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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
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Stocks/bonds, mutual funds, annuities, financial planning
3
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
4
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
5
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
6
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