Best Financial Advisors in Camp Hill, PA

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Camp Hill, PA Fiduciary Financial Advisors

SEC File# 801-68333
CRD# 145051
5 out of 5
Location 415 Fallowfield Rd # 300, Camp Hill, PA 17011, USA
Phone (717) 975-0509
Directions
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Henry Pofi - Financial Advisor, Ameriprise Financial Services, LLC
Location 214 Senate Ave Ste 601, Camp Hill, PA 17011, USA
Phone (717) 761-3096
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Jason P Rubin - Morgan Stanley
Location 214 Senate Ave 7th Fl, Camp Hill, PA 17011, USA
Phone (717) 730-1833
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Edward Jones - Financial Advisor: Peter B Arnold
5 out of 5
Location 3780 Trindle Rd, Camp Hill, PA 17011, USA
Phone (717) 731-1672
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agostino financial management
Location 2012 Market St, Camp Hill, PA 17011, USA
Phone (717) 963-7150
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Merrill Lynch Wealth Management Advisor Lee Henwood
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4661
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Benjamin Glatfelter - Financial Advisor, Ameriprise Financial Services, LLC
Location 3800 Market St Ste 202, Camp Hill, PA 17011, USA
Phone (717) 975-5555
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Kaufmann Financial Group
Location 429 S 18th St, Camp Hill, PA 17011, USA
Phone (717) 303-1933
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Conte Wealth Advisors, LLC
Location 2009 Market St, Camp Hill, PA 17011, USA
Phone (717) 975-8800
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AUA Capital Management
Location 2331 Market St, Camp Hill, PA 17011, USA
Phone (717) 635-9220
Directions
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River Wealth Advisors
SEC File# 801-80629
CRD# 173767
Location 100 Corporate Center Dr Suite 102, Camp Hill, PA 17011, USA
Phone (717) 888-9830
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Chris VanHart - Thrivent
Location 214 Senate Ave Ste 100, Camp Hill, PA 17011, USA
Phone (717) 525-9535
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Merrill Lynch Wealth Management Advisor Brian Fields
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4602
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Financial Advisors in Camp Hill, PA

Where Certified Financial Advisors in Camp Hill, PA Serve

Camp Hill, PA is a charming borough located in Cumberland County, Pennsylvania, that boasts a rich history and a vibrant community. It is home to several landmarks, such as the Camp Hill Borough Building, the Camp Hill Memorial Park, and the West Shore Farmers Market. The borough is also home to top employers, including Holy Spirit Hospital, Geisinger Health System, and Rite Aid Corporation. Major highways and streets that run through Camp Hill include the Pennsylvania Turnpike, U.S. Route 11, and U.S. Route 15. The borough is divided into several neighborhoods, such as the Camp Hill Borough Historic District, the West Shore Country Club, and the Cedar Cliff Manor. With its unique blend of history, culture, and modern amenities, Camp Hill, PA is a great place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Camp Hill, PA can benefit greatly from the guidance of a financial advisor. With a median household income of $66,000, many families in this community are looking for ways to save and invest their hard-earned money. A financial advisor can help residents create a budget, set financial goals, and develop a plan to reach those goals. They can also provide advice on retirement planning, college savings, and insurance options. Additionally, with Camp Hill's close proximity to Harrisburg and its thriving job market, a financial advisor can help residents navigate the complexities of negotiating salary and benefits packages. Overall, a financial advisor can provide valuable insight and support to help residents of Camp Hill achieve financial stability and security.

Insurance Broker

Residents of Camp Hill, PA can benefit greatly from the services of an insurance broker. With the town's close proximity to the state capital of Harrisburg, many residents may work for the government or other large employers and require specialized insurance coverage. An insurance broker can help them navigate the complex world of insurance and find policies that meet their unique needs. Additionally, with Camp Hill's location in the Susquehanna Valley, residents may be at risk for flooding or other natural disasters. An insurance broker can help them find policies that provide adequate coverage for these risks and ensure that they are protected in the event of a disaster. Overall, an insurance broker can be a valuable resource for residents of Camp Hill, PA, helping them find the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Camp Hill, PA can benefit from the services of a retirement planner in many ways. A retirement planner can help individuals in Camp Hill, PA to plan for their future by creating a personalized retirement plan that takes into account their unique financial situation and goals. This can include helping them to determine how much they need to save for retirement, how to invest their money, and how to minimize taxes. Additionally, a retirement planner can help residents of Camp Hill, PA to navigate the complex world of Social Security and Medicare, ensuring that they are able to maximize their benefits. With the help of a retirement planner, residents of Camp Hill, PA can feel confident that they are on track to achieve their retirement goals and can enjoy their golden years without financial worry.

Wealth Management

Residents of Camp Hill, PA could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help residents with retirement planning, investment strategies, and tax planning. In a town like Camp Hill where the median age is 44 and over 70% of the population is over the age of 18, retirement planning is particularly important. A wealth manager could help residents create a plan to save for retirement and ensure that they have enough money to live comfortably in their golden years. Additionally, a wealth manager could help residents invest their money in a way that aligns with their financial goals and risk tolerance. This is especially important in a town like Camp Hill where the cost of living is higher than the national average. Finally, a wealth manager could help residents minimize their tax liability, which is always a concern for anyone who wants to keep more of their hard-earned money.

Mortgage Loan Officer

Residents of Camp Hill, PA can benefit from the expertise of a mortgage loan officer in a number of ways. For example, a loan officer can help residents secure a mortgage to purchase their dream home in the charming borough of Camp Hill, which is known for its tree-lined streets, friendly community, and excellent schools. Additionally, a mortgage loan officer can assist residents in refinancing their existing mortgages to take advantage of low interest rates or to access equity for home improvements or other expenses. With the help of a knowledgeable loan officer, residents of Camp Hill can navigate the complex world of mortgages with confidence and ease.

Tax Services

Residents of Camp Hill, PA can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. For instance, Camp Hill is home to many retirees who may have different tax considerations than younger residents. A tax advisor can help retirees understand how their Social Security benefits, pensions, and other retirement income may impact their taxes. Additionally, small business owners in Camp Hill may require assistance with tax planning, bookkeeping, and payroll processing. A tax advisor can help them stay compliant with tax laws and regulations while maximizing their tax savings. Overall, a tax advisor can offer valuable guidance to residents of Camp Hill, ensuring they are making informed decisions and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Camp Hill, PA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the distribution of their assets and property after they pass away. In Camp Hill specifically, an estate planning lawyer can also assist with navigating the state's inheritance tax laws, which can be particularly complex. Additionally, they can help residents create trusts, establish guardianships for minor children, and ensure that their healthcare wishes are known and respected. By working with an estate planning lawyer, residents of Camp Hill can have peace of mind knowing that their loved ones will be taken care of and their wishes will be carried out according to their wishes.

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