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Best Financial Advisors in Allentown

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Allentown, PAAllentown, PA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Allentown, PAAllentown, PA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

3435 Winchester Road, Allentown, PA 18104
Allentown, PA 18104
  • 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.

3435 Winchester Road, Allentown, PA 18104
Allentown, PA 18104

Website(570) 688-9898

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1401 North Cedar Crest Boulevard, Allentown, PA 18104
Allentown, PA 18104
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1401 North Cedar Crest Boulevard, Allentown, PA 18104
Allentown, PA 18104

Website(610) 821-7066

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

4000 Wegmans Drive, Bethlehem, PA 18017
Bethlehem, PA 18017

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.

4000 Wegmans Drive, Bethlehem, PA 18017
Bethlehem, PA 18017

Website(800) 764-7770

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3570 Hamilton Boulevard, Allentown, PA 18103
Allentown, PA 18103
  • 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.

3570 Hamilton Boulevard, Allentown, PA 18103
Allentown, PA 18103

Website(610) 398-7333

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1605 North Cedar Crest Boulevard, Allentown, PA 18104
Allentown, PA 18104
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1605 North Cedar Crest Boulevard, Allentown, PA 18104
Allentown, PA 18104

Website(610) 437-5650

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1150 South Cedar Crest Boulevard, Allentown, PA 18103
Allentown, PA 18103
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • 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.

1150 South Cedar Crest Boulevard, Allentown, PA 18103
Allentown, PA 18103

Website(610) 837-8675

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1605 North Cedar Crest Boulevard, Allentown, PA 18104
Allentown, PA 18104
  • 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.

1605 North Cedar Crest Boulevard, Allentown, PA 18104
Allentown, PA 18104

Website(877) 627-9522

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2851 South Pike Avenue, Allentown, PA 18103
Allentown, PA 18103
  • 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.

2851 South Pike Avenue, Allentown, PA 18103
Allentown, PA 18103

Website(610) 797-2201

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

740 Hamilton Street, Allentown, PA 18101
Allentown, PA 18101
  • Private Wealth Advisor

Providing financial services in Allentown, Steele Valley Wealth Strategies of Raymond James has a combined experience of more than 80 years in the field. The firm is able to serve a wide range of clients, from business owners, employees, corporate executives to educators, multigenerational families, and young professionals. Its services include financial planning and investment management. The firm aims to guide clients in pursuing their lifetime financial goals and extending their wealth to the next generation.

740 Hamilton Street, Allentown, PA 18101
Allentown, PA 18101

Website(833) 901-1333

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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