Michael A. Waterhouse, Financial Advisor
IRA and Roth IRA, Retirement Planning, Estate Planning
“Trust worthy, knowledgeable & efficient.”
Best Financial Advisors in Allentown, PA
The highest-rated Financial Planning & Wealth Management firms out of 330 vetted & reviewed in the Allentown area.
Trifecta Credit Solutions
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….”
DLP Capital
- 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.”
A Better Way Financial
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.”
Fred J. Toroni & Company Certified Public Accountants
Quickbooks Services, Business Services, Services For Individuals
“I have used the services of Fred Toroni, CPA for over seven years and have always found them to be professional, efficient, friendly, and always available to answer any questions, no matter the time of year.”
Flanagan & Associates
- Tax Return
- Family
- Team
“Even amidst their large and diverse portfolio of clients, Harry's firm stays proactively engaged with my wife and I, in an effort to ensure that we are maximizing our net worth year over year.”
Financial Allies
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.”
Buckno Lisicky & Company
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”
Gurniak & Associates
“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.”
Wealthscope Financial
- 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.”
Lifetime Tax Service
Tax Planning, Tax Preparation, Personal Financial Planning
“They are true professionals and do an excellent job at an affordable rate.”
Gorman & Associates
Services For Quickbooks, Business Services, Services For Individuals
“We have been a client for many years now and always recommend their services to family and friends.”
The Law Offices Of Nancy K. Busch
- 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.”
Dan Rhoads Health & Wealth
- Health Insurance
- Questions
- Family
“I lost my Health insurance recently, and due to an accident when I was a teenager leaving me in chronic pain, I needed my insurance back to pay for my treatments and medication.”
Financial Strategies & Designs
Tax, Investment, Retirement
“The staff is courteous, efficient and very Intune with our needs.”
Englebert Financial Advisers
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!”
Richard J. Hudak Financial, LP: Richard Hudak
“Our mutual client was very happy and I look forward to working with Richard in the future”
McPhillips CPA & Company
New Business Formation, IRS Audit Representation, Bank Financing
“Thank you for being there for us, and making sure our taxes are complete and submitted on time!”
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
Typical price range is based on
499 cost profiles
Why these companies made our list
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