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Find Retirement Advisors for Retirement Planning in Reading, 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 Reading, Pennsylvania
Last Updated - April 11, 2024Reading has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Reading, Pennsylvania have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Reading, Pennsylvania
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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
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
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
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
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Reading, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CONNORS INVESTOR SERVICES INC 1210 Broadcasting Road, Suite 200 Wyomissing, PA, 19610-3213 | $968,328,810 | 602 | 9 | A Percentage of AUM |
| 2 | MARRELLA PRIVATE WEALTH, LLC 1250 Broadcasting Rd, #102 Wyomissing, PA, 19610 | $430,375,441 | 2284 | 7 | A Percentage of AUM, Fixed Fees |
| 3 | LOUNTZIS ASSET MANAGEMENT, LLC 60 Commerce Drive, Wyomissing, PA, 19610 | $415,329,343 | 275 | 6 | A Percentage of AUM |
| 4 | WEIK CAPITAL MANAGEMENT 18 Commerce Drive, Wyomissing, PA, 19610-1068 | $270,543,376 | 192 | 8 | A Percentage of AUM |
| 5 | ALLIANCE FINANCIAL 12 Commerce Drive, Wyomissing, PA, 19610 | $185,067,086 | 901 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ATLAS WEALTH PARTNERS LLC 2 Meridian Boulevard, First Floor Wyomissing, PA, 19610 | $163,349,110 | 759 | 3 | A Percentage of AUM, Hourly charges |
| 7 | WALSKY INVESTMENT MANAGEMENT INC 2650 Westview Drive, Wyomissing, PA, 19610-1187 | $110,826,179 | 229 | 2 | A Percentage of AUM |
| 8 | BERKSHIRE ADVISORS, INC. 2240 Ridgewood Road, Suite 101 Wyomissing, PA, 19610 | $104,181,337 | 150 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (401K) |
Information on Top Retirement Planning firms in Reading, Pennsylvania
QualificationsFirm CRD# 106993
Assets Under Management $968,328,810
No. Of Clients602
Clients Per Financial Advisor67
CONNORS INVESTOR SERVICES INC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 602 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 327397
Assets Under Management $430,375,441
No. Of Clients2284
Clients Per Financial Advisor326
MARRELLA PRIVATE WEALTH, LLC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $430M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2284 clients. The team consists of 7 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
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 118923
Assets Under Management $415,329,343
No. Of Clients275
Clients Per Financial Advisor46
LOUNTZIS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 275 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107068
Assets Under Management $270,543,376
No. Of Clients192
Clients Per Financial Advisor24
WEIK CAPITAL MANAGEMENT is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 192 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 319679
Assets Under Management $185,067,086
No. Of Clients901
Clients Per Financial Advisor150
ALLIANCE FINANCIAL is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 clients. The team consists of 6 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
- Selection of Other Advisors
QualificationsFirm CRD# 175219
Assets Under Management $163,349,110
No. Of Clients759
Clients Per Financial Advisor253
ATLAS WEALTH PARTNERS LLC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 759 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 106991
Assets Under Management $110,826,179
No. Of Clients229
Clients Per Financial Advisor115
WALSKY INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 229 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 122389
Assets Under Management $104,181,337
No. Of Clients150
Clients Per Financial Advisor75
BERKSHIRE ADVISORS, INC. is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 150 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
- Commission Based
- Other (401K)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.