Best Financial Advisors in Reading, PA

Financial planners, investment advisors, retirement plan advisors, and insurance agents near Lititz & Ephrata, PA. Serving Lancaster, Berks & Lebanon counties. Comprehensive financial advisors and investment brokerage firm for groups & individuals. Services include wealth management, tax-advantaged investment advising, individual/group health insurance & life insurance, long- & short-term disability insurance, retirement account planning & management, legacy & estate planning services, charitable giving strategies, financial coaching, tax management strategies, and more. Mutual funds, IRAs (traditional/Roth/simple/SEP), 401(k)s, IRAs, college savings accounts, variable & fixed annuities, stocks, bonds, charitable giving accounts, and more.

Regal Wealth Advisors provides solutions for the financial concerns of individuals and families throughout Reading. The company offers a wide range of wealth management strategies to address clients' financial goals. These include investment advice, wealth management solutions, and retirement plans. It uses a four-step process that consists of the discovery phase, presentation of ideas, review and implementation, and account monitoring. Michael Zimmerman, the company's president and founder, began his career in wealth and investment management in 2008.

Hyde Financial Group LLC Financial & Tax Services is a firm that serves individuals, families, and business owners in the Reading metro and the surrounding areas. It offers financial, retirement, investment, tax, and insurance planning services. Its advisors work with clients in crafting plans based on their current financial standing. They also guide them in understanding financial concepts and tax tools. In order to provide efficient service, the firm's advisors are proactive in responding to questions and comments from clients.

Hershey Financial Advisers, LLC, helps people throughout Reading in managing their financial risks. It offers financial planning services including debt reduction, investment reallocation, strategic asset management, insurance review and alignment, and business exit strategy. Utilizing a team approach, the firm's independent financial advisors function with a fiduciary capacity, advising clients on the basis of trust and experience. Jerry Clunan, its founder, has been advising clients since 1991. He also serves as a board of director for a number of organizations.

1847Financial is a wealth management firm that serves both residential and commercial clients from Reading and the surrounding areas. It helps clients build and preserve their finances through services such as wealth accumulation, protection planning, estate planning, and retirement planning. It also provides business risk management and business succession planning services. Managing partner James J. Meehan has been working in the industry for over a decade. He has been featured in The Wall Street Journal, Forbes, and Bloomberg.

Landis Financial Advisors, Inc. helps clients in Readings plan, accumulate, manage, and protect their wealth. Its advisors are fiduciaries who offer advice, products, and financial strategies to help clients pursue their financial goals. The firm provides holistic estate, retirement, education, and social security planning services. Additionally, it handles investment and insurance options such as stocks, bonds, mutual funds, annuities, Medicare, and life insurance. The company serves over 3,400 individual investment and insurance clients in over a dozen states.

Blue Chip Financial, LLC, offers financial planning, insurance, and investment solutions to clients in Reading. It provides wealth management, preservation, and transfer services to individuals looking to grow their investments or pass on assets to their loved ones. It also manages portfolios, mutual funds, 529/UTMA/Coverdell ESA, and 401k plans. In addition, the company handles concerns related to health and life insurance policies. Blue Chip Financial is an affiliate of Securities America, which is an independent broker-dealer.

Heritage Financial Associates, LLC, offers personalized services to clients in the Reading metro and its surrounding communities. Its representatives understand how retirement can affect one’s personal and financial growth. The firm assists individuals in navigating monetary decisions that can affect their long-term requirements. Its staff members provide advice on inflation, health care costs, and taxation and how these can affect their financial portfolio. Heritage Financial Associates also helps clients with charitable giving, investment management, and tax planning.

JFS Wealth Advisors provide financial advice to the Reading community. The firm serves a wide range of individuals, professionals, and business owners and their diverse set of needs and goals, such as business leaders planning for succession, individuals facing a life-changing event, and parents seeking to fund their children's education. Some of the services it offers include investment management, tax planning, and estate planning. Sarah Amey, one of the partners, is a Certified Financial Planner who has been with the firm for 10 years.

Velekei Giles helps the residents of Reading in their financial journey by providing plans that address opportunities and risks. It guides individuals in strategically reducing taxes and maintaining their preferred lifestyle through retirement. In addition to creating plans according to clients' concerns and financial status, the firm's advisors handle strategy implementation, progress review, and insurance investment optimization. Managing partner Patrick R. Velekei, who has been in the company since 2002, is a former Reading Association of Insurance and Financial Advisors president.

Spring Ridge Financial Group offers advisory services to the residents of the Reading metro. The firm provides professionals with customized investment management plans and retirement income planning services to help them succeed financially in the years ahead. It also assists companies in designing and implementing employer-sponsored retirement strategies to give value to their businesses and employees. Virgil Kahl, Spring Ridge's founder, has been recognized by Forbes and Barron's as a Top Women Advisors for 2021.

In business for over three decades, Main Line Financial Advisors has been serving affluent families and successful business owners in Reading and neighboring areas to achieve better financial outcomes. This fiduciary firm assists in portfolio construction, financial planning, investment management, estate planning, and insurance planning while focusing on clients' aspirations. Its team of financial advisors holds various designations, including Certified Financial Planner, Chartered Financial Analyst, and Accredited Investment Fiduciary. The firm has been recognized as one of Financial Times' Top 300 RIA Firms.

Bare Wealth Advisors serves clients in the Reading area. It advises individuals through the process of financial planning and helps resolve issues involving debt and taxes. The company also provides wealth management services and educates individuals on investment strategies. Other solutions include estate planning. Ron Bare, the company's founder, serves as a Financial Services Institute member. He is a Certified Kingdom Advisor from the professional association Kingdom Advisors and has over a decade of financial management experience.