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.
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
Clarks Summit, Pennsylvania
have an average of
years of experience.
NOTE: The list of financial advisors in Clarks Summit, Pennsylvania mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Clarks Summit, Pennsylvania.
|Qualified Financial Advisors in Clarks Summit, Pennsylvania|
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
|Peter D. Shelp
AWMA®, CFP®, CRPS®, CRPC®, Accredited Wealth Management Advisor(AWMA), ChFC®
JANNEY MONTGOMERY SCOTT LLC
# Office Center 270 270 Pierce Street,
Kingston, PA 18704
Series 7, 10, 63
# Office Center 270 270 Pierce Street,
PA 18704 Phone Number 570-283-8140
I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.kingstonretirementgroup.com to get an idea of our background in greater details.
How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management
* Additional advisors listing is provided in partnership with Yext
|Financial Advisor||Office Location||Phone Number|
Inquire with Thaddeus
|421 S State St, Clarks Summit, PA 18411||570-319-1214|
|Lynn Evans + Women of Substance LLC
Inquire with Lynn
|229 Northern Boulevard, Clarks Summit, PA 18411||570-880-0057|
Inquire with Daniel
|1142 Northern Blvd, Clarks Summit, PA 18411||570-455-7135|
Inquire with Jennifer
|421 S State St, Clarks Summit, PA 18411||570-319-1332|
Inquire with Edward
|406 S State St, Clarks Summit, PA 18411||570-585-8979|
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