Best Financial Advisors in Easton, PA

We did the hard work of finding trustworthy partners in Easton, PA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Easton, PA Fiduciary Financial Advisors

Integrity Financial
Location Easton, PA 18045, USA
Phone (570) 226-3602
Febbo Wealth Management
Location 4030 William Penn Hwy, Easton, PA 18045, USA
Phone (610) 252-0455
Coordinated Wealth

5 out of 5

Location 3101 Freemansburg Ave 1st Floor, Easton, PA 18045, USA
Phone (610) 216-7484
ELANA Financial & Settlement Architects
Location 101 Larry Holmes Dr #215, Easton, PA 18042, USA
Phone (866) 596-1637
Hawk Financial Group
SEC File# 801-77918
CRD# 144434

5 out of 5

Location 400 Northampton St Suite 300, Easton, PA 18042, USA
Phone (610) 500-5000
Time Monday: 9:00 AM – 7:00 PM Tuesday: 9:00 AM – 7:00 PM Wednesday: 9:00 AM – 7:00 PM Thursday: 9:00 AM – 7:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Life Stage Financial Solutions
Location 31 Blenheim Dr, Easton, PA 18045, USA
Phone (610) 252-4986
Comprehensive Wealth Strategies
Location 2571 Baglyos Cir b27, Bethlehem, PA 18020, USA
Phone (610) 746-5900
Tracie Burton - Thrivent
Location 400 S Greenwood Ave Suite 302, Easton, PA 18045, USA
Phone (610) 442-9458
JM Financial Services
Location 1400 Jeffrey Ln, Easton, PA 18045, USA
Phone (732) 993-7954
Roth & Associates CPA's and Business Advisors
Location 24 N 4th St, Easton, PA 18042, USA
Phone (833) 768-4829
Glovas Guzzi Gutierrez Morrow Group - Morgan Stanley
Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 559-6380
valoradvisor com
Location 123 S 3rd St, Easton, PA 18042, USA
Phone (610) 295-5593
NorthEast Valley Financial
Location 400 Northampton St #405, Easton, PA 18042, USA
Phone (866) 599-2626
Richard Shaplin Financial Services

5 out of 5

Location 308 Spring Garden St, Easton, PA 18042, USA
Phone (610) 559-5197
R K Financial Group
SEC File# 801-111055
CRD# 158043
Location 3705 William Penn Hwy # 211, Easton, PA 18045, USA
John P Bisco Associates

5 out of 5

Location 3800 William Penn Hwy, Easton, PA 18045, USA
Phone (610) 258-9170
American Financial Associates Inc
Location 1700 Northampton St # 1, Easton, PA 18042, USA
Phone (610) 559-1600
Edward Jones - Financial Advisor: Stephen Bajan II
SEC File# 801-3297
CRD# 250

5 out of 5

Location 101 S 3rd St Suite 203, Easton, PA 18042, USA
Phone (610) 250-7808
Schaeffer Financial & Tax, LLC
Location 417 Cattell St Suite #2, Easton, PA 18042, USA
Phone (610) 438-4664
Gary L Guzzi - Morgan Stanley
Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 559-6385
Coastal Financial Associates LLC
Location 601 Stones Crossing Rd, Easton, PA 18045, USA
Phone (610) 250-8700
The Godown / Wilson Group - Morgan Stanley

5 out of 5

Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 559-6399
Rose Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 101 S 3rd St Ste 205, Easton, PA 18042, USA
Phone (610) 438-5720
RANDA Strategies LLC

4 out of 5

Location 42A S 3rd St, Easton, PA 18042, USA
Phone (610) 515-0601
Blue Water Financial, LLC
Location 400 S Greenwood Ave 3rd Floor Suite 300, Easton, PA 18045, USA
Phone (610) 438-0988
Morgan Stanley Financial Advisors

1 out of 5

Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 515-1062
RANDA Strategies
Location 21 Clover Hollow Rd, Easton, PA 18045, USA
Phone (610) 515-0601
Dylan Stroup - Educated Wealth Strategies
Location 601 Stones Crossing Rd Suite A4, Easton, PA 18045, USA
Phone (610) 606-0541
Educated Wealth Strategies
Location 3705 William Penn Hwy #200, Easton, PA 18045, USA
Phone (610) 606-0533
Investment Advisors Asset Management
SEC File# 801-117991
CRD# 305492

