Bradbury-Sullivan LGBT Community Center thanks these businesses for their contributions to the Bradbury-Sullivan LGBT Community Center
efforts and events!

Scroll down for full information on each, listed alphabetically.

If you have further questions or if you cannot find what you are looking for,
call the Bradbury-Sullivan LGBT Community Center Infoline at: 610-432-5449


**************************************



Financial - Estate Planning and Investments
**************************************
To list a business or organization
Click Here
to fill out the resource form.
**************************************



Ameriprise Financial Advisors, Inc.
Anthony Voros

1555 Brookside Rd.
Wescosville
Pa
610-391-1883

Retirement, Estate concerns, Life Insurance, Health insurance, Disability, LTC, 529 plans, education needs and tax issues. I am a Broker, and work with stocks and bonds, mutual funds and REITS. I help in 401 K's, rollovers, IRA's and Roths.

Bradbury-Sullivan Community Center VERIFIED LGBT Friendly
****************************************************
American Financial Services
Michael Ronca

3075 William Penn Highway
Easton
PA
(610) 252-9704

http://www.agfinance.com

Bradbury-Sullivan Community Center VERIFIED LGBT Friendly
****************************************************
AXA Advisors
Melissa Donati Smith

333 Thornall Street 8th Floor
Edison, NJ

PA County: Philadelphia

732-476-2829
732-452-4200

melissa.donati-smith@axa-advisors.com

As a Financial Consultant with AXA Advisors, LLC. I provide Financial Advice to business owners. My services include Risk Management (Life, Disability, Annuities, and Long Term Care), Distribution Strategies, and Health Insurance.

I work with business owners to identify goals and concerns and then she provides strategies that coincide with their current financial state while educating them about the strategies recommended. My objective is to formulate a plan that is flexible and that will help prepare and guide her client for achieving their goals.

I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

FINRA Securities Registration: Series 7, Series 66
Life, Health, and Accident License NJ & PA

GLBT-Friendly

****************************************************

East Penn Financial Group- MetLife
Carlton Taylor

4905 Tilghman St
Suite 200
Allentown
PA
610-573-5631

ctaylor@metlife.com

We help you build financial freedom. It can start with the knowledge that you have helped protect your assets and income from life's uncertainties. And it can grow to the assurance of a secure financial future, and the achievement of your goals. It takes careful preparation, and the right portfolio of financial tools. We can help you with...Annuities, Disability Income Insurance, Insurance Strategies, Life Insurance, Long-Term Care, Insurance, Mutual Funds, Term Life Insurance, Universal Life Insurance, Whole Life Insurance.

GLBT Friendly


****************************************************




Merrill Lynch
Amy Smart, Financial Advisor
(STATE COLLEGE)


amy_smart@ml.com
www.merrilllynch.com

I understand the financial needs of the GLBT community because I am part of the community! Living with my partner in Allentown since 1995.

Offering services that include: Retirement and Estate Planning, Investing and Cash Management, Life Insurance, Long-term Care Insurance, Mortgages... Basically all things financial.

Handling both personal and business clients with sensitivity, confidentiality and honesty.

GLBT Operated

Bradbury-Sullivan Community Center VERIFIED LGBT Friendly
**************************************
Morgan Stanley Wealth Management
Mary Lisicky, CFP


1550 Pond Road, Suite 202
Allentown PA

(Lehigh County)

Mary Lisicky, CFP- 610-398-6525
mary.lisicky@morganstanely.com

Morgan Stanley-610-398-6500

http://fa.morganstanleyindividual.com/mary.lisicky/

GLBT and Allies, everyone welcome!

Couples and families across America seek to live life on their own terms, but same-sex couples face additional challenges. Particularly in the financial area, couples' decisions require deeper analysis and more careful planning as they work together to achieve many of life's most important goals. As a CERTIFIED FINANCIAL PLANNER? practitioner, I will review your whole financial picture to educate you on the best decisions for you and your family to help achieve your goals within your risk tolerance while providing a high quality of service. Please visit my website to learn more about me!

Serves as the stock broker for the Bradbury-Sullivan LGBT Community Center

GLBT-Friendly GLBT Operated GLBT Owned

Bradbury-Sullivan Community Center VERIFIED LGBT Friendly
*Founding Donor of the Bradbury-Sullivan Community Center

**************************************
Waddell & Reed
Sharon Wisler, Financial Advisor

1 Meridian Blvd., Suite 2C02
Wyomissing, PA
Berks County

610-374-6249
swisler@wradvisors.com
www.waddell.com

Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. As a financial advisor, I help people do just that. Short term goals, long-term aspirations, daily expenses and insurance all come into play. However, each individual has very personal circumstances, goals & concerns.

For the GLBT community, there are additional unique challenges that only we face. I say we because I am a part of the community, living with my partner of 12 years in Fleetwood Pa. I understand first- hand how “our” planning needs are different and I want to help you make sense of it all. I personally have been through the financial planning process and want to share my experience and “pay it forward”. My professional credentials include PA Life and Health insurance licenses and the Series 7 and Series 66 securities licenses.

At Waddell & Reed I work with investments (mutual funds, 529 college savings plans, variable annuities), individual & business retirement plans (IRA, Roth, 401k, etc.), insurance (life, disability, long-term care), and comprehensive financial planning.

Through the financial planning process I can provide a roadmap for your journey. Whether you have one simple need or would like an overall evaluation I can help. Call me to set up an appointment so we can navigate it together!

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

Securities and Investment Advisor Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor.

****************************************************

Return to Resource List Index Page





PLEASE NOTE: Your use of information contained on this and all other pages of this website is subject to the terms and conditions more fully set forth in our Disclaimer.