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Find Retirement Advisors for Retirement Planning in Allentown, Pennsylvania
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Allentown, Pennsylvania
Last Updated - May 15, 2025Allentown has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Allentown, Pennsylvania have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Allentown, Pennsylvania
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDPatrick Thomas Sewards
CFA®
Costello Asset Management
Qualifications
CRD# 5060821
Firm CRD# 123249
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 7 Retirement Planning firms in Allentown, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3435 Winchester Road, Suite 102 Allentown, PA, 18104 | $1,000,469,143 | 1639 | 9 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 2 | 4600 Broadway, Allentown, PA, 18104 | $556,993,640 | 117 | 14 | A percentage of AUM |
| 3 | 600 W. Hamilton Street, Suite 300 Allentown, PA, 18101 | $398,971,327 | 897 | 9 | A percentage of AUM, Fixed fees |
| 4 | 6126 Hamilton Blvd., Suite 103 Allentown, PA, 18106 | $178,074,473 | 1001 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 33 South 7th Street, Suite 300 Allentown, PA, 18101 | $169,212,484 | 728 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1275 Glenlivet Drive, Suite 335 Allentown, PA, 18106 | $125,161,376 | 577 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 3435 Winchester Road, Suite 102 Allentown, PA, 18104 | $0 | 0 | 2 | Hourly charges, Fixed fees, Other (% OF NORTHEAST FINANCIAL GROUP'S AUM DUE TO TRI-PARTY AGREEMENT.) |
Information on Top Retirement Planning firms in Allentown, Pennsylvania
QualificationsFirm CRD# 122609
Assets Under Management $1,000,469,143
No. Of Clients1639
Clients Per Financial Advisor182
NORTHEAST FINANCIAL GROUP, INC. is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1639 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 117901
Assets Under Management $556,993,640
No. Of Clients117
Clients Per Financial Advisor8
GIRARD PENSION SERVICES, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $557M assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 292278
Assets Under Management $398,971,327
No. Of Clients897
Clients Per Financial Advisor100
MORTON BROWN FAMILY WEALTH LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 897 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 169789
Assets Under Management $178,074,473
No. Of Clients1001
Clients Per Financial Advisor501
SECTOR ANALYSTS LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1001 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 299818
Assets Under Management $169,212,484
No. Of Clients728
Clients Per Financial Advisor182
ERICKSON FINANCIAL GROUP, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 728 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 300568
Assets Under Management $125,161,376
No. Of Clients577
Clients Per Financial Advisor192
ENGLEBERT FINANCIAL ADVISERS, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 577 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 322194
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
HERBEIN FINANCIAL GROUP, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed fees
- Other (% OF NORTHEAST FINANCIAL GROUP'S AUM DUE TO TRI-PARTY AGREEMENT.)
Financial Planning Services
- Financial planning services
- Other (PROVIDING SERVICES ALONG WITH RELATED FIRM)
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