Brokerage accounts with checkwriting privileges, Traditional IRAs, Roth IRAs, Simplified Employee Pension Plans for the self-employed, 401(k) Pension Plans, Uniform Gift/Transfer to Minors Act accounts, and Trust Accounts.
Learn MoreManaged account pricing: We charge our clients accounts a modest percentage of assets under management and pass through a small ticket charge, with no other per trade commissions. All portfolio management and planning services are included in this fee. Call us at 610-866-8678 for more information. The "Background" section of this site discusses our investment philosophy and the techniques we use when managing investments for our clients. Be sure to visit there before you leave!
Browse through the various insurance plans offered by Bedics Financial and get your insurance done with simple procedures.
Bedics Financial offers the best financial services with the curated talents in the industry. Get our expert's advice and plan your finances accordingly.
Finding it difficult to prepare your taxes? Let the experts deal with it. Prepare your taxes without any flaws at Bedics Financial.
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Every story below represents a real client who trusted Bedics Financial with their financial future. These are not hypothetical projections — these are actual outcomes achieved through personalized planning and disciplined execution.
After years of trying to manage my investments on my own, I finally decided to work with Bedics Financial. They completely restructured my portfolio, consolidated three old 401k accounts, and put together a tax strategy that saved me over $8,000 last year alone. I only wish I had done this sooner.
Outcome
Consolidated retirement accounts and implemented a year-round tax strategy
Michael R.
Small Business Owner · Allentown, PA
We were two years from retirement and had no real plan. The team at Bedics Financial walked us through Social Security optimization, created a withdrawal strategy, and even helped us understand Medicare options. We now have a clear income plan that gives us confidence we will not outlive our savings.
Outcome
Built a sustainable retirement income plan with Social Security optimization
Susan and David K.
Retired Educators · Bethlehem, PA
I inherited a complex estate with multiple properties and investment accounts spread across different advisors. Bedics Financial coordinated everything — they worked directly with my estate attorney, re-titled assets into the trust, and created an investment strategy that now generates consistent income while preserving principal for my children.
Outcome
Coordinated estate plan execution and restructured inherited investment portfolio
Jennifer T.
Healthcare Administrator · Easton, PA
My company offered a 401k rollover when we were acquired, and I had no idea what to do. Bedics Financial explained every option in plain English, handled the direct rollover to avoid any tax issues, and designed a portfolio that is already up significantly in just 18 months. Their communication is outstanding.
Outcome
Executed a direct 401k rollover and built a personalized growth portfolio
Robert C.
Engineering Manager · Emmaus, PA
As an attorney, I thought I had a handle on my finances. But Bedics Financial found gaps in my insurance coverage, identified tax strategies I was completely missing, and created a financial plan that actually accounts for my irregular partnership income. Their comprehensive approach is unlike anything I have experienced.
Outcome
Implemented a comprehensive financial plan covering insurance, taxes, and investments
Patricia M.
Attorney · Whitehall, PA
We own two rental properties and a restaurant, and our tax situation was a nightmare. Bedics Financial restructured our business entity, set up a SEP-IRA, and created a bookkeeping system that makes tax season painless. We have referred three other business owners to them already.
Outcome
Restructured business entity, implemented SEP-IRA, and streamlined tax workflow
James and Lisa W.
Business Owners · Macungie, PA
After years of trying to manage my investments on my own, I finally decided to work with Bedics Financial. They completely restructured my portfolio, consolidated three old 401k accounts, and put together a tax strategy that saved me over $8,000 last year alone. I only wish I had done this sooner.
Outcome
Consolidated retirement accounts and implemented a year-round tax strategy
Michael R.
Small Business Owner · Allentown, PA
We were two years from retirement and had no real plan. The team at Bedics Financial walked us through Social Security optimization, created a withdrawal strategy, and even helped us understand Medicare options. We now have a clear income plan that gives us confidence we will not outlive our savings.
Outcome
Built a sustainable retirement income plan with Social Security optimization
Susan and David K.
Retired Educators · Bethlehem, PA
I inherited a complex estate with multiple properties and investment accounts spread across different advisors. Bedics Financial coordinated everything — they worked directly with my estate attorney, re-titled assets into the trust, and created an investment strategy that now generates consistent income while preserving principal for my children.
Outcome
Coordinated estate plan execution and restructured inherited investment portfolio
Jennifer T.
Healthcare Administrator · Easton, PA
My company offered a 401k rollover when we were acquired, and I had no idea what to do. Bedics Financial explained every option in plain English, handled the direct rollover to avoid any tax issues, and designed a portfolio that is already up significantly in just 18 months. Their communication is outstanding.
Outcome
Executed a direct 401k rollover and built a personalized growth portfolio
Robert C.
Engineering Manager · Emmaus, PA
As an attorney, I thought I had a handle on my finances. But Bedics Financial found gaps in my insurance coverage, identified tax strategies I was completely missing, and created a financial plan that actually accounts for my irregular partnership income. Their comprehensive approach is unlike anything I have experienced.
Outcome
Implemented a comprehensive financial plan covering insurance, taxes, and investments
Patricia M.
Attorney · Whitehall, PA
We own two rental properties and a restaurant, and our tax situation was a nightmare. Bedics Financial restructured our business entity, set up a SEP-IRA, and created a bookkeeping system that makes tax season painless. We have referred three other business owners to them already.
Outcome
Restructured business entity, implemented SEP-IRA, and streamlined tax workflow
James and Lisa W.
Business Owners · Macungie, PA
200+
Clients Served
15+
Years Experience
97%
Client Retention
A+
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