How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

Home

Financial Advisor

Pennsylvania

Scranton

Tell Us Your Financial Goals

Compare Advisors

Select the Advisor That is Right For You

Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals

Compare Advisors

Select the Advisor That is Right For You

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Scranton, Pennsylvania

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Scranton, Pennsylvania is a city of over 75,700 residents, with a cost of living that's 5% lower than the state average. To benefit from this city's cost of living, exploring avenues for financial growth can prove beneficial with the help of an experienced financial advisor. Fortunately, WiserAdvisor's directory is a helpful resource to find a vetted financial advisor or a financial advisory firm experienced in working with Scranton residents. Ranked and pre-screened financial professionals listed on our directory below can provide personalized advice on retirement planning, investment strategies, wealth management, estate planning, and more, enabling them to help you make informed decisions about your financial future in Scranton, Pennsylvania. You may also use our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Scranton, Pennsylvania

Scranton has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Scranton, Pennsylvania have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in Scranton, Pennsylvania mentioned below does 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 Scranton, Pennsylvania.

Qualified Financial Advisors in Scranton, Pennsylvania

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Frank LeporeOnePoint BFG Wealth Partners300 Kimball DriveParsippany, NJ 07054	21 Years	Not Specified	$250,000	Fee-Based

Financial Advisor

Frank LeporeOnePoint BFG Wealth Partners300 Kimball DriveParsippany, NJ 07054

Experience21 Years

AUMNot Specified

Minimum Assets$250,000

Fee StructureFee-Based

Are you a Financial Advisor in Scranton, Pennsylvania?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Scranton, Pennsylvania

VETTED

Frank Lepore

OnePoint BFG Wealth Partners

About Frank Lepore

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve.

Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About OnePoint BFG Wealth Partners

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.

With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates.

Comprehensive Financial Planning and Wealth Management.

Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality.

*The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Qualifications

CRD# 4695659 Firm CRD# 318366Series 6, 7, 65, 66

Compensation/Fee

Fee-Based, Flat Fee

Office Location

300 Kimball Drive,Suite 310,Parsippany,NJ 07054

Phone Number

973-244-4237

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Top Financial Advisory Firms in Scranton, Pennsylvania

Scranton, Pennsylvania is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Scranton, Pennsylvania are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Scranton, Pennsylvania, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


VANGUARD GROUP INCMalvern, PA	980	209	$7,909,760,294,676	A percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
FEDERATED INVESTMENT MANAGEMENT COMPANYPittsburgh, PA	101	80	$501,645,588,245	A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
VANGUARD GLOBAL ADVISERS, LLCMalvern, PA	262	153	$432,749,681,046	A percentage of AUM
SEI INVESTMENTS MANAGEMENT CORPOaks, PA	411	93301	$194,796,322,013	A percentage of AUM, Fixed fees, Performance Based
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUSTPhiladelphia, PA	657	377	$190,960,333,268	A percentage of AUM, Fixed fees, Performance Based
FEDERATED INVESTMENT COUNSELINGPittsburgh, PA	215	7838	$185,452,168,971	A percentage of AUM, Performance Based
HARTFORD FUNDSWayne, PA	384	77	$128,834,812,996	A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
HAMILTON LANEConshohocken, PA	656	193	$124,406,091,995	A percentage of AUM, Fixed fees, Performance Based
LINCOLN FINANCIAL INVESTMENTS CORPORATIONRadnor, PA	124	129	$85,595,921,962	A percentage of AUM
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLCPhiladelphia, PA	122	1060	$66,447,858,097	A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
PACER ADVISORS, INC.Malvern, PA	23	54	$46,063,913,101	A percentage of AUM
ABRDN INC.Philadelphia, PA	212	143	$36,395,031,982	A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
MORGAN STANLEY AIP GP LPWest Conshohocken, PA	187	191	$34,216,864,561	A percentage of AUM, Fixed fees, Performance Based
PENN MUTUAL ASSET MANAGEMENT, LLCConshohocken, PA	33	40	$33,655,762,702	A percentage of AUM
EXETER PROPERTY GROUP, LLCRadnor, PA	227	14	$26,610,669,375	A percentage of AUM, Performance Based

Firm Name

VANGUARD GROUP INCMalvern, PA

No. of Advisors980

AUM$7,909,760,294,676

No. of Clients209

Fee StructureA percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)

Firm Name

FEDERATED INVESTMENT MANAGEMENT COMPANYPittsburgh, PA

No. of Advisors101

AUM$501,645,588,245

No. of Clients80

Fee StructureA percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)

Firm Name

VANGUARD GLOBAL ADVISERS, LLCMalvern, PA

No. of Advisors262

AUM$432,749,681,046

No. of Clients153

Fee StructureA percentage of AUM

Firm Name

SEI INVESTMENTS MANAGEMENT CORPOaks, PA

No. of Advisors411

AUM$194,796,322,013

No. of Clients93301

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUSTPhiladelphia, PA

No. of Advisors657

AUM$190,960,333,268

No. of Clients377

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

FEDERATED INVESTMENT COUNSELINGPittsburgh, PA

No. of Advisors215

AUM$185,452,168,971

No. of Clients7838

Fee StructureA percentage of AUM, Performance Based

Firm Name

HARTFORD FUNDSWayne, PA

No. of Advisors384

AUM$128,834,812,996

No. of Clients77

Fee StructureA percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)

Firm Name

HAMILTON LANEConshohocken, PA

No. of Advisors656

AUM$124,406,091,995

No. of Clients193

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

LINCOLN FINANCIAL INVESTMENTS CORPORATIONRadnor, PA

No. of Advisors124

AUM$85,595,921,962

No. of Clients129

Fee StructureA percentage of AUM

Firm Name

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLCPhiladelphia, PA

No. of Advisors122

AUM$66,447,858,097

No. of Clients1060

Fee StructureA percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)

Firm Name

PACER ADVISORS, INC.Malvern, PA

No. of Advisors23

AUM$46,063,913,101

No. of Clients54

Fee StructureA percentage of AUM

Firm Name

ABRDN INC.Philadelphia, PA

No. of Advisors212

AUM$36,395,031,982

No. of Clients143

Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))

Firm Name

MORGAN STANLEY AIP GP LPWest Conshohocken, PA

No. of Advisors187

AUM$34,216,864,561

No. of Clients191

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

PENN MUTUAL ASSET MANAGEMENT, LLCConshohocken, PA

No. of Advisors33

AUM$33,655,762,702

No. of Clients40

Fee StructureA percentage of AUM

Firm Name

EXETER PROPERTY GROUP, LLCRadnor, PA

No. of Advisors227

AUM$26,610,669,375

No. of Clients14

Fee StructureA percentage of AUM, Performance Based

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?