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8:30AM - 5PM
74 W Broad St # 340, Bethlehem
Financial Advising
“Jim and staff are very professional. Easy to deal with and does what they say and go the extra mile. Love the Chhrismass parties!!
They have great integrity. Deb and I have had a great experience with them.”
“We've been a faithful customer for about 6 years now and we're beyond thankful for the knowledge, patience and time sensitive professionalism they provide. Highly recommended.”
Financial Advising
Financial Advising
“"I highly recommend Tim and his team as a trusted and knowledgeable advisor. From the moment we began working together, they took the time to understand my financial goals and created a customized plan that aligned with my needs. They explained complex financial concepts in a way that was easy for me to understand and provided ongoing support to ensure I stayed on track. Their attention to detail and proactive communication helped me feel confident and secure in my financial decisions. I am grateful for their expertise and would not hesitate to recommend them to anyone seeking financial advice or tax preparation. Thank you Tim!!”