AnchorPoint Wealth Management Inc.
| www.anchorpointwealthmanagement.com
| 610-439-1515
| Allentown
| 1960
| Individuals, businesses
|
ATA Financial Group LLC
| www.atafinancial.com
| 610-433-3866
| Whitehall
| 1983
| Individuals, business, estates, trusts, non-profit and retirement plans
|
CAPTRUST Financial Advisors
| www.captrust.com
| 610-865-2600
| Raleigh, N.C.
| 2015
| Financial advisory services to industry leading companies, their owners and executive teams, families with substantial wealth, family offices, high net worth individuals, retirement plans and endowments and foundations.
|
Client 1st Financial LLC
| www.c1fin.com
| 610-841-3037
| Fogelsville
| 2011
| Those within five years of retiring, in the process of changing jobs, looking for more guidance on their retirement and estate conservation strategies
|
Cornerstone Advisors Asset Management, LLC
| www.cornerstone-companies.com
| 610-694-0900
800-923-0900
| Bethlehem
| 1997
| High-net-worth individuals, middle-market institutions and municipalities
|
Flaherty Financial Services LLC
| www.samflaherty.com
| 215-723-2000
| Souderton
| 2003
| Individuals and small business
|
Girard Investment Services LLC
| www.meetgirard.com
| 215-721-2112
| Souderton
| 1999
| Individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations
|
Good Life Companies
| www.goodlifefa.com
| 610-898-6927
| Reading
| 2012
| Retail, high net worth, institutional plans
|
Quadrant Private Wealth
| www.quadrantprivatewealth.com
| 610-849-2740
| Bethlehem
| 2014
| High net worth individuals, businesses, foundations
|
The Rockland Group - Wealth Management LLC
| www.rocklandwealth.com
| 610-606-0555
| Bethlehem
| 2003
| Executive level management, businesses, individuals approaching retirement, estate planning clients and wealth accumulation clients
|
Valley National Financial Advisors
| www.valleynationalgroup.com
| 610-868-9000
800-383-8297
| Bethlehem
| 1985
| Individuals
|
Van Reed Wealth Management LLC
| www.vanreedwealth.com
| 610-376-6334
| Reading
| 2006
| Individuals, trusts, estates, defined contribution, 401k plans, not-for-profit entities, foundations, endowments
|
