Wealth Management in Tunkhannock, PA

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List of Firms

Tunkhannock, PA Wealth Management Firms

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Chiaro Investment Services
Location 150 Welles St, Kingston, PA 18704, USA
Phone (570) 704-7768
Directions
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Financial Transitions Advisors
Location 1101 Penn Ave suite a, Scranton, PA 18509, USA
Phone (570) 340-0565
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Trowbridge & Co. Wealth Management Group
Location 37 Merrill Pkwy, Towanda, PA 18848, USA
Phone (570) 995-6700
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Ingargiola Wealth Management Group,LLC
Location 203 North Blakely Street, Dunmore, PA 18512, USA
Phone (570) 961-1161
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 240 German Hill Rd, Factoryville, PA 18419, USA
Phone (570) 836-1682
Directions
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Northwestern Mutual Wealth Management Company : John J Carr
Location 52 Glenmaura National Blvd Ste 303, Moosic, PA 18507, USA
Phone (570) 408-9289
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Merrill Lynch Wealth Management Advisor Stacy L MacGregor
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 330-8772
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Thaddeus Kenny - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 421 S State St, Clarks Summit, PA 18411, USA
Phone (570) 319-1214
Directions
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Lewis Wealth Management
Location 1310 Church St, Moscow, PA 18444, USA
Phone (570) 842-0777
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Life Money Management LLC
Location 120 Bridge St, Tunkhannock, PA 18657, USA
Phone (570) 406-3312
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Riggs Asset Management
Location 2 Newberry Estates, Dallas, PA 18612, USA
Phone (570) 823-3383
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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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Morgan Stanley Financial Advisors
3 out of 5
Location 111 N Washington Ave Ste 201, Scranton, PA 18503, USA
Phone (570) 961-7700
Directions
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RBC Wealth Management
Location 345 Wyoming Ave STE 205, Scranton, PA 18503, USA
Phone (570) 343-6010
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Diversified Financial Group
Location 281 E Grove St, Clarks Green, PA 18411, USA
Phone (570) 585-4100
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Northwestern Mutual - Scranton/Wilkes-Barre
Location 52 Glenmaura National Blvd, Moosic, PA 18507, USA
Phone (570) 408-9280
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Jacobi Capital Management LLC
Location 154 Enterprise Way, Pittston, PA 18640, USA
Phone (570) 826-1801
Directions
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CorePlan Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 851 Commerce Blvd Ste 106, Dickson City, PA 18519, USA
Phone (570) 489-4750
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Ryan Stephenson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2515 State Road, PA-309, Dallas, PA 18612, USA
Phone (570) 675-9397
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Investment Planning Services
5 out of 5
Location 858 Hunter Hwy, Tunkhannock, PA 18657, USA
Phone (570) 240-2596
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Worthington Wealth Management
Location 7152 Susquehanna Dr, Tobyhanna, PA 18466, USA
Phone (570) 839-9222
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Golden Wealth Management
SEC File# 801-117113
CRD# 299522
Location 28 W South St, Wilkes-Barre, PA 18701, USA
Phone (570) 208-7050
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Investment Planning Services
Location PA-29, Tunkhannock, PA 18657, USA
Phone (570) 836-6440
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SEC File# 801-57434
CRD# 11025
Location 58 Bridge St, Tunkhannock, PA 18657, USA
Phone (570) 836-9000
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FNCB Wealth Management Services
Location 102 E Drinker St, Dunmore, PA 18512, USA
Phone (570) 348-4321
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White Oak Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 103 Main St, Eynon, PA 18403, USA
Phone (570) 383-7525
Directions
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Merrill Lynch Wealth Management Advisor Jude J Leibman
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 330-8766
Directions
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Stone House Tax, Business and Municipal Accounting
3 out of 5
Location 158 W Tioga St, Tunkhannock, PA 18657, USA
Phone (570) 836-5636
Directions
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Peoples Wealth Management
Location 695 Grow Ave, Montrose, PA 18801, USA
Phone (570) 879-2589
Directions
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Stone House Retirement Income Planners
SEC File# 801-106971
CRD# 139410
5 out of 5
Location 80 W Tioga St, Tunkhannock, PA 18657, USA
Phone (570) 836-7020
Directions
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Merrill Lynch Wealth Management Advisor Jon Stevens
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 330-8791
Directions
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Merrill Lynch Wealth Management Advisor Kristin E. McCann
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 330-8792
Directions
Wealth Management in Tunkhannock, PA

