Independent financial advisors in Easton, Pennsylvania

Hawk Financial Group is a finance and insurance agency located at 101 Larry Holmes Drive in Easton, Pennsylvania, United States. As registered investment advisers, we are committed to acting in your best interest, providing transparent and easy-to-understand fee structures. Our independent fee-based approach ensures that our judgement is never clouded by commissions on investments. Our PRO-A5 five-step process helps set the course for your secure retirement, focusing on understanding your retirement goals and creating a plan that meets your needs. We offer services such as taxes in retirement, social security strategies, retirement income strategies, IRA and Roth IRA management, 401k rollovers, investment advisory services, Medicare supplement planning, and Roth IRA conversions.

Freedom For Living Financial Services is a trusted finance and insurance agency located at 146 Lower Way Road in Easton, Pennsylvania. Our dedicated team of professionals is committed to helping individuals and families achieve financial freedom and security. Whether you need assistance with investments, retirement planning, insurance coverage, or any other financial services, we are here to provide personalized solutions tailored to your specific needs. At Freedom For Living Financial Services, we believe in empowering our clients to take control of their financial future and live life to the fullest. Contact us today to learn more about how we can help you achieve your financial goals.

JFS Wealth Advisors, located at 2005 South Easton Road in Doylestown, Pennsylvania, is a finance institution that offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of in-house experts in financial planning, investments, business growth and transitions, tax strategies and compliance, and business retirement plan services, JFS is dedicated to providing personalized and comprehensive financial solutions. Stay informed with their latest articles on planning, investments, and tax, attend webinars led by their subject-matter experts, and read up-to-date market commentary to make informed decisions about your financial future. At JFS Wealth Advisors, you can trust that you are in good hands with a team of professionals who are committed to helping you succeed.

Edward Jones - Financial Advisor: Stephen Bajan II is a reputable finance institution located at 2445 Lawnherst Avenue in Easton, Pennsylvania, United States. As a trusted financial advisor, Stephen Bajan II provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Stephen Bajan II is dedicated to helping clients navigate the complexities of investing and financial planning. Contact them today to start planning for a secure financial future.

Jason M. Duross, CFP - Financial Planner - Prudential Advisors is a trusted finance and insurance agency located at 1980 South Easton Road in Doylestown, Pennsylvania, United States. With a team of experienced professionals led by Certified Financial Planner, Jason M. Duross, this institution is dedicated to providing personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, Jason M. Duross, CFP - Financial Planner - Prudential Advisors is committed to helping you secure a stable financial future.

Wells Fargo Advisors is a reputable financial institution located at 2005 South Easton Road in Doylestown, Pennsylvania, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. With a team of experienced financial advisors, they strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or manage your assets, Wells Fargo Advisors is dedicated to providing personalized and expert guidance every step of the way.

Premier Financial Group Inc is a reputable finance institution located at 119 South Easton Road in Glenside, Pennsylvania, United States. With a strong commitment to providing top-notch financial services, Premier Financial Group Inc offers a wide range of financial solutions to meet the unique needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, the experienced professionals at Premier Financial Group Inc are dedicated to helping you achieve your financial goals. Trust in Premier Financial Group Inc for all your financial needs.

Blue Water Financial, LLC is a finance institution located at 400 South Greenwood Avenue in Easton, Pennsylvania. With a focus on providing expert financial services to individuals and businesses, Blue Water Financial, LLC is dedicated to helping clients navigate the complexities of the financial world. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the team at Blue Water Financial, LLC is here to help. Trustworthy, reliable, and committed to your financial success, Blue Water Financial, LLC is your partner in achieving your financial goals.

ELANA Financial & Settlement Architects is a leading finance institution located at 101 Larry Holmes Drive in Easton, Pennsylvania, United States. Specializing in financial and settlement services, our team of experts are dedicated to providing innovative and personalized solutions for our clients. With a focus on creating tailored financial strategies and ensuring smooth settlement processes, we strive to help individuals and businesses achieve their financial goals. Visit us today to learn more about how ELANA Financial & Settlement Architects can help you secure your financial future.

