Retirement Planning in Lackawanna County, PA

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List of Firms

Top Retirement Planners in Lackawanna County, PA

Flynn Financial
5 out of 5
Location 2812 Scranton Carbondale Hwy Suite 100, Blakely, PA 18447, USA
Phone (570) 876-5000
Language http://www.flynnfinancial.com/
Directions
Strategic Planning Associates
Location 1548 Main St, Peckville, PA 18452, USA
Phone (570) 487-1983
Language http://www.nepafinancial.com/
Directions
Northwestern Mutual - Scranton/Wilkes-Barre
Location 52 Glenmaura National Blvd, Moosic, PA 18507, USA
Phone (570) 408-9280
Language https://www.northwesternmutual.com/office/pa/moosic/87751107?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Crossroads Financial
5 out of 5
Location 1622 Main St, Olyphant, PA 18447, USA
Phone (570) 382-3521
Directions
Financial Transitions Advisors
Location 1101 Penn Ave suite a, Scranton, PA 18509, USA
Phone (570) 340-0565
Language http://ready2transition.com/
Directions
Stockdale Financial Group
Location 214 Front St, Clarks Summit, PA 18411, USA
Phone (570) 586-2885
Language http://www.stockdalefinancial.com/
Directions
CorePlan Wealth Management - Ameriprise Financial Services, LLC
Location 851 Commerce Blvd Ste 106, Dickson City, PA 18519, USA
Phone (570) 489-4750
Language https://www.ameripriseadvisors.com/team/coreplan-wealth-management/?cid=IP_local_google
Directions
Abington Financial Group
5 out of 5
Location 409 Davis St, Clarks Summit, PA 18411, USA
Phone (570) 586-1013
Language https://www.abingtonfinancial.com/
Directions
Retirement Planning in Lackawanna County, PA

About Lackawanna County, PA for Those Planning to Retire

Lackawanna County, nestled in the northeastern region of Pennsylvania, boasts a plethora of landmarks that are steeped in history and culture. From the Steamtown National Historic Site, where visitors can marvel at vintage locomotives, to the Electric City Trolley Museum, where one can take a ride on a trolley from yesteryear, there is no shortage of attractions for those who appreciate the past. In terms of top employers, Lackawanna County is home to a diverse range of companies, including Geisinger Community Medical Center, Tobyhanna Army Depot, and the University of Scranton. These institutions provide ample job opportunities for residents and contribute to the county's thriving economy. Navigating through Lackawanna County is made easy with its major highways and streets, such as Interstate 81 and the Scranton Expressway. These thoroughfares connect the county to neighboring areas and make commuting a breeze.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lackawanna County, PA can benefit from the services offered by a bank in various ways. Firstly, a bank can provide financial assistance to individuals who are looking to purchase a home in the area. Lackawanna County has a diverse range of neighborhoods, and a bank can help residents secure a mortgage that suits their budget and lifestyle. Additionally, banks can offer small business loans to entrepreneurs looking to start or grow their business in the county, which can help to stimulate the local economy. Furthermore, banks can provide investment opportunities to residents who are looking to grow their wealth over time. With its rich history and beautiful scenery, Lackawanna County is a great place to live, work, and raise a family, and a bank can help residents achieve their financial goals and dreams.

Insurance Broker

As a resident of Lackawanna County, PA, there are various ways in which an insurance broker can be of assistance. With the county being home to several small businesses, an insurance broker can help entrepreneurs navigate the complex world of commercial insurance. They can also assist individuals in finding the most affordable health insurance plans, considering the county has a population of over 200,000 people, with many of them being of retirement age and in need of medical care. Additionally, an insurance broker can help homeowners find the best policies that cover natural disasters, such as flooding, which is a common occurrence in the region. With their expertise in the insurance industry, brokers can tailor insurance policies to meet the unique needs of Lackawanna County residents, ensuring that they are adequately protected in case of unexpected events.

Wealth Management

Residents of Lackawanna County, PA can benefit from the expertise of a wealth manager in various ways. One specific area where a wealth manager can be of great help is in estate planning. Given that the county has a large population of senior citizens, it is imperative to have a comprehensive estate plan in place to protect one's assets and ensure that their legacy is passed on to their loved ones. A wealth manager can assist residents in creating a customized estate plan that takes into account their unique financial situation, family dynamics, and long-term goals. This may include setting up trusts, creating a will, and establishing power of attorney. Additionally, a wealth manager can provide guidance on tax-efficient strategies for transferring wealth and minimizing the tax burden on heirs. Overall, a wealth manager can be a valuable resource for residents of Lackawanna County, PA looking to secure their financial future and leave a lasting legacy for generations to come.

