Wealth Management in Luzerne County, PA

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List of Firms

Luzerne County, PA Wealth Management Firms

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Riggs Asset Management
SEC File# 801-38171
CRD# 107233
Location 2 Newberry Estates, Dallas, PA 18612, USA
Phone (570) 823-3383
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-117113
CRD# 299522
Location 28 W South St, Wilkes-Barre, PA 18701, USA
Phone (570) 208-7050
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Russell Goodman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 100 N, Wilkes-Barre Blvd Ste 210, Wilkes-Barre, PA 18702, USA
Phone (570) 825-7526
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Forthright Wealth Planning
Location 696 Front St Rear, Nanticoke, PA 18634, USA
Phone (570) 735-2172
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Merrill Lynch Wealth Management
5 out of 5
Location 600 Baltimore Dr, Wilkes-Barre, PA 18702, USA
Phone (570) 829-8000
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Chiaro Investment Services
Location 150 Welles St, Kingston, PA 18704, USA
Phone (570) 704-7768
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William Amesbury - Financial Advisor, Ameriprise Financial Services, LLC
Location 22 S Prospect St, Nanticoke, PA 18634, USA
Phone (570) 735-3788
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SEC File# 801-68485
CRD# 145463
Location 46 Public Square #700, Wilkes-Barre, PA 18701, USA
Phone (800) 897-3057
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Lewis, Litwinsky, & Associates of the Princeton Group
5 out of 5
Location 613 Baltimore Dr Suite 3, Wilkes-Barre, PA 18702, USA
Phone (570) 852-5500
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Merrill Lynch Wealth Management Advisor Stephen J Rosenthal
Location 600 Baltimore Dr, Wilkes-Barre, PA 18702, USA
Phone (570) 829-8010
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Wealth Management in Luzerne County, PA

Where Wealth Management Advisors in Luzerne County, PA Serve

Luzerne County, located in northeastern Pennsylvania, is a diverse and vibrant area with a rich history and many notable landmarks. From the stunning natural beauty of the Pocono Mountains and the Susquehanna River to the bustling city streets of Wilkes-Barre and Hazleton, this county has something for everyone. Some of the most famous landmarks in Luzerne County include the Mohegan Sun Arena, home to the Wilkes-Barre/Scranton Penguins hockey team, and the Steamtown National Historic Site, which celebrates the region's rich railroad history. Other notable attractions include the Luzerne County Courthouse, the Kirby Center for the Performing Arts, and the Seven Tubs Nature Area. As for top employers, Luzerne County is home to a diverse mix of businesses and industries. Some of the largest employers in the area include Geisinger Wyoming Valley Medical Center, Wilkes University, and the Tobyhanna Army Depot.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Luzerne County, PA would greatly benefit from the services of a bank. With a population of over 300,000, the county is one of the most populous in Pennsylvania. A bank could provide financial assistance to residents who may be struggling to make ends meet. This could include offering low-interest loans to small business owners who are trying to get their companies off the ground. Additionally, a bank could provide financial education to residents who may not have had access to such resources in the past. This education could include information on how to save for retirement, how to build credit, and how to manage debt. With the help of a bank, residents of Luzerne County could improve their financial standing and achieve their goals.

Insurance Broker

Luzerne County, PA residents can benefit from the expertise and guidance of an insurance broker in a multitude of ways. For example, due to the county's location in Northeastern Pennsylvania, residents may face unique risks and challenges related to natural disasters such as flooding and severe winter weather. An insurance broker can help residents understand their coverage options and ensure they have adequate protection against these types of events. Additionally, with a population of over 300,000 people, Luzerne County has a diverse range of healthcare needs. An insurance broker can assist residents in navigating the complex healthcare system and finding the right insurance plan to meet their specific needs. Furthermore, with a growing number of small businesses in the area, an insurance broker can provide valuable advice and support in selecting the right insurance plans for their employees, which can help attract and retain top talent. Overall, the expertise and personalized service provided by an insurance broker can be a valuable resource for Luzerne County residents looking to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Luzerne County, PA can greatly benefit from the services of a retirement planner. With a population of over 300,000 people, Luzerne County is a diverse community with varying financial needs. A retirement planner can help residents navigate the complex world of retirement planning, including investment strategies, social security benefits, and tax implications. Additionally, given that Luzerne County has a higher-than-average poverty rate, a retirement planner can assist those with limited financial resources in creating a plan that maximizes their retirement savings. Moreover, with the county's proximity to major metropolitan areas like New York City and Philadelphia, a retirement planner can help residents plan for the higher cost of living in these areas during retirement. Overall, a retirement planner can provide invaluable guidance to the residents of Luzerne County, ensuring they are able to achieve their retirement goals and live comfortably in their golden years.

Financial Advisor

Residents of Luzerne County, PA could benefit greatly from the services of a financial advisor. With a population of over 300,000 people, the county has a diverse economy that includes industries such as healthcare, manufacturing, and education. A financial advisor could help residents navigate the complexities of retirement planning, investment strategies, and tax planning. Additionally, the county has a high poverty rate, with over 15% of residents living below the poverty line. A financial advisor could assist these individuals in creating a budget, managing debt, and accessing resources such as government assistance programs. With the recent economic downturn caused by the COVID-19 pandemic, many residents have experienced financial hardship. A financial advisor could provide guidance on how to navigate these difficult times and help individuals and families make informed decisions about their finances. Overall, the services of a financial advisor could greatly benefit the residents of Luzerne County, PA, particularly those facing financial challenges.

Mortgage Loan Officer

Residents of Luzerne County, PA can benefit from a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist in finding the most suitable mortgage program for the residents of the county, taking into consideration the specific needs and financial situation of each individual. Secondly, the loan officer can help residents navigate the complex mortgage application process, which can be daunting and confusing. Additionally, the loan officer can provide valuable advice on the current housing market trends in Luzerne County, which can help residents make informed decisions when purchasing a home. Furthermore, the loan officer can help residents understand the various mortgage terms and conditions, including interest rates, closing costs, and repayment options, ensuring that they fully comprehend the financial commitment they are making. In a county where the median home value is $137,000 and the homeownership rate is 70.1%, a mortgage loan officer can be an invaluable resource for residents looking to purchase a home.

Tax Services

Residents of Luzerne County, PA could greatly benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could provide assistance is in navigating the complex tax laws surrounding the coal mining industry. Luzerne County has a rich history in coal mining, and many residents may have questions or concerns about how their income from mining operations is taxed. A tax advisor could help these individuals understand the intricacies of the tax code as it pertains to the mining industry, potentially saving them significant amounts of money in taxes. Additionally, a tax advisor could provide guidance on how to take advantage of tax credits and deductions that are available to residents of Luzerne County, such as the Pennsylvania Educational Improvement Tax Credit. Overall, the expertise of a tax advisor could be invaluable to residents of Luzerne County, helping them to navigate the complex world of taxes and save money in the process.

Estate Planning Lawyer

Residents of Luzerne County, PA can benefit from an estate planning lawyer in a multitude of ways. One specific area is in regards to the county's high elderly population. An estate planning lawyer can assist these individuals in creating a comprehensive plan that includes a living will, power of attorney, and healthcare directives. Additionally, with the county's history of coal mining and industrial work, many residents may have assets tied up in complex trusts or business entities. An estate planning lawyer can help navigate these complexities and ensure that assets are distributed according to the individual's wishes. With the potential for unexpected events such as natural disasters or accidents, having a solid estate plan in place can provide peace of mind for Luzerne County residents and their families.

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