Wealth Management in Allentown, PA

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List of Firms

Allentown, PA Wealth Management Firms

Liberty Wealth Management
SEC File# 801-112351
CRD# 286001
Location 3570 Hamilton Blvd, Allentown, PA 18103, USA
Phone (610) 398-7333
Pinnacle Advisor Group
Location 2851 S Pike Ave, Allentown, PA 18103, USA
Phone (610) 797-2201
Crest Financial Group
Location 1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104, USA
Phone (610) 821-7066
AnchorPoint Wealth Management
Location 1401 N Cedar Crest Blvd, Allentown, PA 18104, USA
Phone (610) 439-1515
Designing Wealth Management of Raymond James
Location 740 Hamilton St, Allentown, PA 18101, USA
Phone (484) 795-7872
The Fraenkel-Cichocki Group - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 395-7700
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
WealthScope Financial
5 out of 5
Location 1550 Pond Rd Suite 140, Allentown, PA 18104, USA
Phone (908) 386-6250
Taj Smith - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 391-6329
Magellan Financial, Inc.
Location 1605 N Cedar Crest Blvd # 111, Allentown, PA 18104, USA
Phone (610) 437-5650
Robert Klock - Thrivent
Location 1611 N 18th St, Allentown, PA 18104, USA
Phone (484) 221-8414
Wealth Management in Allentown, PA

Where Wealth Management Advisors in Allentown, PA Serve

Allentown is located in Lehigh County, Pennsylvania. It is the third most populous city in the state, with a population of 120,000. The city was founded in 1762 and named after William Allen, a British Loyalist. Allentown's economy is based on manufacturing, healthcare, and retail trade. Some of the city's landmarks include the PPL Center, Coca-Cola Park, and the Liberty Bell Museum. The top employers in Allentown are Lehigh Valley Hospital, St. Luke's University Health Network, and PPL Corporation. Major highways and streets in Allentown include Interstate 78, U.S. Route 22, and Pennsylvania Route 309. The neighborhoods of Allentown are West End, South Side, East End, and North Side.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Allentown, PA provide a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a wide variety of investment products, such as mutual funds, stocks, and bonds. They may also offer other services, such as online banking or bill payment.

Retirement Planning

When it comes to retirement planning, Allentown, PA is a great city to consider. It has a low cost of living and plenty of activities and attractions to keep you busy in your retirement years. There are also several good retirement communities in the area that offer all the amenities you could want.

Tax Services

If you're looking for a career that offers stability and security, you may want to consider becoming a tax accountant. Tax accountants in Allentown, PA help businesses and individuals file their taxes each year. They also advise clients on how to reduce their tax liability, so it's no surprise that this is a growing industry.

Financial Advisor

A financial advisor provides professional guidance and advice on financial planning, investments, and insurance. They work with individuals and businesses to create comprehensive financial plans that will help them achieve their goals. In Allentown, PA, there are many reputable advisors who can help you get started on the path to financial security.

Insurance Broker

An insurance broker in Allentown, PA is responsible for selling and servicing insurance products to individuals and businesses in the local community. They work with a variety of clients, from those who need car insurance to those who need life insurance. Brokers must be licensed by the state in which they work, and most hold a degree in business or finance. Speak to an insurance broker today to learn more about the services available to you.

Mortgage Loan Officer

Mortgage loan officers in Allentown, PA work with home buyers to help them get mortgages. They work with banks and other lenders to find mortgages that fit the buyer's needs, and they help the buyer through the application process. They may also work with real estate agents to find homes for sale that fit the buyer's budget.

Estate Planning Lawyer

An estate planning lawyer in Allentown, PA helps people create a will and other legal documents to ensure their assets are distributed the way they want after they die. They can also help with trusts, powers of attorney, and healthcare proxies. Contact an estate planning lawyer today to get started.


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