DLP Capital
“Michael (and the whole team) could not have been more responsive or communicative about their process, goals and values.”
Best Financial Advisors in Allentown, PA
24 firms listed · all 24 in Allentown · 1 open 24/7 · 1 open weekends · 19 rated 4.5+
Data verified October 18, 2026
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A Better Way Financial
“I am happy to say, I can now visit my grandkids in another state and retire with peace of mind.”
Quantum Financial Management
“Very knowledgeable in the financial world..”
Financial Allies
“My husband and I had a ton of changes in one year (new jobs, new home) and Julie made the whole process very easy.”
Gurniak & Associates
“Nothing but a positive experience working with gurniak on my personal taxes.”
Lang, Faylor, Chomo & Company
“I would highly recommend working with Tyler and the team at Lang, Faylor, Chomo and Company for all of your tax needs.”
The 24 firms listed for Allentown, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Allentown, PA
All 24 firms we list here are in Allentown itself. We have 31 firms in Allentown on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 116 reviews; 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (96%) and quality (61%). 1 is open around the clock and 1 is open on weekends. 4 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations; 2 offer payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; all 24 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Allentown take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Wealthscope Financial
“They really take the time to listen to your needs and determine what are the best products based on your financial goals and needs.”
Michael A. Waterhouse, Financial Advisor
“After speaking to him, I was so impressed with his knowledge of financial planning we explored retirement savings.”
Xcel Financial Group
Erickson Financial Group
Crest Financial Group
“Honest and straightforward is what comes to mind to describe them.”
Ascent Wealth Management
Morton Brown Family Wealth
River Wealth Advisors
RLB
“Very professional, they go above and beyond and are always there to help when needed for our business.”
Cornerstone Portfolios
“Dave and the team at Cornerstone have been great in providing financial guidance for my wife and I.”
Northeast Financial Group
“They exceed expectations through each phase of conversion and roll out.”
Financial Strategies & Designs
“The personal integrity of staff working on your behalf is commendable and puts your mind at ease.”
Kleinhenz & Company
Englebert Financial Advisers
“I would highly recommend them for their financial planning services, and can guarantee they will make sure you achieve your financial goals!”
Magellan Financial
Designing Wealth Management of Raymond James
Destination Retirement
Paragon Strategic Wealth
Why these companies made our list
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