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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The Client Relationship

We know it can be hard to find the right team of financial advisors. Below are the steps we take in forming a productive client relationship — from your initial consultation, to opening your account with us, plus information about what happens after you open your accounts.
Financial Wellness in Lehigh Valley, PA

 


Understanding Your Financial Needs

Before we begin investing your account or preparing an investment plan, we first need to learn about your goals, objectives, and unique situation. Instead of a generic questionnaire, at Magellan Financial we combine Wells Fargo Advisors’ Envision® process with our own Investment Planning Process to help create a clear, concise picture of where you are today, what your goals are, and how to chart the course toward your desired future.


Proposal Stage – Customized Wealth Management and Investment Planning

We begin by providing you with an investment plan designed for your unique situation. With the information and understanding gathered during the consultation phase, we use our investment planning tools to create a picture of your current financial circumstance and a plan to help you achieve your stated objectives. At the presentation you will receive the following:

  • A summary of your current assets, liabilities, spending patterns, and tax situation
  • A picture of how your financial circumstances align with your long-term goals
  • An initial wealth management plan, which will guide your investment strategy

We always encourage our clients to become engaged in the process and to ask as many questions as necessary to become comfortable with the wealth management plan and the resulting investment strategy.


Account Set Up and Asset Transfers – How This Works

All the paperwork is done by us. Once we have your current information, we will prepare all paperwork necessary to open and transfer your assets. We will ask you to review the documents to ensure their accuracy and then sign them. We will take it from there.

If you have accounts at other brokerage firms or banks, we will transfer these accounts to Magellan Financial so they can become a part of your comprehensive investment plan. Other accounts, such as your 401(k)Retirement Plan at your current employer, will remain at the current custodian but will become a part of your overall investment strategy. You will be informed of all fees and costs prior to transferring any account.

Your investment accounts will be opened at Wells Fargo Advisors Financial Network and an associate of Magellan Financial will be designated as your financial advisor. All of your assets will be held in custody with Wells Fargo Advisors Financial Network. We advise on your accounts, place trades and request changes on your behalf.

Once the accounts are opened, you will begin to receive account statements and trade confirmations. We highly recommend you Go Green and receive these documents online.


Implement the Investment Strategy

All of the information we gathered from the consultation process will be transformed into your actual investment plan. Included in the Investment Plan is the type of investments you will own and what types of accounts you have. Once your assets are received, we will begin to implement the agreed upon investment strategy.


Ongoing Contact and Plan Review

We maintain regular contact with every client, but our ongoing meeting schedules are determined by your preferences. Whether you prefer to meet quarterly or yearly, we are here to ensure you stay up-to-date with our continuing adaptations to your investments.


Become a Client

The first step to becoming a client is to meet with us. There is no obligation. You can submit your request for information, or give our office a call at 610-437-5650.


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Become a Client - Magellan Financial Inc.- Allentown, PA
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Become a Client - Magellan Financial Inc.- Allentown, PA
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At Magellan Financial we know it can be hard to find the right financial advisory team. Here is some information that can help you make the right decision.
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Magellan FInancial Inc
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Magellan FInancial Inc
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Magellan FInancial Inc

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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, 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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  •  Home
  • 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
    • Whom We Serve
    • Get Started Now
    • The Client Relationship
  • Work At Magellan
  • Knowledge Center
    • Blog
  • Contact