Financial advisors in Macungie, PA

17 advisors

Bruce Hillegass
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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David Coult
Financial advisor at Milestone Financial Associates, LLC
Milestone Financial Associates, LLC · $654.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Holly Clarke
Financial advisor at Milestone Financial Associates, LLC
Milestone Financial Associates, LLC · $654.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeff Lanscek
Financial advisor at Milestone Financial Associates, LLC
Milestone Financial Associates, LLC · $654.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Hegedus
Financial advisor at Milestone Financial Associates, LLC
Milestone Financial Associates, LLC · $654.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julie Shickel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lewis Christman
Financial advisor at Christman Financial Advisors LLC
Christman Financial Advisors LLC · $35.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Juliano
Financial advisor at Milestone Financial Associates, LLC
Milestone Financial Associates, LLC · $654.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Lyons
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Mickley
Financial advisor at Lakeside Planning
Lakeside Planning · $11.4M AUM
VerifiedFinancial planning
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Justin Miller
Financial advisor at Milestone Financial Associates, LLC
Milestone Financial Associates, LLC · $654.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Poccia
Financial advisor at Milestone Financial Associates, LLC
Milestone Financial Associates, LLC · $654.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Gallagher
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Mark Cernese
Financial advisor at Mark Cernese & Associates
Mark Cernese & Associates · $3.9M AUM
Verified
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Mihir Saudagar
Financial advisor at Milestone Financial Associates, LLC
Milestone Financial Associates, LLC · $654.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rhonda Fraction
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Bartholomew
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗

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 Macungie, 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 Macungie, PA.

How this list works

Before you hire an advisor in Macungie, PA