Attorney Center

We value our relationships with area attorneys. As an independent and locally owned company in in the Lehigh Valley, it is our priority to provide the local, personal service, which you and your clients have come to expect.

If you are an attorney looking for a professional consultation on an estate or tax planning matter, our knowledgeable team of financial advisors is here to help.

For your clients – free access to articles, calculators, worksheets and more at

Submit your inquiry using this form and one of our professionals will be in touch with you soon!

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