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Investment Brokerage Firms
Alphabetical directory; please purchase a PDF version of the list as it appeared in the paper if you wish to see a ranked list
Company
Website
Phone
Headquarters
Year established locally
Investment products
AnchorPoint Wealth Management Inc.
www.anchorpointwealthmanagement.com
610-439-1515
Allentown
1960
Stocks/bonds, mutual funds, unit trusts, annuities, pensions/retirement plans, financial planning
Ascent Wealth Management LLC
www.ascentwealth.net
484-224-3053
Allentown
2013
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retirement plans, financial planning
ATA Financial Group LLC
www.atafinancial.com
610-433-3866
Whitehall
1983
Stocks/bonds, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retirement plans, financial planning
Capital Planning Wealth Management
www.capital-planning.com
610-871-3500
Center Valley
1994
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retirement plans, financial planning
CAPTRUST Financial Advisors
www.captrust.com
610-865-2600
Raleigh, N.C.
2015
Pensions/retirement plans, financial planning
Client 1st Financial LLC
www.c1fin.com
610-841-3037
Fogelsville
2011
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retirement plans, financial planning
Cornerstone Advisors Asset Management, LLC
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
Stocks/bonds, mutual funds, govt. securities, annuities, pensions/retirement plans, financial planning
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Stocks/bonds, mutual funds, financial planning
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
DNR
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Stocks/bonds, options, mutual funds, govt. securities, commodities, unit trusts, annuities, pensions/retirement plans, financial planning
Girard Investment Services LLC
www.meetgirard.com
215-721-2112
Souderton
1999
Stocks/bonds, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retirement plans, financial planning
Good Life Companies
www.goodlifefa.com
610-898-6927
Reading
2012
Stocks/bonds, mutual funds, pensions/retirement plans, financial planning
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Stocks/bonds, mutual funds, annuities, pensions/retirement plans, underwriting, financial planning
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Financial planning
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
800-342-1146
Macungie
2002
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retirement plans, financial planning
Paragon Strategic Wealth
www.paragonstrategicwealth.net
484-765-9300
Allentown
2001
DNR
QNB Financial Services
www.qnbbank.com
215-538-5600
800-491-9070
Quakertown
2012
Stocks/bonds, options, mutual funds, annuities, pensions/retirement plans, financial planning
Quadrant Private Wealth
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
Stocks/bonds, options, mutual funds, govt. securities, annuities, pensions/retirement plans, financial planning
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
Allentown
1982
Stocks/bonds, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retirement plans, financial planning
Raymond James Financial Services
www.marchlutz.com
484-671-2097
877-837-2644
St. Petersburg, Fla.
2009
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retirement plans, financial planning
Steel Valley Wealth Strategies of Raymond James
www.mcleansteelvalley.com
484-795-7880
833-901-1333
St. Petersburg, Fla.
2007
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, OTC market-maker, financial planning
The Rockland Group - Wealth Management LLC
www.rocklandwealth.com
610-606-0555
Bethlehem
2003
Stocks/bonds, options, mutual funds, govt. securities, commodities, annuities, pensions/retirement plans, financial planning
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Stocks/bonds, mutual funds, financial planning
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