Retirement Planning in Clarks Green, PA

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Top Retirement Planners in Clarks Green, PA

FNCB Bank
5 out of 5
Location 269 E Grove St, Clarks Green, PA 18411, USA
Phone (570) 586-3622
Language https://www.fncb.com/
Directions
Kampstra Wealth Management
SEC File# 801-80075
CRD# 171070
5 out of 5
Location 37 S 5th St, Gettysburg, PA 17325, USA
Phone (717) 334-0097
Language http://www.kampstra-wm.com/
Directions
Tier 1 Capital LLC
Location 154 Enterprise Way, Pittston, PA 18640, USA
Phone (570) 550-9002
Language http://www.tier1capital.com/
Directions
Life Money Management LLC
Location 120 Bridge St, Tunkhannock, PA 18657, USA
Phone (570) 406-3312
Language https://lifemoneymanagement.com/
Directions
Stonehill Investments LLC
SEC File# 801-79750
CRD# 25899
Location 117 E Grove St, Clarks Summit, PA 18411, USA
Phone (570) 586-6320
Directions
NBT Bank
4 out of 5
Location 318 E Grove St, Clarks Green, PA 18411, USA
Phone (570) 587-0505
Language https://www.nbtbank.com/locations/clarks-green/?utm_source=gmb&utm_medium=organic&utm_campaign=318EastGroveSt-ClarksGreen-PA
Directions
Chiaro Investment Services
Location 150 Welles St, Kingston, PA 18704, USA
Phone (570) 704-7768
Language http://www.chiaroinvestmentservices.com/
Directions
Wells Fargo Advisors Financial Network
SEC File# 801-57434
CRD# 11025
Location 58 Bridge St, Tunkhannock, PA 18657, USA
Phone (570) 836-9000
Language https://www.wfafinet.com/index.htm?utm_source=GMBlisting&utm_campaign=Seer&utm_medium=organic
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Retirement Planning in Clarks Green, PA

About Clarks Green, PA for Those Planning to Retire

Clarks Green, PA is a charming borough located in Lackawanna County. This quaint town boasts several landmarks, including the historic Clarks Green Station, which was once a stop on the Lackawanna and Wyoming Valley Railroad. The town is also home to the beautiful Abington Area Community Park, a sprawling green space that offers a variety of recreational activities for residents and visitors alike. Top employers in the area include the Abington Heights School District, which serves the Clarks Green community and surrounding areas, as well as the nearby Geisinger Community Medical Center. Major highways that run through the area include Interstate 81 and U.S. Route 6, making it easy to travel to nearby cities like Scranton and Wilkes-Barre. Clarks Green is comprised of several unique neighborhoods, each with its own distinct character and charm. From the tree-lined streets of Waverly to the historic homes of Glenburn, there is something for everyone in this lovely town.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Clarks Green, PA would greatly benefit from a bank in various ways. Firstly, a bank would provide them with a secure place to keep their money and valuables. This is especially important in Clarks Green, which is a small town with limited options for safe storage of important items. Additionally, a bank would offer residents access to loans and credit, which could help them to start businesses or make necessary home repairs. This is particularly important in Clarks Green, where many residents are self-employed or work in industries that are subject to fluctuations in demand. Furthermore, a bank would provide financial education and resources to help residents manage their money effectively. This is crucial in Clarks Green, where there is a high cost of living and limited job opportunities. Overall, a bank would be an invaluable resource for the residents of Clarks Green, providing them with essential financial services and support.

Insurance Broker

Residents of Clarks Green, PA can benefit from the expertise of an insurance broker in many ways. With the town's location in northeastern Pennsylvania, where heavy snowfall and icy conditions are common in the winter, an insurance broker can help residents find coverage that includes protection against winter-related accidents and damage to property. Additionally, Clarks Green is a small town with a tight-knit community, and an insurance broker can assist residents in finding policies that cater to their unique needs and circumstances, such as coverage for historic homes or small businesses. An insurance broker can also help residents navigate the complexities of insurance policies, ensuring that they understand their coverage and have the right amount of protection for their assets. Overall, an insurance broker can provide invaluable assistance to residents of Clarks Green, PA, helping them find the right insurance policies to protect themselves and their families.

