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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Investment Management

Wealth & Investment Management Services


Investment Management and wealth and asset management in Allentown, Pa

Mark Twain once wrote, “the difference between the right word and the almost-right word is the difference between lightning and the lightning bug.”

 

We believe investment management functions in the same way — seemingly small differences often divide true success from negative outcomes. Without diligent planning, thorough research and thoughtful investment strategies, you may settle for “almost right” portfolio management that seems acceptable in the short term, but will not support your long-term investment objectives.

A Dedicated Investment & Wealth Management Process

At Magellan Financial, we apply a risk-based approach to investment management that is designed to achieve equity-like returns with potentially lower volatility. Our goal is to uphold your wealth management plans with tactical asset allocation, in-house money management, and continuous monitoring of client portfolios.

Advisory accounts are not designed for excessively traded or inactive accounts, and are not suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs varies.

 


For more information about our investment & wealth management services, Contact our team of Financial Advisors, today!
Summary
Investment Management and Wealth Management
Service Type
Investment Management and Wealth Management
Provider Name
Magellan Financial Inc.,
1605 N Cedar Crest Blvd,Allentown,Pennsylvania-18104,
Telephone No.6104375650
Area
Allentown, Pa
Description
We apply a risk-based approach to investment management that is designed to achieve equity-like returns with potentially lower volatility.

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
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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
    • 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