Wealth Management in Lemoyne, PA

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List of Firms

Lemoyne, PA Wealth Management Firms

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The Healey Group
5 out of 5
Location 344 N Front St, Wormleysburg, PA 17043, USA
Phone (717) 730-0800
Directions
SEC File# 801-63453
CRD# 127217
4 out of 5
Location 4000 Market St, Camp Hill, PA 17011, USA
Phone (717) 775-8061
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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Clelan and Company
SEC File# 801-60628
CRD# 116021
Location 210 Grandview Ave Suite 101, Camp Hill, PA 17011, USA
Phone (717) 761-4633
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor Matthew T Groff
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4649
Directions
SEC File# 801-112684
CRD# 117105
Location 2120 Market St #102, Camp Hill, PA 17011, USA
Phone (717) 207-7123
Directions
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Nicholas Hansen - RBC Wealth Management Financial Advisor
Location 635 N Twelfth St 2nd Floor, Lemoyne, PA 17043, USA
Phone (717) 724-4213
Directions
SEC File# 801-62003
CRD# 126653
Location 212 S Front St, Wormleysburg, PA 17043, USA
Phone (717) 412-4966
Directions
SEC File# 801-68333
CRD# 145051
5 out of 5
Location 415 Fallowfield Rd # 300, Camp Hill, PA 17011, USA
Phone (717) 975-0509
Directions
SEC File# 801-114000
CRD# 298233
Location 3920 Market St #300, Camp Hill, PA 17011, USA
Phone (717) 761-2655
Directions
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River Wealth Advisors
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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Pennsylvania Wealth Management
SEC File# 801-67628
CRD# 137658
Location 2142 Market St STE A102, Camp Hill, PA 17011, USA
Phone (717) 303-1999
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: Closed Saturday: Closed Sunday: Closed
Directions
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Schreader Wealth Management
Location 2204 Market St, Camp Hill, PA 17011, USA
Phone (717) 761-1600
Directions
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Wealth Development Council LLC
5 out of 5
Location 704 Lisburn Rd, Camp Hill, PA 17011, USA
Phone (717) 774-7200
Directions
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Chris VanHart - Thrivent
Location 214 Senate Ave Ste 100, Camp Hill, PA 17011, USA
Phone (717) 525-9535
Directions
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JMG Wealth Management Group
Location 5010 Ritter Rd Ste 112, Mechanicsburg, PA 17055, USA
Phone (717) 214-1925
Directions
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Ameriprise Financial
Location 3500 Market St, Camp Hill, PA 17011, USA
Phone (717) 441-4801
Directions
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The Bartoli Wealth Management Group - Morgan Stanley
Location 214 Senate Ave 7th Fl, Camp Hill, PA 17011, USA
Phone (717) 730-1800
Directions
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David Bedard - Morgan Stanley
Location 214 Senate Ave 7th Fl, Camp Hill, PA 17011, USA
Phone (717) 730-1813
Directions
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Tracy M Varano-Garrison - Morgan Stanley
Location 214 Senate Ave 7th Fl, Camp Hill, PA 17011, USA
Phone (717) 730-1827
Directions
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Providers & Families Wealth Management
Location Rear, 3310 Market St Suite A, Camp Hill, PA 17011, USA
Phone (717) 682-3550
Directions
SEC File# 801-110584
CRD# 166251
5 out of 5
Location 602 N Front St, Wormleysburg, PA 17043, USA
Phone (717) 736-7007
Directions
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Cumberland Financial Group, Inc.
Location 2142 Market St STE A101, Camp Hill, PA 17011, USA
Phone (717) 975-9949
Directions
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KCA Wealth Management, Financial & Retirement Advisors
SEC File# 801-56010
CRD# 15708
5 out of 5
Location 3806 Market St, Camp Hill, PA 17011, USA
Phone (717) 774-7080
Directions
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Advent Partners
5 out of 5
Location 214 Senate Ave Suite 100, Camp Hill, PA 17011, USA
Phone (717) 525-9535
Directions
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Ronald R Wetzel Jr. - Morgan Stanley
Location 214 Senate Ave 7th Fl, Camp Hill, PA 17011, USA
Phone (717) 730-1889
Directions
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Conte Wealth Advisors, LLC
SEC File# 801-63930
CRD# 134139
Location 2009 Market St, Camp Hill, PA 17011, USA
Phone (717) 975-8800
Directions
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Advantage Wealth Management
Location 25 S 35th St, Camp Hill, PA 17011, USA
Phone (717) 525-9481 ext. 204
Directions
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Fiserv
Location 1400 Market St, Camp Hill, PA 17011, USA
Phone (717) 763-4160
Directions
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Jamie French - Thrivent
Location 214 Senate Ave Ste 100, Camp Hill, PA 17011, USA
Phone (717) 525-9535
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 214 Senate Ave 7th Fl, Camp Hill, PA 17011, USA
Phone (717) 730-1800
Directions
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Public Financial Management
SEC File# 801-60449
CRD# 122141
Location 213 Market St, Harrisburg, PA 17101, USA
Phone (717) 231-6200
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
SEC File# 801-111716
CRD# 168772
Location 200 Grandview Ave, Camp Hill, PA 17011, USA
Phone (717) 317-9006
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Key Advisors Group
SEC File# 801-67628
CRD# 137658
Location 2142 Market St STE A102, Camp Hill, PA 17011, USA
Phone (717) 303-1999
Directions
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Merrill Lynch Wealth Management Advisor Debra Karns Klinger
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4635
Directions
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1st Choice Financial Services, Inc.
5 out of 5
Location 1517 Cedar Cliff Dr #201, Camp Hill, PA 17011, USA
Phone (717) 388-2141
Directions
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Merrill Lynch Wealth Management Advisor Brian Fields
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4602
Directions
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AUA Capital Management
Location 2331 Market St, Camp Hill, PA 17011, USA
Phone (717) 635-9220
Directions
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agostino financial management
Location 2012 Market St, Camp Hill, PA 17011, USA
Phone (717) 963-7150
Directions
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Vista Wealth Management
Location 3815 Market St, Camp Hill, PA 17011, USA
Phone (717) 516-0700
Directions
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Pathlight Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2919 Market St, Camp Hill, PA 17011, USA
Phone (717) 737-5455
Directions
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Vincent Hackler - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 214 Senate Ave #601, Camp Hill, PA 17011, USA
Phone (844) 848-0440
Directions
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Greg Malin - Raymond James
Location 3344 Trindle Rd, Camp Hill, PA 17011, USA
Phone (717) 763-2098
Directions
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LeTort Trust
Location 3130 Morningside Dr, Camp Hill, PA 17011, USA
Phone (717) 761-7626
Directions
Wealth Management in Lemoyne, PA