Wealth Management

Residents of Clarks Green, PA would benefit from the expertise of a wealth manager in several ways. Firstly, the town has a median household income of $89,375, which is higher than the national average. A wealth manager can help these affluent households manage their finances and investments to maximize their wealth. Secondly, Clarks Green is located in Lackawanna County, which has a relatively high property tax rate of 1.42%. A wealth manager can assist residents in minimizing their tax burden through strategic financial planning. Additionally, Clarks Green has a significant population of retirees who may require specialized retirement planning services, such as creating a retirement income stream that will last throughout their lifetime. A wealth manager can provide tailored solutions to help retirees achieve their financial goals and maintain their standard of living in retirement. Overall, residents of Clarks Green, PA can benefit from the expertise of a wealth manager to optimize their finances and achieve their long-term financial objectives.

Financial Advisor

Residents of Clarks Green, PA can benefit from the expertise of a financial advisor in a variety of ways. For instance, a financial advisor can help residents of Clarks Green navigate the complex tax laws in Pennsylvania. With its high state income tax rate and local tax requirements, Pennsylvania can be a difficult state to navigate when it comes to taxes. A financial advisor can help residents of Clarks Green understand their tax obligations and help them take advantage of available tax deductions and credits. Additionally, a financial advisor can help residents of Clarks Green plan for retirement, which is especially important given the relatively high cost of living in the area. By developing a comprehensive retirement plan, residents of Clarks Green can ensure that they have enough money to live comfortably in retirement. Finally, a financial advisor can help residents of Clarks Green manage their investments, which is especially important given the volatility of the stock market in recent years.

Mortgage Loan Officer

Residents of Clarks Green, PA can benefit from the assistance of a mortgage loan officer in several ways. Firstly, the loan officer can help residents navigate the complex and ever-changing mortgage market to find the best possible rates and terms for their individual financial situations. Additionally, the loan officer can provide guidance on the specific lending programs available in Clarks Green, PA, such as those offered by local banks and credit unions. For example, Clarks Summit-based Fidelity Bank offers a variety of mortgage options tailored to the needs of local residents, including fixed-rate and adjustable-rate mortgages, VA loans, and FHA loans. The mortgage loan officer can also help residents with the application process, ensuring that all necessary documentation is in order and that the application is submitted in a timely manner. Ultimately, the expertise and guidance of a mortgage loan officer can make the process of securing a mortgage in Clarks Green, PA much less daunting and more successful for residents.

Tax Services

Residents of Clarks Green, PA can benefit from the expertise of a tax advisor in a variety of ways. One specific aspect that sets Clarks Green apart is its high property tax rates. A tax advisor can help residents navigate these rates and potentially find ways to lower them. Additionally, a tax advisor can assist with filing taxes, ensuring that residents are taking advantage of all available deductions and credits. They can also provide guidance on estate planning, retirement planning, and investment strategies. With the constantly changing tax laws and regulations, a tax advisor can stay up-to-date and provide valuable insights to help residents make informed financial decisions. Overall, a tax advisor can provide peace of mind and help residents save money in the long run.

Estate Planning Lawyer

Residents of Clarks Green, PA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Clarks Green, PA to create a comprehensive estate plan that will ensure that their assets are distributed according to their wishes after they pass away. This is particularly important in Clarks Green, PA, where there is a high percentage of elderly residents who may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can help residents of Clarks Green, PA to minimize their tax liabilities and maximize the value of their estate. This is especially important in Clarks Green, PA, where property values are high and the cost of living is relatively expensive. Finally, an estate planning lawyer can help residents of Clarks Green, PA to plan for their long-term care needs, which is particularly important given the aging population of the area.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Clarks Green, PA are comprehensive and tailored to meet the unique needs of each client. The planner will work with clients to identify their retirement goals and develop a plan to achieve them. This may include analyzing current retirement savings, creating a budget, and identifying investment opportunities. One specific aspect of retirement planning in Clarks Green, PA is the consideration of the area's high cost of living. The planner will take this into account when creating a retirement plan, ensuring that clients have enough savings to maintain their standard of living in retirement. Additionally, the planner may provide guidance on healthcare costs and insurance options, as well as estate planning and tax strategies. With burstiness and complexity, the retirement planner in Clarks Green, PA offers a comprehensive suite of services to help clients achieve a secure and comfortable retirement.

Clarks Green, PA is undoubtedly the best place to get a retirement planner. With its serene environment and well-educated populace, you can be confident that you'll receive top-notch financial advice from the best minds in the industry. The town's unique blend of small-town charm and big-city sophistication makes it an ideal location for anyone looking to retire in peace and comfort. The planners in Clarks Green, PA are not only experienced but also possess a deep understanding of the financial landscape, ensuring that you receive advice that is tailored to your specific needs. From estate planning to investment strategies, the planners in this town will help you navigate the complex world of finance with ease and confidence. So, if you're looking for a place to get a retirement planner, look no further than Clarks Green, PA.