5 advisors with offices in Allentown. Credentials, fee structures, and minimums are disclosed on each listing.
Allentown, Pennsylvania
CAPTRUST, based in Allentown, Pennsylvania, provides investment management and wealth management services. The firm works with small business clients and individuals seeking investment management support. English is spoken at the office.
View detailsAllentown, Pennsylvania
Englebert Financial Advisers provides financial planning and retirement planning services to clients in Allentown, Pennsylvania. The firm holds CLU credentials and conducts business in English.
View detailsAllentown, Pennsylvania
Magellan Financial, Inc. is an investment advisory firm located in Allentown, Pennsylvania. The firm provides financial planning and investment management services, with specialties in investment management and wealth management. Services are available in English.
View detailsAllentown, Pennsylvania
Peoples & Co. Private Wealth Stewardship is based in Allentown, Pennsylvania and provides investment management, wealth management, and financial planning services. The firm operates in English and serves clients seeking guidance across multiple wealth management disciplines.
View detailsAllentown, Pennsylvania
WealthScope Financial is located in Allentown, Pennsylvania and provides financial planning services. The firm serves clients in English and holds a 5-star rating on Google based on 14 reviews.
View detailsAdvisors serving Allentown specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.