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Financial Advisors in East Stroudsburg, PA: 2026 rankings

20 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in East Stroudsburg: Rocco Stigliano: Primerica - Financial Services, RFA Score 73/100; 4.9★ from 16 Google reviews.

  2. 5

    Most-reviewed: Guardian Life, 67 Google reviews at 4.4★, the most of 20 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

20 East Stroudsburg financial advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 20 rated firms.

Top 10 financial advisors in East Stroudsburg at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in East Stroudsburg at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Rocco Stigliano: Primerica - Financial Services734.9★ (16)East Stroudsburg—Top score
2Wisley Enrique Bocourt-rivero: Primerica - Financial Services714.9★ (9)East Stroudsburg——
3KMC FINANCIALS, LLC704.5★ (8)East StroudsburgSat · Sun · Evenings—
4Hawk Financial Group705.0★ (32)Easton, 21 mi awayEvenings—
5Guardian Life704.4★ (67)Bethlehem, 24 mi away—Most reviews
6The Tax Place694.5★ (43)Phillipsburg, 22 mi away——
7Coordinated Wealth695.0★ (23)Easton, 23 mi away——
8IAM Advisory684.9★ (18)Easton, 21 mi away——
9Hampton Square Wealth Management665.0★ (12)Hopatcong Hills, 23 mi away——
10MTM Financial Group665.0★ (11)Bethlehem, 23 mi away——

All 20 financial advisors in East Stroudsburg, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 KMC FINANCIALS, LLC

    Based in East Stroudsburg

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 5 PM–9 PM · Sat 10 AM–5 PM · Sun 10 AM–3 PM
    Address
    124 Broad St, Stroudsburg, PA 18360
    View profile for KMC FINANCIALS, LLC(570) 580-0626

  4. #4 Hawk Financial Group

    Based in Easton, 21 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    101 Larry Holmes Dr Ste 312, Easton, PA 18042
    View profile for Hawk Financial Group(610) 500-5000

  5. #5 Guardian Life

    Based in Bethlehem, 24 mi away

    70/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 67 Google reviews
    Address
    6255 Sterner's Way, Bethlehem, PA 18017
    View profile for Guardian Life(610) 861-0733

  6. #6 The Tax Place

    Based in Phillipsburg, 22 mi away

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.5★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 43 Google reviews
    Address
    33 Sitgreaves St, Phillipsburg, NJ 08865
    View profile for The Tax Place(833) 829-2888

  8. #8 IAM Advisory

    Based in Easton, 21 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 18 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    137 N 2nd St, Easton, PA 18042
    View profile for IAM Advisory(610) 258-3269

  10. #10 MTM Financial Group

    Based in Bethlehem, 23 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    4505 Hanoverville Rd, Bethlehem, PA 18020
    View profile for MTM Financial Group(610) 746-7007

  18. #18 Marmaras & Smith LLC

    Based in Bethlehem, 24 mi away

    63/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3101 Emrick Blvd Ste 315, Bethlehem, PA 18020
    View profile for Marmaras & Smith LLC(610) 465-1188

  19. #19 Persev Advisors LLC

    Based in Easton, 23 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 4.0★ from 4 Google reviews
    Address
    3101 Freemansburg Ave Fl 1, Easton, PA 18045
    View profile for Persev Advisors LLC

Also serving East Stroudsburg

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving East Stroudsburg
BusinessGoogle ratingDistance
Chell Financial Group, Inc.In East Stroudsburg
Derek Marinaro: Primerica - Financial Services5.0★ (1)In East Stroudsburg
Dunn Wealth Management5.0★ (1)In East Stroudsburg
Edward Jones - Financial Advisor: William C NewmanIn East Stroudsburg
Enduring Wealth-LPL FinancialIn East Stroudsburg
Financial institutionIn East Stroudsburg
Integrity and HonestyIn East Stroudsburg
Jeffrey T Weekes - Morgan StanleyIn East Stroudsburg
JoAnn Baratta - Financial Consultant, Ameriprise Financial Services, LLC4.0★ (1)In East Stroudsburg
Joyce Ellis: Primerica - Financial ServicesIn East Stroudsburg
Lisa A Cardwell - Morgan StanleyIn East Stroudsburg
MaryLouise Degler - Financial Consultant, Ameriprise Financial Services, LLCIn East Stroudsburg
Morgan Stanley Financial Advisors5.0★ (1)In East Stroudsburg
Pamela Anne Trone: Primerica - Financial Services5.0★ (2)In East Stroudsburg
PNC Wealth Management1.0★ (1)In East Stroudsburg
Ryan Wenck - Prudential FinancialIn East Stroudsburg
Tressie Woods: Primerica - Financial ServicesIn East Stroudsburg
Wealth Strategies & Management LLC5.0★ (1)In East Stroudsburg
Wells Fargo AdvisorsIn East Stroudsburg
Wm Taylor Wenck - Prudential Financial5.0★ (1)In East Stroudsburg

How we ranked East Stroudsburg financial advisors

We scored 20 East Stroudsburg financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn East Stroudsburg data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in East Stroudsburg: frequently asked questions

Which financial advisor has the highest RFA Score in East Stroudsburg?

By RFA Score, the highest-ranked financial advisor in East Stroudsburg, PA is Rocco Stigliano: Primerica - Financial Services with an RFA Score of 73/100. It has 4.9★ from 16 Google reviews. Wisley Enrique Bocourt-rivero: Primerica - Financial Services (#2) and KMC FINANCIALS, LLC (#3) follow. We ranked 20 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in East Stroudsburg?

RankedFinancialAdvisors ranks 20 financial advisors serving East Stroudsburg, PA. 3 of them are based in East Stroudsburg; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in East Stroudsburg work on weekends?

2 of 20 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are KMC FINANCIALS, LLC (#3) and Fidelity Bank - Easton Branch (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do East Stroudsburg financial advisors have?

The median Google rating among 20 rated financial advisors in East Stroudsburg is 4.9★, with a median of 9 reviews. Guardian Life has the most, 67 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside East Stroudsburg count in this ranking?

Yes, if they are within 25 mi of the East Stroudsburg city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in East Stroudsburg ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in East Stroudsburg a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for East Stroudsburg

  1. November 2026: RFA Scores recalculated for 20 financial advisors serving East Stroudsburg.

More financial advisors and East Stroudsburg pages