Best Financial Advisors in Allentown

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 36 25 9

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Steele Valley Wealth Strategies of Raymond James

  • 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