Retirement Planning in Allentown, PA

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List of Firms

Top Retirement Planners in Allentown, PA

The Marano Group - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 954-6826
Destination Retirement
Location 1550 Pond Rd Suite 140, Allentown, PA 18104, USA
Phone (610) 360-8187
Magellan Financial, Inc.
Location 1605 N Cedar Crest Blvd # 111, Allentown, PA 18104, USA
Phone (610) 437-5650
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3900 Hamilton Blvd #6, Allentown, PA 18103, USA
Phone (610) 437-2066
Gregory Rovinski Financial Planner
Location 3500 Winchester Rd Ste 133, Allentown, PA 18104, USA
Phone (610) 563-2543
KLC Wealth Advisory Group
Location 1390 Ridgeview Dr #101, Allentown, PA 18104, USA
Phone (800) 331-5631
National Financial Network
4 out of 5
Location 5000 Tilghman St Suite 230, Allentown, PA 18104, USA
Phone (484) 860-3500
Northeast Planning
Location 1101 Hamilton St, Allentown, PA 18101, USA
Phone (610) 871-5099
Steele Valley Wealth Management of Raymond James
Location 740 Hamilton St Ste 220, Allentown, PA 18101, USA
Phone (484) 765-7880
Mary Zwarych - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5100 Tilghman St Ste 211, Allentown, PA 18104, USA
Phone (610) 530-7222
Merrill Lynch Wealth Management Advisor Matthew J. Moore
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4309
Lourdes M Visperas - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5100 Tilghman St Ste 211, Allentown, PA 18104, USA
Phone (610) 530-7222
MassMutual Greater Philadelphia - Allentown
Location 4905 Tilghman St Suite 200, Allentown, PA 18104, USA
Phone (610) 398-0100
Northeast Financial Group
SEC File# 801-78187
CRD# 122609
5 out of 5
Location 3435 Winchester Rd Suite 102, Allentown, PA 18104, USA
Phone (570) 688-9898
Quantum Financial Management
5 out of 5
Location 1605 N Cedar Crest Blvd #504, Allentown, PA 18104, USA
Phone (610) 841-3400
One Financial Services
Location 1605 N Cedar Crest Blvd # 515, Allentown, PA 18104, USA
Phone (610) 437-3500
JOHN M OLSON, CERTIFIED FINANCIAL PLANNER™
Location 1390 Ridgeview Dr Suite 101, Allentown, PA 18104, USA
Phone (610) 674-6983
ASC Financial Group
SEC File# 801-111055
CRD# 158043
Location 4949 Liberty Ln, Allentown, PA 18106, USA
The Fraenkel-Cichocki Group - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 395-7700
Merrill Lynch Wealth Management Advisor Erman Tasci
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4311
Michael A. Waterhouse, Financial Advisor
5 out of 5
Location 5000 Tilghman St Suite 230, Allentown, PA 18104, USA
Phone (484) 225-3120
Mid-Atlantic Planning Services
Location 2851 S Pike Ave, Allentown, PA 18103, USA
Phone (610) 798-4926
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
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
David M Leber
Location 1105 Bell Ave, Allentown, PA 18103, USA
Phone (610) 770-1476
Stellar Advisor
Location 4972 Medical Center Cir, Allentown, PA 18106, USA
Phone (610) 997-0290
Bleakley Financial Lehigh Valley
5 out of 5
Location 514 Fullerton Ave, Whitehall, PA 18052, USA
Phone (610) 433-7567
Alan Shannon-Breslin - Financial Advisor, Ameriprise Financial Services, LLC
Location 5100 Tilghman St Ste 211, Allentown, PA 18104, USA
Phone (610) 530-7222
Retirement Planning in Allentown, PA

About Allentown, PA for Those Planning to Retire

Allentown, PA is a city in Lehigh County, Pennsylvania. It is located in the Delaware Valley region of Pennsylvania and has a population of around 120,000 people. Some of the landmarks in Allentown include the Liberty Bell Center, the PPL Center, and the Allentown Art Museum. The top employers in Allentown are Lehigh Valley Health Network, St. Luke's University Health Network, and Amazon.com. Major highways and streets in Allentown include Interstate 476, U.S. Route 22, and Pennsylvania Route 145. The neighborhoods in Allentown include Downtown Allentown, South Side Allentown, and West End Allentown.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Allentown, PA residents have several options when it comes to banking or credit unions. Banks and credit unions offer different services, so it is important for residents to research which one will best fit their needs. Some banks and credit unions offer online banking services, while others have physical locations. Residents can benefit from the many services that banks and credit unions offer, such as checking and savings accounts, loans, and mortgages. By comparing the services of each bank or credit union in the area, residents can find the best one for them.

Estate Planning Lawyer

If you live in Allentown, PA, and are looking for a way to protect your assets and ensure that your loved ones are taken care of after you die, you should consider working with an estate planning lawyer. Estate planning is the process of creating a plan for how your property will be distributed after your death, and it can be a great way to ensure that your loved ones are taken care of even if something happens to you. An estate planning lawyer can help you create a plan that fits your unique needs and circumstances, and they can also help you make sure that all of your legal paperwork is in order. Contact a local law firm today to learn more about how estate planning can help you protect yourself and your loved ones.

Mortgage Loan Officer

If you're one of the many people living in Allentown, PA, and are looking for a way to make your dream of homeownership a reality, then you need to work with a mortgage loan officer. A mortgage loan officer can help you get pre-approved for a home loan, which will put you in a better position when it comes time to buy a house. They can also help you find the best mortgage rates available, so that you can save money on your monthly payments.

Wealth Management

Living in Allentown, PA comes with a lot of benefits, but it can also be difficult to manage your money on your own. A wealth manager can help you make the most of your money and ensure that you're making smart financial decisions. If you're looking for quality financial advice, don't hesitate to reach out to a local wealth manager today.

Financial Advisor

Living in Allentown, PA can be costly, especially when it comes to paying for basic necessities like food and housing. However, with the help of a financial advisor, people in this area can save money and make the most of their income. Financial advisors can help people create budgets, invest money wisely, and plan for retirement. By working with a financial advisor, people in Allentown can improve their quality of life and achieve their financial goals.

Insurance Broker

If you live in Allentown, PA, working with an insurance broker can be a great way to save money on your car insurance. Insurance brokers have access to a variety of car insurance companies, and they can help you find the best rates for your needs. Brokers can also help you save money on other types of insurance, including home and health insurance.

Tax Services

If you live in Allentown, PA and are looking for ways to benefit from working with a tax accountant, you should know that there are a few key reasons why this is a good idea. First of all, tax accountants have a lot of experience and expertise in dealing with taxes. They know the ins and outs of the tax system, and they can help you to make sure that you are taking advantage of all the deductions and credits that you are entitled to. In addition, tax accountants can help you to plan for your future tax liabilities, which can help to minimize your overall tax burden. Finally, if you ever find yourself in trouble with the IRS, having a tax accountant on your side can be invaluable. So if you live in Allentown, PA, it is definitely worth your time to consult with a local tax accountant.

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