Financial Services

Valley National Financial Advisors - Bethlehem

1655 Valley Center Parkway, Suite 100
Bethlehem, PA 18017

610-868-9000

800-383-8297

Member Since: 2007

Voted “Best Financial Planner” in the Lehigh Valley seven times! Valley National Financial Advisors is an independent one-stop financial services group of companies that offer personalized, comprehensive...

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MassMutual Eastern Pennsylvania

3701 Corporate Parkway, Suite 320
Center Valley, PA 18034

610-798-2500

Member Since: 1994

MassMutual Eastern Pennsylvania is a financial planning firm whose associates are highly trained professionals backed by a team of specialists with 100+ years of combined experience in estate analysis, life insurance and annuities...

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Valley National Financial Advisors - Phillipsburg

420 Coventry Drive
Phillipsburg, NJ 08865

908-454-1000

888-888-3531

Member Since: 1991

Voted “Best Financial Planner” in the Lehigh Valley seven years in a row! Valley National Financial Advisors is an independent one-stop financial services group of companies that offer personalized, comprehensive and ...

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Keystone Financial Management

112 South Broad Street
Nazareth, PA 18064

610-530-2112

Keystone Financial Management is a distinctive family of companies that provides products and services for financial planning and consulting designed to build and protect your financial wealth. Through th

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Fox Financial Group

636-851-9181

Fox Financial Group is an independent financial advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals through tailored strategies and comprehensive financial planning. With a team of experienced financ

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Community First Fund is now Finanta

148 North 7th Street
Allentown, PA 18101

717-205-6074

Community First Fund creates lasting economic growth for our communities by providing equitable financial services, technical knowledge, and advocacy for its customers.

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One Financial Services

1605 North Cedar Crest Boulevard
Suite 515
Allentown, PA 18104

610-437-3500

We provide financial strategies and advice delivered through personalized care.

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Edward Jones Investments - Nazareth

21 Belvidere Street
Nazareth, PA 18064

610-614-0700

A full service Investment firm, Edward Jones is dedicated to helping the individual investor reach his serious long term financial goals.

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Blue Water Financial, LLC

400 South Greenwood Avenue
Easton, PA 18045

610-438-0988

We train and develop investors around a specific methodology of investing. A methodology that incorporates decades of academic data and Nobel Prize-winning concepts. We call this the science of investing!

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Designing Wealth Management of Raymond James

740 Hamilton Street
#220
Allentown, PA 18101

484-795-7871

Independent financial advisors committed to assisting our clients in attaining their financial and life goals.

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Merrill Lynch Wealth Management

600 Hamilton Street, Suite 1200
Allentown, PA 18101

610-398-4200

Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working with our clients as strategic partners, we create and execute winning solutions,

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New York Life

Schnecksville, PA 18078

484-261-1187

Specializing in Life Insurance, Long Term care Insurance, Disability Insurance, and Financial planning for individuals and small businesses.

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ATA Financial Group, LLC

1044 Third Street
Whitehall, PA 18052

610-433-3866

ATA Financial Group specializes in providing comprehensive financial services to individuals, businesses, non-profits, unions and government agencies. Our services include accounting and tax preparation, wealth management, insurance/risk management a

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Raymond James Financial Services, Inc.

45 South 4th Street
Emmaus, PA 18049

610-965-7032

Raymond James offers a selection in financial services to best suit your investment needs.

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Stifel

3701 Corporate Parkway, # 110
Center Valley, PA 18034

215-275-1749

In an environment where the media stokes fear and uncertainty, our goal is to provide clarity by filtering the noise from Wall Street to clearly identify, develop and implement a strategy that meets your short, middle and long-term goals.

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Indicon, Inc.

682 North Brookside Road
Allentown, PA 18106

610-395-2088

For nearly four decades, Indicon Inc., an independent financial firm has been offering comprehensive advice, services, and programs to individuals, businesses and institutions.

