Best Financial Advisors in Clarks Green, PA

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List of Firms

Clarks Green, PA Fiduciary Financial Advisors

SEC File# 801-121605
CRD# 314668
Location 538 Biden St #700, Scranton, PA 18503, USA
Phone (570) 961-1516
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Stone Securities Inc
SEC File# 801-69290
CRD# 38751
Location 281 E Grove St, Clarks Summit, PA 18411, USA
Phone (570) 585-0825
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Northwestern Mutual - Scranton/Wilkes-Barre
Location 52 Glenmaura National Blvd, Moosic, PA 18507, USA
Phone (570) 408-9280
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Merrill Lynch Wealth Management Advisor Gregory F. Rosetti
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 892-4103
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Thrivent Financial
SEC File# 801-60701
CRD# 115785
Location 4099 Birney Ave #9, Moosic, PA 18507, USA
Phone (570) 558-2224
Time Monday: 7:00 AM – 8:00 PM Tuesday: 7:00 AM – 8:00 PM Wednesday: 7:00 AM – 8:00 PM Thursday: 7:00 AM – 8:00 PM Friday: 7:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
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1st Financial Investments, Inc.
Location 116 N State St, Clarks Summit, PA 18411, USA
Phone (570) 585-6100
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Wells Fargo Advisors
Location 915 Northern Blvd, Clarks Summit, PA 18411, USA
Phone (570) 587-1185
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Abington Financial Group
5 out of 5
Location 409 Davis St, Clarks Summit, PA 18411, USA
Phone (570) 586-1013
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Jessica Booth - Prudential Financial
Location 3 Abington Executive Park #3, Clarks Summit, PA 18411, USA
Phone (570) 340-7753
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NBT Bank
4 out of 5
Location 318 E Grove St, Clarks Green, PA 18411, USA
Phone (570) 587-0505
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Comm Financial Services Corporation
Location 125 N State St, Clarks Summit, PA 18411, USA
Phone (570) 586-0377
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Ellen Burkey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 114 W Main St, Dalton, PA 18414, USA
Phone (570) 213-4432
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Group Capital
Location 211 N State St, Clarks Summit, PA 18411, USA
Phone (855) 385-8790
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Daniel Fuhr
SEC File# 801-111055
CRD# 158043
Location 1142 Northern Blvd, Clarks Summit, PA 18411, USA
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Gina P Bonacci Carey - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 79 Dundaff St, Carbondale, PA 18407, USA
Phone (570) 282-0661
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Merrill Lynch Wealth Management Advisor Ronald S Yanoski
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 330-8761
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NJC Investments
SEC File# 801-69290
CRD# 38751
Location 281 E Grove St, Clarks Summit, PA 18411, USA
Phone (570) 586-5030
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Peter Barrasse - Prudential Financial
Location 3 Abington Executive Park #3, Clarks Summit, PA 18411, USA
Phone (570) 586-2379
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Joseph Barrasse - Prudential Financial
Location 3 Abington Executive Park Suite 3, Clarks Summit, PA 18411, USA
Phone (570) 586-2379
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Endless Mountains Financial Services
Location 52 Glenmaura Natl Blvd, Moosic, PA 18507, USA
Phone (570) 963-2228
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Flynn Financial
5 out of 5
Location 2812 Scranton Carbondale Hwy Suite 100, Blakely, PA 18447, USA
Phone (570) 876-5000
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1000 Meade St Suite 203, Dunmore, PA 18512, USA
Phone (570) 800-5903
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Merrill Lynch Wealth Management Advisor Joshua Bradley
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 330-8777
Directions
Financial Advisors in Clarks Green, PA

