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Find The Best Financial Advisors in Allentown, Pennsylvania

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 The Best Financial Advisors in Allentown, Pennsylvania
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Allentown, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and 7 non-vetted financial advisors in Allentown, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Allentown, Pennsylvania have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Allentown, Pennsylvania

Edelman Financial Engines, LLC

877-208-7414

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Michael Scavullo

Solebury Investment Group, Llc.

215-794-3393

Address

5266 Bailey Ct.,
Doylestown, PA 18901 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Sequoia Financial Group

888-225-3777

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Patrick Thomas Sewards

Costello Asset Management

267-361-1798

Address

1234 Bridgetown Pike,
Suite 210,
Feasterville, PA 19053 See Details

Jim Kilcommons

Princeton Global

609-945-1781

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Top Financial Advisor Firms in Allentown, Pennsylvania (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NORTHEAST FINANCIAL GROUP, INC. 3435 Winchester Road, Suite 102 Allentown, PA, 18104	122609	$1,000,469,143	1639	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
GIRARD PENSION SERVICES, LLC 4600 Broadway, Allentown, PA, 18104	117901	$556,993,640	117	A percentage of AUM
MORTON BROWN FAMILY WEALTH LLC 600 W. Hamilton Street, Suite 300 Allentown, PA, 18101	292278	$398,971,327	897	A percentage of AUM, Fixed fees
SECTOR ANALYSTS LLC 6126 Hamilton Blvd., Suite 103 Allentown, PA, 18106	169789	$178,074,473	1001	A percentage of AUM, Hourly charges, Fixed fees
ERICKSON FINANCIAL GROUP, LLC 33 South 7th Street, Suite 300 Allentown, PA, 18101	299818	$169,212,484	728	A percentage of AUM, Hourly charges, Fixed fees
ENGLEBERT FINANCIAL ADVISERS, LLC 1275 Glenlivet Drive, Suite 335 Allentown, PA, 18106	300568	$125,161,376	577	A percentage of AUM, Hourly charges, Fixed fees
HERBEIN FINANCIAL GROUP, LLC 3435 Winchester Road, Suite 102 Allentown, PA, 18104	322194	$0	0	Hourly charges, Fixed fees, Other (% OF NORTHEAST FINANCIAL GROUP'S AUM DUE TO TRI-PARTY AGREEMENT.)

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Find The Best Financial Advisors in Allentown, Pennsylvania

How To Find The Best Financial Advisors in Allentown, PennsylvaniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Allentown, Pennsylvania

Address

Solebury Investment Group, Llc.

Address

Address

Address

Address

Costello Asset Management

Address

Princeton Global

Address

Address

Address

Bleakley Financial Group

Address

Address

Top Financial Advisor Firms in Allentown, Pennsylvania (Ranked by AUM)

Select other cities around Allentown, Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Allentown, Pennsylvania
Last Updated - 13-Jun-2023

Find an Advisor
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