Where Wealth Management Advisors in Lemoyne, PA Serve

Lemoyne, PA is a charming borough located in Cumberland County, Pennsylvania that is known for its rich history, diverse neighborhoods, and thriving business community. The borough is home to several notable landmarks, including the historic Lemoyne Borough Building, the Lemoyne Cemetery, and the Susquehanna River. Lemoyne is also home to several top employers, including the Pennsylvania State Police Academy, the West Shore School District, and the Giant Food Stores corporate headquarters. Major highways and streets that run through the borough include Interstate 83, Route 581, and Market Street. The borough is divided into several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include the popular West Shore neighborhood, the historic Old Lemoyne neighborhood, and the up-and-coming Market Street neighborhood. With its vibrant community, rich history, and convenient location, Lemoyne is a great place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lemoyne, PA can benefit from a bank in several ways. For instance, a bank can provide them with financial assistance to purchase homes, cars, and other personal items. Additionally, banks can help them save money for future investments, such as retirement or college tuition. Specifically, Lemoyne, PA is a small town that is home to many small businesses. The bank can help these businesses by providing them with loans and lines of credit to help them grow and expand. Furthermore, the bank can offer financial education to residents to help them make informed decisions about their money. In conclusion, a bank can be an invaluable resource for residents of Lemoyne, PA, providing them with the financial tools and resources they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Lemoyne, PA can benefit from an insurance broker in numerous ways. For instance, an insurance broker can help them find the best insurance policies that suit their unique needs and budget. With the increasing number of insurance providers in the market, it can be challenging for residents of Lemoyne to navigate and find the best insurance policies. An insurance broker can help them compare and contrast different policies, rates, and coverage options to make an informed decision. Additionally, an insurance broker can also assist residents of Lemoyne in filing claims and resolving disputes with their insurance providers. Given Lemoyne's location near the Susquehanna River, residents may require specific insurance coverage for flood damage, which an insurance broker can help them acquire. Overall, an insurance broker can provide invaluable assistance to residents of Lemoyne, PA, in navigating the complex world of insurance policies and coverage options.

