Financial advisors in Bethlehem, PA

195 advisors · page 6 of 7

Ostomy Matthew
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
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Patricia Weir
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Patrick Burke
Financial advisor at O'hagan Group, Inc.
O'hagan Group, Inc. · $1.25B AUM
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Patrick Mattes
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Paul Barry
Financial advisor at Stark Wealth Management LLC
Stark Wealth Management LLC · $262.5M AUM
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Paul Walter
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
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Peter Rembalsky
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
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Phyllis Williams
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
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Rebecca Salabsky
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
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Rita Miller
Financial advisor at Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC · $9.57B AUM
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Robert Bem
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Robert Brown
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Robert Dinicola
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Robert McFarland
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Robert Ternosky
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
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Ryan Brahm
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
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Ryan Matthews
Financial advisor at Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC · $9.57B AUM
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Ryan Mulhearn
Financial advisor at Valley National Advisers Inc
Valley National Advisers Inc · $1.31B AUM
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Ryan Wood
Financial advisor at Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC · $9.57B AUM
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Scott Brantingson
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Scott Brantingson
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Scott Seymour
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Sean Roth
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Sebastian Holbrook
Financial advisor at Valley National Advisers Inc
Valley National Advisers Inc · $1.31B AUM
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Shaun O'boyle
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Shikha Prashar
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Simone Sanvito
Financial advisor at Keyvantage Wealth Advisors
Keyvantage Wealth Advisors · $339.4M AUM
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Stella Desantis
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
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Stephen Bishop
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Stephen Gironta
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bethlehem, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Bethlehem, PA.

How this list works

Before you hire an advisor in Bethlehem, PA