The 30 Best Retirement and investment advice in Allentown, Pennsylvania

Sylvan Capital Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations to discuss important financial matters, with a focus on financial planning concepts. While they cannot guarantee future financial results, they strive to help individuals achieve their financial goals. Users of the site are bound by Ameriprise Financial Website Rules and Regulations. The institution values referrals and will reach out to friends or family members to assist with their financial needs. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients.

Michael Anthony - Prudential Financial is a well-established finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania. With a strong reputation for providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The team at Michael Anthony - Prudential Financial is comprised of experienced professionals who are committed to delivering personalized and comprehensive financial planning strategies tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Michael Anthony - Prudential Financial is here to guide you every step of the way.

Jacqueline Nonnemacher is a financial advisor at Ameriprise Financial Services, LLC located at 5000 Tilghman Street, Allentown, Pennsylvania, United States. Jacqueline 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 Jacqueline's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jacqueline is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Jacqueline Nonnemacher for expert financial advice tailored to your specific needs.

Waseem Khan - TD Wealth Financial Advisor is located at 1828 Tilghman Street 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, trust services, and more. With over 175 Advisors across the country, they are ready to assist clients with their financial needs. Securities and investment advisory services are available 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 for clients. Epoch Investment Partners, Inc. provides investment management services to TD Wealth. TD Wealth Management Services Inc. offers insurance products to clients. Please read the Legal Disclaimers for more information.

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.

Alan Shannon-Breslin is a financial advisor at Ameriprise Financial Services, LLC, located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. Alan 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®, Chartered Financial Analyst®, CFP®, 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 Alan's expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Alan is dedicated to providing comprehensive financial planning services to individuals and families, with a focus on meeting the unique needs and goals of each client.

Contour Wealth Management, LLC is a finance institution located at 1005 North Brookside Road in Allentown, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Michael Netznik, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, is dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations, Michael works closely with clients to understand their goals and risk tolerance. Regular meetings are scheduled to review progress and make adjustments as needed. Clients have secure access to their accounts and investments at any time from any device. For those interested in learning more about how Michael can help with financial planning, a complimentary initial consultation can be scheduled. Michael's qualifications and background information can be found on FINRA's BrokerCheck website.

Netznik, McCarty & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1045 South Cedar Crest Boulevard in Allentown, Pennsylvania, United States. Our team of financial advisors offers personalized advice to help you achieve your financial goals. We provide comprehensive financial planning services to address common retirement concerns such as income stability, market fluctuations, and inflation. If you have questions or would like to schedule a complimentary initial consultation, please contact us. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations outlined by FINRA. We cannot guarantee future financial results, but we are committed to helping you navigate the complexities of financial planning.

Prudential | Michael Anthony | Life Insurance & Annuities is a reputable finance and insurance agency located at 1440 Keystone Road in Allentown, Pennsylvania, United States. Specializing in providing clients with comprehensive life insurance and annuities options, the institution is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, Prudential | Michael Anthony is committed to offering personalized services and tailored solutions to meet each client's unique needs and goals. Trustworthy, reliable, and customer-focused, this institution is a trusted partner in securing peace of mind and financial stability for its clients.

Robert Klock - Thrivent is a finance institution located at 1611 North 18th Street in Allentown, Pennsylvania, United States. The institution is licensed in multiple states including AR, DC, DE, FL, GA, MD, MI, MT, NC, NH, NY, PA, SC, and VA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their own attorney or tax professional. Thrivent offers financial advice and guidance through its Financial Planning Framework, and clients can choose to engage in Dedicated Planning Services for written recommendations for a fee.

Matthew Mattare - Morgan Stanley is a reputable finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services and investment solutions, they strive to help clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized advice and guidance to individuals, families, and businesses, ensuring a tailored approach to wealth management. Trustworthy and reliable, Matthew Mattare - Morgan Stanley is committed to delivering excellence in the world of finance.

Wise Financial Group is a leading finance institution located at 1612 West Allen Street in Allentown, Pennsylvania, United States. With a team of experienced financial advisors, we provide a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, our experts are dedicated to providing personalized solutions tailored to each client's unique needs. Trust Wise Financial Group to guide you towards a secure financial future.

Erickson Financial Group is a reputable finance institution located at 33 South 7th Street in Allentown, Pennsylvania, United States. With a strong focus on providing comprehensive financial solutions, they offer a wide range of services including investment management, retirement planning, estate planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Erickson Financial Group is committed to providing personalized and professional financial guidance.

Robinson & Robinson, Inc. is a reputable finance and insurance agency located at 1337 Hamilton Street in Allentown, Pennsylvania, United States. With years of experience in the industry, our dedicated team of professionals is committed to providing top-notch financial and insurance services to our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Robinson & Robinson, Inc. has got you covered. Visit us today to learn more about how we can help you secure your financial future.

