Jeff Melchior, CPA

Jeff Melchior, CPA

Certified Public Account and Financial Specialist

Phone: 610-970-8555
Fax: 610-970-8558

Licenses and Certifications

  • Certified Public Accountant
  • Life and health Insurance Agent
  • Series 6 Investment Company Products/Variable Contracts
  • Series 63 Uniform Securities Agent  State Law Examination


  • Bachelor of Science – Kutztown University

Graduated December 1988

Professional History

  • Independence Planning Group  (2004-present)
  • Craig J. Schafer and Company (1995 – 2010)
  • Deloitte & Touche (1988 – 1994)

Past and Present Professional Organizations and Committees

  • American Institute of Certified Public Accountants
  • Estate Planning Council of the Lehigh Valley
  • National Association of Insurance and Financial Advisors
  • Pennsylvania Institute of Certified Public Accountants

Check the background of this investment professional -

Registered Representative of Park Avenue Securities (LLC)