TOP 10 Investment advisor near me in Allentown, Pennsylvania
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Embassy Bank for the Lehigh Valley - Allentown
Embassy Bank for the Lehigh Valley in Allentown, Pennsylvania is a trusted financial institution offering a wide range of banking services. Conveniently located at 4148 Tilghman Street, Embassy Bank provides ATM services, personal and business banking solutions, and expert financial advice to help you achieve your goals. With a commitment to exceptional customer service and community involvement, Embassy Bank is the perfect choice for all your banking needs in the Lehigh Valley area.
Edward Jones - Financial Advisor: Daniel Kochsmeier, CFP®
Edward Jones - Financial Advisor: Daniel Kochsmeier, CFP® is a leading financial institution located at 1150 Glenlivet Drive in Allentown, Pennsylvania. As a Certified Financial Planner, Daniel Kochsmeier offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial advice and guidance to individuals and families in the Allentown area. Whether you are planning for retirement, saving for college, or investing for the future, Daniel Kochsmeier and his team are dedicated to helping you make informed decisions and secure your financial future.
RKL Capital Advisors
RKL Capital Advisors is a leading finance institution located at 7540 Windsor Drive in Allentown, Pennsylvania, United States. With a team of experienced financial professionals, RKL Capital Advisors offers a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized attention and tailored financial solutions to help them achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, RKL Capital Advisors is committed to helping you make sound financial decisions. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Stellar Advisor
Stellar Advisor is a leading finance institution located at 4972 Medical Center Circle in Allentown, Pennsylvania, United States. Our team of expert advisors is dedicated to providing top-notch financial guidance and support to our clients. Whether you are looking to invest, plan for retirement, or manage your wealth, Stellar Advisor is here to help you achieve your financial goals. With a focus on personalized service and tailored solutions, we strive to exceed our clients' expectations and build long-lasting relationships. Visit us today to see how we can help you secure a brighter financial future.
Michael A. Waterhouse, Financial Advisor
Michael A. Waterhouse, Financial Advisor is a reputable institution located at 5100 Tilghman Street in Allentown, Pennsylvania. As a finance institution, they provide expert financial advice and guidance to individuals and businesses looking to secure their financial future. With years of experience in the industry, Michael A. Waterhouse offers personalized solutions tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Michael A. Waterhouse, Financial Advisor is committed to helping you achieve your financial objectives.
Block Advisors
Block Advisors is a trusted institution located at 3900 Hamilton Boulevard in Allentown, Pennsylvania, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Block Advisors is here to help you navigate the complexities of the financial world with confidence and ease. Visit us today to learn more about how we can assist you in achieving your financial goals.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a focus on integrity, expertise, and client satisfaction, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Pinnacle Advisor Group
Pinnacle Advisor Group is a leading finance institution located at 2851 South Pike Avenue in Allentown, Pennsylvania, United States. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, Pinnacle Advisor Group is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial pinnacle.
Cornerstone Advisors
Cornerstone Advisors is a leading financial institution located at 1802 Hamilton Street in Allentown, Pennsylvania. With a commitment to providing personalized and comprehensive financial services, Cornerstone Advisors offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how Cornerstone Advisors can help you secure your financial future.
Merrill Lynch Financial Advisor Matthew J. Moore
Merrill Lynch Financial Advisor Matthew J. Moore is a finance institution located at 600 Hamilton Street, Allentown, Pennsylvania, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. Matthew Moore has over 25 years of experience in the Financial Services industry, holding various certifications and registrations to provide expert financial advice. With a focus on personalized service and building strong client relationships, the team at Merrill Lynch can help you create a customized investment approach tailored to your unique needs and priorities. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch is committed to helping you achieve your goals. Contact Merrill Lynch Financial Advisor Matthew J. Moore to start planning for your financial future today.
River Wealth Advisors
River Wealth Advisors is a finance institution located at 842 Hamilton Street in Allentown, Pennsylvania, United States. Our firm is comprised of highly accredited and experienced professionals who work closely with clients to plan for their financial future. We believe in helping clients understand their risk tolerance and potential rewards, and we are dedicated to educating our clients about the market. At River Wealth Advisors, we provide a concierge approach to wealth management to ensure that our clients receive personalized services tailored to their individual needs. It's important to note that not all services may be necessary for every client, and the value of our services can vary depending on factors such as investment, tax, and financial circumstances.
