TOP 30 Trusts and estates in Allentown, Pennsylvania

AnchorPoint Wealth Management is a leading finance institution located at 1401 North Cedar Crest Boulevard in Allentown, Pennsylvania. Our team of experienced financial experts provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, AnchorPoint Wealth Management is dedicated to providing tailored solutions to meet your unique needs. Trust us to be your anchor in navigating the complex world of finance and securing your financial future.

Lifetime Tax Service is a reputable accounting and finance institution located at 1150 Glenlivet Drive West in Allentown, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses, helping clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or IRS representation, Lifetime Tax Service is dedicated to providing reliable and efficient solutions to meet your financial needs. Trustworthy and client-focused, they are committed to delivering exceptional service and ensuring your financial success for a lifetime.

The Lehigh Valley Group - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and advisory services. With a team of experienced professionals, The Lehigh Valley Group - Morgan Stanley is 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 navigate complex financial markets, this institution is committed to providing personalized solutions and expert guidance.

The Fraenkel-Cichocki Group at Morgan Stanley is a leading financial institution located at 515 Hamilton Street in Allentown, Pennsylvania. With a strong reputation for providing top-notch financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in our expertise and experience to help you navigate the complexities of the financial world and secure a prosperous future.

Charles Schwab is a well-known finance institution located at 1150 South Cedar Crest Boulevard in Allentown, Pennsylvania, United States. With a strong reputation for providing a wide range of financial services, including investment management, retirement planning, and wealth management, Charles Schwab is a trusted partner for individuals and businesses looking to secure their financial future. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Visit Charles Schwab today to learn more about their services and how they can help you plan for a secure financial future.

Cornerstone Financial is a leading finance institution located at 1802 Hamilton Street in Allentown, Pennsylvania, USA. Our team of experienced financial experts is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Cornerstone Financial is here to help. With a focus on personalized service and a commitment to helping our clients achieve their financial goals, we are proud to be a trusted partner in your financial journey. Visit us today to see how we can help you secure your financial future.

Liberty Wealth Management is a leading financial institution located at 3570 Hamilton Boulevard in Allentown, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we offer tailored solutions to meet your individual needs. Trust Liberty Wealth Management to provide you with expert guidance and exceptional service to secure your financial future.

Seyle Hickey Wealth Management Of Raymond James is a reputable finance institution located at 740 Hamilton Street in Allentown, Pennsylvania, United States. With a strong focus on providing personalized wealth management services, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Seyle Hickey Wealth Management Of Raymond James offers tailored solutions to meet your unique needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in helping individuals and families secure their 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.

Morton Brown Family Wealth is a prestigious finance institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With a strong reputation for providing expert financial services to high-net-worth families, Morton Brown Family Wealth offers personalized wealth management solutions tailored to each client's unique needs and goals. Our team of experienced professionals is dedicated to helping clients achieve financial success and peace of mind. Contact us today to learn more about how Morton Brown Family Wealth can help you secure your financial future.

A Better Way Financial is a trusted finance institution located at 6357 Airport Road in Allentown, Pennsylvania. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help you navigate the complexities of the financial world. Whether you need assistance with budgeting, investing, or planning for retirement, A Better Way Financial is here to help you every step of the way. Visit us today to learn more about how we can help you secure a better financial future.

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.

Designing Wealth Management of Raymond James is a leading finance institution located at 740 Hamilton Street in Allentown, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to creating personalized wealth management solutions tailored to each client's unique financial goals and needs. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, retirement planning, and estate planning services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Designing Wealth Management of Raymond James is here to help you achieve financial success.

The Emrick Group - Morgan Stanley is a finance institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. Specializing in investment and wealth management services, The Emrick Group offers personalized financial solutions for individuals, families, and businesses. With a team of experienced financial advisors and access to the resources of Morgan Stanley, clients can expect expert guidance and tailored strategies to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or managing your investments, The Emrick Group is dedicated to providing comprehensive financial services to help you secure a prosperous future.

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 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. 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.

The Chartered Financial Consultant is a prestigious institution located at 8509 Allentown Pike in Blandon, Pennsylvania, United States. As a finance and insurance agency, they offer top-notch services and expertise in financial planning, investment management, and insurance solutions. Their team of professionals are dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a focus on providing personalized and comprehensive financial advice, the Chartered Financial Consultant is a trusted partner for those seeking expert guidance in navigating the complex world of finance and insurance.

Adams, LaVentura & Associates is a well-established financial consulting firm located at 8484 Allentown Pike in Blandon, Pennsylvania. With a team of experienced professionals, they provide a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and commitment to client satisfaction have earned them a reputation as a trusted advisor in the community. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Adams, LaVentura & Associates is dedicated to helping you achieve your goals.

Financial Strategies & Designs, Inc. is a leading finance institution located at 7540 Windsor Drive in Allentown, Pennsylvania, United States. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and designs. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, our experienced professionals are here to guide you every step of the way. Trust Financial Strategies & Designs, Inc. to provide you with the financial solutions you need to succeed.

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.

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.

KLC Wealth Advisory Group is a leading finance institution located at 1390 Ridgeview Drive in Allentown, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help individuals and families achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive solutions tailored to each client's unique needs. Trust KLC Wealth Advisory Group to guide you towards a secure financial future.

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.

Sentinel Strategic Wealth is a leading finance institution located at 7540 Windsor Drive in Allentown, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, we have the expertise and resources to help you succeed. Contact us today to schedule a consultation and take the first step towards securing your financial future with Sentinel Strategic Wealth.

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.

Gregory Rovinski Financial Planner is a reputable finance institution located at 3500 Winchester Road in Allentown, Pennsylvania, United States. With a team of experienced financial experts, we specialize in providing personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, our dedicated team is here to help you every step of the way. Trust Gregory Rovinski Financial Planner to provide you with expert advice and guidance to help you make informed financial decisions.

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.

Sharon Grove - Morgan Stanley is a reputable financial institution located at 515 Hamilton Street in Allentown, Pennsylvania, United States. With a focus on providing top-notch financial services, Sharon Grove - Morgan Stanley offers a wide 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 a high level of customer satisfaction. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Sharon Grove - Morgan Stanley is the trusted partner you need for all your financial needs.

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.