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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Our Financial Services

Asset & Wealth Management Overview


At Magellan Financial, we are committed to serving your complete needs at every financial stage with our financial services.

financial advisors in Allentown, Pa

Retirement Planning

  • Analysis of 401(k) options
  • Facilitate defined-benefit plans and profit-sharing plans
  • Nonqualified deferred compensation
  • IRAs, Roth IRAs, conversions and rollovers
  • Prototype retirement plans

Estate Planning Strategies and Access to Trust Services

  • Philanthropic donor services
  • Personal trust services through affiliates
  • Trust-fund portfolio administration
  • Estate planning strategies

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

College Savings Plans

  • 529 Plans
  • UTMA accounts
  • Coverdell Education Savings Accounts (ESA)

Life Insurance Services

  • Life insurance: whole life, universal life, variable life, term and special situation (e.g. second-to-die, key employee) policies
  • Long-term care
  • Nonqualified retirement planning

Insurance products are available through non-bank insurance affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

Business Financial Services

  • Liquidity Event Planning
  • Thoughtful transition plans
  • Investing options that seek to provide tax-efficiency

Investment Planning

To help you prepare for the future, we begin the planning process by analyzing your:

  • Potential Income growth
  • Tax liabilities
  • Net worth
  • Retirement-income needs

Investment Management

  • Tactical Asset Allocation
  • In-house Money Management
  • Progress Meetings

For more information about our financial services & wealth management, contact our team of Financial Advisors today!

 

Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. You generally have four options for your QRP distribution:
Roll over your assets into an Individual Retirement Account (IRA)
Leave assets in your former QRP, if plan allows
Move assets to your new/existing QRP, if plan allows
Take a lump-sum distribution and pay the associated taxes
Each of these options has advantages and disadvantages and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses, and services offered. Your Wells Fargo Advisors Financial Advisor can help educate you regarding your choices so you can decide which one makes the most sense for your specific situation. Before you make a decision, read the information provided in this piece to become more informed and speak with your current retirement plan administrator, and tax professional before taking any action.
Summary
Financial Services - Asset & Wealth Management
Service Type
Financial Services - Asset & Wealth Management
Provider Name
Magellan Financial Inc.,
1605 N Cedar Crest Blvd #111,Lehigh County,Pennsylvania-18104,
Telephone No.610-437-5650
Area
Allentown, Pa
Description
Our Financial Services help plan your financial future. We offer Asset & Wealth Management, Retirement Plans, Investment management & planning, & more!

Contact Us


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, IL, IN, KY, 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
    • 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
    • Business Financial Services
    • Retirement Planning Services
      • Retirement Is For Living
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact