Best Financial Advisors in Schuylkill County, PA

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Schuylkill County, PA Fiduciary Financial Advisors

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Stephen Zuber - Raymond James
Location 107 E Broad St, Tamaqua, PA 18252, USA
Phone (570) 225-7134
Directions
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Maiden Creek Financial Services
Location 2 Genesis Dr, New Ringgold, PA 17960, USA
Phone (570) 386-8500
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Jeffrey Freeman - Thrivent
Location 1305 Long Run Rd, Friedensburg, PA 17933, USA
Phone (570) 739-1102
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Crossroads Advisors Group - Ameriprise Financial Services, LLC
Location 950 E Main St Ste 102, Schuylkill Haven, PA 17972, USA
Phone (570) 593-8625
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Shedleski Investment Services Inc
5 out of 5
Location 763 Chestnut St, Kulpmont, PA 17834, USA
Phone (570) 373-1858
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Allen Kiefer Investment Services
Location 61 Oak Ln, Schuylkill Haven, PA 17972, USA
Phone (570) 385-4079
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 2 S Lehigh Ave, Frackville, PA 17931, USA
Phone (570) 874-1177
Directions
SEC File# 801-887
CRD# 249
Location 101 S Centre St, Pottsville, PA 17901, USA
Phone (215) 576-3059
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Richard Bertuola - Financial Advisor, Ameriprise Financial Services, LLC
Location 8 W Blaine St, McAdoo, PA 18237, USA
Phone (570) 929-2937
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Heritage Financial Legacy
Location 438 E 3rd St, Nescopeck, PA 18635, USA
Phone (570) 520-4555
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Warner Finance
Location 707 Claremont Ave, Tamaqua, PA 18252, USA
Phone (570) 668-0765
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 17 St John St, Schuylkill Haven, PA 17972, USA
Phone (570) 385-3647
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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21st Century Wealth Management & Tax Consultants
Location 121 Progress Ave, Pottsville, PA 17901, USA
Phone (570) 622-3944
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Met Life
1 out of 5
Location 1464 PA-61, Pottsville, PA 17901, USA
Phone (570) 622-3339
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Yuengling Asset Management
Location 2 Harmony Hill, Cressona, PA 17929, USA
Phone (570) 385-7210
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 222 E Market St, Orwigsburg, PA 17961, USA
Phone (570) 968-4187
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Waddell & Reed Inc
Location 1308 Mahantongo St, Pottsville, PA 17901, USA
Phone (570) 622-0602
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 340 S Liberty St, Orwigsburg, PA 17961, USA
Phone (570) 366-0955
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 56 Mauch Chunk St Suite 1, Tamaqua, PA 18252, USA
Phone (570) 668-6854
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Jackson Stabile - Ameriprise Financial Services, LLC
Location 607 S Fourth St, Hamburg, PA 19526, USA
Phone (610) 562-9497
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 24 W Broad St, Hazleton, PA 18201, USA
Phone (570) 455-5376
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Integral Investment Group
Location 5 S Main St #3, Sugarloaf, PA 18249, USA
Phone (570) 708-2400
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Global Investers Group LLC
Location 1058 Centre Turnpike, Orwigsburg, PA 17961, USA
Phone (570) 366-2106
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Advisemint Financial Partners
SEC File# 801-111055
CRD# 158043
Location 1253 Centre Turnpike, Orwigsburg, PA 17961, USA
Time Monday: Open 24 hours Tuesday: Open 24 hours Wednesday: Open 24 hours Thursday: Open 24 hours Friday: Open 24 hours Saturday: Closed Sunday: Closed
Directions
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Michael Davis - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 8 E Ridge St, Lansford, PA 18232, USA
Phone (570) 645-0318
Directions
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Woytowich Wisloski Investment Group, Inc.
5 out of 5
Location 513 Chestnut St, Kulpmont, PA 17834, USA
Phone (570) 648-6061
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Fritz Financial Group
Location 38 Medical Crossing Rd, Tamaqua, PA 18252, USA
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Matthew Manfredi - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 4001 Hollywood Blvd Ste 2, Hazle Township, PA 18202, USA
Phone (570) 454-4048
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Ascent Wealth Management, LLC.
Location 950 E Main St #201, Schuylkill Haven, PA 17972, USA
Phone (570) 593-4005
Directions
Financial Advisors in Schuylkill County, PA

