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

(49)
Business Credit, Personal Credit Repair, Credit Monitoring
“I truly believe that they have your best interest at heart and are doing all they can to assist anyone who trusts them to help them out of a challenging situation.”
Free Initial Consultation
In Business Since 2020
4536 Hamilton Blvd, Allentown, PA
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DLP Capital

DLP Capital

(33)
  • Manager
  • Investor
  • Questions
“Mike Krawchuk was very helpful and patient with all my questions and was very knowledgeable on DLP materials, their funds, DLP, and investing options through pre or post tax accounts.”
In Business Since 2007
835 Hamilton St, Allentown, PA
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A Better Way Financial

A Better Way Financial

(9)
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
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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2021
Offers Financing Options
5100 Tilghman St #211, Allentown, PA
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Buckno Lisicky & Company

Buckno Lisicky & Company

(2)
Internships, Careers, Testimonials
“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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Gurniak & Associates

Gurniak & Associates

(2)
“Nothing but a positive experience working with gurniak on my personal taxes.”
Offers Financing Options
Accepts Cash
In Business Since 2002
Free Initial Consultation
1005 Brookside Rd Suite 110, 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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The Law Offices Of Nancy K. Busch

The Law Offices Of Nancy K. Busch

(23)
  • Medicaid
  • Questions
  • Estate Planning
“Nancy helped to simplify a complicated process and organized a large number of documents for me to help turn a daunting process into something simple and manageable.”
In Business Since 2001
825 N 19th St, Allentown, PA
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Lang, Faylor, Chomo & Company

Lang, Faylor, Chomo & Company

(7)
Accounting & Bookkeeping, Tax Planning - Businesses & Individuals, Individual Income Tax Filing & Estate
“Just had David Fegely do the taxes for my parents which was VERY involved for several reasons and he took on the job and did a great job, I can't thank him enough for his help and his knowledge!”
In Business Since 2005
3570 Hamilton Blvd # 202, Allentown, PA
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Cornerstone Portfolios

Cornerstone Portfolios

(5)
Medicare Benefits, Insurance Services, Wealth Strategies
“Dave has been my trusted financial advisor for years and has always provided valuable insights and strategies to help me make the most of what I have now and plan for future.”
Accepts All Major Credit Cards
In Business Since 2007
6201 Hamilton Blvd #209, 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
5100 Tilghman St #170, Allentown, PA
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Xcel Financial Group

Xcel Financial Group

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 #300, 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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River Wealth Advisors

River Wealth Advisors

In Business Since 2014
842 Hamilton St Suite 301, 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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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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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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Financial Strategies & Designs

Financial Strategies & Designs

(2)
Tax, Investment, Retirement
“The staff is courteous, efficient and very Intune with our needs.”
In Business Since 2013
7540 Windsor Dr, 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...”
Transparent Fees & Pricing
In Business Since 1998
740 Hamilton St, 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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