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Top Rated Financial Advisors in Allentown, Pennsylvania
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Allentown, Pennsylvania is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
Find top advisors in Allentown, Pennsylvania with Paladin Registry
Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Allentown, Pennsylvania near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Michael Scavullo
Solebury Investment Group, Llc.
Additional Information:
Years of Experience:
20+ Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $50,000
Name(s) of Custodian(s):
TD Ameritrade and Pershing Clearing Corp.
Limerick Financial Group, LLC.
Additional Information:
Years of Experience:
40 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Axos
Eric Picker
Prudential
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Vanguard Personal Advisor
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Education Funding and Planning
Financial Services Provided:
Patrick Sewards
Costello Asset Management
Additional Information:
Years of Experience:
18 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Peter D. Shelp
Ameriprise Financial Services
Additional Information:
Years of Experience:
31 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Diversified, LLC
Additional Information:
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
SEI, Charles Schwab, Fidelity
Frank Lepore
Bleakley Financial Group
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Flat Fee
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Risk Management
- Education Funding and Planning
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial, Charles Schwab, Pershing, and Fidelity
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Paladin Advisors