Best Financial Advisors in Allentown, PA

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List of Firms

Allentown, PA Fiduciary Financial Advisors

Morgan Stanley: Wilson W Yale, CIMA
Location 515 Hamilton St #7, Allentown, PA 18101, USA
Phone (610) 398-6504
Douglas Brinker - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 600 Hamilton St Ste 100, Allentown, PA 18101, USA
Phone (484) 661-5031
Trollinger Consulting Group
SEC File# 801-60354
CRD# 39163
Location 1132 Hamilton St #212, Allentown, PA 18101, USA
Phone (610) 821-1331
Investment Advisors
SEC File# 801-56786
CRD# 46214
Location 3715 Amherst Rd, Allentown, PA 18104, USA
Phone (610) 530-8042
ValleyWest Financial Group
Location 557 Parkside Ct, Allentown, PA 18104, USA
Phone (610) 841-3988
Merrill Lynch Wealth Management
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4200
John Zannakis - Raymond James
Location 4127 Tilghman St, Allentown, PA 18104, USA
Phone (610) 395-2520
Matt Patterson - Thrivent
Location 1611 N 18th St, Allentown, PA 18104, USA
Phone (484) 221-8414
Tim McCarty - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Phone (610) 439-7000
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Robert Klock - Thrivent
Location 1611 N 18th St, Allentown, PA 18104, USA
Phone (484) 221-8414
Merrill Lynch Wealth Management Advisor George Naef
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4319
Legacy Planning Partners
Location 3440 Hamilton Blvd, Allentown, PA 18103, USA
Phone (484) 765-9100
Morgan Stanley Financial Advisors
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 395-7700
Crest Financial Group
Location 1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104, USA
Phone (610) 821-7066
Ameriprise Financial
Location 2638 Tilghman St, Allentown, PA 18104, USA
Phone (484) 221-8410
Erickson Financial Group
SEC File# 801-120774
CRD# 299818

5 out of 5

Location 33 S 7th St Suite 300, Allentown, PA 18101, USA
Phone (484) 209-5270
Netznik, McCarty & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Phone (610) 439-7000
Designing Wealth Management of Raymond James
Location 740 Hamilton St, Allentown, PA 18101, USA
Phone (484) 795-7872
Promus Financial
Location 822 Hamilton St # 208A, Allentown, PA 18101, USA
Phone (610) 295-6400
Michael Netznik - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Phone (610) 439-7000
Merrill Lynch Wealth Management Advisor Wayne C Achey
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4303
Ascent Wealth Management, LLC.
Location 1620 Highland St, Allentown, PA 18102, USA
Phone (484) 224-3053
CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 600 Hamilton St Suite 900, Allentown, PA 18101, USA
Phone (610) 865-2600
The Yale Group - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 398-6504
Robinson & Robinson, Inc.

4 out of 5

Location 1337 Hamilton St, Allentown, PA 18102, USA
Phone (610) 435-3518
Liberty Wealth Management
SEC File# 801-112351
CRD# 286001
Location 3570 Hamilton Blvd, Allentown, PA 18103, USA
Phone (610) 398-7333
Merrill Lynch Wealth Management Advisor Olivia G Karch
Location 600 Hamilton St 11th Floor, Tower 6, Allentown, PA 18101, USA
Phone (904) 808-3781
LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 121 N Cedar Crest Blvd suite b, Allentown, PA 18104, USA
Phone (610) 433-4403
Morton Brown Family Wealth
SEC File# 801-112510
CRD# 292278