Retirement Planning

Residents of Lemoyne, PA can benefit greatly from the services of a retirement planner. These professionals can help individuals plan for their future by creating a personalized retirement plan that takes into account their unique financial situation, goals, and needs. Specifically, residents of Lemoyne, PA may benefit from a retirement planner who is familiar with the local economy and can provide guidance on how to navigate the area's unique economic challenges. For example, Lemoyne, PA is home to a mix of small businesses and larger corporations, which can make it difficult for residents to plan for their retirement. A retirement planner can help individuals understand the local job market and create a plan that ensures they are financially secure in retirement, regardless of economic fluctuations. Additionally, a retirement planner can provide guidance on tax planning, estate planning, and other important financial matters that can impact an individual's retirement.

Financial Advisor

Residents of Lemoyne, PA could benefit from the expertise of a financial advisor in a variety of ways. For example, the town is home to many small businesses, and a financial advisor could assist with creating a budget and managing cash flow. Additionally, with the high cost of living in the area, a financial advisor could help residents plan for retirement and invest in long-term financial goals. The advisor could also provide guidance on tax planning, estate planning, and insurance needs. Furthermore, Lemoyne is located near the state capital, which could provide unique opportunities for investment and financial planning. Overall, a financial advisor could provide valuable insight and assistance to residents of Lemoyne, PA in navigating the complex world of personal finance.

Mortgage Loan Officer

Residents of Lemoyne, PA would benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, the officer could provide guidance on the different types of mortgage loans available, such as fixed-rate and adjustable-rate mortgages, and help residents determine which one is best suited for their financial situation. Moreover, the officer could assist residents in navigating the complex process of applying for a mortgage loan, including gathering necessary documentation and completing paperwork. Additionally, the officer could provide insight into the unique real estate market in Lemoyne, PA, where the median home value is $174,000, according to Zillow. By understanding the local market, residents could make more informed decisions about purchasing a home and securing a mortgage loan.

Tax Services

Residents of Lemoyne, PA could greatly benefit from the expertise of a tax advisor. One of the most common ways that a tax advisor could help the residents of Lemoyne is by providing guidance on local tax laws and regulations. For instance, Lemoyne is located in Cumberland County, which has a local earned income tax that residents must pay. A tax advisor could assist residents in understanding the intricacies of this tax and how it applies to their specific situation. Additionally, a tax advisor could help residents navigate the complexities of federal and state tax codes, ensuring that they are maximizing their deductions and minimizing their tax liabilities. With the help of a tax advisor, residents of Lemoyne could feel confident that they are meeting their tax obligations while also making the most of their financial resources.

Estate Planning Lawyer

Residents of Lemoyne, PA can benefit greatly from the services of an estate planning lawyer. An estate planning lawyer can assist with creating a comprehensive estate plan that includes wills, trusts, and powers of attorney. This is especially important in Lemoyne, PA where the median age of residents is 43 years old, which means many are likely to have accumulated assets that they want to protect and pass down to their loved ones. Additionally, an estate planning lawyer can help residents navigate the complex tax laws that may impact their estates. They can also provide guidance on how to minimize taxes and ensure that their assets are distributed according to their wishes. In the event of incapacity or death, an estate planning lawyer can also help with probate and trust administration. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of Lemoyne, PA have a solid plan in place for their future.

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