Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Shift4
Shift4
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3501 Corporate Parkway
Center Valley, PA 18034
Work Phone: 800-201-0461800-201-0461
Welcome to The Future of Commerce! We are a global leader in financial technology.
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Vista Wealth Solutions
Vista Wealth Solutions
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3701 Corporate Parkway, Suite 320
Center Valley, PA 18034
Joseph Mallee IIIJoseph Mallee III
Work Phone: 610-798-2500610-798-2500
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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Febbo Wealth Management, LLC
Febbo Wealth Management, LLC
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4030 William Penn Highway
Easton, PA 18045 4334
Jeffrey FebboJeffrey Febbo
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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Janney Montgomery Scott, LLC
Janney Montgomery Scott, LLC
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1390 Ridgeview Drive, Suite 101
Allentown, PA 18104
Brian Westcott LeeBrian Westcott Lee
Work Phone: 610-366-0361610-366-0361
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Keystone Financial Management
Keystone Financial Management
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112 South Broad Street
Nazareth, PA 18064
Donna O'DonnellDonna O'Donnell
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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Gentlestone Wealth
Gentlestone Wealth
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240 S. Main Street, Suite 1207
Nazareth, PA 18064
Tiffani TitaTiffani Tita
Work Phone: 908-713-6600908-713-6600
We are a financial advisory practice founded on a mindful approach to our clients’ goals. We place a premium on being empathetic listeners, making certain we are continually anticipating our clients' needs and wants. We honor our clients' interests first
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Promus Financial
Promus Financial
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2977 Mauch Chunk Road
Allentown, PA 18104
Joel GilleyJoel Gilley
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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One Financial Services
One Financial Services
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1605 North Cedar Crest Boulevard
Allentown, PA 18104
Jack MorroneJack Morrone
Work Phone: 610-437-3500610-437-3500
We provide financial strategies and advice delivered through personalized care.
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GCU
GCU
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5400 Tuscarawas Road
Beaver, PA 15009
Melissa JaggarsMelissa Jaggars
Work Phone: 878-207-2327878-207-2327
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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
Peter KrajsaPeter Krajsa
Work Phone: 484-838-5460484-838-5460
610-737-4977610-737-4977
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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Pension Appraisers, Inc.
Pension Appraisers, Inc.
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1600 Lehigh Parkway East
Allentown, PA 18103
Theodore LongTheodore Long
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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Atlas Advisors, LLC
Atlas Advisors, LLC
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1 East Broad Street, Suite 560
Bethlehem, PA 18018
Michael McGuireMichael McGuire
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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Vista Wealth Solutions
Vista Wealth Solutions
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4905 Tilghman Street
Allentown, PA 18104
Mr. Harris FishmanMr. Harris Fishman
Work Phone: 610-398-0100610-398-0100
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Janney Montgomery Scott, LLC
Janney Montgomery Scott, LLC
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81 Highland Avenue, Suite 100
Bethlehem, PA 18017
Eric AngleEric Angle
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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Northwestern Mutual
Northwestern Mutual
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3701 Corporate Parkway
Center Valley, PA 18034
Jason EspenshadeJason Espenshade
Work Phone: 610-844-9745610-844-9745
We offer Financial Services and Life Insurance.
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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
Mr. Christopher BaumerMr. Christopher Baumer
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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Valley National Financial Advisors - Bethlehem
Valley National Financial Advisors - Bethlehem
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1655 Valley Center Parkway, Suite 100
Bethlehem, PA 18017
Fatima AlbaFatima Alba
Work Phone: 610-868-9000610-868-9000
800-383-8297800-383-8297
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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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
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600 Hamilton Street, Suite 1200
Allentown, PA 18101
Mike MooreMike Moore
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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Client 1st Financial
Client 1st Financial
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915 Nursery Street
Fogelsville, PA 18051
Mr. Michael FischerMr. Michael Fischer
Work Phone: 610-841-3037610-841-3037
PROVIDING A PATHWAY TOWARDS FINANCIAL SECURITY
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Morton Brown Family Wealth
Morton Brown Family Wealth
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600 West Hamilton Street, Suite 510
Allentown, PA 18101
Dennis MortonDennis Morton
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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The Miller Financial Group
The Miller Financial Group
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PO Box 422
Macungie, PA 18062
Warren MillerWarren Miller
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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Univest Bank and Trust Co.
Univest Bank and Trust Co.
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4600 Broadway
Allentown, PA 18104
Ms. Betsy RoushMs. Betsy Roush
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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Shetland Financial
Shetland Financial
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4647 Saucon Creek Rd
Center Valley, PA 18034
Kevin DodgsonKevin Dodgson
Work Phone: 610-936-9900610-936-9900
Shetland Advisors is a CPA and Wealth Management firm that provides tax, accounting, and financial management services to both individuals and small businesses.
