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Investment Brokerage Firms
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
Investment products
1
Born Investment Advisory Services
www.borninvestmentadvisory.com
610-921-3186
Shillington
1992
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
2
Capital Planning Wealth Management
www.capital-planning.com
610-871-3500
Center Valley
1994
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
3
Client 1st Financial LLC
www.client1stfinancial.com
610-841-3037
Fogelsville
2011
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
4
Cornerstone Institutional Investors Inc.
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1998
Stocks/bonds, mutual funds, govt. securities, annuities, pensions/retire plans, financial planning
5
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1981
Mutual funds, annuities, financial planning
6
Fidelity Capital Managament
www.fidelitycm.com
610-972-4887
800-919-2649
Bethlehem
1999
Stocks/bonds, options, mutual funds, govt. securities, CDs, pensions/retire plans, financial planning
7
Gordon H. Dickinson & Co. Inc.
www.gordonhdickinson.com
610-439-1515
Allentown
1960
Stocks/bonds, mutual funds, unit trusts, annuities, pensions/retire plans, financial planning
8
Herbein Wealth Management LLC
www.herbeinwealth.com
610-376-8271
Wyomissing
2000
Stocks/bonds, mutual funds, CDs, pensions/retire plans, financial planning
9
Lincoln Investment Planning Inc.
www.lincolninvestment.com
610-691-6800
800-242-1421
Wyncote
1969
Stocks/bonds, mutual funds, govt. securities, unit trusts, annuities, pensions/retire plans, financial planning
10
Marrella Financial Group LLC
www.marrella.com
610-655-9700
Wyomissing
2001
Financial planning
11
McDermott Investment Advisors LLC
www.mcdermottadvisors.com
610-882-1460
800-360-2674
Fort Myers, Fla.
2004
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans
12
Merrill Lynch
www.ml.com
610-320-5488
New York, N.Y.
1914
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, OTC market-maker, financial planning
13
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
800-342-1146
Macungie
2002
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
14
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
Allentown
1980
Stocks/bonds, mutual funds, annuities, pensions/retire plans, financial planning
15
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
866-710-2850
Allentown
1982
Stocks/bonds, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
16
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Stocks/bonds, mutual funds, financial planning
 
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