Retirement Planning in Dauphin County, PA

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Top Retirement Planners in Dauphin County, PA

Rose Financial Group
5 out of 5
Location 7800 Allentown Blvd # B2, West Hanover Township, PA 17112, USA
Phone (717) 652-5205
Directions
Taylor Retirement Services, Inc
5 out of 5
Location 3113 N Front St, Harrisburg, PA 17110, USA
Phone (717) 232-5808
Directions
Cambridge Investment Research
SEC File# 801-63930
CRD# 134139
Location 120 Ferree St, Lower Paxton Township, PA 17109, USA
Phone (717) 657-4955
Directions
Ithax Financial
5 out of 5
Location 1104 Bridge St, New Cumberland, PA 17070, USA
Phone (717) 873-3046
Directions
dauphin county, pa deferred compensation plan
Location 2000 Linglestown Rd, Harrisburg, PA 17110, USA
Phone (717) 545-1447
Directions
PAC Financial Corporation
5 out of 5
Location 5291 Devonshire Rd, Harrisburg, PA 17112, USA
Phone (717) 564-6400
Directions
Capital View Wealth Management
SEC File# 801-62003
CRD# 126653
Location 212 S Front St, Wormleysburg, PA 17043, USA
Phone (717) 412-4966
Directions
Ron Louder - Thrivent
Location 20 Linden Rd Ste B, Hershey, PA 17033, USA
Phone (717) 329-4279
Directions
Commonwealth Financial Associates
5 out of 5
Location 8150 Derry St suite c, Harrisburg, PA 17111, USA
Phone (717) 695-7809
Directions
PA Retirement Solutions, Inc.
Location 1110 N Mountain Rd, Linglestown, PA 17112, USA
Phone (717) 412-4073
Directions
Retirement Collaborative LLC
Location 2040 Linglestown Rd Suite 107, Harrisburg, PA 17110, USA
Phone (717) 395-9380
Directions
SEC File# 801-106522
CRD# 281037
5 out of 5
Location 3401 N Front St #301, Harrisburg, PA 17110, USA
Phone (717) 775-8662
Directions
KCA Wealth Management, Financial & Retirement Advisors
Location 1132 E Chocolate Ave, Hershey, PA 17033, USA
Phone (717) 774-7080
Directions
KCA Wealth Management, Financial & Retirement Advisors
5 out of 5
Location 3806 Market St, Camp Hill, PA 17011, USA
Phone (717) 774-7080
Directions
Natalie Kratzer - Thrivent
Location 20 W Main St, Hummelstown, PA 17036, USA
Phone (717) 756-5407
Directions
Liberty Wealth Advisory Group - Ameriprise Financial Services, LLC
5 out of 5
Location 160 Hershey Rd, Elizabethtown, PA 17022, USA
Phone (717) 367-0494
Directions
William J. Sumski
5 out of 5
Location 2300 Scarsborough Dr, Harrisburg, PA 17112, USA
Phone (717) 856-1592
Directions
Pennsylvania Pension Planners
Location 2090 Linglestown Rd STE 201, Harrisburg, PA 17110, USA
Phone (717) 652-5858
Directions
Comprehensive Financial Associates
SEC File# 801-63930
CRD# 134139
Location 2090 Linglestown Rd STE 201, Harrisburg, PA 17110, USA
Phone (717) 652-2070
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
Directions
Fulton Financial Advisors
4 out of 5
Location 200 N 3rd St, Harrisburg, PA 17101, USA
Phone (717) 255-7571
Directions
SEC File# 801-104471
CRD# 226774
5 out of 5
Location 4755 Linglestown Rd # 204, Harrisburg, PA 17112, USA
Phone (717) 545-5870
Directions
Paul Smith - Financial Advisor, Ameriprise Financial Services, LLC
Location 320 W Chocolate Ave Ste 100, Hershey, PA 17033, USA
Phone (717) 520-6121
Directions
Retirement Planning in Dauphin County, PA

