Best Financial Advisors in New Cumberland, PA

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List of Firms

New Cumberland, PA Fiduciary Financial Advisors

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Zimmermann Investment Management & Planning, LLC
5 out of 5
Location 502 Bridge St, New Cumberland, PA 17070, USA
Phone (717) 403-6030
Directions
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1st Choice Financial Services, Inc.
5 out of 5
Location 1517 Cedar Cliff Dr #201, Camp Hill, PA 17011, USA
Phone (717) 388-2141
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Merrill Lynch Wealth Management Advisor Matthew J. Frye
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4614
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Nicholas Hansen - RBC Wealth Management Financial Advisor
Location 635 N Twelfth St 2nd Floor, Lemoyne, PA 17043, USA
Phone (717) 724-4213
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Fulton Financial Advisors
4 out of 5
Location 200 N 3rd St, Harrisburg, PA 17101, USA
Phone (717) 255-7571
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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Merrill Lynch Wealth Management Advisor Stephen J Brindle
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4662
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Snyder Financial Services LLC
5 out of 5
Location 201 York Rd, New Cumberland, PA 17070, USA
Phone (717) 774-2500
Directions
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Northeastern Star Asset Management, Inc.
SEC File# 801-80227
CRD# 171891
Location 1017 Mumma Rd #104, Lemoyne, PA 17043, USA
Phone (717) 732-2719
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1433 Bridge St, New Cumberland, PA 17070, USA
Phone (717) 774-5475
Directions
Financial Advisors in New Cumberland, PA

Where Certified Financial Advisors in New Cumberland, PA Serve

New Cumberland, PA is a charming borough located in Cumberland County, Pennsylvania. The borough is dotted with many landmarks, including the historic West Shore Theatre, the John Harris-Simon Cameron Mansion, and the Army Heritage Center Foundation. The top employers in the area include the Defense Logistics Agency, the Naval Support Activity Mechanicsburg, and the United States Army War College. Major highways and streets in the area include Interstate 83, Route 114, and Bridge Street. The borough is also home to several unique neighborhoods, including the historic downtown area and the tranquil residential area of Fairview Park. Overall, New Cumberland, PA is a vibrant and diverse community that offers a wealth of opportunities for both residents and visitors alike.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of New Cumberland, PA can benefit greatly from the guidance and expertise of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This is especially important in New Cumberland, where the cost of living can be higher than in other parts of Pennsylvania. A financial advisor can help residents navigate the complexities of saving for retirement, investing in the stock market, and managing debt, among other financial challenges. With their knowledge and experience, a financial advisor can provide valuable advice and support to help residents of New Cumberland achieve their financial goals and secure their financial future.

Insurance Broker

Residents of New Cumberland, PA can benefit greatly from the services of an insurance broker. With the town's proximity to the Susquehanna River, flood insurance is a must-have for many homeowners. An insurance broker can help residents navigate the complex world of flood insurance and ensure they have the proper coverage in place. Additionally, with the town's growing population and thriving small business community, an insurance broker can assist with finding affordable health insurance options for individuals and group plans for businesses. Overall, an insurance broker can provide valuable guidance and support to residents of New Cumberland, PA in securing the insurance coverage they need to protect themselves and their assets.

Retirement Planning

Residents of New Cumberland, PA can benefit greatly from the services of a retirement planner. With its close proximity to Harrisburg and the state capital, many residents work in government or other industries with unique retirement plans. A retirement planner can help navigate the complexities of these plans and ensure that residents are maximizing their benefits. Additionally, New Cumberland has a significant population of retirees who may need assistance with budgeting, managing investments, and planning for long-term care. A retirement planner can provide guidance on these important issues and help residents achieve financial security in their golden years. Overall, the expertise and personalized advice of a retirement planner can make a significant difference in the lives of New Cumberland residents.

Wealth Management

Residents of New Cumberland, PA could benefit from the services of a wealth manager in a variety of ways. One specific need that is common in this area is assistance with retirement planning. With a large population of baby boomers approaching retirement age, many residents are looking for guidance on how to maximize their savings and investments to ensure a comfortable retirement. A wealth manager can help with everything from creating a personalized investment strategy to managing a portfolio and providing ongoing advice and support. Additionally, with the recent economic uncertainty caused by the COVID-19 pandemic, many residents may be looking for ways to protect their assets and ensure financial stability in the years to come. A wealth manager can provide valuable insights and recommendations to help residents navigate these challenging times and achieve their financial goals.

Mortgage Loan Officer

Residents of New Cumberland, PA can benefit greatly from the services of a mortgage loan officer. These professionals can assist individuals in securing a mortgage to purchase a home or refinance an existing mortgage. One specific way that residents of New Cumberland can benefit is through the loan officer's knowledge of the local real estate market. With a deep understanding of the area, a mortgage loan officer can help residents find the best possible mortgage rates and terms that fit their unique financial situation. Additionally, a mortgage loan officer can provide guidance and support throughout the entire mortgage process, from pre-approval to closing, making the experience as stress-free as possible. Ultimately, working with a mortgage loan officer can help residents of New Cumberland achieve their dream of homeownership or save money on their current mortgage.

Tax Services

Residents of New Cumberland, PA can benefit from the guidance and expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing advice on how to minimize tax liabilities while maximizing deductions. This is especially important for residents of New Cumberland, where property taxes are among the highest in the state. A tax advisor can assist with strategies such as claiming charitable donations, taking advantage of education credits, and utilizing retirement accounts to reduce taxable income. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring compliance with state and federal tax codes. With the help of a knowledgeable tax advisor, residents of New Cumberland can feel confident in their financial decisions and minimize their tax burden.

Estate Planning Lawyer

Residents of New Cumberland, PA can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals create a plan for the distribution of their assets after they pass away, ensuring that their wishes are carried out and their loved ones are provided for. In addition, estate planning lawyers can assist with drafting important documents such as wills, trusts, and powers of attorney. For residents of New Cumberland, PA, an estate planning lawyer can also provide guidance on Pennsylvania-specific laws and regulations that may impact their estate planning decisions. With the help of an experienced estate planning lawyer, individuals in New Cumberland can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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