Financial Planners in Whitehall, PA

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2. Edward Jones - Financial Advisor: Steve Parrish, AAMS®

Edward Jones - Financial Advisor: Steve Parrish, AAMS®

3716 Lehigh St Ste 104, Whitehall, PA 18052

CLOSED NOW:8:00 am - 4:30 pm

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

3. Edward Jones - Financial Advisor: Daniel Kochsmeier

Edward Jones - Financial Advisor: Daniel Kochsmeier

3716 Lehigh St Ste 104, Whitehall, PA 18052

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

4. Santander Bank

Santander Bank

1240 3rd St, Whitehall, PA 18052

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

From Business: This Fullerton Santander Bank branch is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online…

YP
123 Years
in Business

5. Robert Klock - Thrivent

Robert Klock - Thrivent

1611 N 18th St, Allentown, PA 18104

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Robert Klock is committed to providing financial advice,…

6. Matt Patterson - Thrivent

Matt Patterson - Thrivent

1611 N 18th St, Allentown, PA 18104

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matt Patterson is committed to providing financial advice,…

7. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

600 Hamilton St, Allentown, PA 18101

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Allentown, PA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

8. Douglas Brinker - Financial Advisor, Ameriprise Financial Services

Douglas Brinker - Financial Advisor, Ameriprise Financial Services

600 Hamilton St Ste 100, Allentown, PA 18101

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

9. W. Z. "Bill" Kelley

W. Z. "Bill" Kelley

Serving the Whitehall Area

From Business: Investment advisor offering products and services to solve current and future needs.

YP
35 Years
in Business

12. Valley National Financial Advisors

Valley National Financial Advisors

1655 Valley Center Pkwy Ste 100, Bethlehem, PA 18017

CLOSED NOW:8:00 am - 4:00 pm

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

YP
23 Years
in Business

13. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

3500 Winchester Rd Ste 100, Allentown, PA 18104

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

From Business: Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750…

14. PNC Private Bank

PNC Private Bank

1660 Valley Center Pkwy, Bethlehem, PA 18017

CLOSED NOW:8:00 am - 5:00 pm

From Business: PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

16. Robert Susko CPA, LLC

Robert Susko CPA, LLC

2626 Walbert Ave, Allentown, PA 18104

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

From Business:

18. Dianne Denison - Financial Advisor, Ameriprise Financial Services

Dianne Denison - Financial Advisor, Ameriprise Financial Services

301 Broadway Ste 200B, Bethlehem, PA 18015

CLOSED NOW:8:00 am - 5:00 pm

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

19. NewEdge Wealth

NewEdge Wealth

4905 W Tilghman St Ste 250, Allentown, PA 18104

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

From Business: NewEdge Wealth is a boutique wealth management firm providing personalized financial planning, investment management, and family office services to high net worth and ultra…

20. 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:9:00 am - 5:00 pm

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…

21. 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:8:30 am - 4:30 pm

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…

22. H J Cook - Financial Advisor, Ameriprise Financial Services

H J Cook - Financial Advisor, Ameriprise Financial Services

5100 W Tilghman St Ste 211, Allentown, PA 18104

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…

23. Mercer Advisors - Allentown

Mercer Advisors - Allentown

4905 Hamilton Blvd, Wescosville, PA 18106

CLOSED NOW:8:00 am - 5:00 pm

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

24. Edelman Financial Engines

Edelman Financial Engines

6081 Hamilton Blvd Ste 600, Allentown, PA 18106

CLOSED NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

25. 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:8:00 am - 4:30 pm

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…

26. Mariner

Mariner

3477 Corporate Pkwy Ste 100, Center Valley, PA 18034

CLOSED NOW:8:00 am - 5:00 pm

From Business: Access to a wealth of knowledge and solutions.

27. Mariner

Mariner

1525 Valley Center Pkwy Ste 310, Bethlehem, PA 18017

CLOSED NOW:8:00 am - 5:00 pm

From Business: Access to a wealth of knowledge and solutions.

28. Educated Wealth Strategies

Educated Wealth Strategies

1525 Valley Center Pkwy Ste 100, Bethlehem, PA 18017

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

From Business: We are a comprehensive financial services firm, helping people in all stages of their careers; from just starting out, to preparing for retirement and everything in between. We…

YP
13 Years
in Business

29. Girard

Girard

4600 Broadway, Allentown, PA 18104

From Business: Girard, a Univest Wealth Division, is a full-service wealth advisory firm backed by the strength and stability of Univest Financial Corporation.

30. Tim McCarty - Financial Advisor, Ameriprise Financial Services

Tim McCarty - Financial Advisor, Ameriprise Financial Services

1045 S Cedar Crest Blvd, Allentown, PA 18103

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

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 94 results for Financial Planners in or near Whitehall, PA.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investments. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Southside, Lehigh Parkway, and Westside.