Best Financial Advisors in Allentown, PA

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List of Firms

Allentown, PA Fiduciary Financial Advisors

SEC File# 801-112351
CRD# 286001
Location 3570 Hamilton Blvd, Allentown, PA 18103, USA
Phone (610) 398-7333
Directions
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
Directions
SEC File# 801-80629
CRD# 173767
Location 842 Hamilton St Suite 301, Allentown, PA 18101, USA
Phone (610) 234-6779
Directions
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Morgan Stanley: Wilson W Yale, CIMA
Location 515 Hamilton St #7, Allentown, PA 18101, USA
Phone (610) 398-6504
Directions
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Douglas Brinker - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 600 Hamilton St Ste 100, Allentown, PA 18101, USA
Phone (484) 661-5031
Directions
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Investment Advisors
SEC File# 801-56786
CRD# 46214
Location 3715 Amherst Rd, Allentown, PA 18104, USA
Phone (610) 530-8042
Directions
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ValleyWest Financial Group
Location 557 Parkside Ct, Allentown, PA 18104, USA
Phone (610) 841-3988
Directions
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Merrill Lynch Wealth Management
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4200
Directions
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Morgan Stanley Financial Advisors
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 395-7700
Directions
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Designing Wealth Management of Raymond James
Location 740 Hamilton St, Allentown, PA 18101, USA
Phone (484) 795-7872
Directions
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The Yale Group - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 398-6504
Directions
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Merrill Lynch Wealth Management Advisor Olivia G Karch
Location 600 Hamilton St 11th Floor, Tower 6, Allentown, PA 18101, USA
Phone (904) 808-3781
Directions
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Leber Financial Group Inc
Location 1105 Bell Ave, Allentown, PA 18103, USA
Phone (610) 770-1534
Directions
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The Emrick Group - Morgan Stanley
Location 515 Hamilton Street 7th Floor, Allentown, PA 18101, USA
Phone (610) 954-5101
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The Lehigh Valley Group - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 395-7700
Directions
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Cornerstone Advisors
SEC File# 801-114872
CRD# 300891
Location 1802 Hamilton St, Allentown, PA 18104, USA
Phone (800) 553-3232
Directions
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Gregory Rovinski Financial Planner
Location 3500 Winchester Rd Ste 133, Allentown, PA 18104, USA
Phone (610) 563-2543
Directions
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Trollinger Consulting Group
SEC File# 801-60354
CRD# 39163
Location 1132 Hamilton St #212, Allentown, PA 18101, USA
Phone (610) 821-1331
Directions
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John Zannakis - Raymond James
Location 4127 Tilghman St, Allentown, PA 18104, USA
Phone (610) 395-2520
Directions
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Merrill Lynch Wealth Management Advisor George Naef
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4319
Directions
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Legacy Planning Partners
Location 3440 Hamilton Blvd, Allentown, PA 18103, USA
Phone (484) 765-9100
Directions
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Netznik, McCarty & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Phone (610) 439-7000
Directions
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Merrill Lynch Wealth Management Advisor Wayne C Achey
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4303
Directions
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Mary Lisicky - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 398-6525
Directions
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Pinnacle Advisor Group
Location 2851 S Pike Ave, Allentown, PA 18103, USA
Phone (610) 797-2201
Directions
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Magellan Financial, Inc.
Location 1605 N Cedar Crest Blvd # 111, Allentown, PA 18104, USA
Phone (610) 437-5650
Directions
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Matt Patterson - Thrivent
Location 1611 N 18th St, Allentown, PA 18104, USA
Phone (484) 221-8414
Directions
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Robert Klock - Thrivent
Location 1611 N 18th St, Allentown, PA 18104, USA
Phone (484) 221-8414
Directions
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Crest Financial Group
Location 1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104, USA
Phone (610) 821-7066
Directions
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Ameriprise Financial
Location 2638 Tilghman St, Allentown, PA 18104, USA
Phone (484) 221-8410
Directions
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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
Directions
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Ascent Wealth Management, LLC.
Location 1620 Highland St, Allentown, PA 18102, USA
Phone (484) 224-3053
Directions
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Robinson & Robinson, Inc.
4 out of 5
Location 1337 Hamilton St, Allentown, PA 18102, USA
Phone (610) 435-3518
Directions
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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
Directions
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Merrill Lynch Wealth Management Advisor David E Haight
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (201) 946-4014
Directions
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Merrill Lynch Wealth Management Advisor Jonathan W Decker
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (727) 824-7382
Directions
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Cornerstone Financial
SEC File# 801-57304
CRD# 43285
Location 1802 Hamilton St, Allentown, PA 18104, USA
Phone (610) 437-8350
Directions
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Merrill Lynch Wealth Management Advisor Ingrid Holder
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4213
Directions
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Merrill Lynch Wealth Management Advisor David H Harth
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4208
Directions
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Merrill Lynch Wealth Management Advisor Courtney Clements
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4279
Directions
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Tim McCarty - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Phone (610) 439-7000
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Promus Financial
Location 822 Hamilton St # 208A, Allentown, PA 18101, USA
Phone (610) 295-6400
Directions
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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
Directions
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CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 600 Hamilton St Suite 900, Allentown, PA 18101, USA
Phone (610) 865-2600
Directions
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Philip J De Rosa - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1045 S Cedar Crest Blvd, Allentown, PA 18103, USA
Phone (717) 854-9997
Directions
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Bruce M Donaghy - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 398-6521
Directions
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Merrill Lynch Wealth Management Advisor Jonathan M Swavely
Location 600 Hamilton St, Allentown, PA 18101, USA
Phone (610) 398-4268
Directions
Financial Advisors in Allentown, PA