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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
Mr. Jeff McElhaneyMr. Jeff McElhaney
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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Fox Financial Group
Fox Financial Group
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Brandon 'B.C.' Medici Brandon 'B.C.' Medici
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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Thrivent Financial - Susan E. Lovejoy
Thrivent Financial - Susan E. Lovejoy
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625 Interchange Road
Lehighton, PA 18235
Susan LovejoySusan Lovejoy
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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Community First Fund is now Finanta
Community First Fund is now Finanta
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148 North 7th Street
Allentown, PA 18101
Ms. Marilyn MorelMs. Marilyn Morel
Work Phone: 717-205-6074717-205-6074
610-653-7730610-653-7730
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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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
Ms. Jennifer CenevivaMs. Jennifer Ceneviva
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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Stellar Advisor
Stellar Advisor
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4972 Medical Center Circle
Allentown, PA 18106
Emrich M. Stellar Jr.Emrich M. Stellar Jr.
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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CW Advisors
CW Advisors
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74 West Broad Street, Suite 320
Bethlehem, PA 18018
Marilee FalcoMarilee Falco
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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Designing Wealth Management of Raymond James
Designing Wealth Management of Raymond James
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740 Hamilton Street
Allentown, PA 18101
Kati LaBudaKati LaBuda
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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Indicon, Inc.
Indicon, Inc.
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682 North Brookside Road
Allentown, PA 18106
Mr. Jason IannantuonoMr. Jason Iannantuono
Work Phone: 610-395-2088610-395-2088
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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Quantum Financial Management
Quantum Financial Management
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1605 North Cedar Crest Boulevard, Suite 504
Allentown, PA 18104
Joseph BritaJoseph Brita
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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Paragon Strategic Wealth
Paragon Strategic Wealth
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7540 Windsor Drive, Suite 308
Allentown, PA 18195
Drew MaronDrew Maron
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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MtM Financial Group, LLC (More Than Money)
MtM Financial Group, LLC (More Than Money)
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4505 Hanoverville Road
Bethlehem, PA 18020
Gene DickisonGene Dickison
Work Phone: 610-746-7007610-746-7007
Caring for the Financial Lives of Appreciative Clients
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Integrity Wealth Partners
Integrity Wealth Partners
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682 North Brookside Road
Allentown, PA 18106
Scott ParryScott Parry
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
Kent NewhartKent Newhart
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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Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc.
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45 South 4th Street
Emmaus, PA 18049
Mr. James Baker, CFP®, CAP®, ChFC®, ADPA®Mr. James Baker, CFP®, CAP®, ChFC®, ADPA®
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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Marsh McLennan Agency
Marsh McLennan Agency
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161 Washington Street
Conshohocken, PA 19428
Michael StockerMichael Stocker
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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SS Pension Consultants
SS Pension Consultants
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49 Main Street, Suite 37
Clinton, NJ 08809
Kaitlin SmithKaitlin Smith
Work Phone: 908-442-8550 908-442-8550
SS Pension Consultants LLC provides custom retirement plans and fiduciary services, ensuring compliance and maximizing tax benefits for businesses.
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50% Off 401(k) Plan Setup - Contact us today for a complimentary proposal!
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Morgan Stanley
Morgan Stanley
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515 West Hamilton Street, 7th Floor
Allentown, PA 18101
Ms. Heather BennettMs. Heather Bennett
Work Phone: 610-395-7700610-395-7700
610-391-6302610-391-6302

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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Magellan Financial Inc.
Magellan Financial Inc.
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1605 North Cedar Crest Boulevard, Suite 111
Allentown, PA 18104
Robert CahillRobert Cahill
Work Phone: 610-437-5650610-437-5650
Financial Planning
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ERA Group
ERA Group
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8406 Scenic View Drive
Breinigsville, PA 18031
Kristen GaylordKristen Gaylord
Work Phone: 835-205-7311835-205-7311
ERA Group, formerly Expense Reduction Analysts, is one of the world’s leading specialists for cost management. We optimize your business costs and find innovative solutions to meet your company’s needs. The extensive subject knowledge we possess for prof
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Blue Water Financial, LLC
Blue Water Financial, LLC
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400 South Greenwood Avenue
Easton, PA 18045
Jason LaVigneJason LaVigne
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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New York Life
New York Life
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Schnecksville, PA 18078
Andrew J. StratzAndrew J. Stratz
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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Stifel - Mike Guldin, CFP
Stifel - Mike Guldin, CFP
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3701 Corporate Parkway, # 110
Center Valley, PA 18034
Michael GuldinMichael Guldin
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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Valley National Financial Advisors - Phillipsburg
Valley National Financial Advisors - Phillipsburg
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420 Coventry Drive
Phillipsburg, NJ 08865
Frank StettnerFrank Stettner
Work Phone: 908-454-1000908-454-1000
888-888-3531888-888-3531
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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