Wealth Management in East Petersburg, PA

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List of Firms

East Petersburg, PA Wealth Management Firms

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James Lemonick - Morgan Stanley
Location 300 Granite Run Dr Ste 300, Lancaster, PA 17601, USA
Phone (717) 519-4951
Language https://advisor.morganstanley.com/james.lemonick?y_source=1_MTEwODI5NTMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Jennifer Swetland - RBC Wealth Management Financial Advisor
Location 2101 Oregon Pike, Lancaster, PA 17601, USA
Phone (717) 519-5942
Language https://us.rbcwealthmanagement.com/redroseinvestmentgroup?utm_source=GMB&utm_medium=Yext
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Fulton Financial Corporation
4 out of 5
Location 1695 State St, East Petersburg, PA 17520, USA
Phone (800) 752-9580
Language https://www.fult.com/
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Century Tax & Wealth Management, LLC
Location 5808 Wild Lilac Dr, East Petersburg, PA 17520, USA
Phone (717) 299-0066
Language http://www.centurywealthmgmt.com
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Eagle Rock Financial Advisers, Ltd
Location 205 Granite Run Dr, Lancaster, PA 17601, USA
Phone (717) 569-4577
Language http://www.eaglerockfinadv.com/
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The JKG Group - Morgan Stanley
Location 300 Granite Run Dr Ste 300, Lancaster, PA 17601, USA
Phone (717) 519-4943
Language https://advisor.morganstanley.com/the-jkg-group-10824893?y_source=1_MTA4MjQ4OTMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Ambassador Advisors, LLC
SEC File# 801-61471
CRD# 116978
5 out of 5
Location 1755 Oregon Pike Suite 100, Lancaster, PA 17601, USA
Phone (717) 560-8300
Language https://www.ambassadoradvisors.com/?utm_source=google-my-business&utm_medium=knowledge-panel&utm_campaign=website-link-lancaster-pa
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
1 out of 5
Location 280 Granite Run Dr #100, Lancaster, PA 17601, USA
Phone (717) 205-4040
Language https://www.northwesternmutual.com/financial-professional-locator?address=280%20Granite%20Run%20Dr,17601?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
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Odyssey Group Wealth Advisors
Location 22 A E Roseville Rd, Lancaster, PA 17601, USA
Phone (717) 553-4722
Language http://odysseygroupwa.com/
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James Gibson - RBC Wealth Management Financial Advisor
Location 2101 Oregon Pike, Lancaster, PA 17601, USA
Phone (717) 519-5932
Language https://us.rbcwealthmanagement.com/redroseinvestmentgroup?utm_source=GMB&utm_medium=Yext
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Wealth Management in East Petersburg, PA

Where Wealth Management Advisors in East Petersburg, PA Serve

East Petersburg, PA is a charming borough located in Lancaster County, Pennsylvania. This small town is home to several notable landmarks, including the East Petersburg Community Park, which features a playground, walking trails, and sports fields. Additionally, the East Petersburg Mennonite Church is a beautiful place of worship that draws visitors from all over the region. In terms of top employers, East Petersburg is home to several thriving businesses, including the East Petersburg-based company, Eurofins Lancaster Laboratories Environmental. Other major employers in the area include the East Petersburg Walmart Supercenter and the East Petersburg Giant Food Stores. Major highways and streets in East Petersburg include Route 72, which runs north-south through the borough, and Route 283, which runs east-west and connects East Petersburg to nearby cities like Lancaster and Harrisburg. Other notable streets in the area include Main Street, which is home to several shops and restaurants, and Peters Road, which runs along the western edge of the borough.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of East Petersburg, PA can benefit from a bank in a multitude of ways. For instance, a bank can provide financial assistance to individuals who are looking to start a business in East Petersburg, which is known for its thriving entrepreneurial community. Additionally, a bank can offer loans to residents who are looking to purchase a home in the area, which is known for its affordable housing market and family-friendly neighborhoods. Banks can also provide financial education and resources to residents who may be struggling with debt or financial management, which is especially important in a town where the median household income is lower than the state average. Furthermore, a bank can offer convenient banking services such as online banking and mobile deposits, which are essential for busy residents who may not have the time to visit a physical branch. All in all, a bank can play a crucial role in supporting the financial well-being of residents in East Petersburg, PA.

Insurance Broker

Residents of East Petersburg, PA could greatly benefit from the services of an insurance broker. These professionals have a deep understanding of the insurance industry and can help residents navigate the complex world of insurance policies. Specifically, in East Petersburg, PA, insurance brokers can assist residents in finding the best policies for their homes and cars, as the area is prone to severe weather and accidents. Additionally, an insurance broker can help residents understand the nuances of health insurance, which is especially important in a state like Pennsylvania where healthcare costs can be high. By working with an insurance broker, residents can ensure that they have the coverage they need to protect themselves and their families in the event of an unfortunate incident.

