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Best Financial Advisors in Reading

2024

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SmartAdvisor by SmartAsset

Reading, 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
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Price: Free Consultation

Reading, PA

Why choose this provider?

Need help contacting a Financial Advisor in Reading? 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
860 North Reading Road, Ephrata, PA 17522

Why choose this provider?

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.

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 (25)

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
3008 Columbia Avenue, Lancaster, PA 17603
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

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 (24)

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
1055 Westlakes Drive, 3rd Floor, Berwyn, PA 19312
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Why choose this provider?

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.

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

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
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Website
161 Washington Street, Suite 700, Conshohocken, PA 19428
  • Wealth Management

Why choose this provider?

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.

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.
3.9
Google
3.9 / 5 (7)

Website
560 Van Reed Road Suite 302, Wyomissing, PA 19610
  • Retirement Planning

Why choose this provider?

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.

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 (3)

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
110 North Phoenixville Pike, Suite 300, Malvern, PA 19355
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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 (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
955 Penn Avenue, Wyomissing, PA 19610
  • Retirement Planning
  • Finance Planning
  • Investment Management

Why choose this provider?

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.

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 (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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
120 North Pointe Blvd Suite 302, Lancaster,, PA 17601
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
835 Houston Run Dr, Suite 260, Gap, PA 17527
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

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.

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 (6)

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
388 Staver Rd., Reinholds, PA 17569
  • Estate Planning
  • Financial Planning

Why choose this provider?

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.

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 (4)
Yelp
5.0 / 5 (3)

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
2610 Westview Dr, Wyomissing, PA 19610
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

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)

Website
190 Cocalico Creek Rd, Stevens, PA 17578
  • Estate Planning
  • Retirement Planning
  • Wealth Management

Why choose this provider?

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.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
222 N Kenhorst Blvd, Reading, PA 19607
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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 (3)

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.

  • Are financial advisors in Reading required to be licensed or certified?

    Yes. Financial advisors in Reading need to take and pass either the Series 65 or Series 7 examination to get their license to serve their clients. They are also encouraged to renew and update the necessary certifications and permits annually as required by the state of Pennsylvania.

  • What are the advantages of having a financial advisor in Reading?

    Having a financial advisor in Reading to assist you in managing your finances has several benefits, such as:

    • Having first-hand information about the latest financial trends, investments, or risk management.
    • Having a customized strategy to meet your financial situation.
    • Reduced stress from handling taxes and understanding the financial market.
    • Debt management or consolidation.
  • Is a certain amount required before you can start working with financial advisors in Reading?

    In Reading, no specific amount is required before you can start working with a financial advisor. On the other hand, some financial advisors or firms may need a minimum investment ranging from $50,000 to $500,000, depending on several factors. Financial advisors typically serve clients with varying financial situations and investment portfolios.

  • Is hiring an independent financial advisor in Reading better than those employed by banks, insurance companies, or brokerages?

    Ultimately, your decision will depend on your preference to hire either an independent financial advisor in Reading or one employed by other financial institutions. Both options have their advantages and considerations to assess. For example, if you hire an independent advisor, they can offer unbiased advice and various products from other providers. While employed, financial advisors already have established resources and comprehensive services.

  • What's the difference between “fee-only" and “fee-based” financial advisors in Reading?

    Financial advisors in Reading who offer fee-only rates get their compensation from the payments of their direct clients alone. On the other hand, fee-based financial advisors earn salaries from the payments paid by their clients and the commissions they receive from selling financial products. You must discuss this detail with your financial advisor before seeking their services.

  • 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.