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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 you 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 registrations check. 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 - April 19, 2024Allentown has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Allentown, Pennsylvania have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Allentown, Pennsylvania
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
VERIFIEDLimerick Financial Group, LLC.
BCA, BCM, CDS, CES, CIS, CSS, CTS, CAS™, RFC®, MSFS, BCE, CFS
Qualifications
CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDEric Picker
Prudential
Qualifications
CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
VERIFIEDPeter D. Shelp
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
Janney Montgomery Scott LLC
Qualifications
CRD# 1402904
Series 7, 10, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDRohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAndrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, 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
Since 1998
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Top 4 Retirement Planning firms in Allentown, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GIRARD PENSION SERVICES, LLC 4600 Broadway, Allentown, PA, 18104 | $471,422,344 | 130 | 12 | A Percentage of AUM |
| 2 | MORTON BROWN FAMILY WEALTH LLC 600 W. Hamilton Street, Suite 300 Allentown, PA, 18101 | $262,278,856 | 621 | 8 | A Percentage of AUM, Fixed Fees |
| 3 | SECTOR ANALYSTS LLC 6126 Hamilton Blvd., Suite 103 Allentown, PA, 18106 | $165,151,927 | 909 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | ERICKSON FINANCIAL GROUP, LLC 33 South 7th Street, Suite 300 Allentown, PA, 18101 | $113,920,345 | 677 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Allentown, Pennsylvania
QualificationsFirm CRD# 117901
Assets Under Management $471,422,344
No. Of Clients130
Clients Per Financial Advisor11
GIRARD PENSION SERVICES, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $471M assets under management, the firm specializes in crafting personalized retirement planning solutions for 130 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Pension Consulting Services
QualificationsFirm CRD# 292278
Assets Under Management $262,278,856
No. Of Clients621
Clients Per Financial Advisor78
MORTON BROWN FAMILY WEALTH LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 621 clients. The team consists of 8 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 169789
Assets Under Management $165,151,927
No. Of Clients909
Clients Per Financial Advisor455
SECTOR ANALYSTS LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 909 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 299818
Assets Under Management $113,920,345
No. Of Clients677
Clients Per Financial Advisor169
ERICKSON FINANCIAL GROUP, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 677 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
- Portfolio Management for Individuals
- Pension Consulting Services
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.