Merrill Lynch Financial Advisor Wayne C Achey
Merrill Lynch Financial Advisor Wayne C Achey is located at 600 Hamilton Street in Allentown, Pennsylvania, United States. Wayne has over 30 years of experience in the financial services industry, specializing in developing strategies for high net worth individuals and families to help meet their long-term goals. He holds the CRPC® designation and is committed to simplifying complex financial solutions for his clients. Wayne is a Portfolio Manager who can provide personalized investment strategies tailored to meet each client's unique needs and goals. Wayne believes in building strong client relationships based on trust and personalized service, with a focus on family, goals, and priorities. By listening to his clients and understanding their financial situation, Wayne creates a customized plan to help them pursue their aspirations. Through the Merrill Personal Wealth Analysis™, Wayne helps clients document their goals and achieve financial success by making informed investment decisions.
Merrill Lynch Financial Advisor Jeffrey K Weiss
Merrill Lynch Financial Advisor Jeffrey K Weiss, located at 600 Hamilton Street, Allentown, Pennsylvania, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey Weiss can help you create a flexible strategy to navigate today's changing market conditions. By participating in the communities they serve, the institution emphasizes a commitment to giving back and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and priorities. The institution focuses on building long-term relationships with clients, understanding their evolving needs and helping them pursue their financial goals. With a deep understanding of behavioral finance, Merrill offers the Investment Personality Assessment to customize financial approaches based on individual investor preferences. Whether planning for retirement, education, or wealth transfer, Jeffrey Weiss can work with you to develop a comprehensive plan to manage, grow, and preserve your wealth. The institution's mission is to understand each client's unique needs and provide tailored solutions to help turn financial goals into reality. By staying in touch with clients and adapting their financial approach to reflect life changes, the institution aims to help clients achieve what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Jeffrey K Weiss is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.
Merrill Lynch Financial Advisor David E Haight
Merrill Lynch Financial Advisor David E Haight is a trusted institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With over two decades of experience in the nonprofit industry, David joined Merrill Lynch Wealth Management in 2009. He holds a master's degree from New York University in Nonprofit and Public Administration and offers personalized financial strategies to help clients pursue their financial goals. Specializing in advising nonprofit organizations with endowments and planned giving, David is dedicated to understanding each client's unique financial situation and needs. At Merrill Lynch Wealth Management, David focuses on building personalized financial plans tailored to each client's goals and priorities. Through Merrill Personal Wealth Analysis™, clients can create a plan centered on their aspirations and objectives. David believes in open communication and engaging clients in the financial decision-making process, ensuring transparency and understanding of potential risks and opportunities.
Tax Smart Advisors LLC
Tax Smart Advisors LLC is a leading accounting and finance institution located at 2222 South 12th Street in Allentown, Pennsylvania, United States. Our team of experienced professionals specializes in providing expert tax planning and advisory services to individuals and businesses. With a commitment to excellence and personalized service, we strive to help our clients navigate the complexities of the tax system and maximize their financial success. Trust Tax Smart Advisors LLC to be your partner in achieving your financial goals.
Univest Investments, Inc.
Univest Investments, Inc. is a leading finance institution located at 4600 Broadway in Allentown, Pennsylvania. With a strong track record of providing expert financial advice and services, Univest Investments, Inc. is dedicated to helping clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our team of experienced professionals is here to assist you every step of the way. Trust Univest Investments, Inc. to be your partner in financial success.
Modera Wealth Management - Financial Advisors & Financial Planners - Lehigh Valley, PA
Modera Wealth Management is a leading financial institution located in the heart of Lehigh Valley, Pennsylvania. Our team of experienced financial advisors and planners are dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide personalized advice and guidance every step of the way. Visit us at 7540 Windsor Drive in Allentown, Pennsylvania, and let us help you take control of your financial future.
David Richards - Associate Financial Advisor, Ameriprise Financial Services, LLC
David Richards is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, David is committed to helping individuals navigate complex financial decisions and achieve their long-term goals. Whether you are a retiree, small business owner, or high net worth client, David Richards is dedicated to offering comprehensive financial solutions tailored to your unique needs.
H J Cook - Financial Advisor, Ameriprise Financial Services, LLC
H J Cook - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. They offer a range of certifications and designations to their advisors, including 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics such as asset management, retirement planning, estate planning, investment management, and more. The advisors at H J Cook are dedicated to providing expert financial advice and guidance to their clients, with a focus on professionalism, ethics, and expertise in the field of finance.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 4905 Tilghman Street in Allentown, Pennsylvania, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing expert financial guidance and support to clients in the Allentown area and beyond. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Wells Fargo Advisors is here to help you every step of the way.
