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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
AnchorPoint Wealth Management Inc.
www.anchorpoint
wealthmanagement.com

610-439-1515
Allentown
1960
Stocks/bonds, mutual funds, unit trusts, annuities, pensions/retire plans, financial planning
2
Ascent Wealth Management LLC
www.ascentwealth.net
484-224-3053
Allentown
2013
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
3
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
4
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
5
Cornerstone Advisors Asset Management LLC
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
Stocks/bonds, mutual funds, govt. securities, pensions/retire plans
6
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Stocks/bonds, mutual funds, annuities, financial planning
7
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
877-611-0101
Souderton
2003
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
8
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Annuities, pensions/retire plans, financial planning
9
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Financial planning
10
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Stocks/bonds, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
11
ParenteBeard Wealth Management
www.parentebeardwealthmanagement.com
610-927-4685
1-877-496-2542
Lancaster
1996
Stocks/bonds, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
12
PennWood Financial Group
www.pennwoodfinancialgroup.com
610-398-0100
800-353-1798
Springfield, MA
1980
Stocks/bonds, mutual funds, govt. securities, annuities, pensions/retire plans, financial planning
13
QNB Financial Services
www.qnbbank.com
215-538-5781
800-491-9070
Quakertown
2012
Stocks/bonds, options, mutual funds, annuities, pensions/retire plans, financial planning
14
Quadrant Private Wealth
www.quadrantprivatewealth.com
610-849-2740
610-849-2740
Bethlehem
2014
Stocks/bonds, options, mutual funds, govt. securities, 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
Univest Wealth Management Division
www.univest.net
877-723-5571
Souderton
1876
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
17
Valley National Investments Inc.
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Stocks/bonds, mutual funds, financial planning