Wealth Management in Adams County, PA

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List of Firms

Adams County, PA Wealth Management Firms

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Domani Wealth
SEC File# 801-80939
CRD# 174303
Location 118 Carlisle St Suite 301, Hanover, PA 17331, USA
Phone (717) 632-2725
Language https://www.domaniwealth.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Huston Fox Financial Advisory Services
5 out of 5
Location 215 Baltimore St, Hanover, PA 17331, USA
Phone (717) 398-2040
Language http://hustonfox.com/contact/
Directions
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The Advisors at Cornerstone Financial
4 out of 5
Location South, 4225 Molly Pitcher Hwy, Chambersburg, PA 17202, USA
Phone (717) 375-2139
Language http://www.cstone.co/
Directions
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Hart Financial Services, Inc.
3 out of 5
Location 53 E Middle St, Gettysburg, PA 17325, USA
Phone (717) 586-9269
Language https://hartfs.com/?utm_source=gmb&utm_medium=organic&utm_campaign=local-seo
Directions
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Merrill Lynch Wealth Management Advisor Nicholas P Sciotti
Location 96 S George St, York, PA 17401, USA
Phone (717) 771-0038
Language https://fa.ml.com/pennsylvania/york/abs-group
Directions
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Merrill Lynch Wealth Management
1 out of 5
Location 96 S George St, York, PA 17401, USA
Phone (717) 771-0085
Language https://www.local.ml.com/YORK_PA
Directions
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Josh Smeltzer - RBC Wealth Management Financial Advisor
Location 50 N Duke St, York, PA 17401, USA
Phone (717) 815-6313
Language https://us.rbcwealthmanagement.com/thesidesgroup?utm_source=GMB&utm_medium=Yext
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Advent Partners
5 out of 5
Location 1400 Proline Pl Suite 100, Gettysburg, PA 17325, USA
Phone (717) 334-5451
Language http://www.adventpartnersfp.com/
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Shawn Abma - Thrivent
Location 1400 Proline Pl Suite 100, Gettysburg, PA 17325, USA
Phone (717) 549-2245
Language https://connect.thrivent.com/shawn-abma?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzYzMjktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Edward Jones - Financial Advisor: Roger W Tabler Jr
Location 101 W Middle St Suite A, Gettysburg, PA 17325, USA
Phone (717) 398-0795
Language https://www.edwardjones.com/us-en/financial-advisor/roger-tabler
Directions
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Chester Springs Wealth Management Group - Ameriprise Financial Services, LLC
5 out of 5
Location 1105 Shrivers Corner Rd, Gettysburg, PA 17325, USA
Phone (717) 337-3481
Language https://www.ameripriseadvisors.com/team/chester-springs-wealth-management-group/contact?cid=IP_local_google
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Edward Jones - Financial Advisor: Erik J Hendricks
Location 17 E Middle St, Gettysburg, PA 17325, USA
Phone (717) 338-9691
Language https://www.edwardjones.com/us-en/financial-advisor/erik-hendricks
Directions
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Benchmark Investments & Insurance
5 out of 5
Location 110 West Eisenhower Dr suite b, Hanover, PA 17331, USA
Phone (717) 630-8635
Language http://www.benchmarkhanover.com/
Directions
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Edward Jones - Financial Advisor: Janelle M Coolbaugh, CFP®|AAMS™
5 out of 5
Location 430 Lincoln Way E, New Oxford, PA 17350, USA
Phone (717) 624-3110
Language https://www.edwardjones.com/us-en/financial-advisor/janelle-coolbaugh
Directions
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Edward Jones - Financial Advisor: Rick McKee, ChFC®|CLU®
5 out of 5
Location 1446 Baltimore St Suite F, Hanover, PA 17331, USA
Phone (717) 632-3198
Language https://www.edwardjones.com/us-en/financial-advisor/rick-mckee
Directions
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Merrill Lynch Wealth Management Advisor Rebekah Renee Crouse
Location 1108 Kennebec Dr 1st Floor, Chambersburg, PA 17201, USA
Phone (800) 437-6594
Language https://fa.ml.com/pennsylvania/chambersburg/the.crouse.team
Directions
Wealth Management in Adams County, PA

Where Wealth Management Advisors in Adams County, PA Serve

Adams County, PA is a charming county located in the south-central region of Pennsylvania. It is home to several landmarks, including the Gettysburg National Military Park, which commemorates the historic Civil War battle that took place in the county. The county is also known for its beautiful apple orchards, which attract visitors from all over the country. In terms of top employers, Adams County is home to several major companies, including Knouse Foods, Utz Quality Foods, and Hanover Foods. These companies provide employment opportunities for thousands of residents in the county. Major highways and streets in Adams County include Route 15, Route 30, and Route 94. These highways provide easy access to neighboring counties and cities, such as Harrisburg and Baltimore. The county is also home to several neighborhoods, each with its own unique charm and character. Some of the most popular neighborhoods in Adams County include Gettysburg, New Oxford, and Littlestown.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Adams County, PA would benefit from a bank in a multitude of ways. First and foremost, a bank would provide a safe and secure place to store their money and valuables. Additionally, a bank could offer loans and credit options to residents who may need financial assistance for things like starting a business or purchasing a home. With Adams County being a predominantly rural area, a bank could also provide access to online banking and mobile banking services, making it easier for residents to manage their finances from the comfort of their own homes. Furthermore, a bank could offer financial education and resources to help residents make informed decisions about their money. For example, they could provide workshops on budgeting and saving, which could be especially beneficial for low-income families in the area. Overall, a bank could play a vital role in the financial well-being of residents in Adams County, PA.

