Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
MassMutual Eastern Pennsylvania
MassMutual Eastern Pennsylvania
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3701 Corporate Parkway, Suite 320
Center Valley, PA 18034
Work Phone: 610-798-2500610-798-2500
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
Valley National Financial Advisors - Phillipsburg
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420 Coventry Drive
Phillipsburg, NJ 08865
Work Phone: 908-454-1000908-454-1000
888-888-3531888-888-3531
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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Valley National Financial Advisors - Bethlehem
Valley National Financial Advisors - Bethlehem
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1655 Valley Center Parkway, Suite 100
Bethlehem, PA 18017
Work Phone: 610-868-9000610-868-9000
800-383-8297800-383-8297
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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First Financial Group
First Financial Group
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Work Phone: 719-963-0415719-963-0415
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust s
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Baumer Wealth Management - Merrill Lynch
Baumer Wealth Management - Merrill Lynch
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600 Hamilton Street, 12th Floor
Allentown, PA 18101
Work Phone: 610-398-4307610-398-4307
Wealth Management Advisor, Certified 401(k) Professional, Certified Plan Fiduciary Advisor, Chartered Retirement Planning Counselor, Certified Private Wealth Advisor.
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Janney Montgomery Scott, LLC
Janney Montgomery Scott, LLC
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1390 Ridgeview Drive, Suite 101
Allentown, PA 18104
Work Phone: 610-366-0361610-366-0361
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Marmaras & Smith LLC
Marmaras & Smith LLC
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3101 Emrick Boulevard, Suite 315
Bethlehem, PA 18020
Work Phone: 610-465-1188610-465-1188
We specialize in wealth management, retirement and college planning and estate planning.
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Marsh McLennan Agency
Marsh McLennan Agency
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161 Washington Street
Suite 1200
Conshohocken, PA 19428
Work Phone: 610-730-7671610-730-7671
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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Merrill Lynch - Allentown
Merrill Lynch - Allentown
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600 Hamilton Street, Suite 1200
Allentown, PA 18101
Work Phone: 610-398-4200610-398-4200

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 partne

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Atlas Advisors, LLC
Atlas Advisors, LLC
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1 East Broad Street, Suite 560
Bethlehem, PA 18018
Work Phone: 610-295-5593610-295-5593
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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Truist Wealth
Truist Wealth
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645 Hamilton Street
Suite 1000
Allentown, PA 18101
Work Phone: 484-273-3678484-273-3678
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The Miller Financial Group
The Miller Financial Group
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6400 Pinecrest Lane
Macungie, PA 18062
Work Phone: 215-646-0550215-646-0550
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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Magellan Financial Inc.
Magellan Financial Inc.
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1605 North Cedar Crest Boulevard, Suite 111
Allentown, PA 18104
Work Phone: 610-437-5650610-437-5650
Financial Planning
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Promus Financial
Promus Financial
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1634 West Turner Street
Allentown, PA 18102
Work Phone: 610-295-6400610-295-6400
We work with corporations to help them make wise decisions regarding the design and financing of executive benefit programs
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Morton Brown Family Wealth
Morton Brown Family Wealth
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600 West Hamilton Street, Suite 300
Allentown, PA 18101
Work Phone: 610-709-5072610-709-5072
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
Edward Jones - Jennifer Ceneviva, AAMS™, RICP® Financial Advisor
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83 West Broad Street
Bethlehem, PA 18018
Work Phone: 610-865-7959610-865-7959
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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Designing Wealth Management of Raymond James
Designing Wealth Management of Raymond James
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740 Hamilton Street
#220
Allentown, PA 18101
Work Phone: 484-795-7871484-795-7871
Independent financial advisors committed to assisting our clients in attaining their financial and life goals.
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Blue Water Financial, LLC
Blue Water Financial, LLC
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400 South Greenwood Avenue
Easton, PA 18045
Work Phone: 610-438-0988610-438-0988
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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MassMutual Greater Philadelphia
MassMutual Greater Philadelphia
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4905 Tilghman Street, Suite 200
Allentown, PA 18104
Work Phone: 610-398-0100610-398-0100
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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Quantum Financial Management
Quantum Financial Management
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1605 North Cedar Crest Boulevard, Suite 504
Allentown, PA 18104
Work Phone: 610-841-3400610-841-3400
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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Thrivent Financial
Thrivent Financial
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18 Mauch Chunk Street
Nazareth, PA 18064
Work Phone: 610-746-0344610-746-0344
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Client 1st Financial
Client 1st Financial
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915 Nursery Street
Fogelsville, PA 18051
Work Phone: 610-841-3037610-841-3037
PROVIDING A PATHWAY TOWARDS FINANCIAL SECURITY
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Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc.
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45 South 4th Street
Emmaus, PA 18049
Work Phone: 610-965-7032610-965-7032
Raymond James offers a selection in financial services to best suit your investment needs.
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Integrity Wealth Partners
Integrity Wealth Partners
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682 North Brookside Road
Allentown, PA 18106
Work Phone: 610-351-7711610-351-7711
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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ATA Financial Group, LLC
ATA Financial Group, LLC
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1044 Third Street
Whitehall, PA 18052
Work Phone: 610-433-3866610-433-3866
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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Janney Montgomery Scott, LLC
Janney Montgomery Scott, LLC
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81 Highland Avenue, Suite 100
Bethlehem, PA 18017
Work Phone: 610-865-9550610-865-9550
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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Febbo Wealth Management
Febbo Wealth Management
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4030 William Penn Highway
Easton, PA 18045 4334
Work Phone: 610-252-0455610-252-0455
Wealth management, retirement income planning, retirement plans, college and estate planning
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Cadaret, Grant & Company
Cadaret, Grant & Company
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429 Lehigh Avenue, Suite 3
Palmerton, PA 18071
Work Phone: 610-824-5900610-824-5900
Cadaret, Grant & Company is a financial advising service with experinced advisors ready to assist you.
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Morgan Stanley
Morgan Stanley
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515 West Hamilton Street, 7th Floor
Allentown, PA 18101
Work Phone: 610-395-7700610-395-7700

