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Financial Consultants
Alphabetical directory; please purchase a PDF version of the list as it appeared in the paper if you wish to see a ranked list.
Rank
Company
Website
Phone
Headquarters
Year established locally
Services provided
1
AnchorPoint Wealth Management Inc.
www.anchorpoint
wealthmanagement.com

610-439-1515
Allentown
1960
Wealth protection strategies and retirement, estate and elder care planning
2
Andesa Financial Management Inc.
www.andesafm.com
610-841-5361
Allentown
1992
Investment portfolio construction and management as well as financial, retirement and estate planning
3
BETHLEHEM FINANCIAL LLC - Formerly Hartmann-Hansen Financial Services
www.chhfinancial.com
610-882-2011
800-220-1084
Bethlehem
1979
Investment and advisory services, retirement, planning life issues and senior solutions, individual retirement accounts and rollovers
4
Client 1st Financial LLC
www.client1stfinancial.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits
5
Cornerstone Advisors Asset Management Inc.
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
Investment consulting, retirement plan consulting, executive risk management, planned giving, human capital development, wealth management, retirement consulting, financial planning, charitable planning, insurance and risk planning
6
Cornerstone Institutional Investors Inc.
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1998
Investment consulting, retirement plan consulting, executive risk management, human capital development, wealth management, retirement consulting, financial planning, charitable planning insurance and risk planning
7
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1981
Retirement and estate planning, wealth management, long-term care and life insurance, tax preparation
8
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
Qualified and nonqualified plans, employee benefits, insurance services, investment of plan assets, compliance review, plan design and administration, personal wealth management, planning, investment brokerage, 401k, profit sharing, defined benefit, individual retirement accounts, Roth, 529 plans
9
Institute for Legacy Wealth Planning LLC
www.instituteforlegacy.com
610-940-0999
Allentown
2012
Comprehensive financial planning, legacy and estate wealth transfer strategies and philanthropic planning
10
JoycePayne Partners
www.joycepaynepartners.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
11
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Values-based financial advice including business succession planning, wealth planning, retirement income planning and risk management
12
Mark Cernese & Associates
www.markcernese.com
484-951-3318
Orefield
2014
Investment management, retirement planning, financial planning college planning, insurance and risk management
13
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
14
Milestone Financial Associates LLC
www.MilestoneFA.com
610-421-8777
800-342-1146
Macungie
2002
Asset Management, Financial Planning, Retirement Plan and Fiduciary Consulting
15
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Investment advice and management, income tax planning and preparation, estate and insurance planning and implementation
16
Northeast Financial Group Inc.
www.nefginc.com
570-688-9898
Tannersville
1987
Personal investment services, employer sponsored retirement services, qualified plan fiduciary services, financial planning, retirement planning, estate planning, employee benefits, risk management services
17
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
877-627-9588
Allentown
1980
Financial planning, tax services, retirement planning, college and trust funds, life and disability insurance, special needs counseling
18
PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
800-353-1798
Allentown
1980
Financial services, insurances, asset management, retirement planning and business planning
19
Raymond James Financial Services
www.raymondjames.com/readingpa
484-671-2097
877-837-2644
Reading
2009
Financial planning, rollovers, municipal bonds, asset allocation, small-business retirement plans
20
Sparrow Wealth Management
www.sparrowwealth.com
877-330-9191
877-330-9191
Las Vegas
2001
Asset management, retirement and tax planning, executive compensation
21
Sterling Financial Advisors LLC
www.sterlingfn.com
610-376-9561
888-202-9363
Wyomissing
1999
Financial planning, family wealth and estate planning, investment management, tax planning, insurance review, qualfied retirement plan services
22
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Financial planning, investment management, tax planning and preparation, estate planning, education planning, insurance, trust services, ExecutiveEdge, personal financial planning for corporate leaders
23
Van Reed Wealth Management LLC
www.vanreedwealth.com
610-678-8999
Reading
2006
Financial planning, investment advisory and retirement planning
24
Youngs Advisory Group Wealth Management
www.youngsag.com
610-954-9940
Bethlehem
1996
Wealth management, retirement and defensive portfolio strategy and financial planning

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