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Anchor Wealth Strategies

(on courtney street)
Financial and Investment Services in Bethlehem, PA
Financial and Investment Services

Contact Us

Make a call
610-625-3771

Website

Hours

Monday
9:00AM - 4:00PM
Tuesday
9:00AM - 4:00PM
Wednesday
9:00AM - 4:00PM
Thursday
9:00AM - 4:00PM
Friday
9:00AM - 2:00PM
Saturday
Closed
Sunday
Closed

Location

3894 Courtney Street
Bethlehem, PA
18017

About

Anchor Wealth Strategies is associated with some of the finest advisors in the business. Our original Broker/Dealer, Investment Advisors & Consultants, Inc., was founded in 1979 by Thomas E. Musumeci with the goal of providing investment advice to anyone who needed help. In 1981, Joseph C. Parsons joined IAC as a full partner, and together they built a dynamic, full-service Broker/Dealer. Investment Advisors joined Royal Alliance Associates, Inc. in December 2006, and is currently one of its largest RR groups.

Photos

Anchor Wealth Strategies Photo Anchor Wealth Strategies Photo Anchor Wealth Strategies Photo

Services

  • Identify and establish goals
  • Organize and Consolidate Holdings
  • Prepare written Financial Plans (additional fees may apply)
  • Portfolio Construction and Management
  • Ongoing portfolio review and financial plan review
  • Estate planning
  • Insurance Planning
  • Tax Planning
  • Education Planning
  • Other

Latest

Lifestyle inflation can be the enemy of wealth building. ANCHORWS.COM Keeping Up with the Joneses
Last month, Coronavirus fears sent stocks into correction territory, as investors grappled with the rapidly unfolding story. ANCHORWS.COM Monthly Market Insights | March 2020
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you. ANCHORWS.COM How to Make the Tax Code Work for You
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits ANCHORWS.COM How Will Working Affect Social Security Benefits?
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions. ANCHORWS.COM Six Most Overlooked Tax Deductions
Even in death the IRS wants a final income tax return for the deceased taxpayer. Know some special rules. ANCHORWS.COM Filing Final Tax Returns for the Deceased

Information

Company name
Anchor Wealth Strategies
Category
Financial and Investment Services

FAQs

  • What is the phone number for Anchor Wealth Strategies in Bethlehem PA?
    You can reach them at: 610-625-3771. It’s best to call Anchor Wealth Strategies during business hours.
  • What is the address for Anchor Wealth Strategies on courtney street in Bethlehem?
    Anchor Wealth Strategies is located at this address: 3894 Courtney Street Bethlehem, PA 18017.
  • What are Anchor Wealth Strategies(Bethlehem, PA) store hours?
    Anchor Wealth Strategies store hours are as follows: Mon-Thu: 9:00AM - 4:00PM, Fri: 9:00AM - 2:00PM, Sat-Sun: Closed.

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