Focus: Insurance Strategies, Investment Strategies
Center Valley Office
Detached Office also in: Bethlehem, PA
Teamwork, dedication, attention to detail, and a commitment to excellence are the key principles that Greg Falkenbach learned on the basketball court as an undergrad at Lehigh University. He brings these same qualities to relationships with his clients as a financial advisor.
Throughout his 30+ year career in the financial services industry, Greg has remained committed to those core values he learned on the basketball court, and runs his financial practice with the same leadership and “do the right thing” philosophy. He acts with the utmost integrity in his client relationships, always putting the clients’ interests first as he helps them navigate a complex and constantly changing financial climate. Taking the time to listen and evaluating even the smallest details to come up with the best possible solution, his analysis and research are aimed at creating sound strategies to make the best use of the clients’ resources. Greg’s goal is to utilize his financial knowledge and professional experience to enable his clients to identify and prioritize their objectives, and then enjoy the peace of mind that comes from having a game plan for achieving long-term financial security.
Greg and his wife Nancy have two grown children, Lynn and Amy, and a granddaughter, Nora. Greg is active with both the Lehigh University basketball and alumni programs, and serves on the Holy Infancy Church finance committee. During his free time, he continues to provide Color Commentary for the Lehigh University basketball broadcasts, and enjoys playing golf.
Check the background of this investment professional on FINRA’s BrokerCheck
65 E. Elizabeth Ave Suite 120
Bethlehem, PA 18018