Best Financial Advisors in Reading

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Reading, PA

Business Description

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.
4.0
Responsiveness
Friendliness
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Detail
––

Price: Free consultation

1847Financial logo
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1847Financial

161 Washington Street, Suite 700, Conshohocken, PA 19428
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  • Wealth Management

Business Description

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.
4.3
Bare Wealth Advisors logo
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Bare Wealth Advisors

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

Business Description

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
Blue Chip Financial LLC. logo
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Blue Chip Financial LLC.

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

Business Description

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
Butterworth Financial Services logo
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Butterworth Financial Services

1105 Berkshire Boulevard, Wyomissing, PA 19610
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  • Financial Planning

Business Description

Butterworth Financial Services aids Reading residents in protecting their families and preserving and accumulating wealth by developing strategies to handle their estates, investments, taxes, and insurance policies. The firm's advisors educate the clients on cash flow and lifestyle management and take the time to learn their risk tolerance, resources, and goals. Raymond Butterworth has been advising individuals and their families for over 30 years. He is a Chartered Financial Consultant and Chartered Life Underwriter. Butterworth also has an MBA.

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
Google
4.0 / 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
Heritage Financial Associates, LLC logo
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Heritage Financial Associates, LLC

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

Business Description

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

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
Hershey Financial Advisers, LLC logo
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Hershey Financial Advisers, LLC

120 North Pointe Blvd Suite 302, Lancaster,, PA 17601
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  • Certified Financial Planner (CFP)

Business Description

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
Hyde Financial Group LLC Financial & Tax Services logo
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Hyde Financial Group LLC Financial & Tax Services

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

Business Description

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 (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
JFS Wealth Advisors logo
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JFS Wealth Advisors

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Landis Financial Advisors, Inc logo
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Landis Financial Advisors, Inc

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

Business Description

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 (23)

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
Main Line Financial Advisors logo
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Main Line Financial Advisors

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

Business Description

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
Pathway Financial Group logo
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Pathway Financial Group

860 North Reading Road, Ephrata, PA 17522
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Business Description

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
Regal Wealth Advisors logo
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Regal Wealth Advisors

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

Business Description

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
Spring Ridge Financial Group logo
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Spring Ridge Financial Group

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

Business Description

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)
Strategic Wealth Advisory, LLC logo
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Strategic Wealth Advisory, LLC

180 Sunset Manor Drive, Birdsboro, PA 19508
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  • Retirement Planning

Business Description

Strategic Wealth Advisory, LLC, provides fiduciary services and solutions to clients in Reading to help them achieve their financial and retirement goals. Through its asset cycle portfolio, it also helps them understand how their assets make up their financial status. Its advisors assess the need for income replacement in order to accumulate wealth adequately for a comfortable retirement. They also deliver tax reduction education, investment portfolio management, and pension maximization analysis. Founder Earl D. Schultz is a Chartered Financial Consultant and a Chartered Life Underwriter.

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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
––
Velekei Giles logo
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Velekei Giles

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

Business Description

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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
––
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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