Jason Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Jason Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 7540 Windsor Drive in Allentown, Pennsylvania, United States. Jason 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jason's expertise in various areas of finance including asset management, estate planning, retirement planning, investment management, and more. Jason is committed to providing high-quality financial advice to individuals and small business owners, helping them navigate complex financial situations and achieve their financial goals. Contact Jason Johnson at Ameriprise Financial Services, LLC for expert financial guidance and personalized financial planning services.
Mary Zwarych - Financial Advisor, Ameriprise Financial Services, LLC
Mary Zwarych is a Financial Advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Mary holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Mary provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals.
Philip DeAngelis - TD Wealth Financial Advisor
Philip DeAngelis - TD Wealth Financial Advisor is a reputable financial institution located at 1603 North Cedar Crest Boulevard in Allentown, Pennsylvania. As a trusted financial advisor, Philip DeAngelis provides expert guidance and personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, clients can trust in Philip DeAngelis to provide sound financial advice and tailored investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Philip DeAngelis - TD Wealth Financial Advisor is dedicated to helping you secure a successful financial future.
James Keim - Financial Advisor, Ameriprise Financial Services, LLC
James Keim - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. They offer a wide range of services, including asset management, estate planning, retirement planning, and investment opportunities for retirees and small business owners. The team at James Keim is highly qualified, with certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. They are dedicated to providing expert financial advice and assistance to help clients achieve their financial goals. Whether you need help with portfolio management, estate planning, or retirement planning, James Keim - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to guide you through the process.
Philip DeAngelis - TD Wealth Financial Advisor
Philip DeAngelis - TD Wealth Financial Advisor is a trusted financial institution located at 5980 Hamilton Boulevard in Allentown, Pennsylvania, United States. As a dedicated financial advisor, Philip DeAngelis offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can feel confident in their financial decisions. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Philip DeAngelis - TD Wealth Financial Advisor is committed to helping you succeed.
Waseem Khan - TD Wealth Financial Advisor
Waseem Khan - TD Wealth Financial Advisor is located at 5980 Hamilton Boulevard in Allentown, Pennsylvania, United States. As a part of TD Wealth®, a business of TD Bank N.A., they offer a wide range of financial services including banking, lending, investment, and trust services. With over 175 Advisors available to assist clients, they provide access to both bank and non-bank products and services. Securities and investment advisory services are offered through TD Private Client Wealth LLC, a registered investment adviser and broker-dealer. Additionally, TD Investment Services (US) and TD Automated Investing are digital platform offerings available through TDPCW. Epoch Investment Partners, Inc. provides investment management services to TD Wealth clients. TD Wealth Management Services Inc. also offers insurance products. Please read the Legal Disclaimers for more information.
Lourdes M Visperas - Financial Advisor, Ameriprise Financial Services, LLC
Lourdes M Visperas is a Financial Advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Lourdes M Visperas holds various certifications including 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lourdes M Visperas specializes in providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Lourdes M Visperas is dedicated to upholding the highest ethical standards and continuously expanding knowledge in the field of finance to best serve clients' needs.
Joseph Petry - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Petry, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, offers a wide range of expertise in financial planning and asset management. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Joseph Petry is dedicated to providing personalized and comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need help with estate planning, investment strategies, retirement planning, or insurance products, Joseph Petry has the knowledge and experience to guide you through complex financial decisions. Contact Joseph Petry at Ameriprise Financial Services, LLC for expert financial advice tailored to your unique needs.
John D Lentz - Financial Advisor, Ameriprise Financial Services, LLC
John D Lentz is a Financial Advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. He holds several prestigious certifications including 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. John D Lentz is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Douglas Brinker - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Brinker - Financial Advisor at Ameriprise Financial Services, LLC, located at 600 Hamilton Street, Allentown, Pennsylvania, United States, offers personalized advice to help clients achieve their financial goals. With background and qualification information available at FINRA's BrokerCheck website, clients can trust in the expertise and knowledge provided by Douglas Brinker. The institution focuses on understanding each client's risk tolerance to determine an appropriate investment strategy, taking into account market volatility and potential returns. Through complimentary initial consultations, clients can take the first step towards a more confident financial future. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Douglas Brinker is registered to conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Clients can expect a dedicated and professional approach to help them achieve their financial goals.
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