Insights

Local Credibility Leverage Morning Call Reader's Choice recognition to fuel outbound outreach and partner referrals with local CPAs, law firms, and community organizations, highlighting trust and market leadership in the Lehigh Valley.

Retirement Focus Capitalize on deep retirement planning expertise to expand service offerings such as Social Security timing, tax-efficient withdrawals, income planning, and estate coordination for pre-retirees and retirees in the Allentown market.

Digital Marketing Their marketing tech stack includes Facebook Pixel and Shopify, indicating readiness for digital campaigns. Propose enhanced lead generation, marketing automation, CRM integration, and a secure client portal to improve onboarding and conversion rates.

Operational Scale With a mid-sized team, there is room to standardize processes, implement compliant data management, and automate back-office tasks to support growth while maintaining fiduciary standards.

Tech Modernization Current tech mix suggests opportunities to modernize with cloud-based planning software, data analytics, and security upgrades; offer integration services, SOC 2 readiness, and a scalable tech stack to support client results.

Similar companies to A Better Way Financial

A Better Way Financial Tech Stack

A Better Way Financial uses 8 technology products and services including Facebook Pixel, jsDelivr, MySQL, and more. Explore A Better Way Financial's tech stack below.

Facebook Pixel
Analytics
jsDelivr
Content Delivery Network
MySQL
Database
Shopify
E-commerce
Microsoft OneNote
File Sharing
jQuery
Javascript Libraries
jQuery Migrate
Javascript Libraries
GoDaddy
Web Hosting

Media & News

Better Way Financial, LLC recognized as The Morning Call's Reader's Choice for Best Financial Planner on Nov 14th '24.
ALLENTOWN, Pa., Nov. 14, 2024 /PRNewswire/ - A Better Way Financial is proud to announce it has been voted The Morning Call's Reader's Choice for Best Financial Planner in the Lehigh Valley.
Nov 15, 2024 | www.prnewswire.com

A Better Way Financial's Email Address Formats

A Better Way Financial uses at least 1 format(s):

A Better Way Financial Email Formats	Example	Percentage
First@abetterwayfinancial.com	John@abetterwayfinancial.com	100%

Frequently Asked Questions

Where is A Better Way Financial's headquarters located?

A Better Way Financial's main headquarters is located at 6357 Airport Road Allentown, Pennsylvania 18109 United States. The company has employees across 3 continents, including North AmericaAsiaOceania.

What is A Better Way Financial's phone number?

You can contact A Better Way Financial's main corporate office by phone at

+1-610-440-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is A Better Way Financial's official website and social media links?

A Better Way Financial's official website is abetterwayfinancial.com and has social profiles on LinkedIn.

What is A Better Way Financial's NAICS code?

A Better Way Financial's NAICS code is 52 - Finance and Insurance.

How many employees does A Better Way Financial have currently?

As of June 2026, A Better Way Financial has approximately 16 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Founder And Ceo: F. G.Vice President: K. T.Managing Director Of Operations: W. S.. Explore A Better Way Financial's employee directory with LeadIQ.

What industry does A Better Way Financial belong to?

A Better Way Financial operates in the Financial Services industry.

What technology does A Better Way Financial use?

A Better Way Financial's tech stack includes Facebook PixeljsDelivrMySQLShopifyMicrosoft OneNotejQueryjQuery MigrateGoDaddy.

What is A Better Way Financial's email format?

A Better Way Financial's email format typically follows the pattern of First@abetterwayfinancial.com. Find more A Better Way Financial email formats with LeadIQ.

When was A Better Way Financial founded?

A Better Way Financial was founded in 2011.

A Better Way Financial

Q: How many employees does A Better Way Financial have currently?

A Better Way Financial has approximately 16 employees.

Q: What technology does A Better Way Financial use?

A Better Way Financial's tech stack includes Piwik PRO Core, Bootstrap, Microsoft Office, JSON-LD, PHP.

Q: What is A Better Way Financial's NAICS code?

A Better Way Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesPennsylvania, United States11-50 Employees

A Better Way Financial is dedicated to helping clients and their families succeed in planning their ideal retirement. With over 35 years of experience, our goal is to help you with the growth and control of the money you worked so hard for. As independent, fiduciary financial planners, we focus on creating personally tailored retirement plans that are always in your best interest.