About Dauphin County, PA for Those Planning to Retire

Dauphin County, located in the heart of Pennsylvania, is a vibrant and diverse community. Its landmarks include the Pennsylvania State Capitol Building, Hersheypark, and the National Civil War Museum. The county is home to several top employers, including Hershey Entertainment and Resorts, Penn State Health, and the Commonwealth of Pennsylvania. Major highways such as I-81 and I-83 run through the county, connecting it to other major cities in the Northeast. The bustling streets of downtown Harrisburg offer a variety of shops and restaurants, while the neighborhoods of Hershey, Hummelstown, and Linglestown provide a charming suburban feel. With its rich history and modern amenities, Dauphin County is a great place to live, work, and play.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Dauphin County, PA can benefit from a bank in several ways. Firstly, banks can offer loans for residents who are looking to purchase a home in the county. With the county's diverse and growing population, it's important for residents to have access to financial assistance when it comes to investing in their homes. Additionally, banks can provide business loans to entrepreneurs looking to start or expand their businesses in the county. As Dauphin County is home to several large corporations and government agencies, having a thriving small business community is crucial to the county's economic growth. Finally, banks can offer financial education and resources to residents who may be struggling with debt or financial management. With the county's median household income being below the national average, it's important for residents to have access to these resources to help them achieve financial stability.

Insurance Broker

Residents of Dauphin County, PA can benefit from the services of an insurance broker in various ways. An insurance broker can assist residents in finding the best insurance policies that suit their specific needs and budget. This is especially important in Dauphin County, PA, where the cost of living is relatively high compared to other counties in the state. In addition, residents can receive guidance on the different types of insurance policies available, such as health, life, auto, and home insurance. An insurance broker can also help residents navigate the complex insurance industry, which can be overwhelming and confusing. They can explain the fine print of policies, help with claims, and offer advice on how to lower premiums. With the help of an insurance broker, residents of Dauphin County, PA can have peace of mind knowing that they have the right insurance coverage for their unique needs.

Wealth Management

Residents of Dauphin County, PA can benefit from the services of a wealth manager in various ways. One specific way is by helping them navigate the tax laws and regulations that are unique to the county. Dauphin County has a local earned income tax that is levied on individuals who work in the county, regardless of their place of residence. Additionally, the county has a property tax that is assessed on real estate properties. A wealth manager can provide guidance on how to optimize tax planning strategies to minimize tax liabilities. Furthermore, a wealth manager can assist residents in developing a comprehensive financial plan that takes into account their long-term goals and objectives, such as retirement planning, estate planning, and investment management. By working with a wealth manager, residents of Dauphin County can achieve financial security and peace of mind.

Financial Advisor

Residents of Dauphin County, PA would greatly benefit from the expertise of a financial advisor. With a population of over 275,000, Dauphin County is home to a diverse group of individuals with varying financial needs. A financial advisor can provide personalized guidance on retirement planning, investment strategies, and debt management. Additionally, with Harrisburg as the county seat, many residents may work for the state government and have unique retirement options that require specialized knowledge. Furthermore, the county is home to Hershey, a major employer in the area, and a financial advisor can assist with navigating stock options and other benefits offered by the company. With the complexity of the financial world, a financial advisor can provide clarity and peace of mind to residents of Dauphin County.

Mortgage Loan Officer

Residents of Dauphin County, PA can benefit from a mortgage loan officer in various ways. Firstly, they can assist in securing financing for a home purchase, which is particularly helpful in a county where the median home value is $157,000. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates, which can save them thousands of dollars over the life of their loan. Furthermore, with the county's population of over 275,000 people, a mortgage loan officer can provide personalized guidance to each borrower, taking into account their unique financial situation and goals. Finally, given that Dauphin County is home to the state capital, Harrisburg, a mortgage loan officer can also assist government employees in securing specialized loans and programs, such as those offered through the Federal Housing Administration.

Tax Services

Residents of Dauphin County, PA can greatly benefit from the expertise of a tax advisor. The county's economy is primarily driven by healthcare, government, and education sectors, and tax laws and regulations in these industries can be complex and constantly changing. A tax advisor can assist residents in navigating these intricacies and ensuring compliance with all applicable tax laws. Additionally, Dauphin County has a relatively high property tax rate, and a tax advisor can help residents explore potential deductions or exemptions to minimize their tax burden. With the added complexity of federal and state tax laws, a tax advisor can provide valuable insights and strategies to help residents optimize their tax returns and maximize their financial well-being.

Estate Planning Lawyer

Residents of Dauphin County, PA can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Dauphin County is by assisting them in creating a comprehensive estate plan that takes into account the unique laws and regulations of Pennsylvania. For instance, Dauphin County is home to a large number of military personnel and veterans, which means that an estate planning lawyer can help these individuals navigate the complex legal issues surrounding military benefits and pensions. Additionally, an estate planning lawyer can help residents of Dauphin County protect their assets from potential creditors, minimize their tax liabilities, and ensure that their final wishes are carried out according to their wishes. With the help of an experienced estate planning lawyer, residents of Dauphin County can have peace of mind knowing that their loved ones and assets will be protected in the event of their passing.

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