Best Financial Advisors in Lehigh County, PA

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List of Firms

Lehigh County, PA Fiduciary Financial Advisors

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
Integrity Wealth Partners
SEC File# 801-77910
CRD# 167314
Location 682 Brookside Rd, Allentown, PA 18106, USA
Phone (610) 351-7711
Bleakley Financial Lehigh Valley

5 out of 5

Location 514 Fullerton Ave, Whitehall, PA 18052, USA
Phone (610) 433-7567
Edward Jones - Financial Advisor: Mike Warch
Location 16 S Fourth St, Emmaus, PA 18049, USA
Phone (610) 965-9734
Jason Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7540 Windsor Dr Ste 212, Allentown, PA 18195, USA
Phone (484) 427-2111
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
Edward Jones - Financial Advisor: Eric W Loughnane
Location 3900 Hamilton Blvd #6, Allentown, PA 18103, USA
Phone (610) 437-2066
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About Lehigh County, PA

Lehigh County, Pennsylvania is located in the eastern part of the state. It is home to many businesses and industries, as well as landmarks such as the Lehigh Valley Zoo and the Mack Trucks Historical Museum. The top employers in Lehigh County are Air Products and Chemicals, Inc., Saint-Gobain Performance Plastics Corporation, and Walmart. Major highways and streets in the county include Interstate 78 and Route 22. Some of the neighborhoods in Lehigh County include Allentown, Bethlehem, and Easton.

Where Certified Financial Advisors in Lehigh County, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a vital part of the economy, and in Lehigh County, PA they provide a wide range of services to residents. These services include checking and savings accounts, loans, mortgages, and more. Banks also offer a variety of products and services to their customers, which can vary depending on the bank.

Insurance Broker

Residents of Lehigh County, PA can benefit from the services of insurance brokers. These professionals can help residents find the best insurance policies for their needs, and they can also provide advice on how to protect their property and assets. In addition, insurance brokers can help residents file claims in the event that they need to make a claim.

Retirement Planning

Lehigh County, PA residents can benefit from working with a financial advisor when it comes to retirement planning.A financial advisor can help you assess your current financial situation and design a plan that will allow you to retire comfortably. They can also provide advice on how to save for retirement, invest your money, and minimize your taxes.If you are in Lehigh County, PA and are looking for help with retirement planning, please contact us today. We would be happy to discuss your options with you and help you get started on the path to a secure future.

Wealth Management

Lehigh County, PA is a great place to live, but it can be tough to manage money on your own. That's where wealth management comes in. Wealth management can help Lehigh County residents make the most of their money by providing advice and guidance on how to save, invest, and spend wisely.

Estate Planning Lawyer

Lehigh County, PA residents can benefit from the help of an estate planning lawyer in order to create a will and other legal documents that will protect their assets and ensure their wishes are carried out after they die. An estate planning lawyer can also help residents avoid probate, which can be a costly and time-consuming process.

Mortgage Loan Officer

Mortgage loan officers in Lehigh County, PA can help residents by providing them with the best home loans available. They can also offer advice on what types of mortgages are best for a particular individual, and they can help people to understand the mortgage process. In addition, mortgage loan officers can assist residents in finding the best interest rates and terms for their home loans.

Tax Services

Residents of Lehigh County, PA can take advantage of the many services offered by tax accountants. Tax accountants can help residents with a variety of tasks, including preparing and filing taxes, helping to plan for the future, and representing taxpayers during audits. As a result, tax accountants can help residents save time and money.


FAQs About Personal Financial Advisors in Lehigh County, PA