Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

The dream you imagine is built on the decisions you make today.

 610-437-5650

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Family & Finance Resources

Socially Responsible Investing

Sep 23 2015

What is Socially Responsible Investing? Socially Responsible Investing is not the same thing to everyone. It can best be described as an investment in corporations and governments that investors believe hold value of importance to the investor. There are a number of factors that come up with many …  Read More

Categorized: Family & Finances, Retirement Planning

4 Questions You Should Ask Your Financial Advisor

Aug 11 2015

You’ve worked hard for your money, and naturally you want it to work hard for you, too. You have got big plans for what you want it to accomplish - help you buy the perfect home, pay for your child’s college education, or support your lifestyle through retirement. So, how do you seek to preserve …  Read More

Categorized: Family & Finances

7 Tips & Resources to Educate Your Kids on Finances

Jun 15 2015

Are your kids ready to manage their own money? With the recent economic climate in the US, managing money has been difficult for almost everyone, so preparing kids to make smart money decisions has never been more important. Providing financial instruction for kids, as they grow toward adulthood, …  Read More

Categorized: Educational Planning Resources, Family & Finances
Tagged: Investor Educational resources

Reasons to Consider Bonds in your Portfolio

May 29 2015

It is a common misconception that bonds are only valuable to older conservative investor or for young children as savings bonds. That is simply not the case. Bonds can be an important factor for a strategically balanced portfolio at every stage of your life. Bonds can be valuable for a portion of …  Read More

Categorized: Family & Finances

You’ve Moved on. What about your retirement savings?

Apr 15 2015

The days of graduating from high school or college, working for one company for 35 years before retiring with a company-sponsored pension may be behind us. We live in an era where most people change jobs at least once in their lifetime. According to the Bureau of Labor Statistics National …  Read More

Categorized: Family & Finances

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Recent Posts

  • Monthly Stock Market Review – March 2018
  • Reviewing Your Current Finances and Health Before Retirement
  • Monthly Stock Market Review – February 2018
  • Defining Your Retirement Lifestyle

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Contact Magellan Financial Advisors

MAGELLAN FINANCIAL, INC.

1605 N Cedar Crest Blvd #111
Allentown, PA 18104 USA

 610-437-5650

Toll Free:  1-888-437-5650
Fax:  610-437-5654
Email:  Rob.Cahill@WFAFiNet.com
Click Here for Directions

Financial Services

  •  Investment Planning
  •   Investment Management
  •   Business Owners
  •   Retirement Planning Services
  •   401(K) Retirement Plans
  •   Socially Responsible Investing

Client Resources

  •   Educational Resources
  •   Family & Finances
  •   Business Financial Services
  •   Stock Market Review
  •   Retirement Planning
  • Life Insurance
Investments in Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS.

This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MN, MZ, NC, NJ, NM, NY, OH, PA SC, UT, VA, VT, WA, WI. Securities related services by Magellan Financial, Inc., may not be provided to individuals residing in any state not listed above. Insurance-related services may be provided by Robert I. Cahill, CFP, Managing Partner, only to individuals residing in: AZ, CO, FL, MA, NJ, NY, PA, SC, VA.

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  •  Home
  • Services
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • College Savings Plans
        • Saving For College: How & When To Save
      • Estate Planning Strategies
      • Life Insurance Services
      • Impact Investing
    • Investment Management
      • Tactical Asset Allocation
      • Tactical Equity Portfolio
    • Business Financial Services
    • Retirement Planning Services
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact