Broker Check

Allentown Office

Two Windsor Plaza,

7540 Windsor Drive, Suite 110
Allentown, PA 18195

Our Services

How We Work

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Mutual Funds
  • Stocks
  • Bonds
  • ETFs (Exchange Traded Funds)
  • Fixed Annuities
  • Variable Annuities
  • Roth IRAs
  • Traditional IRAs
  • SEP IRAs
  • Simple IRAs
  • Keogh Plans
  • 401k Rollovers
  • 529 Plans
  • Retirement and Education planning

*These services are offered by Michael Matejcek through his affiliation with Avantax Investment Servicesâ„ , Member FINRA,SIPC.



  • Whole Life
  • Term Life
  • Universal Life
  • Disability Insurance
  • Long-Term Care Insurance
  • Medicare

Income Taxes

  • Individual Income Tax Preparation (Federal, State, and Local)
  • E-Filing of Federal and State Returns


  • Accounting and bookeeping services for small businesses

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  610-791-4750