Mutual Funds in Durham, PA

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1. Edward Jones - Financial Advisor: Meghan T Casey, AAMS™

Edward Jones - Financial Advisor: Meghan T Casey, AAMS™

547 Milford Warren Glen Rd, Milford, NJ 08848

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

2. Nationwide Insurance

Nationwide Insurance

4105 Durham Rd, Ottsville, PA 18942

CLOSED NOW:9:00 am - 5:00 pm

From Business: Nationwide Insurance Agent John Holroyd is your local agent providing free quotes for auto insurance, car insurance, home insurance, life insurance, and health insurance.

3. Dianne Denison - Financial Advisor, Ameriprise Financial Services

Dianne Denison - Financial Advisor, Ameriprise Financial Services

301 Broadway Ste 200B, Bethlehem, PA 18015

CLOSED NOW:Closed

"Small business owner who is grateful for Dianne's guidance when balancing business growth and family responsibilities"

6. Fidelity Investments

Fidelity Investments

2945 Center Valley Pkwy Ste 311, Center Valley, PA 18034

CLOSED NOW:Closed

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

7. Christopher Myers - Private Wealth Advisor, Ameriprise Financial Services

Christopher Myers - Private Wealth Advisor, Ameriprise Financial Services

3477 Corporate Pkwy Ste 140, Center Valley, PA 18034

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Thomas Bradshaw - Private Wealth Advisor, Ameriprise Financial Services

Thomas Bradshaw - Private Wealth Advisor, Ameriprise Financial Services

3701 Corporate Pkwy Ste 130, Center Valley, PA 18034

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. Rose Wealth Advisors - Ameriprise Financial Services

Rose Wealth Advisors - Ameriprise Financial Services

101 S 3rd St Ste 205, Easton, PA 18042

CLOSED NOW:Closed

From Business: At Rose Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

10. Valley National Financial Advertise - Frank J. Stettner CPA

Valley National Financial Advertise - Frank J. Stettner CPA

825 Belvidere Rd, Phillipsburg, NJ 08865

CLOSED NOW:Closed

From Business: Valley National Financial Advisors is an independent one-stop financial services group of companies that offer personalized, comprehensive and coordinated financial services.…

11. Kevin Houser - Private Wealth Advisor, Ameriprise Financial Services

Kevin Houser - Private Wealth Advisor, Ameriprise Financial Services

3701 Corporate Pkwy Ste 130, Center Valley, PA 18034

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. Brian Duelfer - Financial Advisor, Ameriprise Financial Services

Brian Duelfer - Financial Advisor, Ameriprise Financial Services

3701 Corporate Pkwy Ste 130, Center Valley, PA 18034

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. Matthew L Staples - Financial Advisor, Ameriprise Financial Services

Matthew L Staples - Financial Advisor, Ameriprise Financial Services

3701 Corporate Pkwy Ste 130, Center Valley, PA 18034

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Gary Plessl - Private Wealth Advisor, Ameriprise Financial Services

Gary Plessl - Private Wealth Advisor, Ameriprise Financial Services

3701 Corporate Pkwy Ste 130, Center Valley, PA 18034

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Waseem Khan - TD Wealth Financial Advisor

Waseem Khan - TD Wealth Financial Advisor

3760 Fairview St, Bethlehem, PA 18017

CLOSED NOW:Closed

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

16. Fulton Financial Advisors

Fulton Financial Advisors

2005 City Line Rd Ste 200, Bethlehem, PA 18017

CLOSED NOW:9:00 am - 4:00 pm

From Business: Fulton Financial Advisors is an investment management firm that offers a range of financial products, as well as trust and retirement services. The firm maintains operations in…

YP
63 Years
in Business

17. Prudential Financial

Prudential Financial

1100 Inverness Cir, Easton, PA 18042

CLOSED NOW:7:00 pm - 11:00 am

23. Valley National Group Inc

Valley National Group Inc

1655 Valley Center Pkwy, Bethlehem, PA 18017

CLOSED NOW:Closed
YP
23 Years
in Business

25. Linda Krisko Insurance Agency

Linda Krisko Insurance Agency

1422 Hamilton St, Allentown, PA 18102

CLOSED NOW:8:30 am - 5:30 pm

From Business: * Auto Insurance * New Drivers Accepted * Instant Coverage (by most carriers) * Payment Plans Available * Home Insurance We can provide replacement coverage including: *…

YP
43 Years
in Business

26. Northfield Bank

Northfield Bank

353 Pittstown Rd, Pittstown, NJ 08867

CLOSED NOW:Closed

From Business: Full service bank serving consumers and businesses since 1887 with a full line of deposit and lending options.

YP
138 Years
in Business

27. Michelle L Heide - Private Wealth Advisor, Ameriprise Financial Services

Michelle L Heide - Private Wealth Advisor, Ameriprise Financial Services

16 Leigh St Unit 1B, Clinton, NJ 08809

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Mercer Advisors - Allentown

Mercer Advisors - Allentown

4905 Hamilton Blvd, Wescosville, PA 18106

CLOSED NOW:Closed

From Business: The Mercer Advisors Lehigh Valley office and its predecessors have guided clients through the various stages of their financial lives since the 1980s. In fact, our principals…

YP
40 Years
in Business

29. John D Lentz - Financial Advisor, Ameriprise Financial Services

John D Lentz - Financial Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services

Stephen T Meli - Private Wealth Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 55 results for Mutual Funds in or near Durham, PA.They also appear in other related business categories including Investments, Retirement Planning Services, and Investment Management. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Westside, Center City, and South Bethlehem Downtown Historic District. These businesses offer their services in one-or-more of the following languages: and German.