5 out of 5

Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 709-5072
Mary Lisicky - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 398-6525
Philip J De Rosa - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Phone (717) 854-9997
Leber Financial Group Inc
Location 1105 Bell Ave, Allentown, PA 18103, USA
Phone (610) 770-1534
Pinnacle Advisor Group
Location 2851 S Pike Ave, Allentown, PA 18103, USA
Phone (610) 797-2201
River Wealth Advisors
SEC File# 801-80629
CRD# 173767
Location 842 Hamilton St Suite 301, Allentown, PA 18101, USA
Phone (610) 234-6779
Merrill Lynch Wealth Management Advisor David E Haight
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (201) 946-4014
The Emrick Group - Morgan Stanley
Location 515 Hamilton Street 7th Floor, Allentown, PA 18101, USA
Phone (610) 954-5101
Merrill Lynch Wealth Management Advisor Jonathan W Decker
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (727) 824-7382
The Lehigh Valley Group - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 395-7700
Cornerstone Advisors
SEC File# 801-114872
CRD# 300891
Location 1802 Hamilton St, Allentown, PA 18104, USA
Phone (800) 553-3232
Cornerstone Financial
SEC File# 801-57304
CRD# 43285
Location 1802 Hamilton St, Allentown, PA 18104, USA
Phone (610) 437-8350
Merrill Lynch Wealth Management Advisor Ingrid Holder
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4213
Merrill Lynch Wealth Management Advisor David H Harth
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4208
Bruce M Donaghy - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 398-6521
Merrill Lynch Wealth Management Advisor Jonathan M Swavely
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4268
Merrill Lynch Wealth Management Advisor Courtney Clements
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4279
Magellan Financial, Inc.
Location 1605 N Cedar Crest Blvd # 111, Allentown, PA 18104, USA
Phone (610) 437-5650
Gregory Rovinski Financial Planner
Location 3500 Winchester Rd Ste 133, Allentown, PA 18104, USA
Phone (610) 563-2543
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About Allentown, PA

Allentown is a city located in Lehigh County, Pennsylvania. The city has a population of about 120,000 and is the third most populous city in the state. Allentown was founded in 1762 and became a city in 1811. The city's economy is based largely on manufacturing, although the service sector is growing rapidly. Some of the city's landmarks include the Soldiers and Sailors Monument, the 19th Street Theatre District, and Mack Hall. The top employers in Allentown are Air Products and Chemicals, PPL Corporation, and St. Luke's University Hospital. Major highways and streets in Allentown include Interstate 78, U.S. Route 22, and Pennsylvania Route 309. The neighborhoods of Allentown are West End, North End, South Side, East Side, Center City, and Freemansburg.

Where Certified Financial Advisors in Allentown, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Allentown, PA residents have a number of services that banks can provide them. These include, but are not limited to: -Checking and savings accounts -Loans for cars, homes, and businesses -Credit cards -Investment advice -Mortgage services Banks are an important part of the community, and Allentown residents rely on them for a variety of services.

Insurance Broker

Allentown, PA residents can benefit from the services of insurance brokers. Brokers can help people find the best rates and coverage for their needs, and they can also provide advice on what policies to choose. In addition, brokers are familiar with the insurance industry and can help people file claims quickly and easily.

Retirement Planning

Finanicial advisors in Allentown, PA can help residents with all aspects of retirement planning. From saving for retirement to making wise investments, financial advisors can provide the guidance and support residents need to make the most of their retirement years. One important factor in retirement planning is choosing the right type of investment account. There are a number of different options available, each with its own benefits and drawbacks. Financial advisors can help residents understand the differences between these accounts and choose the one that best suits their needs. Another important consideration when planning for retirement is determining how much money to save each month. This amount will vary depending on individual circumstances, such as life expectancy and expected medical expenses. Financial advisors can work with residents to come up with a savings plan that will allow them to live comfortably during their golden years.

Wealth Management

Allentown, PA is a city with a lot of potential. It has rich history and a bright future. However, it faces some unique challenges that other cities don't have to worry about. One of these challenges is wealth management. Wealth management can help Allentown residents manage their money more effectively and make the most of their resources.

Estate Planning Lawyer

Estate planning lawyers in Allentown, PA can help residents create wills and trusts that will ensure their assets are distributed in the way they want after they die. They can also help residents set up powers of attorney and healthcare directives to make sure their wishes are carried out if they become unable to make decisions for themselves.

Mortgage Loan Officer

Mortgage loan officers in Allentown, PA can help residents by providing them with the best mortgage options available. They can also help by educating people on the different types of mortgages, and what each one entails. By doing this, mortgage loan officers can help people find the right mortgage for their needs, and ensure that they are getting the best deal possible.

Tax Services

Residents of Allentown, PA can benefit from the services of tax accountants. Tax accountants can help residents prepare and file their taxes, as well as provide advice on how to reduce their tax liability. In addition, tax accountants can help residents take advantage of deductions and credits that they may be eligible for.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Allentown, PA