Best Financial Advisors in Allentown, PA

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Allentown area.

Trifecta Credit Solutions

Trifecta Credit Solutions

(30)
Credit Monitoring, Personal Credit Repair, Business Credit
“After consulting with Mike and the team they were able to get me into the high 700's which allowed me to secure business credit to help me with my business….”
Free Initial Consultation
In Business Since 2020
3500 Winchester Rd Ste 203, Allentown, PA
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DLP Capital

DLP Capital

(29)
  • Portfolio
  • Investor
  • Questions
“Mike and DLP Capital Partners not only work hard for our money's growth, but do so with the utmost of integrity and in the spirit of doing things "the right way.”
In Business Since 2007
835 Hamilton St, Allentown, PA
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A Better Way Financial

A Better Way Financial

(10)
Charitable Giving, Investment Management, Retirement Income Planning
“The program suggested that if one was considering retirement to schedule an appointment to review their possibilities and to learn what may work for you.”
Licensed, BBB Accredited
In Business Since 2011
Family Business
6357 Airport Rd, Allentown, PA
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Quantum Financial Management

Quantum Financial Management

(1)
“Very knowledgeable in the financial world..”
Licensed, BBB Rating: A+
In Business Since 1987
Accepts All Major Credit Cards
1605 N Cedar Crest Blvd #504, Allentown, PA
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Financial Allies

Financial Allies

(3)
Services For Quickbooks, Business Services, Services For Individuals
“When I became responsible for the finances of an elderly parent, Julie stepped in and helped with a tax planning strategy and set things up making it super easy.”
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
5100 Tilghman St #211, Allentown, PA
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Buckno Lisicky & Company

Buckno Lisicky & Company

(2)
Careers, Testimonials, Scholarships
“Very professional and courteous, know how to navigate in-depth situations and are able to explain things in a very clear and concise matter with a high level of transparency”
Emergency Services
In Business Since 1996
645 Hamilton St #204, Allentown, PA
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Wealthscope Financial

Wealthscope Financial

(13)
  • Future
“Even if you are well educated in personal finance, Michael and his company will be able to offer you value in their services to make your current and future finances secure.”
Emergency Services
In Business Since 2020
1550 Pond Rd Suite 140, Allentown, PA
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Gurniak & Associates

Gurniak & Associates

(1)
“I've been using them both personally and for my corporation (employees in 5 states) for 15+ years and they've saved me a ton.”
Offers Financing Options
Accepts Cash
In Business Since 2000
Free Initial Consultation
1005 Brookside Rd Suite 110, Allentown, PA
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The Law Offices Of Nancy K. Busch

The Law Offices Of Nancy K. Busch

(17)
  • Estate Planning
  • Questions
  • Family
“As a financial advisor, not only have I worked with Nancy for my own personal matters, but I have recommended numerous of my clients to Nancy for all of their Elder Law and Estate Planning needs.”
In Business Since 2001
825 N 19th St, Allentown, PA
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Financial Strategies & Designs

Financial Strategies & Designs

(2)
Tax, Investment, Retirement
“The staff is courteous, efficient and very Intune with our needs.”
7540 Windsor Dr #110, Allentown, PA
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Michael A. Waterhouse, Financial Advisor

Michael A. Waterhouse, Financial Advisor

(2)
IRA and Roth IRA, Retirement Planning, Estate Planning
“Trust worthy, knowledgeable & efficient.”
Licensed
In Business Since 2014
5000 Tilghman St Suite 230, Allentown, PA
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Englebert Financial Advisers

Englebert Financial Advisers

(1)
Privacy Policy, Police Officers, Meet the Team
“I would highly recommend them for their financial planning services, and can guarantee they will make sure you achieve your financial goals!”
In Business Since 2020
5100 W, Tilghman St Suite 230, Allentown, PA
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Xcel Financial Group

Xcel Financial Group

“As a full service financial services firm, we have been serving the Lehigh Valley and beyond for over 35 years. With over 100 years of combined experience, our Advisors strive to provide their clients with professional advice to guide them through th...”
Family Business
In Business Since 2015
884 Oplinger Rd, Allentown, PA
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Erickson Financial Group

Erickson Financial Group

(1)
“Jackie is the best ....”
In Business Since 2014
33 S 7th St Suite 300, Allentown, PA
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Baldrige Asset Management

Baldrige Asset Management

“Baldrige Asset Management is a SEC registered investment advisory firm providing independent, fee-only advice for individuals, families, trusts, endowments, non-profits, and corporations.”
In Business Since 2000
7540 Windsor Dr # 205, Allentown, PA
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Morton Brown Family Wealth

Morton Brown Family Wealth

“It takes humility to invest well. Whether you are a self-taught investor, or you have relied on professional advisors to lead the way, understanding how your past defines and impacts your actions is the key to understanding how to foster good investi...”
In Business Since 2018
600 Hamilton St, Allentown, PA
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Ascent Wealth Management

Ascent Wealth Management

“Ascent Wealth Management, LLC., is a full service independent investment management and financial planning firm that is focused on helping you follow a financial plan. As independent investment advisors, we have the freedom to select from a variety o...”
In Business Since 2013
1620 Highland St, Allentown, PA
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RLB

RLB

(2)
Business Consulting, Taxes, Accounting
“Advice was very helpful”
Family Business
In Business Since 2015
645 Hamilton St #602, Allentown, PA
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Northeast Financial Group

Northeast Financial Group

(2)
Retirement Planning For Organizations, Organizations, Individuals
“They know the minutest of details about almost every single one of their hundreds of clients which is impressive because after 25 years in banking, I can tell you that most Advisers can't even remember your name sometimes, let alone what your situati...”
In Business Since 2003
3435 Winchester Rd Suite 102, Allentown, PA
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Susan Jeffers : Transamerica Managing Rep

Susan Jeffers : Transamerica Managing Rep

(4)
“It is a breath of fresh air when you can you can work with an experienced and trusted person, that is looking out for your interest and not just try to make a sale.”
In Business Since 2017
7540 Windsor Dr, Allentown, PA
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Kleinhenz & Company

Kleinhenz & Company

“Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to”
Transparent Fees & Pricing
In Business Since 2004
2310 Walbert Ave # 102, Allentown, PA
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Designing Wealth Management of Raymond James

Designing Wealth Management of Raymond James

Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
Family Business
In Business Since 1998
740 Hamilton St, Allentown, PA
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Cornerstone Financial

Cornerstone Financial

Life Insurance
“Cornerstone Financial Consultants, Ltd. (dba Cornerstone Advisors and Cornerstone Advisors International, and 1802 Insurance) and Deep Draft Consulting, LLC are affiliated entities that are independently owned and operated from M Financial Group and ...”
Licensed
In Business Since 1976
Family Business
1802 Hamilton St, Allentown, PA
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Magellan Financial

Magellan Financial

Investment Management, Investment Planning, Wealth Planning
“Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members”
Accepts All Major Credit Cards
In Business Since 2013
1605 N Cedar Crest Blvd # 111, Allentown, PA
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Retirement Planning and Investment Management Services in Allentown, PA Cost Estimates

Minimum cost
$1187
Maximum cost
$10083
National Average
$3559
Avg Per Hour Rates
$356
$2373
$6525
Average price range is based on 499 cost profiles
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Average Cost $3559
Minimum cost $1187
Maximum cost $10083
Avg Per Hour Rates $356

Average range $2373 to $6525 is based on 499 cost profiles.

Why these companies made our list

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