Find the Certified Financial Planner™
Who's right for you.

Michael Ippoliti, MBA, CFP®

Valley National Financial Advisors

1655 Valley Center Pkwy
Ste 100
Bethlehem, PA 18017
Phone: (610) 868-9000 x104
Fax: (610) 868-9900

Toll-free: (800) 383-8297 x104

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

Specialties
  • Comprehensive Financial Planning
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Personal Taxes

 

How Planner Charges

Considerations: Primarily fee-based

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