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Kurt J. Poling, CFP®, ChFC

Wells Fargo Advisors

190 Brodhead Rd
Ste 310
Bethlehem, PA 18017-8617
Phone: (610) 317-7200
Fax: (610) 758-8119

Toll-free: (800) 575-8121

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning

 

How Planner Charges

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