Keywords: establishment,finance,point_of_interest

Erickson Financial Group - Allentown (PA)

Address: 🏡 1011 Brookside Rd #165, Allentown, PA 18106
Phone : +1 (484) 209-5270

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJkVvgpWI8xIkRk4LrKfg1Pxs

Others Near Allentown,PA

  • Top 15 Financial Advisors in Allentown, PA

    09-2025 Erickson Financial Group in Top 15 Financial Advisors in Allentown, PA
  • Lehigh Valley Investment Group - Bethlehem
    Amelia Conway: The advisors here are knowledgeable, but their affiliation with LPL Financial means high fees, layered costs, and low transparency. After digging into my accounts and understanding how much I was really paying, I moved my money out. You’re almost always better off doing DIY investing with platforms like Fidelity, Vanguard, or even Robinhood, rather than giving away a percentage of your portfolio every year for advice that may not actually serve your best interest. If you do go with Lehigh Valley Investment Group, ask directly and specifically how your advisor is compensated. That includes AUM fees, commissions, and revenue-sharing from the products they recommend. Don’t just take “we’re here to help” at face value—follow the money.
    Y&L Complete Finance Corporation - Allentown
    Roosvelt Alonzo: Yannery is the best. She’s Very friendly. My father & I been going to her for years now. She always takes her time with her work. I would highly recommend her. Thanks Yannery for your good services.
    Seyle Hickey Wealth Management Of Raymond James - Allentown
    Merrill Lynch Wealth Management - Allentown
    Edelman Financial Engines - Allentown
    Modera Wealth Management - Allentown
    Modera Wealth Management
    James Markson: Great people. Great advice.
    Mariner Finance - Allentown
    David Gottshall: Karen was extremely helpful not only with troubleshooting issues with filling out the loan application, but also explaining in detail all questions that had throughout the process
    OnePoint BFG Wealth Partners Lehigh Valley - Whitehall Township
    Debra Kortvely: I have been dealing with Kevin and his staff for several years. The staff and Kevin are always there to help answer any questions and offer assistance. I was glad I chose to use his services and it provided me a early retirement. Kevin and his staff are top notch people and I feel very comfortable with his financial advise to help me enjoy life.
    Advancity Financial Solutions - Allentown
    Genessi Lugo: This was my first year filing with Chelsea, and I couldn’t be more impressed. From start to finish, she was incredibly supportive, personable, and professional. She took the time to educate me throughout the process, making everything feel simple and stress-free. You can truly tell she cares about her clients—she goes above and beyond to ensure you feel comfortable, heard, and informed every step of the way. I’ll definitely be back next year and highly recommend her to anyone looking for a trustworthy, knowledgeable, and caring tax professional!
    Cornerstone Portfolios - Allentown
    Thomas Laubscher: My wife and I have been clients since January 2023 and have been completely satisfied with Cornerstone Portfolios. We were with another financial planner for many years and were unsure of making a change to another company but Im glad we did. Dave analyzed our financial situation and made some great recommendations. We are retired now, and we have great investments that have increased steadily in value while providing protection against loss in a declining market. Dave is always available for any question or concerns we may have. No pressure always.