Spotts Insurance

The further you go in your financial life, the more complex it becomes. Thats why you need a partner who can help you plot a course. The Edelman Financial Engines office in Allentown open by appointment only is here for you, serving Lehigh Valley and beyond, including Lehigh, Northampton and Berks counties and surrounding areas. Whether youre accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

We are a trusted partner to individuals and businesses, supporting them by seamlessly handling their accounting and payroll functions-so they can focus on running their business. Serving the Allentown, Bethlehem, Easton, Lehigh Valley area and beyond for more than 28 years.