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Mary L. Nothelfer, CFP®

One Financial Services

1605 N Cedar Crest Blvd
Ste 515
Allentown, PA 18104
Phone: (610) 437-3500
Fax: (610) 437-3543

Toll-free: (610) 627-9522

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Household Income Minimum: $50,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Over 30 years of experience

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.