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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
Beirne Wealth Consulting
www.beirnewealthconsulting.com
610-295-1100
Milford, Conn.
2014
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
2
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1981
Mutual funds, annuities, financial planning
3
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
4
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
5
Hartmann-Hansen Financial Services
www.chhfinancial.com
610-882-2011
800-220-1084
Bethlehem
1979
Stocks/bonds, mutual funds, annuities, pensions/retire plans, financial planning
6
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
Stocks/bonds, options, mutual funds, govt. securities, CDs, unit trusts, annuities, pensions/retire plans, financial planning
7
Jeffrey J. Febbo CFP
www.febbo.com
610-252-0455
877-284-0455
Easton
1985
Mutual funds, unit trusts, annuities, pensions/retire plans, financial planning
8
Keystone Financial Management
www.keystonefinancial
management.com

610-530-2112
800-811-5400
Allentown
2001
Annuities, pensions/retire plans, financial planning
9
Marrella Financial Group LLC
www.marrella.com
610-655-9700
Wyomissing
2001
Financial planning
10
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
11
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
12
MtM Financial Group LLC
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
13
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
Allentown
1980
Stocks/bonds, mutual funds, annuities, pensions/retire plans, financial planning
14
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
15
U.S. Trust
www.ustrust.com
484-892-4939
New York
2011
Stocks/bonds, options, mutual funds, govt. securities, commodities, CDs, unit trusts, pensions/retire plans, OTC market-maker, underwriting, financial planning
16
Valley National Investments Inc.
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Stocks/bonds, mutual funds, financial planning
 
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