Joseph Learyemail
4905 Tilghman Street, Suite 200
Allentown, PA 18104-9130
Professional Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Education
New York University - Leonard N. Stern School of Business - MBA, Finance & Marketing
DeSales University BS in AccountingHobbies
Flag Football, Basketball, Volleyball, Softball
Community Involvement
DeSales University - President's Council, Business Advisory Council, and Class Agent
Our Lady of Perpetual Help Parish - Athletic Director, Treasurer, & Basketball Coach
Lower Nazareth Recreational Association - Baseball CoachLanguages:
- English
Credentials:
- CFA®
- MBA
- CFP®
- CPA*
Specialties:
- Insurance Strategies
- Business Owners
- Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck
See Joseph’s Licenses and Disclosures