WELCOME TO GREAT SCOTT FINANCIAL SERVICES
Our Interest... Is You.
Custom, Coordinated and Proactive Guidance
for a Steady, Secure & Confident Future
We Offer a Truly Bespoke AND
Coordinated Approach to Your Financial Life
Your life and financial goals are unique. And the parts that compose your personal finance picture (taxes, insurance, retirement, etc.) do not exist in “silos.” They affect one another, so they should be considered together.
For example, it’s one thing to have a custom investment plan, but is that plan working in lockstep with your other financial considerations and with your other team members, such as your accountants, attorneys and insurance agents?
At Great Scott Financial, our approach has always been to give you the best of both: a truly customized plan based on your specific needs AND one that is coordinated with all the other parts of your overall financial life.
So, whether you are just starting on the road to wealth accumulation…
Or you want to optimize the use of instruments such as trusts, estate planning, and alternative investments
We’re here to help.
Call us to schedule a phone, video or in-person appointment
or click the Schedule an Appointment button below.
610-625-2777 or Toll Free 800-844-1183
Independent – Objective – Transparent
Whether you are launching your career, raising a family, planning for retirement, or thinking about creating a legacy, we work
to make your goals a reality through a standard of service grounded in relationships.
We cultivate relationships that will endure over time and adhere to a steadfast promise to provide you with a high caliber of service.
We enjoy working with all types of clients, from high
earners who may just be starting to accumulate
To those whose net worth exceeds $20 million and
need to coordinate a variety of investments and
complex financial instruments.
In all cases, we start by asking questions…
Further more, in a world where changing financial
advisors is as easy as changing credit cards, we are
proud that 98% of our clients (98.2% to be exact) stay
with us, year after year.
What We Offer
We deliver custom, comprehensive, and coordinated
wealth management advice supported by high caliber,
“white glove” service across all facets of your financial
You Get 100% of Our Attention
All of our new clients find us by referral, so instead of
spending time soliciting new business, we can spend
100% of our time taking care of you.
We Don’t Do Voicemail
Not during business hours, anyway. When you call
us, a member of your team will pick up…often on the
first ring. You get your questions answered, so you
can get on with your day.
We’re Available For You
3101 Emrick Boulevard, Suite 310
Bethlehem, PA 18020
Toll Free Number