Retirement Planning

Residents of East Petersburg, PA can greatly benefit from the services of a retirement planner. With the town's population of approximately 4,500 people, many of whom are nearing retirement age, a retirement planner can provide invaluable assistance in navigating the complex world of retirement planning. From creating a personalized retirement plan to managing investments and ensuring a steady stream of income in retirement, a retirement planner can help residents of East Petersburg, PA achieve financial security in their golden years. Additionally, with the town's proximity to larger cities like Lancaster and Harrisburg, a retirement planner can help residents take advantage of the many resources available in these areas to maximize their retirement savings and achieve their financial goals.

Financial Advisor

Residents of East Petersburg, PA can benefit from the services of a financial advisor in various ways. First and foremost, with the town being home to several small businesses, a financial advisor can help entrepreneurs with financial planning and investment strategies to ensure the growth and sustainability of their businesses. Additionally, with the average household income in East Petersburg being $76,000, a financial advisor can assist families with budgeting, saving, and investing to achieve their financial goals, such as purchasing a home or saving for college tuition. Moreover, with the town being located in Lancaster County, which is known for its thriving agricultural industry, a financial advisor can provide guidance on farm management and estate planning to farmers and landowners in the area. Overall, a financial advisor can play a crucial role in helping residents of East Petersburg, PA achieve financial stability and success.

Mortgage Loan Officer

Residents of East Petersburg, PA would benefit greatly from the expertise of a mortgage loan officer. With the town's proximity to Lancaster, many residents commute to work in the city and would benefit from a loan officer's knowledge of the various mortgage options available to them. Furthermore, East Petersburg is a growing community with a mix of historic homes and new developments, which can make navigating the homebuying process complex. A mortgage loan officer can assist residents with understanding the intricacies of the homebuying process, from finding the right loan product to securing the best interest rate. Additionally, with the current low interest rates, now is an opportune time for residents to refinance their existing mortgages to save money on monthly payments and potentially shorten the life of their loans. A loan officer can guide residents through the refinancing process and help them take advantage of these historically low rates.

Tax Services

Residents of East Petersburg, PA can benefit from the guidance of a tax advisor in a multitude of ways. One specific example is the fact that East Petersburg is home to many small businesses, which often have unique tax needs and challenges. A tax advisor can assist these businesses in navigating the complex tax code, identifying deductions and credits, and ensuring compliance with all applicable regulations. Additionally, many residents of East Petersburg are employed in industries such as healthcare and manufacturing, which may involve complex tax issues related to employee benefits and stock options. A knowledgeable tax advisor can help these individuals maximize their earnings and minimize their tax liabilities. Overall, the expertise of a tax advisor can be invaluable to residents of East Petersburg, helping them to achieve financial stability and success.

Estate Planning Lawyer

Residents of East Petersburg, PA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that covers all their assets and ensures that their wishes are carried out after their demise. This is particularly important in East Petersburg, PA, where many residents own agricultural land and businesses that require careful planning to ensure a smooth transition of ownership. Secondly, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors and lawsuits. This is especially important in a state like Pennsylvania, where the estate tax rate is relatively high compared to other states. Lastly, an estate planning lawyer can help residents establish trusts and other legal structures that can provide for their loved ones' long-term financial security. Overall, the services of an estate planning lawyer can be invaluable for residents of East Petersburg, PA, who want to ensure that their legacy is protected and their loved ones are provided for after they are gone.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in East Petersburg, PA are designed to cater to the unique financial needs of high net worth individuals and families residing in the area. With a focus on creating personalized investment portfolios, a wealth manager can help clients navigate the complex financial landscape and make informed decisions to achieve their long-term financial goals. East Petersburg, PA, being a small town with a population of just over 4,000, presents a unique set of challenges and opportunities for wealth management. A wealth manager in East Petersburg, PA can work closely with clients to understand their specific needs and provide customized solutions that take into account the local economic conditions and tax laws. With a burst of knowledge and complexity, a wealth manager in East Petersburg, PA can help clients make the most of their wealth and secure their financial future.

East Petersburg, PA is the ultimate destination for anyone who is looking for a top-notch wealth manager. This quaint town, located in Lancaster County, boasts a vibrant community of professionals who are dedicated to helping their clients achieve financial success. The town's rich history and strong sense of community make it an ideal location for those who value personalized service and attention to detail. Moreover, East Petersburg, PA is home to some of the most experienced and knowledgeable wealth managers in the country, who are well-equipped to navigate the complex financial landscape and provide tailored solutions to meet the unique needs of each client. With its beautiful scenery, friendly locals, and exceptional wealth management services, East Petersburg, PA is truly the best place to get a wealth manager.