Wealth Management in Lebanon, PA

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List of Firms

Lebanon, PA Wealth Management Firms

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Cambridge Investment Research
SEC File# 801-63930
CRD# 134139
Location 859 Water Edge Ct, Lebanon, PA 17046, USA
Phone (717) 274-3873
Directions
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EnVision Financial Group
5 out of 5
Location 718 Poplar St suite h, Lebanon, PA 17042, USA
Phone (717) 954-8630
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KCA Wealth Management, Financial & Retirement Advisors
Location 1132 E Chocolate Ave, Hershey, PA 17033, USA
Phone (717) 774-7080
Directions
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Edward Jones - Financial Advisor: Willie R Sawyers III
Location 751 E Cumberland St, Lebanon, PA 17042, USA
Phone (717) 272-0447
Directions
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Daniel P Morrissey - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1536 Cornwall Rd, Lebanon, PA 17042, USA
Phone (717) 270-6937
Directions
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G.S. Woods Wealth Management
5 out of 5
Location 1158 S Lefever Dr, Lititz, PA 17543, USA
Phone (215) 740-5320
Directions
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Craig B Eastwood - Financial Advisor, Ameriprise Financial Services, LLC
Location 326 W Chocolate Ave, Hershey, PA 17033, USA
Phone (717) 533-4070
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Consolidated Wealth Management LLC
Location 225 N Railroad St Suite 1, Palmyra, PA 17078, USA
Phone (717) 838-1391
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Gerhart Financial Services
5 out of 5
Location 523 Cumberland St #1, Lebanon, PA 17042, USA
Phone (717) 274-8790
Directions
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Fulton Financial Advisors
Location 555 Willow St, Lebanon, PA 17046, USA
Phone (717) 274-6880
Directions
Wealth Management in Lebanon, PA

Where Wealth Management Advisors in Lebanon, PA Serve

Lebanon, PA is a vibrant city in the heart of Pennsylvania, with a rich history and diverse culture. The city is home to several landmarks, including the Lebanon County Historical Society Museum, the Lebanon Farmers Market, and the Lebanon Valley Rail Trail. Top employers in the area include the Lebanon VA Medical Center, Cornwall-Lebanon School District, and WellSpan Health. Major highways and streets include Interstate 81, Route 422, and Cumberland Street. The city is divided into several neighborhoods, including Downtown Lebanon, North Lebanon, and South Lebanon, each with its own unique character and charm. With its bustling city center, thriving businesses, and friendly community, Lebanon, PA is a great place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lebanon, PA can benefit from a bank in several ways. Firstly, banks can provide financial support to small businesses in the area, which is crucial to the local economy. Lebanon, PA is known for its vibrant small business community, and a bank can help these businesses thrive by offering loans, lines of credit, and other financial services. Additionally, banks can help residents manage their personal finances by offering savings accounts, checking accounts, and other tools to help them save money and build wealth. This is particularly important in Lebanon, PA, where many residents are struggling to make ends meet due to the high cost of living. Finally, banks can provide financial education and resources to residents, helping them to make informed decisions about their money and plan for their future. In a community like Lebanon, PA, where many residents may not have access to financial education or resources, this kind of support can be invaluable.

Insurance Broker

Residents of Lebanon, PA can benefit from the expertise of an insurance broker in many ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the most suitable coverage for their needs. This is especially important in Lebanon, PA, where the population is diverse and the insurance market can be overwhelming. Secondly, an insurance broker can help residents save money by finding them the best deals and discounts available. This is particularly important in Lebanon, PA, where the cost of living is higher than the national average. Lastly, an insurance broker can provide residents with peace of mind by ensuring that they are adequately protected in the event of an accident or emergency. This is crucial in Lebanon, PA, where severe weather conditions such as tornadoes and floods are common occurrences. In summary, an insurance broker can be a valuable asset to residents of Lebanon, PA by providing them with expert advice, cost savings, and peace of mind.

Retirement Planning

Residents of Lebanon, PA could greatly benefit from the assistance of a retirement planner. With the city's population of over 25,000 people, there are likely many individuals nearing retirement age who may not have a solid plan in place for their future. A retirement planner can help these individuals navigate the complexities of retirement planning, including determining the best way to save for retirement, understanding the tax implications of different investment strategies, and creating a plan for managing retirement income. Additionally, Lebanon, PA has a significant population of veterans, many of whom may be eligible for special retirement benefits. A retirement planner can help these individuals understand their options and maximize their retirement income. With the help of a skilled retirement planner, residents of Lebanon, PA can feel confident in their retirement plans and enjoy their golden years to the fullest.

Financial Advisor

Residents of Lebanon, PA can benefit from the guidance of a financial advisor in numerous ways. Firstly, a financial advisor can help them manage their budget and develop a savings plan, which is especially important in a city where the median household income is $48,000. Additionally, they can help residents navigate the complex world of investing and make informed decisions about stocks, bonds, and mutual funds. This is particularly important in Lebanon, where the economy is heavily reliant on agriculture and manufacturing, and residents may not have access to the same investment opportunities as those in larger cities. Furthermore, a financial advisor can assist residents in planning for retirement, which can be challenging in a city where the cost of living is relatively high. Finally, a financial advisor can provide guidance on estate planning and help residents ensure that their assets are protected and distributed according to their wishes. Overall, the services of a financial advisor can be invaluable to residents of Lebanon, PA, helping them to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Lebanon, PA can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complex mortgage application process by providing guidance on the required documentation and explaining the different types of loans available. Additionally, a mortgage loan officer can assist residents in finding the best mortgage rates and terms that suit their financial needs and goals. Specifically, in Lebanon, PA, where the cost of living is relatively high, a mortgage loan officer can help residents secure a mortgage that is affordable and sustainable in the long term. By working with a mortgage loan officer, residents of Lebanon, PA can make informed decisions about their home financing options and achieve their dream of homeownership.

Tax Services

Residents of Lebanon, PA could greatly benefit from the services of a tax advisor in a number of ways. For instance, Lebanon is home to a significant number of small business owners who would greatly benefit from expert advice on tax planning and compliance. Additionally, the city has a diverse population with varying income levels and tax situations, making it important for residents to have access to personalized tax advice that can help them maximize their deductions and minimize their liabilities. A tax advisor can also help residents navigate the complex tax laws and regulations that are unique to Pennsylvania, ensuring that they remain in compliance with all applicable rules and regulations. Overall, the services of a tax advisor can provide valuable support to residents of Lebanon, PA, helping them achieve greater financial stability and peace of mind.

Estate Planning Lawyer

Residents of Lebanon, PA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals create a comprehensive plan for the distribution of their assets after their demise. This is particularly important in Lebanon, PA, where many families own properties that have been passed down through generations. Secondly, an estate planning lawyer can assist clients in creating trusts to protect their assets from creditors and lawsuits. This is especially important in Lebanon, PA, where there is a high rate of small business ownership and potential for litigation. Thirdly, an estate planning lawyer can help clients minimize their tax liability by creating tax-efficient strategies for the transfer of wealth. Given the complex tax laws in Lebanon, PA, this can be a significant benefit for residents. Overall, an estate planning lawyer can help residents of Lebanon, PA ensure that their assets are protected and their wishes are carried out after their passing.

Lebanon, PA Financial Resources

Lebanon, PA Chamber of Commerce

https://lvchamber.org/

Lebanon, PA City Hall

https://www.lebanonpa.org/

Lebanon, PA Public Library

https://lclibs.org/

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