Where Certified Financial Advisors in Allentown, PA Serve

Allentown, PA is a vibrant city in the heart of Lehigh Valley, boasting a rich history and diverse community. From the iconic PPL Center to the historic Liberty Bell Museum, Allentown is home to a plethora of landmarks that showcase its unique character. The city's top employers include Lehigh Valley Health Network, Air Products and Chemicals, and PPL Corporation, which contribute to its strong economy. Major highways such as I-78 and Route 22 provide easy access to neighboring cities, while streets like Hamilton Boulevard and Cedar Crest Boulevard offer convenient shopping and dining options. Allentown's neighborhoods, including West End, Old Allentown, and East Side, each have their own distinct charm and personality, making it a wonderful place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Allentown, PA can benefit greatly from the guidance of a financial advisor in several ways. One of the most common ways is by helping them create a budget and stick to it. With a median household income of $41,000 and a poverty rate of 25%, many residents struggle to make ends meet. A financial advisor can help them identify areas where they can cut expenses and create a realistic budget that takes into account their income and expenses. Additionally, a financial advisor can help residents plan for their future by setting up retirement accounts, creating an emergency fund, and investing in stocks or other assets. With the help of a financial advisor, residents of Allentown can take control of their finances and work towards a brighter future.

Insurance Broker

Residents of Allentown, PA can benefit greatly from the services of an insurance broker. With the city's diverse population and unique needs, an insurance broker can help individuals and businesses navigate the complex world of insurance and find the right coverage for their specific situation. For example, Allentown is home to many small businesses that may need help finding affordable and comprehensive insurance policies to protect their assets and employees. Additionally, with the city's high rate of car accidents, an insurance broker can assist residents in finding the best auto insurance coverage to protect themselves and their vehicles. Overall, an insurance broker can provide valuable guidance and support to Allentown residents in ensuring they have the right insurance coverage to meet their needs.

Retirement Planning

Residents of Allentown, PA can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by providing guidance on how to save for retirement. This is especially important in Allentown, where the cost of living can be high and many residents may struggle to save for their golden years. A retirement planner can help residents set realistic savings goals, create a budget that allows for regular contributions to a retirement account, and recommend investment strategies that align with their financial goals. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they receive the benefits they are entitled to and that their healthcare needs are met as they age. Overall, working with a retirement planner can provide peace of mind and help residents of Allentown plan for a secure and comfortable retirement.

Wealth Management

Residents of Allentown, PA can benefit from a wealth manager in a variety of ways. One of the most common ways is by helping them create a personalized financial plan that aligns with their goals and values. This plan could include investment strategies, retirement planning, and estate planning. A wealth manager can also provide guidance on tax planning and help residents navigate complex financial situations. In Allentown, specifically, a wealth manager could assist residents who work in the healthcare industry, as it is one of the city's largest employers. With their expertise, a wealth manager can help these individuals make informed decisions about their finances and plan for a secure future.

Mortgage Loan Officer

Residents of Allentown, PA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure funding to purchase their dream homes, as well as provide guidance on the best mortgage options available to them. One specific way that a mortgage loan officer can help residents of Allentown is by providing information on the various housing programs available in the area. Allentown is home to several affordable housing initiatives, such as the Community Action Committee of the Lehigh Valley's Homeownership Program, which provides down payment assistance and counseling services to low- and moderate-income families. A mortgage loan officer can help residents navigate these programs and find the best options for their unique financial situations.

Tax Services

Residents of Allentown, PA can greatly benefit from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on tax planning and preparation. This is particularly important in Allentown, as the city has a unique tax structure that includes a local earned income tax. A tax advisor can help residents navigate these complex tax laws and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. Overall, working with a tax advisor can help residents of Allentown make informed financial decisions and minimize their tax burden.

Estate Planning Lawyer

Residents of Allentown, PA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of Allentown, PA minimize estate taxes and avoid probate court, which can save their loved ones time and money. With a deep understanding of Pennsylvania estate laws and regulations, an estate planning lawyer can provide tailored advice to residents of Allentown, PA to help them make informed decisions about their estate planning needs.

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FAQs About Personal Financial Advisors in Allentown, PA