WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Allentown, Pennsylvania. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Allentown, Pennsylvania | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| David Coult. CFP® Milestone Financial Associates |
330 E. Main St., Macungie, PA 18062 |
(610) 421-8777 |
| Keith B Hawk Hawk Financial Group |
400 Northampton St., Easton, PA 18042 |
(610) 500-5000 |
| Michael Scavullo Solebury Investment Group, Llc. |
5266 Bailey Ct., Doylestown, PA 18901 |
(215) 794-3393 |
Qualifications
CRD# 2859900
FirmCRD# 8032
Series 6, 7, 63, 66
Office Location
330 E. Main St.,
Macungie,
PA 18062
Phone Number
(610) 4218777
I started my career more than 20 years ago at a large financial services firm in Philadelphia and returned to the Lehigh Valley to found Milestone Financial Associates in 2002, providing comprehensive wealth management for successful families and business owners in our community. My firm's success has allowed me the freedom to be selective in working only with clients I like, for whom I believe I can have a meaningful impact. That is a game changer. Along with the success I've enjoyed, I've had my share of failure as well. I am divorced, and as I reflect on what was undoubtedly the most painful experience of my life, I realize that I am able to relate, not just to the legal and financial aspects with others who are divorced, but I have tremendous empathy for all who have suffered loss and who must now try to revise their financial plans for a future that seems impossibly different than the one they envisioned. I embrace widows, widowers, and divorcees in my practice. The greatest joys in life are my three boys - Ben, Nate, and John. We have busy lives together, between Boy Scout campouts, food drives, hikes, football and basketball practices and games, homework, and listening to the unbearable honking of Johnny learning to play the saxophone! There is never a dull moment!
We take the time to get to know you and your family. We care as much about YOU as your investments and aim to surprise and delight you on a personal level. You'll see letters after our names like CPA, CFP, and CFA. We have deliberately chosen to invest the time and effort to earn those and other credentials so we can be the best in the business, worthy of your trust. We explain things in terms you understand - no jargon. We proactively communicate with clients and identify and address important financial issues so things don't get missed. This provides a welcome financial confidence. We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary). We monitor changes in the markets and adjust your personal circumstances to determine whether your portfolio needs to be adjusted. We provide "red-carpet", Ritz-Carlton service with a FedEx level of efficiency.
Qualifications
CRD# 3069413
FirmCRD# 144434
Series 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
400 Northampton St.,
Suite 300,
Easton,
PA 18042
Phone Number
(610) 5005000
Keith graduated from Trenton State College with a BS in Finance. After graduation, Keith joined American Express Financial Advisors in Voorhees, NJ. He then joined MassMutual Financial Group in Bridgewater, NJ. In the fall of 2000, Keith decided he could serve his clients in a better way and created Hawk Financial Group. As an independent financial advisor, Keith has conducted numerous complimentary no-cost informational seminars throughout New Jersey and Pennsylvania. The seminars covered social security, medicare, and retirement income planning. As an investment adviser representative, Keith believes the financial relationship should always center around the client. That is why he adheres to the fiduciary standard of care for his clients. Keith holds a Series 65 license and keeps his clients' best interests first. He also adheres to a policy of no bias or conflict of interest.
As a local independent financial advisor in Northampton County, Easton, PA, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He mainly works with seniors ages 55- 75 in Northampton County, Lehigh County, Bucks County, and Monroe County PA, as well as Warren County and Hunterdon County in NJ. His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen. Three of these overlooked "snags" include: 1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away. 2) A program to cover two years worth of long-term care costs without paying a cent in annual premiums. 3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages. "As a fee based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."
Qualifications
CRD# 2537103
Series 7, 24, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
5266 Bailey Ct.,
Doylestown,
PA 18901
Phone Number
(215) 7943393
Please see my website for all information about myself and my firm.
| List of Additional Financial Advisors in or around Allentown, Pennsylvania | ||
| Financial Advisor | Office Location | Phone Number |
| Mark D. Kemp, CFP, AIF Kemp Harvest Financial Group |
331 Ruth Road, Harleysville, PA 19438 |
(215) 513-4330 |
Qualifications
CRD# 1932371
FirmCRD# 29604
Series 6, 7, 24, 63
Tel: (215) 5134330
331 Ruth Road,
Harleysville,
PA 19438
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
