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State DirectoryInvestment Management in Coplay, PA
1. Edward Jones - Financial Advisor: Daniel Kochsmeier
3716 Lehigh St Ste 104, Whitehall, PA 18052
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
2. Edward Jones - Financial Advisor: Steve Parrish, AAMS™
3716 Lehigh St Ste 104, Whitehall, PA 18052
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
3. Fulton Financial Advisors
2005 City Line Rd Ste 200, Bethlehem, PA 18017
From Business: Fulton Financial Advisors is an investment management firm that offers a range of financial products, as well as trust and retirement services. The firm maintains operations in…
4. Valley National Financial Advisors
1655 Valley Center Pkwy Ste 100, Bethlehem, PA 18017
From Business: Valley National Financial Advisors is an independent one-stop financial services group of companies that offer personalized, comprehensive and coordinated financial services.…
6. Janney Montgomery Scott
1390 Ridgeview Dr Ste 101, Allentown, PA 18104
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…
7. Julie Knight of Janney Montgomery Scott
1390 Ridgeview Dr Ste 101, Allentown, PA 18104
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…
8. Bankers Life Securities Inc
5000 W Tilghman St Ste 310, Allentown, PA 18104
From Business: With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in…
9. Angle Wealth Management of Janney Montgomery Scott
81 Highland Ave Ste 100, Bethlehem, PA 18017
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…
10. Somers Wealth Management of Janney Montgomery Scott
81 Highland Ave Ste 100, Bethlehem, PA 18017
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…
11. Regan Levin Bloss Brown & Savchak PC
1620 Pond Rd, Allentown, PA 18104
12. Full Service Management Inc
915 Hamilton St Suite 157, Allentown, PA 18101
20. Dianne Denison - Financial Advisor, Ameriprise Financial Services
301 Broadway Ste 200B, Bethlehem, PA 18015
"Small business owner who is grateful for Dianne's guidance when balancing business growth and family responsibilities"
21. Edward Jones - Financial Advisor: Jeffrey Pascoe
3900 Hamilton Blvd Ste 6, Allentown, PA 18103
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
22. Edward Jones - Financial Advisor: Danika Clevenstine
3900 Hamilton Blvd Ste 6, Allentown, PA 18103
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
23. Magellan Financial Inc.
1605 N Cedar Crest Blvd, Allentown, PA 18104
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…
24. Morgan Stanley Wealth Management
3500 Winchester Rd Ste 100, Allentown, PA 18104
From Business: Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750…
25. Merrill Lynch Wealth Management
600 Hamilton St, Allentown, PA 18101
From Business: Welcome to Merrill Lynch in Allentown, PA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
26. Douglas Brinker - Financial Advisor, Ameriprise Financial Services
600 Hamilton St Ste 100, Allentown, PA 18101
From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…
27. LCL Wealth Advisors of Janney Montgomery Scott
1390 Ridgeview Dr Ste 101, Allentown, PA 18104
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…
28. James Keim - Financial Advisor, Ameriprise Financial Services
5000 W Tilghman St Ste 153, 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…
29. Lentz John
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…
30. Scott Richards - Private Wealth Advisor, Ameriprise Financial Services
5100 W Tilghman St Ste 211, Allentown, PA 18104
From Business: In business since 1894.