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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Edward Jones Investments - Nazareth
Edward Jones Investments - Nazareth
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21 Belvidere Street
Nazareth, PA 18064
Work Phone: 610-614-0700610-614-0700
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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Ameriprise Financial - Gentlestone Wealth
Ameriprise Financial - Gentlestone Wealth
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101 South 3rd Street
Suite 205
Easton, PA 18042
Work Phone: 908-713-6600908-713-6600
Our mission is to know what your goals and priorities are so we can help you make informed financial decisions. We then collaborate with you to implement strategies so you can be fully present in what really matters in your life. We want you to feel more
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New York Life
New York Life
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Work Phone: 484-515-4343484-515-4343
Helping protect families and their futures.
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Thrivent Financial - Susan E. Lovejoy
Thrivent Financial - Susan E. Lovejoy
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625 Interchange Road
Lehighton, PA 18235
Work Phone: 484-613-0404484-613-0404
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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MtM Financial Group, LLC (More Than Money)
MtM Financial Group, LLC (More Than Money)
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4505 Hanoverville Road
Bethlehem, PA 18020
Work Phone: 610-746-7007610-746-7007
Caring for the Financial Lives of Appreciative Clients
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One Financial Services
One Financial Services
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1605 North Cedar Crest Boulevard
Suite 515
Allentown, PA 18104
Work Phone: 610-437-3500610-437-3500
We provide financial strategies and advice delivered through personalized care.
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Pension Appraisers, Inc.
Pension Appraisers, Inc.
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1600 Lehigh Parkway East
Suite 1K
Allentown, PA 18103
Work Phone: 610-770-9334610-770-9334
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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Edward Jones - Emmaus: Jeff McElhaney Jr.,CFP®, AAMS®, Financial Advisor
Edward Jones - Emmaus: Jeff McElhaney Jr.,CFP®, AAMS®, Financial Advisor
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16 South 4th Street, On The Triangle
Emmaus, PA 18049
Work Phone: 610-965-9734610-965-9734
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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Stellar Advisor
Stellar Advisor
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714 Main Street
Bethlehem, PA 18018
Work Phone: 610-997-0290 or 888 PLAN GR8610-997-0290 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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Sunrise Retirement Planning Services
Sunrise Retirement Planning Services
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404 3rd Street
Belvidere, NJ 07823
Work Phone: 908-750-4731908-750-4731
Certainty Retirement was founded, for the benefit of retirees and those nearing retirement.  As your retirement specialists, our mission is to walk you through a smooth retirement to help you achieve your income planning goals.  Preparing your financial
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Truist Commercial Real Estate Banking
Truist Commercial Real Estate Banking
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645 Hamilton Street
Suite 1100
Allentown, PA 18101
Work Phone: 610-263-8665610-263-8665
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Hippie Financial Coach
Hippie Financial Coach
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101 East Mill Street, Suite A
Quakertown, PA 18951
Work Phone: 215-350-7087215-350-7087
Don’t let my business name fool you, I am a Fiduciary and Registered Principal empowering heart-centered humans to build generational wealth without shame. I combine money mindset coaching with investment advising services so you can escape living th
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Mutual Of Omaha Advisors
Mutual Of Omaha Advisors
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95 Highland Avenue, Suite 310
Bethlehem, PA 18017
Work Phone: 610-861-9644 610-861-9644
I know that good planning can impact families for generations. And I consider it my personal and professional mission to help people build financial security and to protect their families and their businesses. I work with my clients to evaluate and a
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Univest Bank and Trust Co.
Univest Bank and Trust Co.
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4600 Broadway
Allentown, PA 18104
Work Phone: 484-860-3440484-860-3440
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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National Energy Improvement Fund, LLC
National Energy Improvement Fund, LLC
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1005 Brookside Road, Suite 200
Allentown, PA 18106
Work Phone: 484-838-5460484-838-5460
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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Agili
Agili
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74 West Broad Street, Suite 320
Bethlehem, PA 18018
Work Phone: 610-882-3882610-882-3882
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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Community First Fund
Community First Fund
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902 Hamilton Street
Suite 102
Allentown, PA 18101
Work Phone: 717-205-6074717-205-6074
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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Heroes First Home Loans
Heroes First Home Loans
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1605 North Cedar Crest Boulevard
Allentown, PA 18104
Work Phone: 610-776-9515610-776-9515
Mortgage Bankers specializing in serving first responders, teachers and others.
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Truist Retail Banking
Truist Retail Banking
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645 Hamilton Street
Suite 1000
Allentown, PA 18101
Work Phone: 484-795-7700484-795-7700
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Thrivent
Thrivent
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532 Lehigh Street
Jim Thorpe, PA 18229
Work Phone: 610-554-2921610-554-2921
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Keystone Financial Management
Keystone Financial Management
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112 South Broad Street
Nazareth, PA 18064
Work Phone: 610-530-2112610-530-2112

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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Paragon Strategic Wealth
Paragon Strategic Wealth
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7540 Windsor Drive, Suite 308
Allentown, PA 18195
Work Phone: 484-765-9300484-765-9300
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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Indicon, Inc.
Indicon, Inc.
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682 North Brookside Road
Allentown, PA 18106
Work Phone: 610-395-2088610-395-2088
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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