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  3. Investment Bank

Anchor Wealth Strategies

 
3894 Courtney Street Suite 105
Bethlehem, PA 18017
(610) 625-3771
investment bank
www.anchorws.com
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Today: 9:00 AM to 4:00 PM
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Anchor Wealth Strategies is associated with some of the finest advisors in the business. Our original Broker/Dealer, Investment Advisors & Consultants, Inc., was founded in 1979 by Thomas E. Musumeci with the goal of providing investment advice to anyone who needed help. In 1981, Joseph C. Parsons joined IAC as a full partner, and together they built a dynamic, full-service Broker/Dealer. Investment Advisors joined Royal Alliance Associates, Inc. in December 2006, and is currently one of its largest RR groups.
Mon 9:00 AM to 4:00 PM
Tue 9:00 AM to 4:00 PM
Wed 9:00 AM to 4:00 PM
Thu 9:00 AM to 4:00 PM
Fri 9:00 AM to 2:00 PM
Sat Closed
Sun Closed

Products and Services

Identify and establish goals
Organize and Consolidate Holdings
Prepare written Financial Plans (additional fees may apply)
Portfolio Construction and Management
Ongoing portfolio review and financial plan review
Estate planning
Insurance Planning
Tax Planning
Education Planning
Other

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