Financial Services

Financial services have become a vital part of any business, regardless of size. Our agency provides comprehensive financial services to businesses that enable them to optimize their finances and maximize their investments. We provide high-quality advice on budgeting, tax planning, cash flow management, credit management and more. Our experienced advisors are always available for consultations with clients to ensure all financial decisions are made in the best interest of the company.

Financial Service Options

We also offer tailored investment solutions that help our clients reach their desired goals. Whether it’s increasing returns or diversifying risk, our team will develop a plan according to the specific needs and goals of each client’s portfolio. Additionally, we regularly review and update portfolios as market conditions change over time so that every investment remains current and relevant.

Our team is passionate about providing superior financial services to our clients, which is why we strive to stay up-to-date with the latest industry trends and regulations. This allows us to provide thoughtful, informed advice in order to make sure our clients are always making the right decisions for their business. We work closely with each client’s unique needs and objectives so that they can reach the best possible outcomes while minimizing risk or potential losses.

Learn More about our Financial Services

At our agency, we believe that comprehensive financial services are essential for any successful business. To learn more about how our team can help your organization grow, contact us and schedule your free consultation today.

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What they say about us...

The team at Lehigh Partners have always gone above and beyond for me! They are vital members of my team! I have referred many of my colleagues and borrower clients to them over the years and will continue to do so!

Shaun Magner

Great customer service and very responsive. I would recommend this company to friends and family without a hesitation.

Lynne Kounoupis

Professional group of people with the best rates out there!

Jared Costa

Ryan and his team are incredibly responsive. They have always gone above and beyond for us.

Brick & Mortar Investments

Very knowledgeable staff and great service!

Jonas Beiler

I use Ryan for everything related to insurance, been wonderful to work with for the more complex situations. I do wish more of the paperwork would be automated though (like docusign) and insurance payments auto-pay options.

Andrew Mickley

I’ve work with Ryan Daubert Agency (Daubert Shannon Associates) for over 5 years. They help me reduce my insurance cost while at the same time increasing my coverages. I love the idea of working closely with local Bethlehem area companies and I’ve not been disappointed yet. I send all my local startup business associates to them for business, home and auto insurance needs.

Santiago Rivera

Highly recommend for variety of insurances. As a realtor, dealing with 80% investors, I always sent my clients to get quotes from Lehigh Partners. They provide quick service and competitive prices.

Kristine McCreary Williams

Very helpful and in a timely manner!

Ryan Sensenig

Highly recommended!!

Md Hasan

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