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LVB Lists: the best place for information about businesses in the Greater Lehigh Valley!


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Asset Managers
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
Client 1st Financial LLC
www.client1stfinancial.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits
2
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Retirement and estate planning, wealth management, long-term care and life insurance, tax preparation
3
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income
4
Mark Cernese & Associates
www.markcernese.com
484-951-3318
Emmaus
2014
Investment management, asset management, retirement plans, investment consulting, business advisory/strategy
5
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
6
MB, Levis & Associates LLC
www.mblevis.com
610-419-9690
Bethlehem
2012
Asset management services
7
McQueen Ball & Associates Inc.
www.mcqueenball.com
610-954-0400
Bethlehem
1981
Independent, fee-only investment adviser providing financial planning and investment management services
8
Raymond James Financial Services, Marrella Financial Group LLC
www.raymondjames.com/w.marrella.com
610-655-9700
Wyomissing
2001
Retirement income planning and wealth management
9
Valley National Investments Inc.
www.valleynationalgroup.com
610-868-9000
Bethlehem
1985
Financial planning, investments, tax services, retirement, estate and education planning, insurance, trust services and ExecutiveEdgeTM personal financial planning for corporate leaders