Seasons Change Financial

Northeast Financial Group, based in Tannersville, PA, is an independent fiduciary partner specializing in developing tailored financial solutions for organizations and individuals. With over $840 million in assets under management and 25 years of average experience in senior leadership, NEFG offers client service, open architecture, and alternate income funds investing to help clients achieve their financial goals. NEFG stands out from large institutional investment firms by providing clarity and personalized strategies for clients who may feel overwhelmed by multiple accounts. Their commitment to financial wellness includes careful goal-setting, diligent planning, and ongoing monitoring of investment decisions. As an independently owned and operated firm, NEFG offers investment advisory services through Northeast Financial Group, Inc., and securities through Leigh Baldwin Co., LLC and Charles Schwab Co., Inc.Generated from the website

C & C Asset Management, located in Orefield, PA, specializes in comprehensive financial planning services, including tax, insurance, investment, retirement, estate, and cash flow planning. With a commitment to personalized financial strategies, they aim to guide clients toward achieving their financial goals. The firm is associated with Grove Point Investments LLC and Grove Point Advisors LLC, which provide investment advisory services and securities. However, C & C Asset Management operates independently and is not affiliated with these subsidiaries of Grove Point Financial LLC. Generated from the website

Xcel Financial Group is a full-service financial services firm based in Allentown, PA, serving the Lehigh Valley and beyond for over 35 years. With a team of experienced advisors, they provide professional advice and guidance in areas such as retirement planning, investment management, tax planning, and insurance. Committed to exceeding their clients' expectations, Xcel Financial Group treats everyone as a valued member of their family, prioritizing their clients' interests to build successful, long-term partnerships.Generated from the website