Newroads Financial

Individuals today are increasingly inclined to use an objective planner to determine their financial needs' one who offers low-cost products to satisfy these needs and who provides the ongoing knowledge and support to keep their plans on track. Conestoga Group has developed an affordable approach for you to implement this process. For a small fee, a Comprehensive Planning Analysis will review your current situation, including life, disability, and long term care insurance needs, and provide the additional funding requirements needed to pursue any number of retirement, education, or other objectives. A second, optional small fee will engage us to develop specific asset allocation portfolios, matching your tolerance for risk with various portfolios of asset classes. Our final stage of involvement, should you choose to continue, would be to implement your Asset Allocation Strategy through our carefully chosen menu of mutual funds. No-load or commission-based funds are available through brokerage accounts offered by Commonwealth Financial Network, our broker/dealer. Commission-based insurance and investment products are also available without the planning fees described above.

Financial Sources Inc is a reputable wealth management firm based in Bethlehem, PA, offering a comprehensive range of services including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. With a team of experienced professionals, they strive to understand their clients' unique needs and provide tailored solutions to help them achieve their financial goals at different stages of life.Generated from the website

Gross Financial Services, established in 1981 and located in Feasterville Trevose, PA, specializes in providing comprehensive insurance and investment plans to help clients navigate their financial futures. With a focus on education, the firm aims to empower individuals by offering resources that clarify financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. Committed to client satisfaction, Gross Financial Services emphasizes the value of partnering with experienced professionals to achieve financial goals. The firm provides a variety of tools, including calculators, articles, and videos, to assist clients in understanding and managing their personal finances effectively. Generated from the website