Waseem Khan - TD Wealth Financial Advisor is a finance institution located at 2712 Easton Avenue, Bethlehem, Pennsylvania, United States. With over 175 advisors ready to connect with clients, TD Wealth offers a range of banking, lending, investment, and trust services through TD Bank. Securities and investment advisory services are available through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Investment Services (US) and TD Automated Investing are digital platform offerings, while High Net Worth and TD Investment Services (US) are fully managed account options. TD Wealth Management Services Inc. offers insurance products, and TD Bank, N.A. and its affiliates are committed to providing comprehensive financial services to clients. Please read the Legal Disclaimers for more information.

Life Stage Financial Solutions is a finance institution located at 31 Blenheim Drive in Easton, Pennsylvania. Our team of experienced professionals is dedicated to helping individuals navigate the complexities of financial planning and management at every stage of life. Whether you are just starting out in your career, planning for retirement, or looking to grow your wealth, we are here to provide personalized solutions tailored to your unique goals and needs. With a focus on transparency, integrity, and client satisfaction, Life Stage Financial Solutions is committed to helping you achieve financial success and peace of mind.

Philip DeAngelis - TD Wealth Financial Advisor is a trusted financial institution located at 2417 Park Avenue in Easton, Pennsylvania, United States. Specializing in providing comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we offer personalized solutions tailored to your individual needs. With a focus on building long-term relationships based on trust and integrity, Philip DeAngelis - TD Wealth Financial Advisor is committed to guiding you towards financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Gentlestone Wealth - Ameriprise Financial Services, LLC is a finance institution located at 101 South 3rd Street in Easton, Pennsylvania, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. While we cannot guarantee future financial results, we are committed to helping clients achieve their financial goals. Our initial consultation provides an overview of financial planning concepts, and we encourage you to visit our website for important disclosures and regulations. As a member of FINRA and SIPC, we prioritize privacy and security for our clients. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Feel free to contact us for more information or to schedule a meeting.

Paul Rose - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 101 South 3rd Street in Easton, Pennsylvania, United States. With a focus on providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance, Paul Rose helps clients track their progress towards financial objectives such as retirement or education. As a member of Ameriprise Financial, Paul Rose is committed to helping clients navigate the complexities of financial planning and investment management. Clients can access their accounts and track progress towards goals securely from any device. Schedule a complimentary initial consultation to learn more about how Paul Rose can assist with achieving financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC.

May Lai is a Financial Advisor at Ameriprise Financial Services, LLC located at 865 Easton Road, Warrington, Pennsylvania, United States. May Lai holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. May Lai specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. May Lai is dedicated to helping clients achieve their financial goals and make informed decisions.

The Kim Farlow Agency, located at 101 Larry Holmes Drive in Easton, Pennsylvania, offers a range of financial services in both Pennsylvania and New Jersey. President Kim Marie Farlow is a licensed Insurance Broker, Financial and Securities Registered Rep, Chartered Property and Casualty Underwriter, Mortgage Loan Officer, Realtor, and Certified Notary Signing Agent with over 25 years of experience in leadership roles at major corporations. Founded in 2018, the agency specializes in insurance and financial services, while also owning Image Realty Group for real estate investing. Both businesses operate independently but share core values of honesty, integrity, and efficiency. Kim Farlow's personal commitment to putting people first and her upbringing in a family of hardworking individuals have shaped the guiding principles of her business.

Emily Fernberger - Raymond James is a finance institution located at 2003 South Easton Road in Doylestown, Pennsylvania. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide you with expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future for yourself and your loved ones.

Stifel is a finance institution located at 3101 Emrick Boulevard in Bethlehem, Pennsylvania, United States. With a focus on providing comprehensive financial services, Stifel offers a range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to clients, ensuring they make informed decisions and secure their financial future. Whether you're looking to grow your investment portfolio, plan for retirement, or manage your assets, Stifel is committed to helping you navigate the complexities of the financial world with confidence.

