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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
“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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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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Valor Investments and Planning
“My cousin, Jacob Millen, at Valor Investments and Planning has been superb in assisting me in preparing for my future and wisely stewarding my assets.”
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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, Estate Planning, Financial Planning
“For us, it's not a race for your money but a journey toward investing with confidence. Traditional ways of investing like stock picking are forms of gambling and speculating with your money. We help our clients chart a new path forward that includes ...”
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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
“This is your Team section. It's a great place to introduce your team and talk about what makes it special, such as your culture and work philosophy. Don't be afraid to illustrate personality and character to help users connect with your team.”
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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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Schaeffer Financial & Tax
“Schaeffer Financial & Tax is an independent, fee-only financial advisory and accounting firm that helps align your money with your values.”
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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
- Returns
- Organization
- Manager
“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.”
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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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Buckno Lisicky & Company
Internships, Testimonials, Careers
“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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The Law Offices Of Nancy K. Busch
- Result
- Medicaid
- Estate Planning
“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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Gorman & Associates
Industries, Services For Quickbooks, Services For Individuals
“We have been a client for many years now and always recommend their services to family and friends.”
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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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Capital Planning Wealth Management
Family Matters, Investment Planning, Insurance Planning
“The team at Capital Planning always goes above and beyond - answering our questions, addressing our concerns and providing feedback and guidance with respect and personal interest.”
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CC Taxhelp
- Tax Services
- Laws
- Dollars
“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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McPhillips CPA & Company
Payroll Tax Problems, Get Your IRS File, Personal Financial Planning
“Thank you for being there for us, and making sure our taxes are complete and submitted on time!”
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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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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.”
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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