Best Financial Advisors in Bethlehem, PA

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Bethlehem, PA Fiduciary Financial Advisors

Agili
SEC File# 801-43264
CRD# 107664
Location 74 W Broad St # 320, Bethlehem, PA 18018, USA
Phone (610) 882-3882
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
Genova Financial Services
Location 1500 Center St # 1, Bethlehem, PA 18018, USA
Phone (610) 868-7801
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 701 W Broad St # 204, Bethlehem, PA 18018, USA
Phone (610) 807-3554
Antonchak & Balkcom
Location 3 E North St, Bethlehem, PA 18018, USA
Phone (610) 807-9200
Cornerstone Advisors Asset Management, LLC
SEC File# 801-65091
CRD# 138638

5 out of 5

Location 74 W Broad St # 340, Bethlehem, PA 18018, USA
Phone (610) 694-0900
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
John Mc Gorry & Associates
Location 1 Bethlehem Plz # 902, Bethlehem, PA 18018, USA
Phone (610) 868-1344
Financial Sources Inc
Location 44 E Broad St STE 110, Bethlehem, PA 18018, USA
Phone (800) 450-0629
Ameriprise Financial
Location 2045 Westgate Dr Suite B-1, Bethlehem, PA 18017, USA
Phone (610) 865-7980
Edward Jones - Financial Advisor: David L Anderson
SEC File# 801-3297
CRD# 250
Location 83 W Broad St, Bethlehem, PA 18018, USA
Phone (610) 865-7959
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1718 Jennings St, Bethlehem, PA 18017, USA
Phone (610) 866-5567
Dan Fratantoro: Financial Advisor
SEC File# 801-61332
CRD# 611
Location 95 Highland Ave Ste 310, Bethlehem, PA 18017, USA
Phone (610) 349-2013
Denison Financial Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 301 Broadway Ste 200B, Bethlehem, PA 18015, USA
Phone (610) 365-7646
Edward Jones - Financial Advisor: Jennifer Ceneviva, AAMS™|ADPA®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 83 W Broad St, Bethlehem, PA 18018, USA
Phone (610) 865-7959
John Brew - Institutional Advisor, Ameriprise Financial Services, LLC
SEC File# 801-72116
CRD# 155846
Location 817 W Broad St, Bethlehem, PA 18018, USA
Phone (800) 445-4430
Market Street Financial
SEC File# 801-112173
CRD# 290670

5 out of 5

Location 14 W Market St, Bethlehem, PA 18018, USA
Phone (610) 997-8780
Jason Baver - Raymond James
Location 2005 City Line Rd, Bethlehem, PA 18017, USA
Phone (610) 332-7152
Mc Dermott Investment Advisors
SEC File# 801-79404
CRD# 132221
Location 44 East Broad Street, Second Floor, Bethlehem, PA 18018, USA
Phone (610) 882-1460
CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 60 W Broad St, Bethlehem, PA 18018, USA
Phone (610) 954-0400
Lehigh Valley Investment Group

5 out of 5

Location 4000 Wegmans Dr #200, Bethlehem, PA 18017, USA
Phone (610) 419-4800
Valley National Financial Advisors
SEC File# 801-25126
CRD# 110788

5 out of 5

Location 1655 Valley Center Pkwy #100, Bethlehem, PA 18017, USA
Phone (610) 868-9000
Argyle Capital Management Inc
SEC File# 801-19780
CRD# 106576

3 out of 5

Location 74 W Market St, Bethlehem, PA 18018, USA
Phone (610) 997-3777
Scott Sylvainus - Financial Advisor
Location 95 Highland Ave Suite 310, Bethlehem, PA 18017, USA
Phone (610) 703-1209
Gregory Falkenbach CLU ChFC
Location 65 E Elizabeth Ave # 120, Bethlehem, PA 18018, USA
Phone (610) 974-8555
Fulton Financial Advisors

1 out of 5

Location 2005 City Line Rd # 200, Bethlehem, PA 18017, USA
Phone (610) 332-7147
Wells Fargo Advisors
Location 52 W Broad St, Bethlehem, PA 18018, USA
Phone (610) 861-1761
Renaissance Wealth Management, LLC

5 out of 5

Location 4510 Bath Pike #200, Bethlehem, PA 18017, USA
Phone (610) 865-0512
Christy Alvord - Thrivent
Location 236 Brodhead Rd Suite 140, Bethlehem, PA 18017, USA
Phone (610) 730-2987
Somers Wealth Management
Location 81 Highland Ave Suite 100, Bethlehem, PA 18017, USA
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About Bethlehem, PA

Bethlehem, PA is a city located in Northampton County, Pennsylvania. It is about an hour away from Philadelphia and has a population of around 75,000 people. Some of the landmarks in Bethlehem include the SteelStacks arts and cultural district, the Moravian Church Historic District, and the Hoover Mason Trestle. The top employers in Bethlehem are Lehigh University, St. Luke's University Health Network, and Sands Casino Resort Bethlehem. Major highways and streets in Bethlehem include Route 22 and the Lehigh Valley Thruway. The neighborhoods in Bethlehem include South Side, West End, and Heights.

Where Certified Financial Advisors in Bethlehem, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are not just places where you go to deposit your paycheck and withdraw cash. In fact, banks offer a wide range of services that can benefit Bethlehem, PA residents. For example, many banks offer credit cards, mortgages, car loans, and other types of financing. They also offer checking and savings accounts, as well as a variety of investment products. Banks can also help you manage your money by providing budgeting advice and tools. And if you ever have a question about financial matters, most banks have experts who can answer them.

Insurance Broker

Bethlehem, PA residents can find help with their insurance needs by working with a local insurance broker. An insurance broker is someone who can help you compare rates and coverage from different insurers, and can also provide advice on what policies would be best for you. Brokers are licensed to sell insurance in Pennsylvania, and are required to maintain an active license in order to continue working as a broker.

Retirement Planning

Bethlehem, PA residents have a number of financial advisors to choose from when it comes to retirement planning. While all of these advisors may have their clients' best interests at heart, some may be more suited for certain people than others. It is important for Bethlehem, PA residents to do their research before choosing an advisor in order to get the most out of their relationship with that advisor.

Wealth Management

Bethlehem, PA residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that includes financial planning, investment management, and risk management. It helps individuals and families grow their assets and protect them from unforeseen risks. Wealth managers work with clients to create customized plans that meet their unique needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Bethlehem, PA can help residents protect their assets and ensure that their wishes are carried out after they die. A well-drafted estate plan can also help to reduce the tax burden on heirs, and can make the process of transferring property much easier for everyone involved.

Mortgage Loan Officer

Mortgage loan officers in Bethlehem, PA can help residents by providing them with the best mortgage options. They can also provide advice on how to get the best mortgage rate, and they can help residents understand the mortgage process. In addition, mortgage loan officers can help residents find the right type of mortgage for their needs, and they can work with them to get approved for a mortgage.

Tax Services

Residents of Bethlehem, PA can take advantage of the many services offered by tax accountants. Tax accountants can help residents prepare their taxes, find deductions and credits, and plan for the future. Tax accountants can also help businesses in Bethlehem, PA manage their finances and comply with tax laws.

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FAQs About Personal Financial Advisors in Bethlehem, PA