Febbo Wealth Management is a leading finance institution located at 4030 William Penn Highway in Easton, Pennsylvania. Our dedicated team of financial experts is committed to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Febbo Wealth Management is here to help. With a focus on strategic investment planning and risk management, we strive to empower our clients to make informed financial decisions. Contact us today to learn more about how we can help you secure your financial future.

Educated Wealth Strategies - Dylan Stroup is a finance institution located at 601 Stones Crossing Road in Easton, Pennsylvania, United States. Specializing in providing expert financial advice and strategies, Dylan Stroup and his team are dedicated to helping clients achieve their financial goals and build wealth through education and sound financial planning. With a focus on personalized service and tailored solutions, this institution is committed to empowering individuals to make informed decisions about their finances and secure a stable financial future.

Wagner Wealth Management of Raymond James is a prestigious financial institution located at 2003 South Easton Road in Doylestown, Pennsylvania, United States. Specializing in wealth management, our dedicated team of professionals provides personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we strive to help our clients navigate the complexities of the financial world with confidence and peace of mind. Trust Wagner Wealth Management of Raymond James to help you secure your financial future.

Patriot Wealth Management of Raymond James is a finance institution located in Doylestown, Pennsylvania. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or investing for the future, we are here to provide expert guidance and support every step of the way. Visit us at 2003 South Easton Road to learn more about how we can help you secure your financial future.

Great Oak Investment Management of Raymond James is a leading finance institution located in Doylestown, Pennsylvania. Our team of experienced professionals is dedicated to providing top-notch investment management services to help our clients achieve their financial goals. With a focus on personalized strategies and a commitment to excellence, we strive to deliver exceptional results for our clients. Visit us at 2003 South Easton Road to learn more about how we can help you secure your financial future.

Glovas Gutierrez Morrow Group - Morgan Stanley is a renowned financial institution located at 101 Larry Holmes Drive in Easton, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. Whether it's investment management, retirement planning, or wealth preservation, this institution is dedicated to providing top-notch financial advice and solutions. Trust Glovas Gutierrez Morrow Group - Morgan Stanley to help you navigate the complex world of finance with confidence and expertise.

CMC Investment Management, LLC is a finance institution located at 1032 North Easton Road in Doylestown, Pennsylvania, United States. Specializing in investment management services, CMC offers a range of financial solutions to help clients achieve their financial goals. With a team of experienced professionals, CMC is dedicated to providing personalized and strategic investment advice to individual and institutional clients. Contact CMC Investment Management, LLC today to learn more about how they can help you secure your financial future.

Kevin Kane - Raymond James is a finance institution located at 633 North Easton Road in Glenside, Pennsylvania. As a branch of Raymond James, a leading financial services firm, Kevin Kane offers a wide range of investment services and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, Kevin Kane - Raymond James provides personalized advice and guidance to individuals, families, and businesses in the Glenside area. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Kevin Kane - Raymond James is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Alan Abraham, CPA, AEP is a reputable accounting and finance institution located at 2857 Nazareth Road in Easton, Pennsylvania, United States. They offer investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. As a member of CLA Global, an international network of independent accounting and advisory firms, Alan Abraham, CPA, AEP provides expert financial guidance and services to clients. Please note that CLA Global Limited, the UK-based entity, does not provide services directly to clients and each member firm is independently liable for their actions. Trust Alan Abraham, CPA, AEP for all your accounting and finance needs.

Welcome to Samuel Radogna - Morgan Stanley, your trusted partner in financial services located in the heart of Easton, Pennsylvania. Nestled at 101 Larry Holmes Drive, our office is dedicated to providing personalized financial solutions designed to meet the unique needs of each client. With a steadfast commitment to excellence, we offer a comprehensive range of services including wealth management, investment planning, retirement strategies, and more. At Samuel Radogna - Morgan Stanley, we understand that navigating the financial landscape can be complex. That's why our team of experienced professionals is here to guide you every step of the way, ensuring your financial goals are not only met but exceeded. Whether you're planning for the future, managing your current assets, or seeking advice on investment opportunities, our tailored approach ensures that your financial journey is both secure and prosperous.