Selecting a financial advisor is a serious decision. It’s one that can be confusing and, you may be asking, “What’s the difference between financial planners, anyway?”
Steel Valley Investment Group of Raymond James is different in the way we have pride in our communities, work hand-in-hand with our clients, and are as excited to meet your goals as you are.
We work with you to not only reach your financial goals, but to also do so in the way you feel most comfortable.
Steel Valley Investment Group has deep roots in the communities we serve, which is something that is very important to us. We are committed to assisting our clients in attaining their financial and life goals.
With each client, we dedicate ourselves to learning your individual situation, because everyone has different goals and circumstances.
Don’t worry about asking us a million questions; we are here to help!
We also put your aspirations and concerns at the forefront to help you meet your objectives, both short and long-term. Let us know what your dreams are and we can work with you to help make them a reality.
Our experience, dedication and resources span the full range of your financial goals, from intergenerational and estate planning to specific investment advice and strategies.
And to best meet the long-term planning needs of the community, we combine the scope of our senior partners’ expertise with the special insights and fresh views of our newer colleagues - helping to ensure that each successive generation of Lehigh Valley residents has the support they need to plan for their financial well-being.
The result is a close-knit team with the ability to bridge the gap between aspirations and reality. We provide the customized service you deserve, addressing your total financial needs - from accumulating wealth, to leaving a legacy for your children and grandchildren.
So, what’s the difference between financial planners? Contact us and find out.
Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.