Financial Planners in Allentown, PA

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2. Wells Fargo Advisors

Wells Fargo Advisors

1601 N Cedar Crest Blvd, Allentown, PA 18104

YP
24 Years
in Business

3. Girard

Girard

4600 Broadway, Allentown, PA 18104

From Business: Girard, a Univest Wealth Division, is a full-service wealth advisory firm backed by the strength and stability of Univest Financial Corporation.

4. James Keim - Private Wealth Advisor, Ameriprise Financial Services

James Keim - Private Wealth Advisor, Ameriprise Financial Services

5000 W Tilghman St Ste 153, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

6. Scott Richards - Private Wealth Advisor, Ameriprise Financial Services

Scott Richards - Private Wealth Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

CLOSED NOW:8:30 am - 4:30 pm

From Business: In business since 1894.

7. Richards, Meli & Associates - Ameriprise Financial Services

Richards, Meli & Associates - Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

CLOSED NOW:Closed

From Business: At Richards, Meli & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

8. Alan Shannon-Breslin - Financial Advisor, Ameriprise Financial Services

Alan Shannon-Breslin - Financial Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. John D Lentz - Financial Advisor, Ameriprise Financial Services

John D Lentz - Financial Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Anthony Barber - Financial Advisor, Ameriprise Financial Services

Anthony Barber - Financial Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services

Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. H J Cook - Financial Advisor, Ameriprise Financial Services

H J Cook - Financial Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. National Financial Network

National Financial Network

5100 W Tilghman St Ste 170, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Since 1951, National Financial Network (NFN) has been a trusted financial services organization providing comprehensive solutions for individuals, businesses, and corporations.…

15. Santander Bank

Santander Bank

3020 W Tilghman St, Allentown, PA 18104

CLOSED NOW:9:00 am - 7:00 pm
YP
123 Years
in Business

19. Magellan Financial Inc.

Magellan Financial Inc.

1605 N Cedar Crest Blvd, Allentown, PA 18104

CLOSED NOW:8:30 am - 4:30 pm

From Business: A different approach to wealth management. At Magellan Financial we believe professional wealth management has only one definition of success: when our work allows investors to…

23. Kleinhenz & Company LLP

Kleinhenz & Company LLP

2310 Walbert Ave Ste 102, Allentown, PA 18104

CLOSED NOW:9:30 am - 5:00 pm

From Business: Kleinhenz & Company, LLP, specializes in accounting and tax preparation for a wide variety of clients. We also specialize in tax return filing and tax planning for individuals…

26. Cornerstone Financial Consultants

Cornerstone Financial Consultants

1802 Hamilton St, Allentown, PA 18104

CLOSED NOW:9:00 am - 5:00 pm

From Business: In operation for more than 30 years, Cornerstone Advisors offers a range of wealth and asset management services. It provides business development and succession and estate…

27. Robert Klock - Thrivent

Robert Klock - Thrivent

1611 N 18th St, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robert Klock is committed to providing financial advice,…

28. Matt Patterson - Thrivent

Matt Patterson - Thrivent

1611 N 18th St, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matt Patterson is committed to providing financial advice,…

29. Janney Montgomery Scott

Janney Montgomery Scott

1390 Ridgeview Dr Ste 101, Allentown, PA 18104

CLOSED NOW:Closed

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

30. Julie Knight of Janney Montgomery Scott

Julie Knight of Janney Montgomery Scott

1390 Ridgeview Dr Ste 101, Allentown, PA 18104

CLOSED NOW:Closed

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

We found 138 results for Financial Planners in or near 18104.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investments. 4 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Southside, Westside, and Lehigh Parkway.