Wealth Management in Bethlehem, PA

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List of Firms

Bethlehem, PA Wealth Management Firms

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Lincoln Investment Planning
Location 1 E Broad St #440, Bethlehem, PA 18018, USA
Phone (610) 691-6800
Directions
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Quadrant Private Wealth
SEC File# 801-106484
CRD# 277044
5 out of 5
Location 2 W Market St, Bethlehem, PA 18018, USA
Phone (610) 849-2740
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 701 W Broad St # 204, Bethlehem, PA 18018, USA
Phone (610) 807-3554
Directions
SEC File# 801-53367
CRD# 111268
Location 1412 Walter St # 2, Bethlehem, PA 18015, USA
Phone (610) 954-9940
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
Directions
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Weyhill Investment Counsel
Location 264 Schindler Drive, Bethlehem, PA 18020, USA
Phone (866) 508-9489
Directions
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Adam Frankenfield - Mutual of Omaha
Location 95 Highland Ave #310, Bethlehem, PA 18017, USA
Phone (610) 861-9644
Directions
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Corbenic Partners, Now Mariner Wealth Advisors
Location 1525 Valley Center Pkwy #310, Bethlehem, PA 18017, USA
Phone (610) 814-2474
Directions
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
Directions
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location Bethlehem, PA 18017, USA
Phone (610) 865-5803
Directions
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Peer Executive Groups
5 out of 5
Location 1 W Broad St 11th floor, Bethlehem, PA 18018, USA
Phone (610) 504-3094
Directions
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Marmaras & Smith LLC
5 out of 5
Location 3101 Emrick Blvd Suite 315, Bethlehem, PA 18020, USA
Phone (610) 465-1188
Directions
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Financial Sources Inc
Location 44 E Broad St STE 110, Bethlehem, PA 18018, USA
Phone (800) 450-0629
Directions
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Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
5 out of 5
Location 81 Highland Ave Suite 100, Bethlehem, PA 18017, USA
Phone (610) 865-9550
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Milestone Financial Associates, LLC
Location 144 E Broad St, Bethlehem, PA 18018, USA
Phone (610) 421-8777
Directions
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MIAC
5 out of 5
Location 202 W 4th St 2nd floor, Bethlehem, PA 18015, USA
Phone (212) 233-1250
Directions
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Comprehensive Wealth Strategies
Location 2571 Baglyos Cir b27, Bethlehem, PA 18020, USA
Phone (610) 746-5900
Directions
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Allen S Hamilton - Financial Advisor, Ameriprise Financial Services, LLC
Location 1525 Valley Center Pkwy Ste 120, Bethlehem, PA 18017, USA
Phone (610) 865-5803
Directions
Wealth Management in Bethlehem, PA

Where Wealth Management Advisors in Bethlehem, PA Serve

Bethlehem, PA is a city in eastern Pennsylvania with a rich history and diverse culture. It is home to several landmarks, including the Moravian Museum, the Bethlehem Steel Stacks, and the National Museum of Industrial History. The city is also known for its top employers, which include Lehigh University, St. Luke's University Health Network, and the Sands Casino Resort. Major highways and streets in Bethlehem include Interstate 78, Route 22, and Main Street. The city is divided into several neighborhoods, each with its own unique character and charm, such as Historic Bethlehem, West Bethlehem, and South Bethlehem. With its mix of history, culture, and modern amenities, Bethlehem is a vibrant and exciting place to live, work, and visit.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bethlehem, PA could benefit from a bank in various ways. Firstly, a bank could provide residents with access to financial services such as checking and savings accounts, loans, and credit cards. This would enable residents to better manage their finances and plan for their future. Additionally, a bank could offer financial education programs to help residents understand how to make the most of their money. Bethlehem, PA is known for its rich history and vibrant arts scene, and a bank could support these aspects of the community by providing funding for local arts organizations and historic preservation projects. Furthermore, a bank could also offer job opportunities for residents, contributing to the local economy and providing a valuable service to the community. Overall, a bank could play a vital role in supporting the financial well-being and cultural vitality of Bethlehem, PA.