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Stark Financial Group - Bethlehem

79 West Market Street, Suite 200
Bethlehem, PA 18018

610-419-9894

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Integrity Wealth Partners

682 North Brookside Road
Allentown, PA 18106

610-351-7711

The pursuit of financial independence, thriving in your chosen craft, educating children, security during your retirement years, supporting charitable passions, and planning for future generations may all be a priority for you.

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MtM Financial Group, LLC (More Than Money)

4505 Hanoverville Road
Bethlehem, PA 18020

610-746-7007

Caring for the Financial Lives of Appreciative Clients

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MassMutual Greater Philadelphia

4905 Tilghman Street, Suite 200
Allentown, PA 18104

610-398-0100

Since 1886, MMGP has been driven by a tradition of excellence which is built upon the fundamental principles of our creed. Our vision is to be the most trusted and respected insurance and wealth management firm for our clients, partners, associates, and

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Morton Brown Family Wealth

600 West Hamilton Street, Suite 300
Allentown, PA 18101

610-709-5072

We lead clients through a collaborative planning and investment process that seeks to build a confident future. By helping to bring money and life into balance, our clients are free to pursue their passions, vocations and opportunities.

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Edward Jones - Jennifer Ceneviva, AAMS™, RICP® Financial Advisor

83 West Broad Street
Bethlehem, PA 18018

610-865-7959

When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them.

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Pension Appraisers, Inc.

1600 Lehigh Parkway East
Suite 1K
Allentown, PA 18103

610-770-9334

Pension Appraisers, Inc. specializes in valuing and distributing retirement benefits in cases of divorce. Established in 1989, we have valued over 30,000 defined benefit and defined contribution pension plans and assisted attorneys and individuals in

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Cadaret, Grant & Company

429 Lehigh Avenue, Suite 3
Palmerton, PA 18071

610-824-5900

Cadaret, Grant & Company is a financial advising service with experinced advisors ready to assist you.

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CW Advisors

74 West Broad Street, Suite 320
Bethlehem, PA 18018

610-882-3882

At Agili, we believe that success isn't only measured in dollars, it's measured in meaningful moments. We are dedicated to eliminating stress and worry in our clients' lives. We focus on the big picture and handle the details, so our clients can live mor

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Northwestern Mutual

3701 Corporate Parkway
Suite 310
Center Valley, PA 18034

610-844-9745

We offer Financial Services and Life Insurance.

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National Energy Improvement Fund, LLC

1005 Brookside Road, Suite 200
Allentown, PA 18106

484-838-5460

EnergyFirst Finance, powered by AF Financial LLC, is an energy efficiency financing and program management company with historical roots in specialized, mission-driven lending dating back to 1947. We partner with contractors, manufacturers, distri

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Morgan Stanley

515 West Hamilton Street, 7th Floor
Allentown, PA 18101

610-395-7700

Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families and institutions in Pennsylvania. With a full suite of services, we look to deliver the resources that can best acco

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Atlas Advisors, LLC

1 East Broad Street, Suite 560
Bethlehem, PA 18018

610-295-5593

Located in downtown Bethlehem Pennsylvania, Atlas Advisors consists of a team of advisors with experience in estate & income planning, executive benefits, business succession planning, life insurance, and other wealth management tools necessary for o

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Client 1st Financial

915 Nursery Street
Fogelsville, PA 18051

610-841-3037

PROVIDING A PATHWAY TOWARDS FINANCIAL SECURITY

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Aspire Wealth Group

49 East Center Street, Suite 102
Nazareth, PA 18064

855-811-2033

Recognized by Forbes as a 2024 "Best-In-State" Wealth Management Team, Aspire Wealth Group is a dedicated team of advisors and strategists that leverage the resources of Raymond James Financial Services to assist you in achieving your financial goals

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The Miller Financial Group

PO Box 422
Macungie, PA 18062

215-646-0550

As one of the leading independent insurance agencies in the Delaware and Lehigh Valley areas of Pennsylvania, The Miller Financial Group takes pride in the professional and personal service that is provided to our extended family of clientele.

