National Retirement Planning Experts

National Coverage
Local Professionals

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 Easton is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Easton & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Easton?

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

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

List of Qualified Financial Advisors in Easton, Pennsylvania

advisor-photo

Keith B Hawk

Hawk Financial Group

400 Northampton St.
Suite 300

Easton, PA 18042

610-500-5000

advisor-photo

Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

advisor-photo

Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

advisor-photo

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

advisor-photo

Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704

570-283-8140

advisor-photo

Al Osgood, CFP®, MBA

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

advisor-photo

Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002

856-452-6072

advisor-photo

Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike
Suite 200

Chadds Ford, PA 19317

484-362-0263

advisor-photo

Quest Financial

Quest Financial Services

30 Matthews Street, Suite 301
Suite 301

Goshen, NY 10924

845-294-1313

advisor-photo

Personal Capital

Personal Capital Advisors Corporation

---

Prince, NY 10012

650-556-1310

advisor-photo

Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

List of Additional Financial Advisors in Easton, Pennsylvania*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Gary L Guzzi - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6385

dummy-image

Christopher M Wilson - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6397

dummy-image

Morgan Stanley Financial Advisors

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-515-1062

dummy-image

Michael R Glovas - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6380

dummy-image

Valor Wealth Management

123 South 3rd Street
Suite 4

Easton, PA 18042
610-295-5593

dummy-image

The Godown / Wilson Group - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6399

dummy-image

Sondrine N Gutierrez - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6391

dummy-image

Robert L Godown - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6399

dummy-image

Alex Morrow - Morgan Stanley

101 Larry Holmes Dr
Suite 301

Easton, PA 18042
610-559-6381

* 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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors