Great Scott Financial Services

Closed
1392 US Highway 22 Ste 2
Lebanon, NJ 08833

Great Scott Financial Services, based in Bethlehem, PA, offers a customized and coordinated approach to wealth management, aiming to align clients' financial goals with their unique life circumstances. The firm provides comprehensive services including estate planning, tax management, insurance, and investment strategies, all delivered with a commitment to high-quality client relationships.

The company prides itself on its independent and objective advice, fostering long-lasting client relationships with a focus on transparency and responsiveness. With a significant percentage of clients choosing to stay year after year, Great Scott Financial Services emphasizes attentive service without voicemail during business hours, ensuring immediate assistance for their clients' needs.

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United StatesNew JerseyLebanonGreat Scott Financial Services