Financial Links

The links below are to help you learn more about some of the companies we recommend and the products they offer. It is not an exhaustive list of where we have agreements to do business. If you do not see it here, ask. You may not be able to view your account at every website and those that you can see may not offer you the ability to buy, sell or exchange funds through the website. If we are the broker of record on your account, you should contact whenever you need service on your account. To access your account, you can, generally, setup a password (or get instruction to) at the links below.

Mutual Funds

• Oppenheimer Funds
• MFS Investment Management
• Putnam Investments
• Fidelity Advisor Funds
• Prudential Funds
• Franklin Templeton
• Natixis Global Asset Management 
• Lord Abbett 

Variable Annuities

• Prudential
• Jackson National Life 
• Allianz

Market Information

• CNBC
• Morningstar

Affiliations

• CFP Board
• Financial Planning Association
• Estate Planning Council of the Lehigh Valley 
• Greater Lehigh Valley Chamber of Commerce
• Neffs National Bank

Investors should carefully consider the information about the above-mentioned Funds, including investment objectives, risks, charges and expenses, which can be found in the Funds’ prospectuses. Copies of the prospectuses are available from the representative or at the specific Fund’s website. Investors should read the prospectuses carefully before investing.

Additionally some of the products available through the companies listed above may only be offered through advisory programs offered by Cetera Investment Advisers LLC

Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.