Best Financial Advisors in Allentown

2021

Allentown, Pennsylvania

• Estate Planning
• Retirement Planning

Northeast Financial Group, Inc is a financial advisory firm that serves clients in Allentown. The firm provides comprehensive fiduciary and investment services for its clients. It offers services that include organizations, retirement planning for organizations, individuals, and financial wellness. It also offers asset management, executive benefits, employee retirement savings plans, wealth management, estate & risk management planning, and alternative income & investments. The financial group was founded in 1987 and was named 2019 Financial Times 300 Top Registered Investment Advisors.

Crest Financial Group

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

Crest Financial Group serves clients in Allentown and the nearby areas. It offers risk management services that include assistance for individuals needing long-term care and disability insurance products. It also helps clients manage their finances and prepare their retirement plans. Its wealth manager, Robert K. Springer, is also a licensed life and health insurance agent who has over 35 years of experience in the financial industry. Springer is also a professor of investments, retirement, and estate planning.

Lehigh Valley Investment Group

Lehigh Valley Investment Group is a full-service financial management firm that lists Allentown as its service area. It helps clients plan for a comfortable retirement, college education, or passing on a meaningful legacy to the next generation. The firm also assists clients in tax planning, reducing debts, cash flow management, and investing. Lehigh Valley Investment Group's founder, Robert Brown, served as past president of The Estate Planning Council of the Lehigh Valley.

Liberty Wealth Management

• Certified Financial Planner (CFP)

Liberty Wealth Management is an independent and privately owned firm that serves Allentown. It creates and manages comprehensive financial strategies tailored to clients' needs. It also helps retirees be financially secure by building retirement income strategies. The firm also provides guidance on matters such as insurance, investments, budgeting, estate, and taxes. Liberty Wealth Management's co-founder, Richard Frable, is a Certified Financial Planner. Frable was featured in The Morning Call and was a regular contributor to the Eastern Pennsylvania Business Journal.

Magellan Financial, Inc.

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

Magellan Financial, Inc., is an asset and wealth management firm located in Allentown. It strives to provide complete financial services to clients including retirement planning, money management, estate planning, asset allocation, and investment planning. Its business financial services help companies in liquidity events, transition plans, and tax-efficient investments. One of the firm's partners, Jeffrey Bogert, started his career in the financial services industry in 1975. He serves the community by supporting the East Penn Jaycees and Wildlands Conservancy.

Markle Wealth Management

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)
• Tax Planning

Catering to clients in Allentown and surrounding areas, Markle Wealth Management is a financial services firm offering a number of services such as education planning, insurance planning, tax planning, cash management, and retirement planning. The firm also provides investment planning services, helping clients identify their risk tolerance with their portfolios. Markle Wealth Management is a member of the National Association of Personal Financial Advisors (NAPFA). Its owner, David S. Markle, was a former state council member of the Pennsylvania Institute of Certified Public Accountants.

One Financial Services

• Retirement Planning

Located in Allentown, One Financial Services provides for the financial planning needs of the local metro. It offers services such as special needs planning, estate planning, and retirement planning. It also provides tax services, which involves advising clients on strategies such as maximizing IRA contributions throughout the tax year and Roth IRA conversions. Emilio Morrone, the principal and co-founder of One Financial Services, has several professional designations, including Personal Financial Specialist and Certified Financial Planner.

Pinnacle Advisor Group

• Certified Financial Planner (CFP)

Pinnacle Advisor Group help residents in Allentown and its surrounding areas with their financial concerns. The firm's list of services include financial planning, asset management, investment education, risk management, estate planning, and asset allocation. It also services business owners who require assistance with business succession and economic analysis. Founder Thomas Roberts has over 20 years of experience in the financial services industry and was given the Spotlight Award from the Eastern Pennsylvania Business Journal in 2008.

River Wealth Advisors

• Retirement Planning

River Wealth Advisors is an independent financial consulting firm serving clients in Allentown and across the United States. It provides a range of financial planning services, including wealth and investment management, trust and estate planning, and retirement planning. The firm also helps businesses develop retirement plans for their employees. It creates tax planning strategies and offers budget management services. River Wealth Advisors opened its doors in 2015. Founders Ed O’Gorman and Robert Caplan both have Chartered Financial Analysts designations.