Insurance Broker

Residents of Bethlehem, PA can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help residents find the most suitable and cost-effective insurance policies for their unique needs and circumstances. This is particularly important in Bethlehem, PA, where the population is diverse and includes many small business owners and self-employed individuals who may require specialized insurance coverage. Additionally, an insurance broker can assist residents with navigating the complex and ever-changing insurance landscape, ensuring that they are up-to-date on the latest regulations and policies. Furthermore, an insurance broker can provide personalized advice and support to residents who may be facing difficult or unexpected insurance-related issues, such as denied claims or disputes with insurers. Overall, the expertise and guidance of an insurance broker can be invaluable to residents of Bethlehem, PA, helping them to protect themselves and their families from financial hardship and uncertainty.

Retirement Planning

Residents of Bethlehem, PA can benefit from the expertise of a retirement planner in several ways. With the city's rich history and cultural heritage, a retirement planner can help residents navigate the unique financial challenges and opportunities that come with living in Bethlehem. For example, the city is home to several major corporations and a growing healthcare sector, which can provide opportunities for investment and retirement planning. Additionally, the city's proximity to major metropolitan areas like Philadelphia and New York City can create complex tax and estate planning issues that a retirement planner can help residents address. By working with a retirement planner, Bethlehem residents can develop personalized retirement strategies that account for their unique circumstances and goals, allowing them to enjoy the city's vibrant community and cultural offerings with peace of mind.

Financial Advisor

Residents of Bethlehem, PA could benefit from the guidance of a financial advisor in a variety of ways. One specific area where they may need assistance is in navigating the city's complex tax laws. Bethlehem has a unique tax structure, with different rates for residents and non-residents, as well as a local earned income tax. A financial advisor could help residents understand their tax obligations and identify potential deductions or credits they may be eligible for. In addition, a financial advisor could provide guidance on retirement planning, investment strategies, and debt management. With the city's diverse population and economy, a financial advisor could be an invaluable resource for residents looking to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Bethlehem, PA can benefit greatly from the expertise of a mortgage loan officer. With the city's rich history and diverse population, it's important for residents to have access to financial resources that can help them achieve their dreams of homeownership. A mortgage loan officer can provide guidance on the various loan options available, as well as help residents navigate the complex process of applying for a mortgage. They can also offer valuable advice on how to improve credit scores and increase the chances of being approved for a loan. In a city like Bethlehem, where the cost of living can be high, having a mortgage loan officer on your side can make all the difference in achieving your goals and building a stable financial future.

Tax Services

Residents of Bethlehem, PA can greatly benefit from the guidance of a tax advisor. One of the most common ways a tax advisor can assist residents is by providing advice on tax deductions and credits. Bethlehem is home to a diverse population, including many small business owners and self-employed individuals. A tax advisor can help these individuals navigate the complex tax laws and regulations that apply to their unique situations. For example, a tax advisor can help a small business owner in Bethlehem understand the deductions available for home office expenses, business travel, and equipment purchases. Additionally, a tax advisor can assist residents in maximizing their charitable contributions by providing guidance on tax-efficient ways to donate to local organizations such as the Bethlehem Area Public Library or the Banana Factory Arts Center. With the help of a tax advisor, residents of Bethlehem can ensure that they are taking advantage of all available tax benefits and minimizing their tax liability.

Estate Planning Lawyer

Residents of Bethlehem, PA can benefit greatly from the services of an estate planning lawyer. The lawyer can assist with drafting wills and trusts, which are essential documents that determine how an individual's assets will be distributed after their death. The lawyer can also provide guidance on tax planning, which is especially important for Bethlehem residents given the city's high property taxes. Additionally, the lawyer can help with healthcare directives and power of attorney documents, which are critical for ensuring that an individual's wishes are respected in the event of incapacity. Furthermore, Bethlehem residents who own businesses or real estate can benefit from the lawyer's expertise in creating succession plans and transferring ownership. Overall, an estate planning lawyer can provide peace of mind for Bethlehem residents and help them navigate the complex legal landscape of estate planning.

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