Best Financial Advisors in Easton, PA

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List of Firms

Easton, PA Fiduciary Financial Advisors

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JM Financial Services
Location 1400 Jeffrey Ln, Easton, PA 18045, USA
Phone (732) 993-7954
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Glovas Guzzi Gutierrez Morrow Group - Morgan Stanley
Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 559-6380
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Richard Shaplin Financial Services
5 out of 5
Location 308 Spring Garden St, Easton, PA 18042, USA
Phone (610) 559-5197
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Coastal Financial Associates LLC
Location 601 Stones Crossing Rd, Easton, PA 18045, USA
Phone (610) 250-8700
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RANDA Strategies LLC
4 out of 5
Location 42A S 3rd St, Easton, PA 18042, USA
Phone (610) 515-0601
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Wells Fargo Advisors
Location 2501 Northampton St, Easton, PA 18045, USA
Phone (610) 250-3430
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Bullock E P
Location 324 S Main St, Phillipsburg, NJ 08865, USA
Phone (908) 454-2561
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Febbo Wealth Management
Location 4030 William Penn Hwy, Easton, PA 18045, USA
Phone (610) 252-0455
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Coordinated Wealth
5 out of 5
Location 3101 Freemansburg Ave 1st Floor, Easton, PA 18045, USA
Phone (610) 216-7484
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ELANA Financial & Settlement Architects
Location 101 Larry Holmes Dr #215, Easton, PA 18042, USA
Phone (866) 596-1637
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Roth & Associates CPA's and Business Advisors
Location 24 N 4th St, Easton, PA 18042, USA
Phone (833) 768-4829
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R K Financial Group
SEC File# 801-111055
CRD# 158043
Location 3705 William Penn Hwy # 211, Easton, PA 18045, USA
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John P Bisco Associates
5 out of 5
Location 3800 William Penn Hwy, Easton, PA 18045, USA
Phone (610) 258-9170
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Blue Water Financial, LLC
Location 400 S Greenwood Ave 3rd Floor Suite 300, Easton, PA 18045, USA
Phone (610) 438-0988
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Dylan Stroup - Educated Wealth Strategies
Location 601 Stones Crossing Rd Suite A4, Easton, PA 18045, USA
Phone (610) 606-0541
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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
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Personal Dollar Management
Location 2529 Northampton St, Easton, PA 18045, USA
Phone (610) 250-9525
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Kenneth Gallagher, CFS
Location 2335 Sheffield Dr, Easton, PA 18040, USA
Phone (610) 438-0783
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Equity Now
Location 6 S 3rd St, Easton, PA 18042, USA
Phone (610) 330-6833
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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
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Comprehensive Wealth Strategies
Location 2571 Baglyos Cir b27, Bethlehem, PA 18020, USA
Phone (610) 746-5900
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Schaeffer Financial & Tax, LLC
Location 417 Cattell St Suite #2, Easton, PA 18042, USA
Phone (610) 438-4664
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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
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Morgan Stanley Financial Advisors
1 out of 5
Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 515-1062
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RANDA Strategies
Location 21 Clover Hollow Rd, Easton, PA 18045, USA
Phone (610) 515-0601
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Sondrine N Gutierrez - Morgan Stanley
Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 559-6391
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Integrity Financial
Location Easton, PA 18045, USA
Phone (570) 226-3602
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Life Stage Financial Solutions
Location 31 Blenheim Dr, Easton, PA 18045, USA
Phone (610) 252-4986
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Tracie Burton - Thrivent
Location 400 S Greenwood Ave Suite 302, Easton, PA 18045, USA
Phone (610) 442-9458
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valoradvisor com
Location 123 S 3rd St, Easton, PA 18042, USA
Phone (610) 295-5593
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NorthEast Valley Financial
Location 400 Northampton St #405, Easton, PA 18042, USA
Phone (866) 599-2626
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American Financial Associates Inc
Location 1700 Northampton St # 1, Easton, PA 18042, USA
Phone (610) 559-1600
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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
Directions
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Gary L Guzzi - Morgan Stanley
Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 559-6385
Directions
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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
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Educated Wealth Strategies
Location 3705 William Penn Hwy #200, Easton, PA 18045, USA
Phone (610) 606-0533
Directions
SEC File# 801-117991
CRD# 305492
Location 137 N 2nd St, Easton, PA 18042, USA
Phone (610) 258-3269
Directions
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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
Directions
SEC File# 801-66460
CRD# 125758
Location 4480 William Penn Hwy, Easton, PA 18045, USA
Phone (610) 438-8537
Directions
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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
Directions
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Christopher Burton - Thrivent
Location 400 S Greenwood Ave Suite 302, Easton, PA 18045, USA
Phone (717) 823-8608
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Retirement Advisory Forecaster
Location Phillipsburg, NJ 08865, USA
Phone (908) 454-6019
Directions
Financial Advisors in Easton, PA