Where Certified Financial Advisors in Clarks Green, PA Serve

Clarks Green, PA is a charming borough nestled in the heart of Lackawanna County. This quaint town boasts a rich history and a plethora of landmarks, including the historic Clarks Summit Station, the Waverly Community House, and the Abington Area Community Park. The top employers in the area include the Abington Heights School District, the Geisinger Health System, and the Tobyhanna Army Depot. Major highways and streets in the area include Interstate 81, Route 6, and Northern Boulevard. The neighborhoods in Clarks Green are diverse and offer a range of housing options, from historic homes to modern apartments. Whether you're looking for a quiet suburban retreat or a bustling urban center, Clarks Green has something to offer for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clarks Green, PA can greatly benefit from the services of a financial advisor. With the town's population consisting largely of families and retirees, a financial advisor can provide guidance on important financial decisions such as retirement planning, college savings, and investment strategies. Additionally, the town's close proximity to Scranton and Wilkes-Barre make it an ideal location for those seeking to take advantage of the area's economic opportunities. A financial advisor can help residents navigate the local job market, negotiate salary and benefits, and create a long-term financial plan that aligns with their career goals. Overall, a financial advisor can provide valuable insight and expertise to help residents of Clarks Green achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Clarks Green, PA can greatly benefit from the services of an insurance broker. With the town's proximity to Scranton, many residents work in the city and may require specific insurance coverage such as commuter insurance or liability insurance for their small businesses. An insurance broker can help navigate the various policies and options available, ensuring that residents have the coverage they need at a price that fits their budget. Additionally, with Clarks Green being a small town, personal relationships and trust are highly valued. An insurance broker can provide personalized service and build lasting relationships with clients, ensuring that they are always taken care of in times of need.

Retirement Planning

Residents of Clarks Green, PA can benefit greatly from the services of a retirement planner. With the town's population consisting mainly of older adults, a retirement planner can help individuals navigate the complex world of retirement planning. Specifically, a retirement planner can assist in creating a personalized retirement plan tailored to the unique needs and goals of each resident. This can include advice on investment strategies, managing retirement income, and ensuring that residents have enough savings to support their desired lifestyle in retirement. Additionally, a retirement planner can provide guidance on healthcare costs, which can be a significant concern for older adults in Clarks Green, PA. With the help of a retirement planner, residents can feel confident and secure in their retirement years.

Wealth Management

Residents of Clarks Green, PA can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by creating a personalized investment plan that aligns with their financial goals and risk tolerance. A wealth manager can also help residents navigate the complex tax laws and regulations, ensuring they pay the least amount of taxes possible. Additionally, with the high cost of living in Clarks Green, a wealth manager can help residents plan for retirement and ensure they have enough savings to maintain their lifestyle. Overall, a wealth manager can provide valuable financial advice and guidance to help residents of Clarks Green achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Clarks Green, PA can benefit greatly from the help of a mortgage loan officer. These professionals can assist in securing a mortgage for a new home or refinancing an existing one. With the current housing market in Clarks Green, PA, it can be challenging to navigate the process of obtaining a mortgage. A mortgage loan officer can help residents understand the various loan options available to them and guide them through the application process. Additionally, they can provide valuable advice on the local real estate market and help residents find the best rates and terms for their mortgage. Overall, working with a mortgage loan officer can make the process of buying or refinancing a home in Clarks Green, PA much smoother and less stressful.

Tax Services

Residents of Clarks Green, PA can benefit greatly from the expertise of a tax advisor. With its small town charm and proximity to larger cities, Clarks Green offers unique opportunities and challenges when it comes to tax planning. For example, many residents may work in nearby Scranton or Wilkes-Barre, which can impact their tax liability. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, it's more important than ever to have a knowledgeable advisor who can help residents understand how these changes impact their finances. Whether it's planning for retirement, starting a business, or simply filing taxes, a tax advisor can provide valuable guidance and support to residents of Clarks Green, PA.

Estate Planning Lawyer

Residents of Clarks Green, PA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents is by creating a will or trust that outlines how their assets will be distributed after their death. This is especially important in Clarks Green, where many residents are retirees or older adults who have accumulated significant assets over their lifetimes. An estate planning lawyer can also help residents with other important tasks, such as setting up powers of attorney, creating healthcare directives, and minimizing tax liabilities. By working with an estate planning lawyer, residents of Clarks Green can ensure that their wishes are carried out and their loved ones are taken care of after they pass away.

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