Mutual Funds in Ferndale, PA

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1. Nationwide Insurance

Nationwide Insurance

4105 Durham Rd, Ottsville, PA 18942

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

From Business: Nationwide Insurance Agent John Holroyd is your local agent providing free quotes for auto insurance, car insurance, home insurance, life insurance, and health insurance.

2. Edward Jones - Financial Advisor: Meghan T Casey, AAMS™

Edward Jones - Financial Advisor: Meghan T Casey, AAMS™

547 Milford Warren Glen Rd, Milford, NJ 08848

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…

YP
103 Years
in Business

5. Dianne Denison - Financial Advisor, Ameriprise Financial Services

Dianne Denison - Financial Advisor, Ameriprise Financial Services

301 Broadway Ste 200B, Bethlehem, PA 18015

CLOSED NOW:Closed

"Small business owner who is grateful for Dianne's guidance when balancing business growth and family responsibilities"

6. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

4259 W Swamp Rd Ste 400, Doylestown, PA 18902

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

From Business: Morgan Stanley is a global financial services firm that provides its products and services to a large group of customers through its subsidiaries and affiliates. The firm was…

7. Rose Wealth Advisors - Ameriprise Financial Services

Rose Wealth Advisors - Ameriprise Financial Services

101 S 3rd St Ste 205, Easton, PA 18042

CLOSED NOW:Closed

From Business: At Rose Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

8. Northfield Bank

Northfield Bank

353 Pittstown Rd, Pittstown, NJ 08867

CLOSED NOW:Closed

From Business: Full service bank serving consumers and businesses since 1887 with a full line of deposit and lending options.

YP
138 Years
in Business

9. 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…

10. Christopher Myers - Private Wealth Advisor, Ameriprise Financial Services

Christopher Myers - Private Wealth Advisor, Ameriprise Financial Services

3477 Corporate Pkwy Ste 140, 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…

11. 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…

12. Brian Duelfer - Financial Advisor, Ameriprise Financial Services

Brian Duelfer - Financial 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…

13. Matthew L Staples - Financial Advisor, Ameriprise Financial Services

Matthew L Staples - Financial 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…

14. 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: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…

15. Gary Plessl - Private Wealth Advisor, Ameriprise Financial Services

Gary Plessl - 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…

16. Valley National Financial Advertise - Frank J. Stettner CPA

Valley National Financial Advertise - Frank J. Stettner CPA

825 Belvidere Rd, Phillipsburg, NJ 08865

CLOSED NOW:Closed

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

17. Waseem Khan - TD Wealth Financial Advisor

Waseem Khan - TD Wealth Financial Advisor

3760 Fairview St, Bethlehem, PA 18017

CLOSED NOW:Closed

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…

24. Edward Jones - Financial Advisor: Dan Petty

Edward Jones - Financial Advisor: Dan Petty

5860 Lower York Rd Ste 3F, Lahaska, PA 18931

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…

YP
103 Years
in Business

25. Edward Jones - Financial Advisor: Jeffrey Pascoe

Edward Jones - Financial Advisor: Jeffrey Pascoe

16 S 4th St, Emmaus, PA 18049

CLOSED NOW:8:30 am - 5:00 pm

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…

YP
103 Years
in Business

26. Linda Krisko Insurance Agency

Linda Krisko Insurance Agency

1422 Hamilton St, Allentown, PA 18102

CLOSED NOW:8:30 am - 5:30 pm

From Business: * Auto Insurance * New Drivers Accepted * Instant Coverage (by most carriers) * Payment Plans Available * Home Insurance We can provide replacement coverage including: *…

YP
43 Years
in Business

27. Edward Jones - Financial Advisor: David V Milford

Edward Jones - Financial Advisor: David V Milford

41 N Union St, Lambertville, NJ 08530

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…

YP
103 Years
in Business

28. Edward Jones - Financial Advisor: Daniel Kochsmeier

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…

YP
103 Years
in Business

29. Janney Montgomery Scott

Janney Montgomery Scott

106 E Court St, Doylestown, PA 18901

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. Penn Wealth Planning - Ameriprise Financial Services

Penn Wealth Planning - Ameriprise Financial Services

6444 Lower York Road Us 202, New Hope, PA 18938

CLOSED NOW:Closed

From Business: At Penn Wealth Planning, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

We found 48 results for Mutual Funds in or near Ferndale, PA.They also appear in other related business categories including Retirement Planning Services, Investments, and Investment Advisory Service. 4 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Center City, South Bethlehem Downtown Historic District, and Wilson. These businesses offer their services in one-or-more of the following languages: and German.