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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Allentown is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Allentown & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Allentown?

Looking for a qualified financial advisor in Allentown? We can help you by narrowing down your options & listing the best financial advisors in Allentown as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Allentown near you with the list of certified and vetted Allentown financial advisors.

List of Qualified Financial Advisors in Allentown, Pennsylvania

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Ralph A. Capristo CFP®

Forthright Wealth Planning with Centaurus Financial Inc.

5148 Hamilton Blvd

Allentown, PA 18106

610-530-2300

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Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901

215-794-3393

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

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Nick Filippo

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

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Al Osgood, CFP®, MBA

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

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Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike
Suite 200

Chadds Ford, PA 19317

484-362-0263

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Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704

570-283-8140

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

List of Additional Financial Advisors in Allentown, Pennsylvania*

* Additional advisor listing is provided in partnership with Yext

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The Lehigh Valley Group - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-395-7700

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Morgan Stanley Financial Advisors

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-395-7700

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Michael Barski - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-398-6520

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Thomas Cichocki - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6317

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Duane Peoples - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-398-5404

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The Hoffmeier Romanelli Group - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-395-7700

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Michael Wolfer - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-398-6522

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Anthony Haddad - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-6315

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VILLA

739 W Hamilton St

Allentown, PA 18101
610-437-7967

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David M Romanelli - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-954-6825

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One Financial Services

1605 N Cedar Crest Blvd Ste 515

Allentown, PA 18104
610-437-3500

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Jacqueline Nonnemacher - Ameriprise Financial Services, LLC

5000 W Tilghman St
Ste 153

Allentown, PA 18104
610-530-1445

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Michael Netznik - Ameriprise Financial Services, LLC

1045 S Cedar Crest Blvd

Allentown, PA 18103
610-439-7000

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KeeMoneyMatters

1275 Glenlivet Drive
Suite 100

Allentown, PA 18106
484-224-3036

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Scott L Hoffman - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6323

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Patricia Peoples - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6505

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Joseph B Hoffmeier Jr. - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6353

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Bruce M Donaghy - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6521

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Caroline Kline - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-6365

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The Fraenkel-Cichocki Group - Morgan Stanley

515 West Hamilton St,
7th Fl

Allentown, PA 18101
610-395-7700

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Anthony Sarko - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6367

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The Emrick Group - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-954-5101

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Taj Smith - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-6329

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Francis Gehman - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6506

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James Keim - Ameriprise Financial Services, LLC

5000 W Tilghman St
Ste 153

Allentown, PA 18104
610-530-1445

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The Marano Group - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-954-6826

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Mary Zwarych - Ameriprise Financial Services, LLC

5100 W Tilghman St
Ste 211

Allentown, PA 18104
610-530-7222

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Tim McCarty - Ameriprise Financial Services, LLC

1045 S Cedar Crest Blvd

Allentown, PA 18103
610-439-7000

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Michael Malz - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6348

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Allstate Personal Financial Representative: Jeffrey Ranz

6750 Iroquois Trail
Ste 3

Allentown, PA 18104
484-929-2000

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Jason Johnson - Ameriprise Financial Services, LLC

7540 Windsor Dr
Ste 212

Allentown, PA 18195
484-427-2111

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Sharon A. Grove - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6080

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Phil R Segal - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6331

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Financial Strategies & Designs, Inc.

7540 Windsor Drive
Suite 110

Allentown, PA 18195
610-791-4750

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Pinnacle Advisor Group

2851 South Pike Avenue
Suite D

Allentown, PA 18103
610-797-2201

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Mary Lisicky - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6525

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Steven Cwienkala - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6066

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Matthew Mattare - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-8175

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Joseph Saccon - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-398-6507

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Scott Richards - Ameriprise Financial Services, LLC

5100 W Tilghman St
Ste 211

Allentown, PA 18104
610-530-7222

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Stephen T Meli - Ameriprise Financial Services, LLC

5100 W Tilghman St
Ste 211

Allentown, PA 18104
610-530-7222

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Donald Marano - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6343

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Alan Shannon-Breslin - Ameriprise Financial Services, LLC

5100 W Tilghman St
Ste 211

Allentown, PA 18104
610-530-7222

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Regina Metzger - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-6055

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Paul Emrick - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-954-5101

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John D Lentz - Ameriprise Financial Services, LLC

5100 W Tilghman St
Ste 211

Allentown, PA 18104
484-664-7717

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Joyce Gibbs - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-398-5400

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Robert E Simon - Morgan Stanley

515 West Hamilton St
7th Fl

Allentown, PA 18101
610-391-6319

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Sean Roth - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-391-6328

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Anthony Barber - Ameriprise Financial Services, LLC

5100 W Tilghman St
Ste 211

Allentown, PA 18104
610-530-7222

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The Haddad Group - Morgan Stanley

515 West Hamilton St, 7th
Fl

Allentown, PA 18101
610-398-6515

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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