Financial Advisor in Kingston, Pennsylvania

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Qualifications of Financial Advisor in Kingston

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Financial Advisors in Kingston, Pennsylvania
Financial Advisor Office Location Phone Number
Peter D. Shelp,CFP®
Janney Montgomery Scott LLC
# Office Center 270 270 Pierce Street,
Kingston, PA  18704
(570) 283-8140
Glen Harding
Harding's Wealth Managers
1310 Route 209,
Gilbert, PA  18331
(570) 977-7417
Harry Berman
Edelman Financial Engines, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056

Information on Qualified Financial Advisors in Kingston

Qualifications CRD# 1402904
Series 7, 10, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets

Office Location # Office Center 270 270 Pierce Street,
Phone Number (570) 2838140

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, Anchor Capital and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at kingston retirement group to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

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.

Qualifications CRD# 4221841
FirmCRD# 139542
Series 7, 24, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets

Office Location 1310 Route 209,
Suite 102,
Phone Number (570) 9777417

Glen Harding, owner and President of Harding's Wealth Managers (HWM), a Registered Investment Advisory firm (RIA) has been working in the investment advisory field for 18 years. HWM has been an RIA since March 2006. Glen is a former member of the South African Police Force, and spent 10 Years in the British Army as a soldier in the 1st Battalion the Black Watch (RHR) and served in Germany, Scotland, England, Northern Ireland and West Berlin. In 1990, Glen arrived on the shores of the United States, and started working for the British Information Services, on the Northern Ireland Desk. In 2000, Glen decided to further his interest in the Financial Markets, and began his career as an Investment Advisor in East Stroudsburg, PA. Glen created HWM in 2006, which is located in Gilbert, PA. Glen is married to Brigid, and lives in Lehighton, PA. He is a dog lover, and has 3, loves golf, scuba diving, traveling, gardening, cooking, and classical music.

About Harding's Wealth Managers

Harding's Wealth Managers (HWM) is a Registered Investment Advisory firm registered with the Pennsylvania Dept of Banking and Securities. HWM is a fee based firm, and has a Fiduciary responsibility to it's clients. We do not put our clients in mutual funds as we believe that is unethical. Our clients pay us a fee to manage their investments, if we were to pass the management of those investments to a mutual fund company our clients would be paying twice for the service, hence we believe that doing such a thing is unethical. Our clients, can expect that we will be managing their assets, taking into account, risk tolerance, time horizon and client expectation of returns.

Qualifications CRD# 2190861
FirmCRD# 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 1275 Glenlivet Dr. Suite 100,
Phone Number (484) 2243056

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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