Photo by Marco Calderon
Left to right: Cassandra Queen, Associate Wealth Planner; Jonathan Soden, Managing Partner; Rob Cahill, Partner; Kaycee Cordon, Senior Administrative Manager; Cristy Joy Church, Operations Manager
The experienced and professional advisors at Magellan Financial, Inc., are committed to serving all their clients’ financial needs at every stage of life.
They offer a total solution for managing the financial and investment needs of an affluent individual or family. It is their goal to become the premier retirement and wealth planning source in the Lehigh Valley.
Magellan Financial knows that wealth management is more than just the return on investment. It is coordinating efforts across various disciplines, including legal, insurance, investment, estate, business and taxes. The advisors at Magellan provide assistance in navigating life changes and emotional events that inevitably arise whenever money and life intersect. Clients can count on informed, honest advice from team members who collaborate to solve life’s challenges by looking at all the options, to arrive at the most desirable outcome.
Customer service is a priority and embraced by every member of the team. Clients can be confident the team will hear their questions, and respond quickly ensuring ongoing support for the whole family of friends Magellan Financial knows as clients.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Magellan Financial Inc. of Heirloom Wealth Advisors is a separate entity from WFAFN.
Published as part of Faces of the Valley in the May 2024 edition of Lehigh Valley Style magazine.
