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Schimmel John T
“Very nice people & do great work in helping me with my income tax.”
Best Financial Advisors in Easton, PA
24 firms listed · 11 in Easton · 3 open weekends · 20 rated 4.5+ · 2 show a license
Data verified October 16, 2026
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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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IAM Advisory
- Knowledge
- Understanding
- Markets
“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
The 24 firms listed for Easton, 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: Easton, PA
Of the 24 firms we list here, 11 are in Easton itself and 13 come from towns including Bethlehem (6, 9 mi), Allentown (3, 15 mi) and Phillipsburg, NJ (1, 1 mi). 21 of the firms on this page have a rating, from 4.3 to 5.0 across 203 reviews; 20 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), tax planning (3), bookkeeping (2), business tax returns (2) and financial planning (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 18 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Easton listed here?
11 of the 24 firms are located in Easton. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Blue Water Financial
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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
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Richard Shaplin Financial Services
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Educated Wealth Strategies - Dylan Stroup
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The Tax Place
- Questions
“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
- Coffee
- Retirement
- Financial Advice
“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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Capital Planning Wealth Management
- Strategy
- Confidence
- Risk
“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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MTM Financial Group
“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
“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
“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.”
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Bleakley Financial Lehigh Valley
“Kevin and his staff are top notch people and I feel very comfortable with his financial advise to help me enjoy life.”
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The Rockland Group - Wealth Management
“Rob Mcfarland very understanding and has patience Thanks John Palazzo”
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Comprehensive Wealth Strategies
“Brian is a wealth of knowledge and puts his clients best interest first.”
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Financial Sources
“They have made our investment planning a pleasant and comfortable experience.”
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Erickson Financial Group
“Jackie is the best ....”
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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