Top Rated Financial Advisors in Dallas, 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 Dallas, 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 Dallas, 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 Dallas, 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.

Martin Federici Jr

MF Advisers

AAMS^®

Martin Federici Jr, a financial fiduciary, provides financial services to clients in the Dallas, Pennsylvania area. Martin holds a AAMS^® certification. Martin has over 15 years of experience.

Dallas, PA

Telephone Advisor

Telephone: 570-760-6524

Visit Advisor Website

http://mfadvisers.com/

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Additional Information:

Years of Experience:
15 Years

Fee Structure


• Hourly
• Based on Assets

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
TD Ameritrade, ASPire, Nationwide (formerly Jefferson National)

Peter D. Shelp

Ameriprise Financial Services

AWMA^®, CASL^®, CFP^®, CRPS^®, CRPC^®, ChFC^®

Peter D. Shelp, a financial fiduciary, provides financial services to clients in the Wilkes Barre, Pennsylvania area. Peter holds a AWMA^®, CASL^®, CFP^®, CRPS^®, CRPC^®, ChFC^® certification. Peter has over 31 years of experience.

Wilkes Barre, PA

Telephone Advisor

Telephone: 570-479-3753

Visit Advisor Website

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Additional Information:

Years of Experience:
31 Years

Fee Structure


• Fee-Based
• Based on Assets

Asset Requirement: $500,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Risk Management
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Edelman Financial Engines, LLC

Amanda Salyer, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Allentown, Pennsylvania area.

Allentown, PA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.