5 out of 5

Location 137 N 2nd St, Easton, PA 18042, USA
Phone (610) 258-3269
IAM Advisory
SEC File# 801-117991
CRD# 305492
Location 137 N 2nd St, Easton, PA 18042, USA
Phone (610) 258-3269
Wells Fargo Advisors
Location 2501 Northampton St, Easton, PA 18045, USA
Phone (610) 250-3430
Personal Dollar Management
Location 2529 Northampton St, Easton, PA 18045, USA
Phone (610) 250-9525
Edward Jones - Financial Advisor: Danika J Rhinehart
SEC File# 801-3297
CRD# 250
Location 101 S 3rd St Suite 203, Easton, PA 18042, USA
Phone (610) 250-7808
Independent Financial Advisors
SEC File# 801-66460
CRD# 125758
Location 4480 William Penn Hwy, Easton, PA 18045, USA
Phone (610) 438-8537
Kenneth Gallagher, CFS
Location 2335 Sheffield Dr, Easton, PA 18040, USA
Phone (610) 438-0783
Sondrine N Gutierrez - Morgan Stanley
Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 559-6391
White Oak Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 101 S 3rd St Ste 205, Easton, PA 18042, USA
Phone (908) 698-0977
Bullock E P
Location 324 S Main St, Phillipsburg, NJ 08865, USA
Phone (908) 454-2561
Christopher Burton - Thrivent
Location 400 S Greenwood Ave Suite 302, Easton, PA 18045, USA
Phone (717) 823-8608
Equity Now
Location 6 S 3rd St, Easton, PA 18042, USA
Phone (610) 330-6833
Retirement Advisory Forecaster
Location Phillipsburg, NJ 08865, USA
Phone (908) 454-6019
Image of Easton, PA

About Easton, PA

Easton, PA is a city in Northampton County, Pennsylvania. The city is home to Lafayette College and the Crayola Factory. Top employers in Easton include Lafayette College, Crayola, Easton Hospital, and St. Luke's University Health Network. Major highways and streets in Easton include Route 22 and Route 33. The city's neighborhoods include College Hill, Downtown Easton, Parson's Village, and South Side Easton.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Easton, PA residents have a variety of banking services available to them. Banks can provide Easton, PA residents with products and services such as checking and savings accounts, mortgages, car loans, and credit cards. Easton, PA residents can use the various products and services banks offer to help them manage their money and finances.

Insurance Broker

Easton, PA residents can get help with their insurance needs from brokers.Brokers are licensed professionals who can help you find the right insurance policy for your needs. They work with a variety of insurance companies, so they can compare rates and find the best policy for you. Brokers also know the ins and outs of the insurance industry, so they can help you avoid common pitfalls and mistakes.

Retirement Planning

Financial advisors can help Easton, PA residents with their retirement planning in a number of ways. One way is by helping people to create a budget that will allow them to save for retirement. Advisors can also help people to invest their money wisely so that they will have enough saved up when they retire. Additionally, advisors can help people to plan for unexpected expenses that may come up during retirement. Overall, financial advisors can be a great resource for those looking to retire in Easton, PA.

Wealth Management

Easton, PA residents have a lot to think about when it comes to their money. Between saving for retirement, investing in stocks and bonds, and making sure they have enough cash on hand for emergencies, there's a lot to keep track of. That's where wealth management comes in. Wealth managers can help Easton residents make the most of their money by creating a financial plan that takes all of these factors into account. They can also help Easton residents invest their money wisely and protect it from market fluctuations.

Estate Planning Lawyer

Estate planning lawyers in Easton, PA can help residents with a variety of tasks, including creating wills and trusts, handling estate taxes, and appointing guardians for children. These lawyers can also help residents set up charitable trusts and make arrangements for their pets after they die. In addition, estate planning lawyers can advise families on how to care for elderly or disabled relatives.

Mortgage Loan Officer

Mortgage loan officers in Easton, PA can help residents by providing them with the best mortgage options available. By working with a loan officer, a resident can get the best interest rate, and may be able to avoid foreclosure. In addition, a loan officer can help a resident find the right type of mortgage for their needs.

Tax Services

Easton, PA residents can get help from tax accountants to prepare their taxes and find deductions. Tax accountants are experts in helping people save money on their taxes. They can help Easton, PA residents find deductions for things like home offices, business expenses, and child care.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Easton, PA