Wealth Management in Allentown, PA

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List of Firms

Allentown, PA Wealth Management Firms

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Pinnacle Advisor Group
Location 2851 S Pike Ave, Allentown, PA 18103, USA
Phone (610) 797-2201
Language http://www.pinnacleadvisorgrp.com/
Directions
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WealthScope Financial
5 out of 5
Location 1550 Pond Rd Suite 140, Allentown, PA 18104, USA
Phone (908) 386-6250
Language https://www.wealthscopefinancial.com/
Directions
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Magellan Financial, Inc.
Location 1605 N Cedar Crest Blvd # 111, Allentown, PA 18104, USA
Phone (610) 437-5650
Language https://www.magellanlv.com/
Directions
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Designing Wealth Management of Raymond James
Location 740 Hamilton St, Allentown, PA 18101, USA
Phone (484) 795-7872
Language http://www.designingwealthmanagement.com/
Directions
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Crest Financial Group
Location 1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104, USA
Phone (610) 821-7066
Language http://www.crestfinancialgroup.com/
Directions
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The Fraenkel-Cichocki Group - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 395-7700
Language https://advisor.morganstanley.com/the-fraenkel-cichocki-group?y_source=1_MTQ2NzMxODItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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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
Language http://www.ericksonfinancialgroup.com/
Directions
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Robert Klock - Thrivent
Location 1611 N 18th St, Allentown, PA 18104, USA
Phone (484) 221-8414
Language https://connect.thrivent.com/robert-klock?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzY2MzctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Liberty Wealth Management
SEC File# 801-112351
CRD# 286001
Location 3570 Hamilton Blvd, Allentown, PA 18103, USA
Phone (610) 398-7333
Language http://www.lwmgmt.com/
Directions
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AnchorPoint Wealth Management
Location 1401 N Cedar Crest Blvd, Allentown, PA 18104, USA
Phone (610) 439-1515
Language http://www.anchorpointwealthmanagement.com/contact-us.php
Directions
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Taj Smith - Morgan Stanley
Location 515 Hamilton St 7th Fl, Allentown, PA 18101, USA
Phone (610) 391-6329
Language https://advisor.morganstanley.com/tajai.smith?y_source=1_MTE2Njg0NDctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Wealth Management in Allentown, PA

Where Wealth Management Advisors in Allentown, PA Serve

Allentown, PA is a bustling city in the heart of Lehigh Valley, boasting a rich history and a diverse culture. From the iconic PPL Center to the historic Liberty Bell Museum, this city is home to a plethora of landmarks that showcase its unique character. Its top employers include Lehigh Valley Health Network, Air Products and Chemicals, and PPL Corporation, which are all major players in the region's economy. Major highways such as Interstate 78 and the Northeast Extension of the Pennsylvania Turnpike run through Allentown, providing easy access to neighboring cities and beyond. The city is also home to several vibrant neighborhoods, including West End, Old Allentown, and Hamilton District, each with its own distinct charm and personality. With so much to offer, Allentown is a city that truly has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Allentown, PA would be helped by a bank in numerous ways. Firstly, a bank could provide financial assistance to individuals looking to purchase homes in the city. Allentown is known for its beautiful historic homes, but many residents struggle to afford the down payment or mortgage payments. A bank could offer loans or mortgages with reasonable interest rates to make homeownership more accessible. Additionally, a bank could help small businesses in Allentown by providing loans or lines of credit to support growth and expansion. This is crucial as Allentown is home to many small businesses that contribute to the local economy. Lastly, a bank could offer financial education and resources to residents to help them manage their finances and make informed decisions. With a poverty rate of 25%, many Allentown residents could benefit from financial literacy programs to improve their financial stability. Overall, a bank could play a vital role in supporting the economic growth and stability of Allentown, PA.

Insurance Broker

Residents of Allentown, PA can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help residents of Allentown navigate the complex and often confusing world of insurance policies. With the plethora of insurance options available, it can be challenging to determine which policies are best suited to an individual's needs. Additionally, an insurance broker can help residents of Allentown find insurance policies that are tailored to their specific needs and lifestyles. For example, given Allentown's location in the Lehigh Valley, an insurance broker could help residents find policies that offer coverage for natural disasters such as floods or snowstorms. Furthermore, an insurance broker can help residents of Allentown save money by finding policies with lower premiums or discounts that they may not have been aware of otherwise. Overall, an insurance broker can provide invaluable assistance to residents of Allentown, helping them navigate the complex world of insurance policies and find policies that are tailored to their specific needs.

