Lehigh Valley Investment Group is a Financial Planner in Bethlehem, PA. The firm provides a variety of services including financial planning, retirement planning, estate planning, and investment advice. They also offer specialized tax management, income planning, and online investing options. The firm serves a diverse range of clients, from those entering the workforce to individuals aged 55 and older preparing for retirement.
The firm operates as a full-service financial management firm that utilizes a multi-professional approach to address complex problems involving accounting, finance, and law. Their offerings include monthly subscriptions for timely financial challenges, on-demand packages for specific life events or large purchases, and specialized services for healthcare professionals. The team emphasizes a hands-on, client-centered approach, focusing on education and understanding a client's current financial situation to help them reach long-term goals. Founder Robert H Brown, CLU®, ChFC®, AEP®, has provided financial planning advice since 1991.
The business is located on Wegmans Dr Suite, near the intersection of Bath Pike and Center Street. The office is a short drive from the Lehigh Valley Thruway and is situated near the Bethlehem Medical Arts Center.
The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is well-optimized, allowing for clear and easy reading by search engines.
Lehigh Valley Investment Group provides dedicated financial expertise and personalized planning to help clients in Bethlehem, PA, achieve their long-term financial dreams.
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