TOP 30 Investment advisory for fiduciaries in Allentown, Pennsylvania

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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.

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.

Legacy Planning Partners is a finance institution located at 3440 Hamilton Boulevard, Allentown, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a firm of professionals committed to collaborating with you towards financial success. Recognized as one of the 2024 Forbes Best-In-State Wealth Management Teams and 2023 Forbes Best-In-State Wealth Advisors, our advisors are highly regarded in the industry. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Please note that information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. Contact us today to learn more about how we can help you achieve your financial goals.

CAPTRUST is a finance institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. Our advisors in Allentown provide wealth management and investment advisory services to clients of all types. We offer services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our advisors are here to assist you. We support employer organizations through services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. Our team provides best practices, market insights, and financial planning strategies to ensure our clients are well-informed. Join us for upcoming webinars and events to learn more about industry insights and financial topics. If you are a nonprofit organization looking to navigate volatility or explore alternatives, CAPTRUST is here to help.

Stephen T Meli is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street, Allentown, Pennsylvania, United States. Stephen T Meli holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications indicate Stephen T Meli's expertise in asset management, investment strategies, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, financial analysis, long-term care planning, life insurance, and military financial advising. Stephen T Meli is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.