pennsylvania Date: 09-25-2025

Top 15 Financial Advisors in Easton, PA

Financial AdvisorAddress
1Valor Investments and Planning109 N 4th St, Easton, PA 18042
2Lendmark Financial Services LLC3063 William Penn Hwy, Easton, PA 18045
3Centurion Financial2430 Butler St, Easton, PA 18042
4Hawk Financial GroupL & D Building, 101 Larry Holmes Dr Suite 312, Easton, PA 18042
5Morgan Stanley Financial Advisors101 Larry Holmes Dr Suite 301, Easton, PA 18042
6EPS Financial1 S 3rd St, Easton, PA 18042
7First Commonwealth Federal Credit Union3515 Nazareth Rd, Easton, PA 18045
8Coordinated Wealth3101 Freemansburg Ave 1st Floor, Easton, PA 18045
9Edward Jones - Financial Advisor: Stephen Bajan II, CFP®2445 Lawnherst Ave, Easton, PA 18045
10Richard Shaplin Financial Services308 Spring Garden St, Easton, PA 18042
11Schaeffer Financial & Tax, LLC417 Cattell St Suite #2, Easton, PA 18042
12Freedom For Living Financial Services146 Lower Way Rd, Easton, PA 18045
13American Financial Associates Inc1700 Northampton St # 1, Easton, PA 18042
14Rose Wealth Advisors - Ameriprise Financial Services, LLC101 S 3rd St Ste 205, Easton, PA 18042
15Blue Water Financial, LLC400 S Greenwood Ave 3rd Floor Suite 300, Easton, PA 18045

1.Valor Investments and Planning

Address: 109 N 4th St, Easton, PA 18042

(9) user ratings total:

Tom B My wife and I were able to get accounts open without any headache. Jake was easy to work with and communication with him as been a joy over the last few years. Highly recommend.
5 /5

2.Lendmark Financial Services LLC

Address: 3063 William Penn Hwy, Easton, PA 18045

(4) user ratings total:

Cesar Lopez Very professional and yet personable, I felt very comfortable and at home, easy process from start to finish, got my funds same day and in minutes deposited into my checking account. Would recommend to everyone needing a loan and fast funds!! Thank you Lendmark!!
5 /5

3.Centurion Financial

Address: 2430 Butler St, Easton, PA 18042

(4) user ratings total:

Ebony English I would like to express my appreciation for all your efforts on my behalf, all the work you have done for me in correcting my credit issues. I was not sure what I was getting myself into when I spoke with you almost year ago...I did not think you could get my credit re-established in a little less than a year. Your work and help has been most beneficial and helpful. Your firm is absolutely outstanding! You mentioned that I would start seeing progress around 2-3 months and that was absolutely true. I have to admit I was a little skeptical at first, but after seeing what you were able to do with my credit after only a few months, it was very reassuring. Each time Ive had a question Ive been answered in a business day. It has helped more than you know. By using your service and by being patient, you have cleaned up my credit to the point where I can now be qualified to purchase a home. I am extremely pleased with the way you worked things out for me. I will definitely suggest your services to any of my friends or relatives if they will ever experience any problem with their credit. Absolutely amazing!!! You took my bad credit with bad fico scores of 450 and pushed it to 710!! Oh and to let you know I recently applied for a Target credit card and I was approved!!! I could never even think that this could happen as soon as it did. Thanks a MILLION. You deserve a ton of recognition for what you do. Hopefully this testimony will assure others to trust your service and let a miracle come to pass!! I want to reassure the potential clients of Centurion Financial and Credit Solutions, LLC who will read my personal testimonial letter to make a wise decision, and definitely choose Centurion Financial and Credit Solutions, LLC as your strongest ally and guardian in a difficult battle for your good credit. I can see that much progress has been made with my credit report. I am very grateful for the work which has led to the vast improvements that have been made over the past year. Once again, I would like to extend my sincerest gratitude to Centurion Financial and Credit Solutions, LLC and please pass on to your staff my appreciation for all of the hard work. Thank you so much for your help! I feel like I am a "credit human" again! THIS IS NOT A PAID ADVERTISEMENT
4 /5

4.Hawk Financial Group

Address: L & D Building, 101 Larry Holmes Dr Suite 312, Easton, PA 18042

(32) user ratings total:

Chris Del Vecchio Keith at Hawk Financial Group is amazing! Trying to navigate the market and personal finances during a time of such instability is not easy. Keith walked me through investment interests that made sense for me and my situation. He really cares about managing my accounts in a way I feel comfortable and is always available to answer questions and provide advice based on sound practice .
5 /5

5.Morgan Stanley Financial Advisors

Address: 101 Larry Holmes Dr Suite 301, Easton, PA 18042

(3) user ratings total:

J M Good people -This office was extremely welcoming when I visited. They provided me a detailed financial plan, and it reduced the anxiety I’ve had since I began considering retirement.
5 /5

6.EPS Financial

Address: 1 S 3rd St, Easton, PA 18042

(29) user ratings total:

David Tulsa Im a Tax Preparer and I have used EPS since 2006. I have had a few problems and I was always able to fix them with a phone call. Their fees are very reasonable too. 5 stars
5 /5

7.First Commonwealth Federal Credit Union

Address: 3515 Nazareth Rd, Easton, PA 18045

(25) user ratings total:

Ashley Jean I cannot express what a pleasure Demi and Joseph are to work with. They are personable, extremely helpful, and very willing to answer any questions you may have. By far the best banking experience Ive ever had and immaculate employees!
5 /5

8.Coordinated Wealth

Address: 3101 Freemansburg Ave 1st Floor, Easton, PA 18045

(22) user ratings total:

Wendy Davis My husband is approaching retirement and, as most people do, felt the need to make sure all of our financial ducks were in a row. We had not had good experiences in the past with financial advisors and needed to talk to someone that we felt we could trust. Enter Louie Tita. From the beginning, Lou went above and beyond to explain things and help us feel comfortable. He has been an incredible resource and has tremendously put our minds at ease about our financial situation and retirement. He is not just an advisor, he truly cares about the people that he works with and that caring is matched by his level of experience and expertise. We would highly recommend Lou to anyone looking for advise in the areas of finance and insurance!!!
5 /5

9.Edward Jones - Financial Advisor: Stephen Bajan II, CFP®

Address: 2445 Lawnherst Ave, Easton, PA 18045

images Edward Jones - Financial Advisor: Stephen Bajan II, CFP®

(2) user ratings total:

Chad Friend Would recommend Stephen to anyone looking for a financial advisor.
5 /5

10.Richard Shaplin Financial Services

Address: 308 Spring Garden St, Easton, PA 18042

11.Schaeffer Financial & Tax, LLC

Address: 417 Cattell St Suite #2, Easton, PA 18042

(1) user ratings total:

Brian Sweitzer The ONLY human I trust with my investments and business advice.
5 /5

12.Freedom For Living Financial Services

Address: 146 Lower Way Rd, Easton, PA 18045

13.American Financial Associates Inc

Address: 1700 Northampton St # 1, Easton, PA 18042

14.Rose Wealth Advisors - Ameriprise Financial Services, LLC

Address: 101 S 3rd St Ste 205, Easton, PA 18042

15.Blue Water Financial, LLC

Address: 400 S Greenwood Ave 3rd Floor Suite 300, Easton, PA 18045