Wealth Management in Franklin County, PA

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List of Firms

Franklin County, PA Wealth Management Firms

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Twigg Financial Inc
3 out of 5
Location 80 Parkwood Dr, Chambersburg, PA 17201, USA
Phone (717) 263-2868
Directions
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Merrill Lynch Wealth Management
Location 1108 Kennebec Dr 1st Floor, Chambersburg, PA 17201, USA
Phone (717) 263-4070
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Andra Wealth Management
Location 11 Public Square Suite 400A, Hagerstown, MD 21740, USA
Phone (240) 707-6760
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Faithful Steward Wealth Advisors, LLC
5 out of 5
Location 550 Cleveland Ave Suite 208, Chambersburg, PA 17201, USA
Phone (717) 496-0900
Directions
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The Hershey Group
Location 40 S Potomac St Suite 300, Hagerstown, MD 21740, USA
Phone (240) 313-4310
Directions
SEC File# 801-80629
CRD# 173767
Location 100 Corporate Center Dr Suite 102, Camp Hill, PA 17011, USA
Phone (717) 888-9830
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
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Barrows Sollenberger Group, PC
Location 239 Lincoln Way E, Chambersburg, PA 17201, USA
Phone (717) 267-3572
Directions
Wealth Management in Franklin County, PA

Where Wealth Management Advisors in Franklin County, PA Serve

Franklin County, located in south-central Pennsylvania, boasts a rich history and diverse economy. The county is home to several landmarks, including the historic Chambersburg Courthouse, the Franklin County Jail, and the Conococheague Aqueduct. The top employers in the area include Letterkenny Army Depot, Volvo Construction Equipment, and the Chambersburg Hospital. Major highways such as I-81 and US-30 run through the county, providing easy access to nearby cities like Harrisburg and Hagerstown. The bustling streets of downtown Chambersburg are lined with unique shops and restaurants, while peaceful neighborhoods like Greencastle offer a more suburban feel. With its blend of history and modern amenities, Franklin County is a unique and exciting place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Franklin County, PA can benefit from a bank in a multitude of ways. One of the most common ways is through access to financial resources that can help them achieve their financial goals. For example, with a bank account, residents can save money for future expenses, such as a down payment on a house or car. Additionally, residents can take advantage of loans to start a business or pay for education. Franklin County, PA is known for its rich agricultural history, and a bank can provide farmers with loans to purchase equipment or expand their operations. Moreover, a bank can offer financial education and resources to help residents make informed decisions about their finances. This includes budgeting, saving, and investing. Overall, a bank can play a vital role in helping residents of Franklin County, PA achieve financial stability and success.

Insurance Broker

Residents of Franklin County, PA can benefit from the services of an insurance broker in various ways. One of the most common ways is by helping them navigate the complex world of insurance policies. With the plethora of insurance options available, it can be challenging for residents to determine which policies best suit their needs. An insurance broker can assist them in finding the right coverage, whether it's for health, auto, or home insurance. Additionally, Franklin County is known for its agricultural industry, and an insurance broker can help farmers protect their crops and livestock from natural disasters and other unforeseen events. With the help of an insurance broker, residents can have peace of mind knowing that they have adequate coverage and protection for their assets and livelihood.

Retirement Planning

Franklin County, PA residents can benefit greatly from the expertise of a retirement planner. With its diverse population and unique economic challenges, Franklin County presents a range of financial planning needs that require a seasoned professional. A retirement planner can help residents navigate the complexities of retirement planning, including tax implications, investment strategies, and social security benefits. For example, Franklin County has a large population of farmers and small business owners who may need specialized assistance in managing their retirement portfolios. Moreover, the county's aging population requires a careful approach to retirement planning that takes into account healthcare costs and long-term care needs. A retirement planner can provide tailored solutions that meet the specific needs of Franklin County residents, helping them achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Franklin County, PA could greatly benefit from the guidance of a financial advisor. With a population of over 155,000, this county is home to a diverse range of individuals with varying financial needs. From small business owners in Chambersburg to farmers in Waynesboro, a financial advisor can help residents navigate the complexities of their finances and plan for their future. One specific challenge faced by residents of Franklin County is the impact of seasonal employment on their finances. With industries such as agriculture and tourism driving the local economy, many residents experience fluctuations in their income throughout the year. A financial advisor can help individuals create a budget that accounts for these fluctuations and develop a savings plan to prepare for leaner months. Additionally, the county's proximity to the Maryland border means that many residents may have unique tax considerations that a financial advisor can help them navigate. By working with a financial advisor, residents of Franklin County can gain peace of mind knowing that their finances are in good hands.

Mortgage Loan Officer

Residents of Franklin County, PA can benefit from the expertise of a mortgage loan officer in many ways. Specifically, with the county's diverse population and unique economic landscape, a skilled loan officer can help residents navigate the intricacies of mortgage lending and secure the best possible financing for their homes. From first-time homebuyers to seasoned investors, a mortgage loan officer can provide valuable insight into the local housing market, help residents understand the various loan options available to them, and guide them through the application and approval process. Additionally, given the county's rural character and historic charm, a mortgage loan officer can help residents take advantage of special programs and incentives that may be available to them, such as those offered by the Pennsylvania Housing Finance Agency or the USDA Rural Development program. Overall, a mortgage loan officer can be an invaluable resource for residents of Franklin County, PA looking to achieve their dream of homeownership.

Tax Services

Residents of Franklin County, PA can benefit greatly from the services of a tax advisor. With the county's diverse population and range of industries, navigating the complex tax laws can be overwhelming. A tax advisor can assist individuals and businesses in maximizing their tax savings and avoiding costly mistakes. For example, with the county's strong agricultural sector, a tax advisor can provide guidance on the specific tax laws and deductions available to farmers. Additionally, with the county's proximity to the Maryland border, a tax advisor can help residents who work in both states navigate the unique tax laws and avoid double taxation. Overall, a tax advisor can provide valuable expertise and support to Franklin County residents in navigating the ever-changing tax landscape.

Estate Planning Lawyer

Residents of Franklin County, PA can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that takes into account the unique needs and circumstances of each individual. This can include drafting wills, trusts, and other legal documents that ensure assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can provide guidance on tax planning, asset protection, and long-term care planning. In Franklin County, PA, where the population is largely rural and agricultural, an estate planning lawyer can also assist with farm succession planning, which is a complex process that involves transferring ownership of land and assets to the next generation. With burstiness and complexity, an estate planning lawyer can provide invaluable assistance to residents of Franklin County, PA, helping them protect their assets and ensure their wishes are carried out after they pass away.

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