Meet the Vestra Financial team of financial advisors and professionals here to help you achieve your goals! We have been helping clients throughout the Lehigh Valley and beyond achieve financial confidence since 1986. Our depth of knowledge, experience, and industry certifications including Certified Financial PlannerTM, Retirement Income Specialist, and Certified Divorce Financial AnalystTM, combined with Janney’s capabilities, client-first focus, and resources, enables each of us to provide high-quality service while offering advice and implementing financial solutions for every stage of your life. We look forward to meeting you! 🌐Vestra Financial Partners - Insightful planning. Inspired outcomes. https://lnkd.in/d-8GkW5T 267-685-4208 #BucksCounty 610-861-8419 #LehighValley
Vestra Financial Partners of Janney Montgomery Scott
Financial Services
Insightful planning. Inspired outcomes.
About us
At Vestra Financial Partners, we believe that insightful planning brings inspired outcomes. Our insightful planning starts with an all-encompassing look at your entire financial story. We evaluate every aspect of your financial life to gain a big-picture view and ensure that all is being considered when strategizing a plan of action. We then craft a customized financial plan completely grounded in your goals and objectives and designed to achieve them. We have assembled a multigenerational core team of like-minded and spirited financial professionals and established an infrastructure that allows us to serve clients at a depth and level unmatched in the industry. Our genuine caring and honest, strategic and transparent approach result in inspired outcomes for our clients. We’re proud to be part of a firm that shares our client-centered values and standards. Janney affords us the freedom to choose funds and structure a portfolio that we deem in the best interest of each client – with no limitations. As a private firm, our clients benefit from our direct access to in-house attorneys and high-level strategists and wealth management experts. This allows for a streamlined and highly effective process and enables our clients to make the best decisions for their life and future. For more information about Janney, please see Janney's Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
- Website
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www.VestraFinancial.com
External link for Vestra Financial Partners of Janney Montgomery Scott
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Bethlehem, Pennsylvania - St Petersburg, Florida - Yardley
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Financial Planning, Retirement Planning, and Divorce Financial Analyst
Locations
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Primary
Get directions
Bethlehem, Pennsylvania - St Petersburg, Florida - Yardley, US
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Get directions
81 Highland Avenue
Suite 100
Bethlehem, Pennsylvania 18017, US
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Get directions
1010 Stony Hill Rd
Suite 300
Yardley, Pennsylvania 19067, US
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Get directions
333 3rd Ave N
Suite 300B
St Petersburg, Florida 33701, US
Employees at Vestra Financial Partners of Janney Montgomery Scott
Updates
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Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
Estate Planning for Procrastinators
janney.com
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October is #NationalCybersecurityAwarenessMonth. Click here to read ways you can help protect yourself.
5 Top Cybercrime Trends and How to Combat Them
janney.com
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Medicare open enrollment has started, and it runs through December 7th. Check the Medicare website for information. Vestra Financial Partners - we are here to help you with the big picture. https://bit.ly/4eMoWVM
Welcome to Medicare
medicare.gov
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Were you recently notified that your personal information was exposed in a data breach? Did you lose your wallet or ID? Was an online account hacked? The FTC has a website that is a good resource for you. Let us know so we can safeguard your accounts. #identitytheft https://bit.ly/4eKWzrf
IdentityTheft.gov
identitytheft.gov
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Do you have questions about Medicare eligibility, coverage, and how to navigate your options? Read this overview to help you make informed decisions.
Navigating your Medicare Options
janney.com
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Read the latest Investment Perspectives from our Investment Strategy Group. Learn about China’s latest economic activity, potential changes to tax exemptions and their impact on munis, and the role of earnings expectations in driving stock prices.
October Investment Perspectives
janney.com
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Struggling with motivation? Begin by learning your motivation style. Explore more to uncover personalized tips to stay on track.
9 Types of Motivation to Make Your Goals Happen - LifeHack
lifehack.org