PA · Easton

Fiduciary advisors in Easton, PA

1 advisor with offices in Easton. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Easton

Coordinated Wealth

Easton, Pennsylvania

Coordinated Wealth is a financial services firm based in Easton, Pennsylvania, serving clients in Pennsylvania, New Jersey, Connecticut, and Maryland. The firm offers financial planning, retirement planning, tax preparation, investment advice, estate planning, insurance structuring, credit and debt management, Social Security and Medicare planning, education funding, and real estate consultation. Coordinated Wealth works to integrate advice from multiple financial professionals on behalf of clients, and maintains strategic partnerships with professionals across various financial disciplines.

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Financial advisors in Easton, Pennsylvania

Advisors serving Easton 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.

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