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Schimmel John T
Business Tax Returns, Payroll Services, Individuals
“Very nice people & do great work in helping me with my income tax.”
Best Financial Advisors in Easton, PA
The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the Easton area.
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Hawk Financial Group
- Decision
- Accounts
“When I first set up my meeting with Keith, I was not educated in how all the moving parts of investments work, but by the end of session I felt comfortable in my decision to hand over the reins to Keith.”
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Valor Investments and Planning
- Future
“My 5 star review comes with the utmost confidence this team of Investment and Planning professionals have their client's best interest at the forefront of their advice and decision making!”
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My Numbers Guy
“Short of signing the documents for us, Remington handles absolutely everything - including already addressed and stamped envelopes to send all our documents off.”
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IAM Advisory
Financial Planning, Life Insurance
“As you can imagine during that 30+ year time horizon there have been numerous up and down markets but because of IAM Advisory's extreme knowledge and understanding of these business trends they were able to help all clients make the best financial de...”
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Schaeffer Financial & Tax
“The ONLY human I trust with my investments and business advice.”
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Freedom For Living Financial Services
“Freedom For Living is an independent financial services firm committed to helping motivated individuals, families and local small business owners prosper. Wherever you want to go in life, we help you get there by providing guidance and solutions that...”
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Blue Water Financial
Insurance Planning, Investment Planning, Retirement Planning
“A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That's because ...”
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Amy Nichols - Thrivent
“She will go to no end to help you achieve financial clarity.”
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Elana Financial & Settlement Architects
“"By providing my phone number to ELANA Financial, I agree and acknowledge that ELANA Financial may send text messages to my wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and you will be able to ...”
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Richard Shaplin Financial Services
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Educated Wealth Strategies - Dylan Stroup
“Educated Wealth Strategies, 3705 William Penn Highway, Suite 200, Easton, PA 18045. Dylan Stroup, CFP® has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon th...”
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The Tax Place
Immigration Services, Notary Services, Tax Services
“I have been getting my taxes done there for years and am totally satisfied with the quality service that I receive which are always beyond my expectations.”
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DLP Capital
- Organization
- Manager
- Portfolio
“From the beginning of our quest to invest in the company, he was by our side, listening to us, answering our questions and assisting us in customizing our preferences.”
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A Better Way Financial
Other Financial Services, Charitable Giving, 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.”
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Gorman & Associates
Industries, Services For Quickbooks, Services For Individuals
“I have worked with Andrew and the Gorman team since moving back to Pennsylvania in 2019.”
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Capital Planning Wealth Management
Family Matters, Investment Planning, Insurance Planning
“I would highly recommend Capital Planning for anyone who is mapping out their retirement goals or who is retired and working through a plan to ensure that their funds last for their lifetime.”
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CC Taxhelp
- Deductions
- Educated
- Money
“They may cost more than others but in the end, they are so good at finding ways to save you on taxes that you end up saving MUCH more than if you did your taxes yourself or paid one of the retail chains to do it.”
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The Law Offices Of Nancy K. Busch
- Father
- Result
- Medicaid
“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.”
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MTM Financial Group
Free Second Opinion, Mtm Tax Department, Estate Planning
“They advertise that any initial consultation is free and done as a courtesy and they were true to their word - not once did they try to commit us to any future obligation or sell us any services.”
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Renaissance Wealth Management
Sustainable Income, Financial Planning, Estate Planning
“Since the business has grown, I now work more closely with Aaron and Laurie in fine tuning my personal portfolio and in long range investments with grandchildren in mind.”
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Buckno Lisicky & Company
Who We Serve
“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”
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John Nadolski Jr., CPA
Bookkeeping, Financial Statements, Retirement and College Planning
“Moved from nj to pa glade to find a great cpa out here, taxes this year were done quickly and the whole process was made simple.”
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Concannon Miller
“Concannon Miller takes a proactive approach in developing tax strategies and is forward thinking in their approach as a full service tax and audit firm.”
Retirement Planning and Investment Management Services in Easton, PA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on
324 cost profiles
Why these companies made our list
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