pennsylvania Date: 11-15-2025

Find the Best 15 Finance services in Easton, PA

Explore the most finance services in in Easton, PA. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1Valor Investments and Planning109 N 4th St, Easton, PA 18042
2IRCO Community Federal Credit Union2925 William Penn Hwy, Easton, PA 18045
3Persev Advisors LLC3101 Freemansburg Ave Floor 1, Easton, PA 18045
4Lendmark Financial Services LLC3063 William Penn Hwy, Easton, PA 18045
5Hawk Financial GroupL & D Building, 101 Larry Holmes Dr Suite 312, Easton, PA 18042
6Morgan Stanley Financial Advisors101 Larry Holmes Dr Suite 301, Easton, PA 18042
7John P Bisco Associates3800 William Penn Hwy, Easton, PA 18045
8EPS Financial1 S 3rd St, Easton, PA 18042
9First Commonwealth Federal Credit Union3515 Nazareth Rd, Easton, PA 18045
10Coordinated Wealth3101 Freemansburg Ave 1st Floor, Easton, PA 18045
11Edward Jones - Financial Advisor: Stephen Bajan II, CFP®2445 Lawnherst Ave, Easton, PA 18045
12Amy Nichols - Thrivent400 S Greenwood Ave #302, Easton, PA 18045
13Truist741 S 25th St, Easton, PA 18045
14Stocker Tax Services1523 Washington St, Easton, PA 18042
15IAM Advisory137 N 2nd St, Easton, PA 18042

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.IRCO Community Federal Credit Union

Address: 2925 William Penn Hwy, Easton, PA 18045

(9) user ratings total:

John Tillman Great bank
5 /5

3.Persev Advisors LLC

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

(4) user ratings total:

Jill Wenz Kristi is the best in the business! She has consistently given my clients phenomenal advice and helped them sell their businesses for top dollar.
5 /5

4.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

5.Hawk Financial Group

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

images Hawk Financial Group

(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

6.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

7.John P Bisco Associates

Address: 3800 William Penn Hwy, Easton, PA 18045

(3) user ratings total:

Jim Prendergast Simply the best, I recommend highly
5 /5

8.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

9.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

10.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

11.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

12.Amy Nichols - Thrivent

Address: 400 S Greenwood Ave #302, Easton, PA 18045

(2) user ratings total:

Scents Of wonder Super friendly and knowledgeable
5 /5

13.Truist

Address: 741 S 25th St, Easton, PA 18045

(18) user ratings total:

Tom Great bank to do business with, except the lobby at the 25th street branch in palmer twp , PA is extremely slow. Like very slow. And theres one teller, Peggy, has a major attitude problem. Shes always doing something on her phone or eating something other then her job. She kind of acts like shes annoyed because youre there. Everyone else there is very nice and efficient.
4 /5

14.Stocker Tax Services

Address: 1523 Washington St, Easton, PA 18042

(18) user ratings total:

Kara Kiska Ellen is wonderful! she has done my taxes for the last few years and always has them finished in a timely fashion. She is extremely professional and always answers any questions I have. I would definitely recommend!
5 /5

15.IAM Advisory

Address: 137 N 2nd St, Easton, PA 18042

(16) user ratings total:

Diane DenBleyker Weve been clients for quite a few years and continue to feel that we get personally service. Our financial goals are met and often go belong our expectations. I would highly recommend IAM Advisory!
5 /5