Expertise.com
2024

Last updated:

Best Financial Advisors in Allentown

Our Recommended Top 11

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Allentown Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

38

Reviewed

27

Curated

11

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Allentown, PA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Allentown, PA

Why choose this provider?

Need help contacting a Financial Advisor in Allentown? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
4000 Wegmans Drive, Bethlehem, PA 18017

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
3570 Hamilton Boulevard, Allentown, PA 18103
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3435 Winchester Road, Allentown, PA 18104
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2851 South Pike Avenue, Allentown, PA 18103
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1605 North Cedar Crest Boulevard, Allentown, PA 18104
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are the benefits of working with a financial advisor in Allentown?

    Working with a financial advisor in Allentown can help you build a long-term investment strategy that meets your financial goals, including retirement planning. A local advisor who understands Allentown's economy can provide valuable insights into your finances and help you understand better while enhancing the effectiveness of your financial planning.

  • What is the reason you need to get a financial planning in Allentown?

    Financial planning in Allentown is essential to address specific financial needs at different stages of life. Considering factors like age, it helps individuals with crucial areas such as insurance, investments, taxes, and estate planning. From protecting assets in younger years to retirement and wealth transfer planning later on, financial planning ensures informed decision-making and peace of mind.

  • What is the process of financial planning in Allentown?

    The financial planning process in Allentown involves understanding the client's needs and gathering relevant information about their financial situation. Experienced financial planners analyze the client's unique circumstances and develop a personalized plan. The plan is regularly reviewed and adjusted as needed to remain relevant. Collaboration with other trusted experts is also facilitated. The goal is to provide meaningful insights and a comprehensive financial strategy tailored to the client's goals and family.

  • What is a discovery meeting in Allentown?

    A discovery meeting in Allentown is a conversation between a financial planner and a client. The goal of the meeting is to get to know the client's financial objectives, preferences, and current situation. This information helps the financial planner develop personalized recommendations. In a subsequent meeting, the financial planner presents the plan to the client, including tailored investment strategies to help them achieve their goals.

  • What is the significance of the Investment Policy Statement in Allentown?

    The Investment Policy Statement (IPS) is a document that outlines the investment goals and objectives of a retirement plan in Allentown. The IPS is a valuable tool for retirement plan sponsors and fiduciaries. It helps ensure that the plan is managed prudently and responsibly and provides a framework for making investment-related decisions. Furthermore, the IPS should be reviewed and updated regularly to reflect plan goals, objectives, or investment environment changes.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.