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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Work At Magellan

“People have only as much liberty as they have the intelligence to want and the courage to take.” ― Emma Goldman

“To find yourself, think for yourself.” ― Socrates

“If you do not feel yourself growing in your work and your life broadening…you have not found your place.” ― Orison Swett Marden


Does your current firm give you the freedom to build your business your way?

As a successful financial professional or advisor, you undoubtedly have a vision of where you want your business to go. The only question is does your current firm offer you the flexibility to realize that vision? At Magellan Financial, Inc., we provide options to enable you to unleash your entrepreneurial spirit.

Independence with Magellan Financial, Inc. and Wells Fargo Advisors Financial Network

Independence isn’t for everyone, but when you’re ready for it, it may bring you the rewarding life you’ve been longing for.

When you decide to become an independent financial advisor with Magellan Financial Inc., you get the best of both worlds: all the benefits of being independent with the backing of a full-service wirehouse.

Through Wells Fargo Advisors Financial Network, we’re there when you need us to help you navigate the business world in a way that aligns with your specific goals, to help you in a stiff regulatory environment, and to give you the ability to offer the products and services that fit within your business plan. Above all, we help make sure you have all the freedom, flexibility and control you desire.

When you become an independent financial advisor with Wells Fargo Advisors Financial Network, you have the flexibility to develop a business strategy that reflects the plans you have for your practice, including:

  • Which products and services are appropriate for your clients
  • The level of service you want to provide
  • How big or small you want your book to be
  • The prices you set for your services
  • The size of staff you want to have
  • How closely you want to align your brand with ours

Our goal is to help you build a business that mirrors your vision of it. Determining potential profitability

Magellan Financial Inc. offers the technology platform, financial & marketing advice, and will show you how to thrive as an independent advisor. We will help you develop a pro forma analysis, which will provide you information that can help you make the economic decision of going independent. It will show you your potential cash flow and profitability based on your revenue, business mix, assets under management, the cost of expenses in your geographical area, the staff you plan to hire and other financial considerations.

 


To learn more, call or email Rob Cahill at 610-437-5650.

 

Wells Fargo & Company is an Affirmative Action and Equal Employment Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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Work At Magellan Financial Inc
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As a successful financial professional or advisor, you undoubtedly have a vision of where you want your business to go. The only question is does your current firm offer you the flexibility to realize that vision? At Magellan Financial, Inc., we provide options to enable you to unleash your entrepreneurial spirit.
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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, 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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  •  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