pennsylvania Date: 09-25-2025

Top 15 Financial Advisors in Allentown, PA

Financial AdvisorAddress
1Lehigh Financial Group LLC122 N 5th St, Allentown, PA 18102
2OneMain Financial5000 Tilghman St Ste 150, Allentown, PA 18104
3LP Financial Services LLC1101 Hamilton St Suite 122, Allentown, PA 18101
4A Better Way Financial6357 Airport Rd, Allentown, PA 18109
5Financial Strategies & Designs, Inc.7540 Windsor Dr, Allentown, PA 18195
6Modera Wealth Management7540 Windsor Dr # 205, Allentown, PA 18195
7Strategic Wealth Alliance Group1605 N Cedar Crest Blvd Suite 108, Allentown, PA 18104
8OneMain Financial3321 Hamilton Blvd, Allentown, PA 18103
9Family Financial Center820 Hamilton St, Allentown, PA 18101
10Erickson Financial Group1011 Brookside Rd #165, Allentown, PA 18106
11Financial Allies LLC5100 Tilghman St #211, Allentown, PA 18104
12Crest Financial Group1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104
13Patrick M Mullaney: Primerica - Financial Services7310 Tilghman St STE 500, Allentown, PA 18106
14Michael A. Waterhouse, Financial Advisor5100 Tilghman St #170, Allentown, PA 18104
15One Financial Services1605 N Cedar Crest Blvd # 515, Allentown, PA 18104

1.Lehigh Financial Group LLC

Address: 122 N 5th St, Allentown, PA 18102

(81) user ratings total:

Jonathan Luft Jeff and Kim at Lehigh Financial Group were extremely easy to work with throughout the process of getting a commercial loan. They were communicative, professional, and helpful every step of the way. Would absolutely recommend them and look forward to working with them in the future!
5 /5

2.OneMain Financial

Address: 5000 Tilghman St Ste 150, Allentown, PA 18104

(72) user ratings total:

Derek Torok As processes would go this was perhaps the most seamless and professional bank process I have been thru. I knew from step 1.(Hannah) to other associates that knew what when and where to get answers and quickly. I considered one main for a number of years almost 6 to be exact and I am pleased to have made the right choice.
5 /5

3.LP Financial Services LLC

Address: 1101 Hamilton St Suite 122, Allentown, PA 18101

(61) user ratings total:

All city seamless gutters. I recommend LP financial services 100%, the best company that exists in all of New York, New Jersey, Pennsylvania, very satisfied. My whole family has worked with them. Thank you for the good work you have done, thank you.
5 /5

4.A Better Way Financial

Address: 6357 Airport Rd, Allentown, PA 18109

(51) user ratings total:

Ronald Riedi Frankie at A Better Way Financial bi-annually meets with us to discuss current situation and plan for the future. He and his team are very dedicated to the customers satisfaction.
5 /5

5.Financial Strategies & Designs, Inc.

Address: 7540 Windsor Dr, Allentown, PA 18195

(4) user ratings total:

Financial Strategies & Designs Inc The staff is courteous, efficient and very Intune with our needs. We highly recommend for your Financial Plannng needs
5 /5

6.Modera Wealth Management

Address: 7540 Windsor Dr # 205, Allentown, PA 18195

(4) user ratings total:

James Markson Great people. Great advice.
5 /5

7.Strategic Wealth Alliance Group

Address: 1605 N Cedar Crest Blvd Suite 108, Allentown, PA 18104

(38) user ratings total:

Amanda Fenstermaker I’ve had a great experience working with Strategic Wealth Alliance Group. The team is knowledgeable, transparent, and truly takes the time to understand your long-term goals. They don’t just offer one-size-fits-all solutions — they craft a strategy tailored to your needs, whether you’re planning for retirement, investing, or managing risk. Communication is excellent, and I always feel informed and confident about the decisions we’re making. If you’re looking for trusted financial advisors who are in it for the long haul and treat you like family, Strategic Wealth Alliance Group is the way to go!
5 /5

8.OneMain Financial

Address: 3321 Hamilton Blvd, Allentown, PA 18103

(35) user ratings total:

Candace Joseph I have nothing but good things to say about them! They were friendly and knowledgeable. My loan was processed quickly. I recommend them to my friends and family.
5 /5

9.Family Financial Center

Address: 820 Hamilton St, Allentown, PA 18101

(34) user ratings total:

Elise Lopez Super nice people and I was able to get all my bills paid fast and correctly. Had a bad experience at another local check cashing and was so nervous to go to another place. But they were really helpful
5 /5

10.Erickson Financial Group

Address: 1011 Brookside Rd #165, Allentown, PA 18106

(3) user ratings total:

Anna Sakovics Jackie is the best ....
5 /5

11.Financial Allies LLC

Address: 5100 Tilghman St #211, Allentown, PA 18104

(3) user ratings total:

Kate Gigliotti Working with Julie has been a lifesaver for our family! Doing our own taxes and using H&R block for years before finding her, we could not believe how easy it was to get our return in a timely fashion. We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return. She also helped us when we received a bill for missed taxes from a previous return we had submitted with H&R block years before. She was able to take a bill for over $2000 and, through her research and diligence, prove that we only owed $85. I was so relieved! I am extremely impressed with her professionalism and attention to detail. Communication has been prompt and very clear. I would highly recommend Financial Allies!
5 /5

12.Crest Financial Group

Address: 1401 N Cedar Crest Blvd Suite 107, Allentown, PA 18104

(3) user ratings total:

Anthony Detweiler Great experience for over the last 10 years. Eric and Cheryl are great to work with. Honest and straightforward is what comes to mind to describe them. Enjoy the advice and appreciate the efforts on their part.
5 /5

13.Patrick M Mullaney: Primerica - Financial Services

Address: 7310 Tilghman St STE 500, Allentown, PA 18106

(24) user ratings total:

J Millan Helped me save an extra weeks pay each and every month. Now I can see the light at the end of the financial debt tunnel and will be able to retire on tume and self sufficient. Highly recommended!!!
5 /5

14.Michael A. Waterhouse, Financial Advisor

Address: 5100 Tilghman St #170, Allentown, PA 18104

(2) user ratings total:

Pets For LLS One Lick at a Time When I first met Michael I was interested in exploring an annuity. After speaking to him, I was so impressed with his knowledge of financial planning we explored retirement savings. Mike took the time to explain the difference between 401k and Roth IRA plans. So helpful! So I put a savings plan together and now have peace of mind that I have a long term plan in place. He also offers Insurance and Disability as well. I highly recommend you visit his website that is chock full of information.
5 /5

15.One Financial Services

Address: 1605 N Cedar Crest Blvd # 515, Allentown, PA 18104

(2) user ratings total:

Michael Renner My personal experience with One Financial Services has exceeded all my expectations. After my parents used them for years and recently passed away I moved everything to One Financial. Starting with the first phone call, Vanessa, who normally answers the phone is always polite, patient, understanding.... After my parents passing Rob was very considerate and helpful making the transition. He assisted with my taxes during this sad time and I know he had my parents in mind when he worked with us. I have found that all my calls were returned promptly and anytime I needed a transaction of any kind it was done expeditiously. Communication with account information and taxes has been way above previous experiences. My bottom line is that I know that if something needs to be done One Financial Services will handle it accordingly. 100% confident with this staff and there abilities.
5 /5