Find Top Financial Advisors in York, Pennsylvania

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Qualifications of Financial Advisors in York

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Qualified Financial Advisors in York, Pennsylvania
Financial Advisor Office Location Phone Number
Matthew D. Sheraw
Conte Wealth Advisors
2009 Market Street,
Camp Hill, PA  17011
(717) 975-8800

Information on Qualified Financial Advisors in York

Qualifications CRD# 5038315
FirmCRD# 39543
Series 7, 65

Office Location 2009 Market Street,
Camp Hill,
Phone Number (717) 9758800

Matt Sheraw is originally from the Pittsburgh area. He received his bachelors degree from Messiah College and is also an Eagle Scout. He strives to offer technology and education to individual and business owner clients that will further their position. He advises clients on investment strategies, college planning, retirement plans, estate planning, and charitable giving. As a former small business owner, Matt maintains an understanding of the dynamic financial needs of owners, as well as their personal finances. He focuses on building in-depth client relationships, whether they are preparing for retirement, selling a business or just getting started. He enjoys volunteering on the board of directors for Case Management Unit, which provides services for individuals with intellectual disabilities and early intervention. As an avid outdoors man, Matt enjoys hiking, camping, and shooting clay birds. He also values the time he spends with close friends, his wife Meghan, and his black lab Bailey.

About Conte Wealth Advisors

TRUE INDEPENDENCE As an independent financial services firm, each licensed professional on our CWA team remains entirely independent and unaffiliated with any particular investment or insurance company. We have the freedom to present specific strategies regardless of the company developing the product or investment. WHY YOU DESERVE INDEPENDENT ADVISORS Independent advisors have your best interests in mind. We provide investment and planning guidance free from corporate pressures. We focus on you and your journey.

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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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast 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. Learn more about the cost of 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. Learn more about the best time to hire a 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. Read the guide on choosing the best financial advisor.

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. Read here the importance of retirement planning.

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. Learn more about what is a fiduciary 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. Learn more about financial advisor vs financial planner: Who do you need?