Milestone Financial Associates

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

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.

Newroads Financial Group specializes in providing tailored financial services for executives, entrepreneurs, and individuals navigating life transitions. Their comprehensive approach uncovers financial areas that may not be effectively managed, allowing clients to enhance their long-term financial success. The firm emphasizes building lifelong relationships with clients by actively determining financial challenges, developing strategic solutions, and assisting in plan implementation. Their commitment to ongoing support ensures clients remain aligned with their financial goals and objectives. Generated from the website