Wealth Management in Lewisburg, PA

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List of Firms

Lewisburg, PA Wealth Management Firms

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Edward Jones
SEC File# 801-3297
CRD# 250
Location 4 Cedar Green Center, Mifflinburg, PA 17844, USA
Phone (570) 966-3111
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 260 Reitz Blvd Suite B, Lewisburg, PA 17837, USA
Phone (570) 522-9960
Directions
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Kyle Natter - Thrivent
Location 2500 Supplee Mill Rd, Lewisburg, PA 17837, USA
Phone (570) 444-8580
Directions
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Buffalo Valley Wealth Plus
5 out of 5
Location 338 Chestnut St, Mifflinburg, PA 17844, USA
Phone (570) 597-2235
Directions
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Vertice Financial
SEC File# 801-60628
CRD# 116021
Location 115 Farley Cir Suite 104, Lewisburg, PA 17837, USA
Phone (570) 523-3383
Directions
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Securities America Inc
Location Creamery Building, 130 Buffalo Rd # 211, Lewisburg, PA 17837, USA
Phone (570) 523-8387
Directions
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Thrivent Financial, Kyle Natter
Location Professional Building #29, 23 N Derr Dr, Lewisburg, PA 17837, USA
Phone (570) 523-1353
Directions
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OMNIWEALTH GROUP
Location 519 North Derr Drive Route, 15, Lewisburg, PA 17837, USA
Phone (888) 822-6664
Directions
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Generations Asset Management
SEC File# 801-80003
CRD# 171898
5 out of 5
Location 776 Bull Run Crossing Suite 100, Lewisburg, PA 17837, USA
Phone (570) 972-2613
Directions
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Dave Saul - Thrivent
5 out of 5
Location 417 W Main St, Bloomsburg, PA 17815, USA
Phone (570) 317-2111
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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Planned Futures
5 out of 5
Location 2350 E 3rd St Ste 6, Williamsport, PA 17701, USA
Phone (570) 322-8407
Directions
SEC File# 801-119415
CRD# 310461
Location 1000 Market St, Lewisburg, PA 17837, USA
Phone (570) 524-7200
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Vision Wealth Advisors (Justin Buttrick, MS, CFP®)
5 out of 5
Location 57 Reitz Blvd Suite 200, Lewisburg, PA 17837, USA
Phone (570) 524-0120
Directions
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Granite Financial Advisors
Location 5492 Crossroads Dr, Lewisburg, PA 17837, USA
Phone (570) 205-9822
Directions
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REW Financial
Location 730 PA-405, Milton, PA 17847, USA
Phone (800) 609-9484
Directions
SEC File# 801-108628
CRD# 135173
Location 115 Farley Cir, Lewisburg, PA 17837, USA
Phone (570) 522-1000
Directions
SEC File# 801-70772
CRD# 149255
Location 400 Market St #200, Williamsport, PA 17701, USA
Phone (570) 326-9500
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-114485
CRD# 299407
5 out of 5
Location 1000 Commerce Park Dr Suite 416, Williamsport, PA 17701, USA
Phone (570) 601-6960
Directions
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Thrivent Financial - Lutherans
Location 200 Pine St, Aaronsburg, PA 16820, USA
Phone (814) 954-3949
Directions
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Terri Fought - Raymond James
Location 1000 Commerce Park Dr, Williamsport, PA 17701, USA
Phone (570) 979-2000
Directions
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Vision Wealth Advisors
5 out of 5
Location 57 Reitz Blvd Suite 200, Lewisburg, PA 17837, USA
Phone (570) 524-0120
Directions
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Strong Tower Associates
SEC File# 801-67628
CRD# 137658
Location 260 Reitz Blvd, Lewisburg, PA 17837, USA
Phone (814) 325-9806
Directions
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Twin River Wealth Management
5 out of 5
Location 28 N Market St, Selinsgrove, PA 17870, USA
Phone (570) 768-4907
Directions
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Ronald P Dreese Associates: Elsasser Brian L CPA
Location 115 Farley Cir, Lewisburg, PA 17837, USA
Phone (570) 524-0488
Directions
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Sylvan Capital Advisors - Ameriprise Financial Services, LLC
Location 173 Point Township Dr Ste 1A, Northumberland, PA 17857, USA
Phone (570) 473-8254
Directions
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Clear View Advisors LLC
5 out of 5
Location 1500 Sycamore Rd # 350, Montoursville, PA 17754, USA
Phone (570) 601-6759
Directions
SEC File# 801-7258
CRD# 463
4 out of 5
Location 25 W 3rd St Suite 600, Williamsport, PA 17701, USA
Phone (570) 326-5700
Directions
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Appelman Financial
5 out of 5
Location 250 Schoolhouse Rd, Bloomsburg, PA 17815, USA
Phone (570) 784-1716
Directions
Wealth Management in Lewisburg, PA

