pennsylvania Date: 09-25-2025

Top 11 Financial Advisors in Pottstown, PA

	Financial Advisor	Address
1	♠ Lendmark Financial Services LLC	223 Shoemaker Rd Suite 171B, Pottstown, PA 19464
2	♠ Visionary Tax & Financial Services	770 E High St Unit 714, Pottstown, PA 19464
3	♠ OneMain Financial	34 Glocker Way, Pottstown, PA 19465
4	♠ Gerry Wardle: Primerica - Financial Services	908 N Charlotte St, Pottstown, PA 19464
5	♠ Russo Financial Group	3277 W Ridge Pike c302, Pottstown, PA 19464
6	♠ Weigner Insurance & Financial Services Inc	1241 N Charlotte St, Pottstown, PA 19464
7	♠ LPL Financial	700 Heritage Dr, Pottstown, PA 19464
8	♠ National Financial Network	758 E High St 1st Floor, Pottstown, PA 19464
9	♠ Thrivent Financial for Lutherans	16 N Evans St, Pottstown, PA 19464
10	♠ Wealthmark Financial Services	104 Crest Ln, Pottstown, PA 19465
11	♠ Great Oak Wealth Management	2295 Wells Rd, Pottstown, PA 19465

1.Lendmark Financial Services LLC

Address: 223 Shoemaker Rd Suite 171B, Pottstown, PA 19464

(9) user ratings total:

jessica oliver Very friendly people , made it easy to get a loan and no struggle or hassle ! I give them a 5/5 and recommended them

5 /5

2.Visionary Tax & Financial Services

Address: 770 E High St Unit 714, Pottstown, PA 19464

(5) user ratings total:

Janet Baez I have been using Visionary Tax for over 3 years and have been completely impressed each time. Dasey takes the most detailed care of me every single time. I have never had an easy going experience when filing my taxes in the past. It was always stressful and I feel like they weren’t personal about making sure I get the best return. Dasey goes above and beyond for her clients and she’s fast and efficient! I HIGHLY recommend Visionary Tax and Financial Services. She has a forever client in me ♥️

5 /5

3.OneMain Financial

Address: 34 Glocker Way, Pottstown, PA 19465

(39) user ratings total:

Douglas Spath Matt was phenomenal. Helped us with a consolidation loan at a rate that is better than all my cards!!! Thank you guys for your help and thoroughness!!!

5 /5

4.Gerry Wardle: Primerica - Financial Services

Address: 908 N Charlotte St, Pottstown, PA 19464

(3) user ratings total:

David Irizarry Great time great event great people great products. It was definitely worth it we love Garcia ❤️

5 /5

5.Russo Financial Group

Address: 3277 W Ridge Pike c302, Pottstown, PA 19464

(2) user ratings total:

Ken Kaas Great people to work with.

5 /5

6.Weigner Insurance & Financial Services Inc

Address: 1241 N Charlotte St, Pottstown, PA 19464

(19) user ratings total:

Mike Sensei Have been using Weigner Insurance for many years for both auto and home insurance., and have never given serious thought to switching; no reason to. Carina is highly knowledgeable about the business and always works with us to find the best and lowest-cost options and opportunities for our familys insurance needs. She comes to the house (a fairly long distance) for periodic reviews and is always well prepared for the discussion, and follows up with whatever is needed afterwards.

5 /5