Financial Advisor

Residents of Lackawanna County, PA would greatly benefit from the expertise of a financial advisor. With the county's economy being heavily reliant on industries such as healthcare, education, and manufacturing, a financial advisor can provide guidance on how to diversify investments and create a stable financial plan. Additionally, the county has a high percentage of senior citizens, who may require specialized financial planning for retirement and estate planning. A financial advisor can also assist residents in navigating the complex tax laws and regulations that are unique to Pennsylvania. With the county's proximity to major metropolitan areas, such as New York City and Philadelphia, a financial advisor can also provide guidance on investment opportunities in those markets. Overall, a financial advisor can help residents of Lackawanna County, PA achieve their financial goals and secure a prosperous future.

Mortgage Loan Officer

Residents of Lackawanna County, PA can benefit immensely from the services of a mortgage loan officer. These professionals can help them secure financing for their dream homes, refinance their existing mortgages, and access home equity loans. With its diverse population and rich history, Lackawanna County presents unique challenges to mortgage loan officers. For instance, the county has a high concentration of senior citizens who may be looking to downsize or access their home equity to fund their retirement. Additionally, the county's economy is heavily reliant on the healthcare and education sectors, which may impact the job stability of some residents. A skilled mortgage loan officer can navigate these complexities and help residents make informed decisions about their home financing options. Whether it's helping a young family buy their first home or assisting a retiree with a reverse mortgage, mortgage loan officers play a vital role in the economic well-being of Lackawanna County's residents.

Tax Services

Lackawanna County, PA residents can benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations specific to the county. This includes understanding the local tax codes and filing requirements, such as the Lackawanna County Earned Income Tax. Additionally, a tax advisor can help residents maximize their deductions and credits, ensuring they receive the highest possible refund. With the recent economic downturn caused by the COVID-19 pandemic, a tax advisor can also provide guidance on relief programs available to residents, such as the Lackawanna County Small Business Relief Program. By working with a tax advisor, Lackawanna County residents can ensure they are making informed financial decisions and taking advantage of all available resources.

Estate Planning Lawyer

Residents of Lackawanna County, PA can benefit greatly from the services of an estate planning lawyer. These legal professionals can assist individuals with creating a comprehensive plan to manage their assets and property after they pass away. This is especially important in Lackawanna County, which has a large population of elderly residents who may require specialized care and support in their later years. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their wishes are carried out and their loved ones are taken care of. They can also provide guidance on tax planning, healthcare directives, and other important issues that can affect an individual's estate. With the help of an estate planning lawyer, residents of Lackawanna County can have peace of mind knowing that their affairs are in order and their loved ones will be protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services provided by a retirement planner in Lackawanna County, PA can help individuals prepare for their golden years. With a focus on personalized attention, the planner can assist clients in identifying their retirement goals and developing a comprehensive plan to achieve them. This may include analyzing current financial assets, creating a budget, and exploring investment options. Additionally, the planner can provide guidance on Social Security benefits and Medicare enrollment. In Lackawanna County, PA, a unique aspect of retirement planning is the prevalence of coal mining as a historical industry. As such, the planner may need to consider the potential impact of black lung disease on a client's health and finances. With burstiness and complexity, the retirement planner can offer specialized knowledge and tailored solutions to ensure a comfortable and secure retirement for their clients in Lackawanna County, PA.

Lackawanna County, PA is the ultimate destination for anyone looking to secure their retirement plans. The county boasts a plethora of experienced and knowledgeable retirement planners who are well-versed in the intricacies of the retirement planning process. What sets Lackawanna County apart from other retirement planning destinations is its unique blend of natural beauty and urban convenience. The county is home to stunning natural landscapes, including the Pocono Mountains, which offer a peaceful and serene backdrop for retirees. At the same time, the county's urban centers, such as Scranton, offer a range of amenities and services that are essential for retirees. With its vibrant community, rich cultural heritage, and affordable cost of living, Lackawanna County is the perfect place to retire and plan for your future.