Best Financial Advisors in Lancaster, PA

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List of Firms

Lancaster, PA Fiduciary Financial Advisors

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Zanowiak Matthew G
Location Lancaster, PA 17603, USA
Phone (717) 397-0706
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Merrill Lynch Wealth Management Advisor Troy D Shreckengast
Location 110 N Duke St, Lancaster, PA 17602, USA
Phone (717) 295-5601
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Fulton Private Bank
Location 1 Penn Square, Lancaster, PA 17602, USA
Phone (866) 332-8393
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Fulton Financial Advisors NA
3 out of 5
Location 1 Penn Square, Lancaster, PA 17602, USA
Phone (717) 291-2542
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Merrill Lynch Wealth Management Advisor Ian J Montgomery
Location 110 N Duke St, Lancaster, PA 17602, USA
Phone (717) 295-5606
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New Era Wealth Management
Location 1853 William Penn Way #19, Lancaster, PA 17601, USA
Phone (717) 475-7394
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Peter Xenias Financial Services
5 out of 5
Location 653 W Chestnut St, Lancaster, PA 17603, USA
Phone (717) 399-3888
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Arc Wealth Strategies
Location 1869 Charter Ln Suite 103, Lancaster, PA 17601, USA
Phone (717) 208-2288
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Lancaster Financial Services
Location 1525 Oregon Pike STE 1902, Lancaster, PA 17601, USA
Phone (717) 393-5700
Directions
Financial Advisors in Lancaster, PA

Where Certified Financial Advisors in Lancaster, PA Serve

Lancaster, PA is a charming city that boasts a plethora of landmarks and attractions. From the historic Central Market, which has been in operation since 1730, to the stunning Fulton Theatre, which showcases a variety of performances throughout the year, there is always something to see and do in Lancaster. Additionally, the city is home to several top employers, including Lancaster General Health, Armstrong World Industries, and Clark Associates, which provide ample job opportunities for residents. Major highways and streets in the area include Route 30, which runs through the heart of the city, and Route 222, which connects Lancaster to nearby Reading. As for neighborhoods, Lancaster has a diverse array of communities, from the bustling downtown area to the peaceful suburbs of Manheim Township and East Hempfield. Overall, Lancaster is a vibrant and exciting city that offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lancaster, PA can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. This can include strategies for saving for retirement, managing debt, and investing wisely. Additionally, a financial advisor can help residents navigate the complex tax laws and regulations in Pennsylvania, ensuring that they are taking advantage of all available deductions and credits. With Lancaster's strong agricultural industry, a financial advisor can also provide expertise on estate planning and succession planning for family farms. Ultimately, a financial advisor can help residents of Lancaster achieve financial security and peace of mind, allowing them to focus on enjoying all that this vibrant community has to offer.

Insurance Broker

Residents of Lancaster, PA would greatly benefit from an insurance broker in a number of ways. For one, an insurance broker can help residents navigate the often confusing and overwhelming world of insurance policies, ensuring that they are getting the coverage they need at a price they can afford. Additionally, an insurance broker can help residents in Lancaster, PA find specialized insurance policies that are tailored to their unique needs and circumstances, such as flood insurance in areas prone to flooding. With an insurance broker on their side, residents of Lancaster, PA can rest assured that they are fully covered and protected in the event of an unexpected event or emergency.

Retirement Planning

Residents of Lancaster, PA can benefit greatly from the services of a retirement planner. With its large population of older adults, many of whom have spent their careers working in agriculture or manufacturing, Lancaster residents face unique challenges when it comes to planning for retirement. A retirement planner can help residents navigate the complex world of retirement savings and investment options, and can provide guidance on topics such as Social Security benefits, Medicare enrollment, and long-term care planning. Additionally, a retirement planner with knowledge of the local area can help Lancaster residents take advantage of community resources and programs that can help them live comfortably and securely in their golden years.

Wealth Management

Residents of Lancaster, PA can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help residents of Lancaster is by creating a financial plan that is tailored to their unique needs and goals. This includes assessing their current financial situation, identifying areas where they can save money, and developing a long-term investment strategy. A wealth manager can also provide guidance on retirement planning, estate planning, and tax planning. With its rich history and strong agricultural industry, Lancaster is a unique community that requires a wealth manager who understands the local economy and can help residents navigate the challenges and opportunities of living in this area.

Mortgage Loan Officer

Residents of Lancaster, PA can greatly benefit from the expertise of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in finding the best mortgage rates and terms to fit their unique financial situation. As Lancaster is known for its strong agricultural industry, loan officers can also provide specialized knowledge on agricultural mortgages for those looking to purchase or refinance farm properties. Additionally, with Lancaster being home to a large Amish population, loan officers can provide guidance on alternative financing options for those who prefer to avoid traditional banking methods. Overall, a mortgage loan officer can provide valuable support and guidance to residents of Lancaster, PA looking to achieve their homeownership goals.

Tax Services

Residents of Lancaster, PA can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that are unique to the state of Pennsylvania. For example, Lancaster County has a local tax known as the Earned Income Tax (EIT) that is collected by the local school district. A tax advisor can help residents understand how this tax is calculated and how to properly file their returns. Additionally, a tax advisor can help residents take advantage of tax credits and deductions that are available to them, such as the Pennsylvania Property Tax/Rent Rebate Program which provides assistance to eligible seniors and disabled individuals. By working with a tax advisor, residents of Lancaster can ensure that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Lancaster, PA can benefit greatly from the services of an estate planning lawyer. With a population of over 59,000 people, the city is home to many families and individuals who need help navigating the complex legal issues surrounding estate planning. An estate planning lawyer can assist with creating wills, trusts, and other legal documents that ensure that a person's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help with issues related to probate, taxes, and other legal matters that arise when someone dies. For residents of Lancaster, PA, working with an estate planning lawyer is a smart way to protect their assets and ensure that their loved ones are taken care of after they're gone.

Lancaster, PA Financial Resources

Lancaster, PA Chamber of Commerce

https://www.lancasterchamber.com/

Lancaster, PA City Hall

https://www.cityoflancasterpa.gov/

Lancaster, PA Public Library

https://lancasterpubliclibrary.org/

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