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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
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
2
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Stocks/bonds, mutual funds, annuities, financial planning
3
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
4
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Financial planning
5
MetLife - PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
800-353-1798
New York, N.Y.
1980
DNR
6
Quadrant Private Wealth Management LLC
www.quadrantprivatewealth.com
610-849-2740
610-849-2740
Bethlehem
2014
Stocks/bonds, options, mutual funds, govt. securities, annuities, pensions/retire plans, financial planning
7
Valley National Investments Inc.
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Stocks/bonds, mutual funds, financial planning