Taj Smith - Morgan Stanley is a prestigious finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for excellence in financial services, Taj Smith - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Taj Smith - Morgan Stanley is committed to providing personalized and expert advice to help you succeed.

The 515 Hamilton Group - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to individuals, businesses, and institutions. With a focus on providing personalized financial solutions and investment strategies, The 515 Hamilton Group is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, investment advice, or retirement planning, the experienced professionals at The 515 Hamilton Group - Morgan Stanley are dedicated to providing exceptional service and support.

Anthony Barber is a financial advisor at Ameriprise Financial Services, LLC located at 5100 Tilghman Street in Allentown, Pennsylvania, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, and portfolio management. Additionally, Anthony is knowledgeable in areas such as fixed-rate and variable annuities, issues impacting seniors, divorce financial analysis, estate planning, exit planning, securities analysis, mutual funds, special needs planning, long-term care, and life insurance. He is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and members of the military community. If you are seeking expert advice and guidance on your financial goals and investments, Anthony Barber is a trusted and experienced professional to help you navigate the complexities of financial planning.

Girard is a prominent finance institution located at 4600 Broadway in Allentown, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Girard offers a wide range of banking and investment solutions to meet the needs of individuals and businesses alike. Whether you are looking for personal banking services, investment advice, or business financing options, Girard has the expertise and resources to help you achieve your financial goals. Visit Girard today and experience the difference that personalized service and expert financial guidance can make in your life.

Merrill Lynch Financial Advisor Ted Douglass, located at 600 Hamilton Street in Allentown, Pennsylvania, is dedicated to serving the financial needs of affluent families and individuals with substantial wealth. The Douglass Group offers strategic wealth management services for business owners, entrepreneurs, Fortune 500 executives, wealthy retirees, private investors, and institutions. With over 100 years of collective experience, the team at The Douglass Group provides personalized guidance on managing wealth through various market cycles and economic landscapes. Clients who work with The Douglass Group benefit from a goals-based approach to wealth management, addressing challenges and opportunities in preserving, growing, and managing their assets. The team helps clients create a customized financial plan tailored to their objectives, risk tolerance, and financial habits. By leveraging the resources of Merrill Lynch and Bank of America, clients can access a wide range of investment insights and banking services to navigate personal and market changes effectively.

Edward Jones is a financial institution located at 3900 Hamilton Boulevard in Allentown, Pennsylvania. As a trusted financial advisor, Edward Jones offers personalized investment services to help individuals and families achieve their financial goals. With a commitment to building long-term relationships and providing expert guidance, Edward Jones is dedicated to helping clients navigate the complexities of investing and planning for the future. Visit our office today to learn more about how Edward Jones can help you secure your financial future.

Wells Fargo Advisors is a leading financial institution located at 740 Hamilton Street in Allentown, Pennsylvania. As a branch of the renowned Wells Fargo brand, Wells Fargo Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and ease.

Wadid Yunez - Prudential Financial is a trusted finance and insurance agency located at 30 South 9th Street in Allentown, Pennsylvania, United States. With a strong commitment to providing personalized financial solutions, Wadid Yunez - Prudential Financial offers a wide range of services including insurance, investments, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit Wadid Yunez - Prudential Financial today for expert advice and top-notch service.

Keith Yanders - Morgan Stanley is a renowned finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for providing expert financial advice and services, Keith Yanders - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management, their team of professionals is committed to providing personalized solutions to meet your needs. Trust Keith Yanders - Morgan Stanley to guide you towards a secure financial future.

Bruce M Donaghy - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation in the financial industry, they offer a wide range of services including wealth management, investment advice, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Bruce M Donaghy - Morgan Stanley is committed to providing personalized solutions to meet your unique needs.

Merrill Lynch Financial Advisor Raymond P Attisano is a finance institution located at 600 Hamilton Street, Allentown, Pennsylvania, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on the things that matter most to clients, such as family, goals, and priorities, adapting as they change over time. The institution offers a comprehensive process to manage finances for families and businesses in the community, helping clients achieve their life priorities. Specializing in serving people transitioning to retirement, changing careers, small business owners preparing to sell their company, and next generation business owners, they provide advice in areas such as retirement planning, investments, long-term care planning, and more.

Merrill Lynch Financial Advisor Kim Kametz is a leading finance institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, they offer expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Kim Kametz is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to help you secure a stable financial future.

Gurniak Richard T CPA, PFS, CFP is a reputable accounting and finance institution located at 1005 North Brookside Road in Allentown, Pennsylvania, United States. With a team of highly qualified professionals, they provide a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust in their expertise and dedication to helping them achieve their financial goals.

H&R Block is a renowned accounting and finance institution located at 1567 Lehigh Street in Allentown, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance and personalized solutions. Trust H&R Block for all your accounting and finance needs.

Regina Metzger - Morgan Stanley is a reputable finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services, Regina Metzger - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at this institution are here to assist you every step of the way. Trust Regina Metzger - Morgan Stanley for all your financial needs.