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
|
