Jeff McElhaney, Financial Advisor located in Emmaus, PA

Financial Advisor
Jeff McElhaney Jr

CFP®, AAMS®
16 South 4th Street, On The Triangle, Emmaus, PA 18049opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Fishing
  • Hockey
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Kara Famularo
    Sr. Branch Office Administrator
  • Marci Taggart
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(610) 965-9734

Fax

(888) 248-5188

Office Address

16 South 4th Street
On The Triangle
Emmaus, PA 18049opens in a new window

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