Cornerstone Advisors

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

SSG Capital Advisors is an independent boutique investment bank based in Conshohocken, PA, specializing in assisting middle-market companies and their stakeholders with special situation transactions. With a proven track record of over 450 successful transactions across North America and Europe, the firm offers comprehensive services in mergers and acquisitions, private placements, financial restructurings, valuations, litigation, and strategic advisory. Founded over 20 years ago, SSG Capital Advisors combines creativity and tenacity, drawing on 150 years of collective industry perspective. The firm has been recognized for its excellence, recently receiving multiple awards for its impactful role in significant transactions across various sectors, including consumer discretionary and industrials. Generated from the website

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.