Where Wealth Management Advisors in Tunkhannock, PA Serve

Tunkhannock, PA is a charming town located in northeastern Pennsylvania. It is home to several notable landmarks, including the Wyoming County Courthouse, the Dietrich Theater, and the historic Tunkhannock Viaduct, which is a railroad bridge that spans the valley. The town's top employers include Procter & Gamble, Tyler Memorial Hospital, and Triton Hose Company. These companies provide many job opportunities for the town's residents and contribute to the local economy. Tunkhannock is easily accessible via several major highways, including Route 6, Route 29, and Route 92. These highways connect the town to nearby cities and towns, making it a convenient location for commuters. The town is divided into several neighborhoods, each with its own unique character and charm. These neighborhoods include East Lemon, West Lemon, and Tunkhannock Borough. Each neighborhood has its own distinct architecture and amenities, making it easy for residents to find the perfect place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Tunkhannock, PA could benefit from a bank in several ways, such as access to financial products and services. With the town's economy relying heavily on agriculture and manufacturing, a local bank could provide loans and credit to farmers and business owners to help them grow and expand their operations. Additionally, the bank could offer savings and checking accounts with low fees and competitive interest rates, helping residents save money and manage their finances more effectively. Furthermore, the bank could provide financial education and resources to help residents make informed decisions about their money, such as workshops on budgeting, investing, and retirement planning. Overall, a bank in Tunkhannock could play a vital role in supporting the local economy and helping residents achieve their financial goals.

Insurance Broker

Residents of Tunkhannock, PA can benefit greatly from the services of an insurance broker. Specifically, an insurance broker can help residents navigate the complexities of the healthcare system in Tunkhannock. With limited healthcare options in the area, residents may struggle to find affordable and comprehensive coverage. An insurance broker can help residents compare and select insurance plans that meet their unique needs and budget. Additionally, an insurance broker can assist residents with other types of insurance, such as auto and home insurance, to ensure they have adequate coverage and protection in the event of an accident or disaster. With the help of an insurance broker, residents of Tunkhannock can have peace of mind knowing they have the right insurance coverage for their needs.

Retirement Planning

Residents of Tunkhannock, PA can benefit immensely from the guidance of a retirement planner. With its small town charm and tight-knit community, Tunkhannock may seem like a place where everyone knows everyone and everything is taken care of. However, retirement planning requires a level of expertise that can only be provided by a professional. A retirement planner can help residents of Tunkhannock navigate the complex world of retirement planning, including understanding Social Security benefits, creating a personalized investment strategy, and preparing for potential healthcare costs. With the average life expectancy in Wyoming County being lower than the national average, it is crucial for residents to have a solid retirement plan in place. A retirement planner can also provide advice on how to maximize retirement income while minimizing taxes, something that can be especially important for those living on a fixed income in a state with no sales tax but high property taxes like Pennsylvania.

Financial Advisor

Residents of Tunkhannock, PA can benefit greatly from the guidance of a financial advisor in several ways. Firstly, given the town's location in a rural area, a financial advisor can assist residents in making informed decisions about investing in local businesses and industries. Additionally, with the town's economy heavily reliant on agriculture and tourism, a financial advisor can provide expertise on how to manage finances during seasonal fluctuations. Furthermore, with the median household income in Tunkhannock being below the national average, a financial advisor can help residents with budgeting, debt management, and saving for retirement. Overall, a skilled financial advisor can offer tailored advice to residents of Tunkhannock, helping them navigate the unique financial challenges and opportunities of their community.

Mortgage Loan Officer

Residents of Tunkhannock, PA would greatly benefit from the expertise of a mortgage loan officer. With the town's population of just over 1,800, many residents may not have the financial resources to purchase a home outright. A loan officer can assist in securing a mortgage that fits the unique financial situation of each resident, whether they are a first-time homebuyer or looking to refinance. Additionally, Tunkhannock is located in a rural area, which can pose challenges when it comes to finding suitable housing options. A loan officer can help residents navigate the local real estate market and find the perfect home for their needs. With their knowledge of the lending process and the local housing market, a mortgage loan officer can provide invaluable support to the residents of Tunkhannock, PA.

Tax Services

Residents of Tunkhannock, PA can greatly benefit from the expertise of a tax advisor. With a population of just over 1,800 people, this rural community faces unique challenges when it comes to tax planning and preparation. A tax advisor can help residents navigate the complex tax laws and regulations that apply to both individuals and businesses in Tunkhannock. They can provide guidance on deductions and credits that are specific to the area, such as those related to agriculture and natural resources. Additionally, a tax advisor can help residents plan for the future by creating a comprehensive tax strategy that takes into account their long-term financial goals. With the help of a tax advisor, residents of Tunkhannock can ensure that they are taking advantage of all available tax benefits while also avoiding costly mistakes and penalties.

Estate Planning Lawyer

Residents of Tunkhannock, PA can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Tunkhannock create a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. This is particularly important in Tunkhannock, where the median home value is $170,000, and many residents own significant assets. Secondly, an estate planning lawyer can help residents of Tunkhannock minimize the amount of taxes their estate will owe after their death. This is especially important in Tunkhannock, where the median household income is $50,000, and residents may be concerned about leaving a large tax burden to their loved ones. Finally, an estate planning lawyer can help residents of Tunkhannock create a plan for their healthcare and end-of-life decisions. This is crucial in Tunkhannock, where the median age is 41.

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