Where Certified Financial Advisors in Schuylkill County, PA Serve

Schuylkill County, PA is a vibrant and diverse region in the heart of Pennsylvania. With a rich history dating back to the Revolutionary War, Schuylkill County is home to a number of landmarks and attractions that draw visitors from all over the world. Some of the most notable landmarks in the area include the Yuengling Brewery, the oldest brewery in America, and the Schuylkill River Trail, a popular destination for outdoor enthusiasts. The county is also home to a number of top employers, including the Schuylkill County Government, the Pottsville Area School District, and the Schuylkill Medical Center. Major highways and streets in the area include Route 61, Route 209, and Interstate 81, which provide easy access to nearby cities and towns. Schuylkill County is also home to a number of vibrant neighborhoods, including Pottsville, Frackville, and Tamaqua, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Schuylkill County, PA can benefit greatly from the guidance of a financial advisor. With a predominantly rural population, many individuals may not have access to the same financial resources as those in urban areas. A financial advisor can help residents of Schuylkill County navigate important financial decisions such as retirement planning, investment strategies, and debt management. Additionally, with a high poverty rate in the county, a financial advisor can provide valuable advice on budgeting and saving to help individuals and families improve their financial stability. By working with a financial advisor, residents of Schuylkill County can gain the knowledge and tools necessary to achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Schuylkill County, PA can benefit greatly from the services of an insurance broker. With the county's high rates of poverty and unemployment, many individuals and families struggle to afford adequate insurance coverage. An insurance broker can help these residents navigate the complex world of insurance and find policies that fit their needs and budget. Additionally, Schuylkill County has a large population of seniors who may require specialized insurance options such as Medicare supplemental plans. An insurance broker can provide valuable guidance and support in selecting the best coverage for these individuals. Overall, an insurance broker can be a valuable resource for Schuylkill County residents seeking to protect themselves and their families from financial hardship in the event of an unexpected illness or injury.

Retirement Planning

Residents of Schuylkill County, PA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and circumstances of each individual. This is especially important in Schuylkill County, where many residents work in industries such as coal mining and manufacturing that may not offer traditional retirement benefits. A retirement planner can help residents navigate their options for saving and investing, as well as provide guidance on Social Security, pensions, and other retirement income sources. Additionally, a retirement planner can help residents plan for unexpected expenses, such as healthcare costs, which can be a significant burden in rural areas like Schuylkill County where access to healthcare may be limited. Overall, a retirement planner can provide peace of mind and help residents achieve their financial goals in retirement.

Wealth Management

Residents of Schuylkill County, PA could benefit greatly from the services of a wealth manager. With a population of just over 140,000 people, Schuylkill County is a largely rural area with a diverse economy that includes agriculture, manufacturing, and healthcare. A wealth manager could help residents navigate the unique financial challenges of living in such an area, such as managing investments in local businesses or farms. They could also provide guidance on planning for retirement, saving for college, and managing debt. Additionally, a wealth manager could help residents take advantage of tax-saving strategies specific to Pennsylvania, such as the Keystone Opportunity Zone program. Overall, a wealth manager could be an invaluable resource for Schuylkill County residents looking to build and manage their wealth in a way that aligns with their goals and values.

Mortgage Loan Officer

Residents of Schuylkill County, PA would greatly benefit from the expertise of a mortgage loan officer. With a population of just over 140,000 people, Schuylkill County is a rural area with a median household income of $48,000. A mortgage loan officer can help residents secure financing for their dream homes, whether they are first-time homebuyers or looking to refinance their current mortgage. Additionally, a mortgage loan officer can provide guidance on the various loan programs available to residents in Schuylkill County, such as USDA loans for rural areas. With the help of a mortgage loan officer, residents of Schuylkill County can navigate the complicated process of obtaining a mortgage and achieve their homeownership goals.

Tax Services

Residents of Schuylkill County, PA could benefit from the expertise of a tax advisor in a variety of ways. For example, many residents in the area work in industries such as coal mining, healthcare, and education, which can have unique tax implications. A tax advisor could help these individuals navigate deductions and credits related to their specific professions. Additionally, Schuylkill County is home to many small businesses, and a tax advisor could assist these entrepreneurs with tax planning and compliance. With the complexity of tax laws and regulations, a tax advisor could provide peace of mind and potentially save residents money by identifying deductions and credits they may have overlooked.

Estate Planning Lawyer

Residents of Schuylkill County, PA could benefit greatly from the services of an estate planning lawyer. Specifically, with a high percentage of the population being elderly, having a plan in place for their assets and end-of-life decisions is crucial. An estate planning lawyer can assist with creating wills, trusts, and powers of attorney to ensure that their wishes are carried out and their loved ones are taken care of. Additionally, with Schuylkill County being a rural area with many family-owned farms, an estate planning lawyer can help farmers pass down their land and assets to the next generation while minimizing taxes and legal complications. Overall, an estate planning lawyer can provide peace of mind and security for residents of Schuylkill County, PA.

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FAQs About Personal Financial Advisors in Schuylkill County, PA