Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

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

 610-437-5650

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Financial Literacy for Young Professionals

Oct 18 2023

As young professionals start their careers, one area of concern shared by many is general financial literacy. A recent survey by Experian¹ revealed that nearly 4 in 5 millennials and members of Gen Z are striving in 2023 to be more financially literate, while nearly 70% are actively searching for a …  Read More

Categorized: Family & Finances
Tagged: 401k Planning, budgeting, debt repayment, diversification, Emergency Fund, Investing

5 Characteristics to Look for in an Investment Planner

Dec 02 2020

Regardless of the size of your investments or the complexity of your financial goals, you need to make sure your assets are being handled effectively. To do so, you need to work with the right investment planner. When searching for the right one, you may want to consider these 5 …  Read More

Categorized: Family & Finances, Investing
Tagged: asset management, financial advisor, Investing, Investment Planning, wealth management

Why Experienced Investment Planning is Something to be Thankful For

Nov 27 2019

During the Thanksgiving season, many people identify various aspects of their life for which they are thankful for. Many reflect on their health, job, family & loved ones, and several other things. In addition to those, we’d like to take a moment to focus on why experienced investment planning …  Read More

Categorized: Investing
Tagged: asset management, financial advisor, Investing, Investment Planning, wealth management

How to Save Money and Invest For Traveling

Oct 18 2019

An affordable vacation can be difficult enough to plan - there’s getting time off from work and school, figuring out the best way to get there, and of course how to fit it all into your budget. Maybe you’re looking to book the same beach house at the Jersey shore your family has been going to for …  Read More

Categorized: Family & Finances
Tagged: Investing, investing advice, Investment Planning, saving for vacation, saving tips, Stock Market, travel expenses

The Asset Allocation Dilemma

Nov 10 2014

Asset allocation, in basic terms, is the division of investment assets among numerous asset classes. At its simplest, one would divide their investment dollars among stocks, bonds and cash, with the percentage allocated to each determined by the individual’s time horizon and risk tolerance. The …  Read More

Categorized: Educational Planning Resources
Tagged: Asset Allocation, Investing, Investment Planning, Stock Market Allocation

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
Click Here for Heirloom Wealth Advisors

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, IL, IN, MA, MD, 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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MENU
  •  Home
  • Services
    • Our Financial Services
    • Wealth Planning
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • Life Insurance Services
      • Estate Planning Strategies
    • Impact Investing
    • Investment Management
    • College Savings Plans
      • College Savings Basics: How & When To Save
      • College Savings: From Getting Started to Enrollment
      • How to Balance Retirement and College Savings
    • Retirement Planning Services
      • Retirement Is For Living
      • 401k Retirement Plans
      • Social Security & Medicare Benefits
    • Business Financial Services
  • Team
    • Our Team
    • Whom We Serve
    • Get Started Now
    • The Client Relationship
  • Work At Magellan
  • Knowledge Center
    • Blog
    • Market Reviews
    • Education
    • Helpful Resources
  • Contact