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 - 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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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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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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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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Northwestern Mutual
Northwestern Mutual
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3701 Corporate Parkway
Suite 310
Center Valley, PA 18034
Work Phone: 610-844-9745610-844-9745
We offer Financial Services and Life Insurance.
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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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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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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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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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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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The Miller Financial Group
The Miller Financial Group
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PO Box 422
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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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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Stifel - Mike Guldin, CFP
Stifel - Mike Guldin, CFP
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3701 Corporate Parkway, # 110
Center Valley, PA 18034
Work Phone: 215-275-1749215-275-1749
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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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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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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New York Life
New York Life
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Schnecksville, PA 18078
Work Phone: 484-261-1187484-261-1187
Specializing in Life Insurance, Long Term care Insurance, Disability Insurance, and Financial planning for individuals and small businesses.
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Promus Financial
Promus Financial
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2977 Mauch Chunk Road
Allentown, PA 18104
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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Community First Fund is now Finanta
Community First Fund is now Finanta
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148 North 7th Street
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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Aspire Wealth Group
Aspire Wealth Group
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49 East Center Street, Suite 102
Nazareth, PA 18064
Work Phone: 855-811-2033855-811-2033
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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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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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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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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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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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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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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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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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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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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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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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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Stellar Advisor
Stellar Advisor
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4972 Medical Center Circle
Allentown, PA 18106
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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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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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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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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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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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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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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CW Advisors
CW Advisors
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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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Fox Financial Group
Fox Financial Group
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Work Phone: 636-851-9181636-851-9181
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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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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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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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
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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 partners, we create and execute winning solutions,
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Febbo Wealth Management, LLC
Febbo Wealth Management, LLC
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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, Traditional and Roth IRA's, college and estate planning
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