Insurance Broker

Residents of Adams County, PA can benefit from the expertise of an insurance broker in a multitude of ways. With its diverse population and unique geographic location, Adams County presents a range of insurance needs that require specialized knowledge and attention. For instance, residents may need assistance navigating the complexities of flood insurance, given the county's susceptibility to flooding due to its proximity to the Susquehanna River. Additionally, with a high number of small businesses and farms in the area, residents may require guidance on selecting the most appropriate commercial insurance policies to protect their livelihoods. An insurance broker can also help residents find the best coverage for their personal needs, such as health insurance, life insurance, and auto insurance. With their extensive knowledge of the insurance industry and the specific needs of Adams County residents, insurance brokers can provide invaluable support in securing the right insurance coverage for every situation.

Retirement Planning

Residents of Adams County, PA can benefit from the services of a retirement planner in several ways. With its diverse population and thriving economy, Adams County presents unique challenges when it comes to retirement planning. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, ensuring that they receive the maximum amount of financial support available to them. Additionally, a retirement planner can provide guidance on investment strategies and tax planning, helping residents to grow and protect their wealth as they approach retirement. With its rich history, beautiful countryside, and growing urban areas, Adams County offers a wealth of opportunities for retirees. A retirement planner can help residents make the most of these opportunities, ensuring that they enjoy a comfortable and fulfilling retirement in this vibrant community.

Financial Advisor

Residents of Adams County, PA could greatly benefit from the guidance of a financial advisor. With an economy heavily reliant on agriculture and tourism, the area faces unique financial challenges. A skilled advisor could help farmers navigate the complexities of crop insurance and government subsidies, while also providing guidance on long-term financial planning. Additionally, with Gettysburg National Military Park drawing over 1.2 million visitors annually, tourism-related businesses could benefit from guidance on managing seasonal fluctuations in revenue. Furthermore, with Adams County's population aging faster than the national average, a financial advisor could offer guidance on retirement planning and healthcare costs. Overall, a financial advisor could provide invaluable assistance to the residents of Adams County, helping them navigate the unique financial challenges of the area and secure their financial futures.

Mortgage Loan Officer

Residents of Adams County, PA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can help them navigate the complex process of securing a mortgage loan, which can be particularly challenging in a county with a diverse range of housing options, from historic homes to modern developments. Additionally, the officer can provide guidance on the various loan options available, such as FHA and VA loans, which can be particularly beneficial for first-time homebuyers or those with limited financial resources. Furthermore, the officer can offer advice on how to improve credit scores, which can be a significant factor in securing a favorable mortgage rate. Ultimately, by working with a mortgage loan officer, residents of Adams County can increase their chances of successfully purchasing their dream home and securing their financial future.

Tax Services

Residents of Adams County, PA can benefit greatly from the expertise of a tax advisor. With the county's diverse population and thriving economy, there are many complex tax situations that may arise. For example, Adams County is home to a large number of small business owners who may need guidance on tax planning and compliance. Additionally, many residents in the county are farmers who may require specialized knowledge on agricultural tax laws. Furthermore, Adams County is a popular tourist destination, which can lead to unique tax considerations for those in the hospitality industry. A tax advisor can provide valuable assistance in navigating these complexities and ensuring that residents are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Adams County, PA can benefit from an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals create a will or trust to ensure that their assets are distributed according to their wishes after their passing. This is especially important in Adams County, PA, where many families have deep roots and significant property holdings. Secondly, an estate planning lawyer can assist in establishing powers of attorney and healthcare directives, providing peace of mind in the event of incapacitation. Additionally, an estate planning lawyer can help navigate complex tax laws and minimize tax liabilities for beneficiaries. Overall, working with an estate planning lawyer in Adams County, PA can provide valuable support and guidance in ensuring that one's legacy is protected and preserved for future generations.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a skilled wealth manager in Adams County, PA can encompass a broad range of financial solutions. With its rich history and diverse economic landscape, Adams County presents unique challenges and opportunities for wealth management professionals. A wealth manager in this region can provide tailored investment strategies to help clients navigate the complex financial markets and achieve their long-term financial goals. Additionally, they can offer comprehensive estate planning services to help clients preserve their wealth and pass it on to future generations. With a deep understanding of the local economy and its unique characteristics, a wealth manager in Adams County can provide invaluable insights and guidance to clients seeking to build and protect their wealth.

Adams County, PA is the ultimate destination for individuals seeking the services of a wealth manager. The region is renowned for its rich cultural heritage, picturesque landscapes, and thriving economy. With a diverse range of industries, including agriculture, manufacturing, and tourism, the county offers a wealth of investment opportunities to potential clients. Furthermore, the area is home to a plethora of experienced and highly skilled wealth managers who possess a deep understanding of the local market. These professionals offer a range of services, including investment planning, wealth preservation, and retirement planning, among others. Additionally, Adams County boasts a strong sense of community, with residents who are friendly, welcoming, and always willing to lend a helping hand. This makes it an ideal location for individuals who are looking for a trustworthy and reliable partner to help them navigate the complex world of finance. Overall, Adams County, PA offers a unique combination of natural beauty, economic opportunity, and expert financial advice that makes it the perfect place to find a wealth manager.