Where Wealth Management Advisors in Lewisburg, PA Serve

Nestled in the heart of central Pennsylvania, Lewisburg is a charming town that boasts a rich history and vibrant community. Its quaint streets are lined with unique shops, cozy cafes, and historic landmarks that attract visitors from all over the world. The town's top employers include Bucknell University, Evangelical Community Hospital, and Weis Markets, which provide ample job opportunities for residents. Major highways such as Route 15 and Interstate 80 make Lewisburg easily accessible, while Market Street and St. Mary Street are bustling thoroughfares that lead to the town's various neighborhoods. From the stately homes of the historic district to the cozy bungalows of Brookpark, Lewisburg's neighborhoods offer a diverse range of housing options for residents. Whether you're exploring the natural beauty of the Susquehanna River or taking in a show at the Campus Theatre, Lewisburg is a town that is sure to captivate and inspire.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lewisburg, PA could benefit from a bank in various ways. Firstly, a bank could provide financial services such as savings and checking accounts, loans, credit cards, and investment opportunities. This would be especially useful for the many small business owners in the area, who could take advantage of business loans to expand their operations. Additionally, a bank could offer financial education programs to help residents better manage their money and plan for the future. This would be particularly important for the many college students in the area, who may be facing student loan debt and other financial challenges. Finally, a bank could provide convenient access to cash through ATMs and other banking services, which would be especially useful for residents who live in rural areas and may not have easy access to other banking options. In short, a bank could play a crucial role in helping residents of Lewisburg, PA achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Lewisburg, PA can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help residents navigate the complex insurance market and find the best coverage options for their unique needs and budget. Additionally, given that Lewisburg is a small town with a population of just over 5,000, an insurance broker can provide personalized attention and support to each client. This is especially important in a town like Lewisburg, where residents may have specific insurance needs related to their businesses or properties. Moreover, an insurance broker can help residents stay up-to-date on changes in insurance policies and regulations, and ensure that they are always adequately protected. By working with an insurance broker, residents of Lewisburg can have peace of mind knowing that they have the right coverage in place for any unexpected events that may arise.

Retirement Planning

Residents of Lewisburg, PA can benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of the individual. With Lewisburg being a small town with a population of just over 5,000, it is important to consider the limited job opportunities and economic challenges that may affect retirement planning. A retirement planner can help navigate these challenges and provide guidance on how to maximize retirement savings, invest wisely, and make informed decisions about Social Security benefits. Additionally, a retirement planner can assist with estate planning, long-term care, and tax planning, all of which are crucial considerations for residents of Lewisburg, PA looking to secure a comfortable retirement.

Financial Advisor

Residents of Lewisburg, PA can benefit from the expertise of a financial advisor in a multitude of ways. For instance, with the town being home to Bucknell University, a financial advisor can help students and their families navigate the complexities of student loans and repayment options. Additionally, with the town's economy being heavily reliant on small businesses, a financial advisor can assist local entrepreneurs in creating and executing a financial plan to ensure the long-term success of their ventures. Furthermore, with the town's proximity to the Susquehanna River, a financial advisor can advise residents on flood insurance and other measures to protect their assets from natural disasters. Overall, a financial advisor can provide invaluable guidance and support to the residents of Lewisburg, PA in navigating their financial futures.

Mortgage Loan Officer

Residents of Lewisburg, PA can benefit from a mortgage loan officer in numerous ways. Firstly, a mortgage loan officer can assist in finding the best mortgage rates and terms for the residents of Lewisburg, PA. This is especially important in a town like Lewisburg, where the median home price is $234,000, which is higher than the national average. Secondly, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage. This process can be overwhelming, but a mortgage loan officer can provide guidance and support every step of the way. Additionally, a mortgage loan officer can help residents understand the various types of mortgages available to them and which one would be best suited for their specific needs. In a town like Lewisburg, where the population is diverse, and there are many different types of homes available, this expertise is invaluable.

Tax Services

Residents of Lewisburg, PA can benefit from the expertise of a tax advisor in numerous ways. One specific way is by navigating the complexities of local tax laws. Lewisburg, PA has a unique tax structure that can be difficult to understand, even for the most financially savvy individuals. A tax advisor can help residents understand the nuances of local tax codes and ensure that they are in compliance with all relevant regulations. Additionally, a tax advisor can assist residents with tax planning, helping them to minimize their tax burden and maximize their financial resources. With the help of a tax advisor, residents of Lewisburg, PA can feel confident that they are making informed financial decisions and staying on top of their tax obligations.

Estate Planning Lawyer

Residents of Lewisburg, PA can greatly benefit from the services of an estate planning lawyer. With its rich history and cultural heritage, Lewisburg poses unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complex legal landscape and ensure that their assets are protected and distributed according to their wishes. Whether it's creating a will, setting up a trust, or planning for long-term care, an estate planning lawyer can provide invaluable guidance and support. With their extensive knowledge of Pennsylvania law and their commitment to client satisfaction, these professionals can help residents of Lewisburg achieve peace of mind and financial security for themselves and their loved ones.

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