIFIED GLBT Friendly
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AXA
Advisors
Melissa Donati Smith
333 Thornall Street 8th Floor
Edison, NJ
PA County: Philadelphia
732-476-2829
732-452-4200
melissa.donati-smith@axa-advisors.com
As a Financial Consultant with AXA Advisors, LLC. I provide
Financial Advice to business owners. My services include
Risk Management (Life, Disability, Annuities, and Long Term
Care), Distribution Strategies, and Health Insurance.
I work with business owners to identify goals and concerns
and then she provides strategies that coincide with their
current financial state while educating them about the
strategies recommended. My objective is to formulate a plan
that is flexible and that will help prepare and guide her
client for achieving their goals.
I’ve regularly attended industry training and
certification programs. This includes completing the
curriculum and passing the exams for the:
FINRA Securities Registration: Series 7, Series 66
Life, Health, and Accident License NJ & PA
GLBT-Friendly
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East
Penn Financial Group- MetLife
Carlton Taylor
4905 Tilghman St
Suite 200
Allentown
PA
610-573-5631
ctaylor@metlife.com
We help you build financial freedom. It can start with the
knowledge that you have helped protect your assets and
income from life's uncertainties. And it can grow to the
assurance of a secure financial future, and the achievement
of your goals. It takes careful preparation, and the right
portfolio of financial tools. We can help you
with...Annuities, Disability Income Insurance, Insurance
Strategies, Life Insurance, Long-Term Care, Insurance,
Mutual Funds, Term Life Insurance, Universal Life
Insurance, Whole Life Insurance.
GLBT Friendly
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Amy Smart, Financial Advisor
7424 Winsor Drive,
Allentown, PA
610-398-4260
amy_smart@ml.com
www.merrilllynch.com
I understand the financial needs of the GLBT community because I am part of the community! Living with my partner in Allentown since 1995.
Offering services that include: Retirement and Estate Planning, Investing and Cash Management, Life Insurance, Long-term Care Insurance, Mortgages... Basically all things financial.
Handling both personal and business clients with sensitivity, confidentiality and honesty.
GLBT Operated
PA Diversity VERIFIED GLBT Friendly
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Brian Killeen
2750 Schoenersville Road
Bethlehem, PA
Northampton County
610-807-4951
brian.killeen@wachovia.com
www.wachovia.com
As an openly gay employee of Wachovia, I offer a wide variety of services including: New accounts for personal and business, home equity loans and lines, mortgages for individuals and business, commercial loans, full aray of funds and securities through wachovia securities.
Wachovia Bank has a 100% Equality Index Rating from the National GLBT Organization the Human Rights Campaign. Wachovia offers domestic partner benefits to employees and has full non-discrimination policies that include sexual orientation and gender identity.
Locally, Wachovia Bank partnered with PA Diversity Network to sponser an outreach mixer for the GLBT community. Over 150 people attended the event which raised funds for PA Diversity Network.
Read more about it by clicking here.
PA Diversity VERIFIED GLBT Friendly
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UFirst
Bev Morgan
Northampton County
610-390-9339
bevm55@ptd.net
morganbmorgan66@gmail.com
The best way to explain what I do is this. Imagine a service that does the following. I recently helped a client who had a 27 year mortgage, $11,000 boat, $13,000 trailer, $9000 credit card debt, because they qualified for the service I offer, will be paid off in 7 years - all without having to refinance or earn extra income. We\'re using the service with great results! Call or email Bev Morgan
GLBT-Friendly
GLBT Operated
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