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Promus Financial

2977 Mauch Chunk Road
Allentown, PA 18104

610-295-6400

We work with corporations to help them make wise decisions regarding the design and financing of executive benefit programs

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Univest Bank and Trust Co.

4600 Broadway
Allentown, PA 18104

484-860-3440

Headquartered in Souderton, PA, Univest Corporation of Pennsylvania and its subsidiaries serve the financial needs of residents, businesses, and nonprofit organizations in Bucks, Chester, and Montgomery counties. Univest National Bank and Trust Co.,

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Magellan Financial Inc.

1605 North Cedar Crest Boulevard, Suite 111
Allentown, PA 18104

610-437-5650

Financial Planning

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Edward Jones - Emmaus: Jeff McElhaney Jr.,CFP®, AAMS®, Financial Advisor

16 South 4th Street, On The Triangle
Emmaus, PA 18049

610-965-9734

I presently serve the Emmaus and surrounding communities by assisting individuals and small businesses offering human centered wealth management. Most importantly, I seek to understand what is important to each person. From there I use an established pro

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Febbo Wealth Management, LLC

4030 William Penn Highway
Easton, PA 18045 4334

610-252-0455

Wealth management, retirement income planning, retirement plans, Traditional and Roth IRA's, college and estate planning

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Marsh McLennan Agency

161 Washington Street
Suite 1200
Conshohocken, PA 19428

610-730-7671

Achieving your goals in life and business requires a partner with the capabilities and reach to take you where you want to go. Local specialists, global resources, limitless possibilities. We’re Marsh McLennan Agency. Marsh McLennan Agency (MM

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Quantum Financial Management

1605 North Cedar Crest Boulevard, Suite 504
Allentown, PA 18104

610-841-3400

The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals. With changing economic conditions and market swings, we

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Janney Montgomery Scott, LLC

81 Highland Avenue, Suite 100
Bethlehem, PA 18017

610-865-9550

The Bethlehem Office of Janney Montgomery Scott llc has over 188 years of combined experience providing personalized investment strategies for life...

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Baumer Wealth Management - Merrill Lynch

600 Hamilton Street, 12th Floor
Allentown, PA 18101

610-398-4307

Wealth Management Advisor, Certified 401(k) Professional, Certified Plan Fiduciary Advisor, Chartered Retirement Planning Counselor, Certified Private Wealth Advisor.

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Thrivent Financial - Susan E. Lovejoy

625 Interchange Road
Lehighton, PA 18235

484-613-0404

We are a membership organization of Christians, and our members are our owners. Our purpose is to serve our members and society by guiding both to be wise with money and live generously. We believe that all we have is a gift from God and that g

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Paragon Strategic Wealth

7540 Windsor Drive, Suite 308
Allentown, PA 18195

484-765-9300

Your family, future, and legacy are too important to bundle into a pre-made plan. Paragon Strategic Wealth is a boutique firm that uses a client-centric approach. With Paragon, you get our entire team’s attention: you don’t get lost in a sea of fa

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Janney Montgomery Scott, LLC

1390 Ridgeview Drive, Suite 101
Allentown, PA 18104

610-366-0361

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Liberty Wealth Management

656 Main Street
Hellertown, PA 18055

610-398-7333

We help our clients make informed financial decisions. We work mainly with individuals and businesses with employees planninf=g for retirement and through retirement.

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Stellar Advisor

4972 Medical Center Circle
Allentown, PA 18106

610-997-0290 or 888 PLAN GR8

At Stellar Advisor we hear client goals, model the paths to take, quantify gross & net impact of their options, then provide leadership and accountability to get it done. Once we walk this path together, we service and grow with our clients.

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Financial Services

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Financial Services