Where Certified Financial Advisors in Easton, PA Serve

Easton, PA is a vibrant city located in Northampton County, Pennsylvania, situated along the Delaware River. This historic city is home to many notable landmarks, including the famous Crayola Factory, the National Canal Museum, and the State Theatre Center for the Arts. Bursting with culture and history, Easton, PA is also home to some of the top employers in the area, including Lafayette College, Easton Hospital, and Victaulic. The city is easily accessible via major highways such as I-78 and Route 22, making it a convenient location for commuters and visitors alike. The streets of Easton are lined with unique shops, restaurants, and cafes, each offering a glimpse into the city's diverse neighborhoods. From the bustling downtown area to the charming residential neighborhoods, Easton, PA is a city full of surprises and endless possibilities.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Easton, PA can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can assist Easton residents is by helping them create a budget and savings plan. With the cost of living in Easton being higher than the national average, it can be challenging for residents to make ends meet. A financial advisor can help them identify areas where they can cut back on expenses, as well as develop a savings plan that will help them achieve their financial goals. Additionally, with Easton being a historic city with a rich cultural heritage, many residents may have unique financial needs related to preserving their family legacies or supporting local businesses. A financial advisor can provide specialized guidance in these areas, helping Easton residents make informed decisions about their finances and achieve greater financial security.

Insurance Broker

Residents of Easton, PA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance and support in selecting the right insurance policies to meet their specific needs. This is particularly important in Easton, PA, where residents face unique challenges such as unpredictable weather conditions and a high risk of flooding. An insurance broker can help residents navigate the complex insurance market and find coverage that provides adequate protection against these risks. Additionally, an insurance broker can help residents save money by identifying discounts and other cost-saving opportunities that they may not be aware of. Overall, the expertise and guidance of an insurance broker can be invaluable for residents of Easton, PA looking to protect themselves and their assets.

Retirement Planning

Residents of Easton, PA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to save for retirement. This is especially important in Easton, as the cost of living is relatively high compared to other areas in Pennsylvania. A retirement planner can help residents create a budget that allows them to save for retirement while still meeting their current financial obligations. Additionally, a retirement planner can help residents navigate the complex world of retirement savings options, such as 401(k)s and IRAs, to ensure they are maximizing their savings potential. With the help of a retirement planner, residents of Easton can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Easton, PA could benefit greatly from the services of a wealth manager. One specific way that a wealth manager could help is by providing guidance on how to navigate the local real estate market. Easton is a city with a rich history and a growing economy, which means that the real estate market can be complex and competitive. A wealth manager could help residents make informed decisions about buying or selling property, as well as provide advice on how to maximize their investments in the local real estate market. Additionally, a wealth manager could help residents plan for their financial futures by developing personalized investment strategies that take into account their unique goals and risk tolerance. Overall, a wealth manager could be a valuable resource for residents of Easton who are looking to build and protect their wealth.

Mortgage Loan Officer

Residents of Easton, PA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, from determining their eligibility to finding the best loan option for their unique needs. One specific way that a mortgage loan officer can help residents of Easton is by providing guidance on the various local and state programs available to assist with down payments and other costs associated with purchasing a home. With the help of a mortgage loan officer, residents of Easton can feel confident and empowered as they work towards achieving their dream of homeownership.

Tax Services

Residents of Easton, PA can benefit greatly from the expertise of a tax advisor. With the city's diverse economy and growing population, there are a variety of tax laws and regulations that can be confusing for individuals and businesses alike. A tax advisor can help residents navigate the complexities of federal and state tax codes, identify potential deductions and credits, and ensure that tax returns are filed accurately and on time. Additionally, a tax advisor can provide valuable advice on financial planning and investment strategies, helping residents to maximize their savings and minimize their tax liabilities. Whether you are a small business owner, a homeowner, or simply an individual looking to optimize your tax situation, a tax advisor can provide the guidance and support you need to succeed in Easton's dynamic and competitive economy.

Estate Planning Lawyer

Residents of Easton, PA can benefit greatly from an estate planning lawyer in a variety of ways. One common way is by creating a will to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Easton, which has a rich history and many families with deep roots in the community. An estate planning lawyer can also assist with setting up trusts to protect assets and minimize taxes, as well as drafting powers of attorney and healthcare directives to ensure that individuals' wishes are respected if they become incapacitated. With the help of an estate planning lawyer, Easton residents can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Easton, PA