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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
| Qualified Financial Advisors in Camp Hill, Pennsylvania | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES 100 Vanguard Blv V26, Malvern, PA 19355 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 106715
Compensation/Fee Fee-Based
Office Location
100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number
800-211-7806
Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.
With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning
Top Financial Advisor Firms in Camp Hill, Pennsylvania (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| RIVER WEALTH ADVISORS LLC
100 Corporate Center Drive , Suite 102, Camp Hill, PA 17011 |
$1,040,134,975 | 1970 |
A percentage of AUM Hourly charges Fixed fees |
| INVARIANT INVESTMENT MANAGEMENT
200 Grandview Avenue , Suite 103, Camp Hill, PA 17011 |
$92,550,371 | 612 |
A percentage of AUM Fixed fees |
| ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
3500 Market Street, Suite 102, Camp Hill, PA 17011 |
$62,289,421 | 278 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Bias, Pofi, Hackler Financial Group Inquire with Bias, |
214 Senate Ave, Ste 601, Camp Hill, PA 17011 | 844-848-0440 |
| Chad Zeaser Inquire with Chad |
4661 Trindle Rd, Ste 400, Camp Hill, PA 17011 | 717-761-3600 |
| G David Bias Inquire with G |
214 Senate Ave, Ste 601, Camp Hill, PA 17011 | 717-761-3040 |
| Henry Pofi Inquire with Henry |
214 Senate Ave, Ste 601, Camp Hill, PA 17011 | 717-761-3096 |
| Donald F Weaver Inquire with Donald |
3800 Market St, Ste 202, Camp Hill, PA 17011 | 717-975-5555 |
| Penica, Place and Associates Inquire with Penica, |
2919 Market St, Camp Hill, PA 17011 | 717-737-5455 |
| Jay Penica Inquire with Jay |
2919 Market St, Camp Hill, PA 17011 | 717-737-5455 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
214 Senate Ave, 7th Fl, Camp Hill, PA 17011 | 717-730-1800 |
| Dave Bedard Inquire with Dave |
214 Senate Ave, Ste 601, Camp Hill, PA 17011 | 717-319-5291 |
| Ryan Stephenson Inquire with Ryan |
3800 Market St, Ste 202, Camp Hill, PA 17011 | 717-975-5555 |
Grow your AUM with pre-qualified leads!
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