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Investment Advisory Service in Durham, PA

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31. Oaktree Advisors

Oaktree Advisors

6666 Passer Rd Ste 4, Coopersburg, PA 18036

CLOSED NOW:

From Business: Oaktree Advisors is an independent, family-owned investment advisory firm that provides Retirement Income Planning, Wealth Management, Life Insurance, Long-term Care…

32. Valley National Financial Advisors

Valley National Financial Advisors

755 Memorial Pkwy, Phillipsburg, NJ 08865

CLOSED NOW:

From Business: Valley National Financial Advisors is an independent one-stop financial services group of companies that offer personalized, comprehensive and coordinated financial services.…

33. Schick, John, MBA

Schick, John, MBA

817 W Broad St, Bethlehem, PA 18018

CLOSED NOW:

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…

34. Fidelity Investments

Fidelity Investments

2945 Center Valley Pkwy Ste 311, Center Valley, PA 18034

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

35. Andrew Filler - Thrivent

Andrew Filler - Thrivent

23 S Main St, Coopersburg, PA 18036

CLOSED NOW:Closed

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

36. Freedom For Living

Freedom For Living

146 Lower Way Rd, Easton, PA 18045

CLOSED NOW:

From Business: Freedom for Living offers a complete spectrum of services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly…

37. Hamoui, Joseph

Hamoui, Joseph

3477 Corporate Pkwy, Center Valley, PA 18034

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…

38. Kevin Houser - Private Wealth Advisor, Ameriprise Financial Services

Kevin Houser - Private Wealth Advisor, Ameriprise Financial Services

3701 Corporate Pkwy Ste 130, Center Valley, PA 18034

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…

39. Thomas Bradshaw - Private Wealth Advisor, Ameriprise Financial Services

Thomas Bradshaw - Private Wealth Advisor, Ameriprise Financial Services

3701 Corporate Pkwy Ste 130, Center Valley, PA 18034

CLOSED NOW:9:00 am - 12:00 pm

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…

40. Duelfer, Brian

Duelfer, Brian

3701 Corporate Pkwy, Center Valley, PA 18034

CLOSED NOW:

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…

41. Staples, Matthew L, MBA

Staples, Matthew L, MBA

3701 Corporate Pkwy, Center Valley, PA 18034

CLOSED NOW:

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…

42. Meuser Jr, Robert

Meuser Jr, Robert

3701 Corporate Pkwy, Center Valley, PA 18034

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…

43. Fahey, Jim, LUTCF

Fahey, Jim, LUTCF

3701 Corporate Pkwy, Center Valley, PA 18034

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…

44. Johnson, Jason

Johnson, Jason

2045 Westgate Dr, Bethlehem, PA 18017

CLOSED NOW:

From Business: The advisor listed is an Ameriprise financial advisor in Bethlehem. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

45. Khan, Waseem

Khan, Waseem

3760 Fairview St, Bethlehem, PA 18017

CLOSED NOW:

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

46. Deangelis, Philip

Deangelis, Philip

3760 Fairview St, Bethlehem, PA 18017

CLOSED NOW:

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

47. Daniel Bucchin-Financial Advisor, Ameriprise Financial Services

Daniel Bucchin-Financial Advisor, Ameriprise Financial Services

1525 Valley Center Pkwy, Bethlehem, PA 18017

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…

48. Visperas, Lourdes

Visperas, Lourdes

1660 Valley Center Pkwy, Bethlehem, PA 18017

CLOSED NOW:

From Business: The advisor listed is an Ameriprise financial advisor in Bethlehem. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

49. PNC Private Bank

PNC Private Bank

1660 Valley Center Pkwy, Bethlehem, PA 18017

CLOSED NOW:Closed

From Business: PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

50. Fulton Financial Advisors

Fulton Financial Advisors

2005 City Line Rd Ste 200, Bethlehem, PA 18017

CLOSED NOW:9:00 am - 12:00 pm

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…

YP
63 Years
in Business

51. Keystone Financial Management

Keystone Financial Management

112 S Broad St, Nazareth, PA 18064

CLOSED NOW:

From Business: For nearly 20 years, our team at Keystone Financial Management has been unconditionally committed to your financial growth. Since 2001, weâ??ve been providing carefully crafted…

52. Captrust

Captrust

600 Hamilton St Ste 900, Allentown, PA 18101

CLOSED NOW:

From Business: CAPTRUST's Allentown-based advisors provide wealth management and investment advisory services to clients of all types.

YP
28 Years
in Business

53. Tasci, Erman

Tasci, Erman

600 Hamilton St, Allentown, PA 18101

CLOSED NOW:

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…

54. Achey, Wayne

Achey, Wayne

600 Hamilton St, Allentown, PA 18101

CLOSED NOW:

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…

55. Karch, Gary

Karch, Gary

600 Hamilton St, Allentown, PA 18101

CLOSED NOW:

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…

56. Alter, Kevin

Alter, Kevin

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…

57. Clements, Courtney

Clements, Courtney

600 Hamilton St, Allentown, PA 18101

CLOSED NOW:

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…

58. Decker Jr, David G

Decker Jr, David G

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…

59. Moore, Matthew

Moore, Matthew

600 Hamilton St, Allentown, PA 18101

CLOSED NOW:

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…

60. Attisano, Raymond

Attisano, Raymond

600 Hamilton St, Allentown, PA 18101

CLOSED NOW:

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…