Retirement Planning

Residents of Allentown, PA can benefit from the services of a retirement planner in several ways. Firstly, a retirement planner can help residents of Allentown navigate the complex tax laws in Pennsylvania. Specifically, the city has a local earned income tax that residents must pay, and a retirement planner can help residents understand how this tax will impact their retirement savings. Additionally, a retirement planner can help residents of Allentown create a personalized retirement plan that takes into account their unique financial situation and goals. This plan can include strategies for maximizing Social Security benefits, managing debt, and investing in tax-advantaged accounts. Finally, a retirement planner can provide ongoing support and advice as residents of Allentown transition into retirement, helping them adjust their financial plan as needed to ensure they have a comfortable and secure retirement.

Financial Advisor

Residents of Allentown, PA can benefit from the expertise of a financial advisor in a myriad of ways. For example, Allentown is home to a diverse population with varying income levels, and a financial advisor can help individuals and families create a personalized financial plan tailored to their specific needs and goals. Additionally, Allentown has a thriving small business community, and a financial advisor can provide guidance on starting and growing a successful business. With the city's recent revitalization efforts, property values are on the rise, and a financial advisor can assist with real estate investments and strategies for maximizing returns. Furthermore, Allentown is located in a region prone to natural disasters, and a financial advisor can help residents prepare financially for emergencies such as floods and severe weather events. Overall, a financial advisor can offer invaluable support and guidance to the residents of Allentown, helping them achieve financial stability and success in an ever-changing economic landscape.

Mortgage Loan Officer

Residents of Allentown, PA can benefit from the expertise of a mortgage loan officer in numerous ways. For instance, the city's housing market is highly competitive, and navigating it can be challenging without the right guidance. A mortgage loan officer can help residents find the best mortgage rates and terms to suit their unique financial circumstances. Additionally, Allentown is a city with a rich history and a diverse population, which means that prospective homebuyers may face cultural and linguistic barriers when trying to secure a mortgage. A mortgage loan officer can bridge these gaps by providing personalized support and guidance throughout the application process. Moreover, Allentown is home to many first-time homebuyers who may be unfamiliar with the nuances of the mortgage industry. A mortgage loan officer can educate these individuals on the various types of loans available, as well as the pros and cons of each option.

Tax Services

Residents of Allentown, PA can benefit from the expertise of a tax advisor in various ways. One specific example is helping them navigate the complexities of the city's local tax system. Allentown has a unique tax structure that includes a Local Services Tax, an Emergency and Municipal Services Tax, and a Business Privilege Tax. These taxes can be confusing to understand and may result in residents overpaying or underpaying their taxes. A tax advisor can assist residents in determining which taxes they are required to pay, how much they owe, and ensure that they are taking advantage of any available deductions or credits. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, to help residents minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Allentown, PA can benefit from the expertise of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can assist in drafting a will that outlines how a person's assets will be distributed upon their passing. In a city like Allentown, PA, where the median household income is relatively high, it is essential to have a will in place to ensure that one's assets are distributed according to their wishes. Secondly, an estate planning lawyer can help set up trusts, which can be particularly useful for parents with young children. These trusts can provide for the children's financial needs until they reach a certain age or milestone. Additionally, estate planning lawyers can help with tax planning to minimize the tax burden on the estate. With a complex tax system in place, Allentown, PA residents can benefit from the expertise of an estate planning lawyer to navigate the intricacies of tax laws and regulations.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Allentown, PA can offer a plethora of wealth management services to their clients. They can provide tailored investment strategies, estate planning, tax planning, and retirement planning services. Additionally, they can assist with risk management and insurance planning. Allentown, PA is a city that boasts a rich history and a diverse economy. With its proximity to major metropolitan areas like New York City and Philadelphia, Allentown offers unique investment opportunities in industries such as healthcare, technology, and manufacturing. A skilled wealth manager in Allentown can leverage their knowledge of the local economy to help clients make informed investment decisions that align with their financial goals. Furthermore, they can provide guidance on philanthropic giving and charitable giving strategies, which are important considerations for many high-net-worth individuals in the community. Overall, a wealth manager in Allentown, PA can provide comprehensive and personalized wealth management services that cater to the unique needs of each client.

Allentown, PA is the perfect place to find a wealth manager due to its thriving financial industry and diverse range of professionals. With a population of over 120,000 people, Allentown boasts a bustling economy and a highly educated workforce. The city is home to a number of top-rated financial institutions, including banks, investment firms, and accounting firms, which offer a wide range of services to help individuals and businesses manage their wealth. Additionally, Allentown's close proximity to major metropolitan areas like Philadelphia and New York City makes it an ideal location for wealth managers who want to stay connected to the broader financial community. Whether you're looking for a financial planner, investment advisor, or tax specialist, you're sure to find a qualified and experienced professional in Allentown. So if you want to take control of your finances and secure your financial future, Allentown is the place to be.