Best Financial Advisors in Lemont, PA

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List of Firms

Lemont, PA Fiduciary Financial Advisors

Vicus Capital
SEC File# 801-60628
CRD# 116021

1 out of 5

Location 476 Rolling Ridge Dr, State College, PA 16801, USA
Phone (855) 558-4287
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
TLC Group Investment Advisors
SEC File# 801-122544
CRD# 137814

5 out of 5

Location 270 Walker Dr, State College, PA 16801, USA
Phone (814) 231-2265
Merrill Lynch Wealth Management Advisor Lily Veronesi Reid
Location 475 Rolling Ridge Dr, State College, PA 16801, USA
Phone (814) 231-8905
Carolyn Sharp - TIAA Financial Consultant
Location 328 Innovation Blvd Suite 301, State College, PA 16803, USA
Phone (866) 842-2173
Dan Aiello - Culbertson Financial Services
Location 105 W Main St, Boalsburg, PA 16827, USA
Phone (814) 808-6029
Location 476 Rolling Ridge Dr #333, State College, PA 16801, USA
Phone (814) 238-0544
Edward Jones
SEC File# 801-3297
CRD# 250
Location 611 University Dr Suite 113, State College, PA 16801, USA
Phone (814) 237-0512
Happy Valley Financial Services

5 out of 5

Location 290 W Hamilton Ave, State College, PA 16801, USA
Phone (814) 777-4847
Nicholas H. Phelps DBA Phelps Financial Advisors
Location 925 W College Ave, State College, PA 16801, USA
Phone (814) 380-0651
Investors First Capital
Location PO Box 707, State College, PA 16804, USA
Phone (814) 692-4100
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About Lemont, PA

Lemont, PA is a borough in Montour County, Pennsylvania. The population was 2,023 at the 2010 census. It is located in the north-central part of the state, about 50 miles (80 km) northwest of Philadelphia and 20 miles (32 km) south of Scranton. Notable landmarks in Lemont include the Lemont Presbyterian Church and the historic Lemont School. Top employers in the area include PPL Electric Utilities, Geisinger Health System, and Walmart. Major highways and streets in Lemont include Pennsylvania Route 54 and U.S. Route 11. Neighborhoods in Lemont include Dutchtown, Heights Park, and West End.

Where Certified Financial Advisors in Lemont, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Lemont, PA residents have a few options when it comes to banking. They can go to the local credit union, the local bank, or an online bank. Each of these banks has its own set of services that it offers customers. The Lemont Credit Union offers a wide variety of accounts, including checking, savings, and certificates of deposit. It also offers loans and mortgages to its members. The Lemont Bank is a full-service bank that offers all the same products as the credit union, but also has a drive-through window and ATM machines. Finally, there are several online banks that offer a wide variety of products, including checking, savings, money market accounts, and certificates of deposit.

Insurance Broker

Residents of Lemont, PA can benefit from the services of insurance brokers. These professionals can help residents find the best rates and coverage for their needs. In addition, brokers can help residents understand the complex world of insurance and make sure they are getting the most for their money.

Retirement Planning

Financial advisors can help Lemont, PA residents with retirement planning by helping them to set realistic goals and create a plan that will allow them to achieve those goals. Advisors can also help residents save for retirement by recommending investments that will provide a steady income in retirement.

Wealth Management

Lemont, PA residents can take advantage of wealth management services to help them grow their money and protect it from taxes. Wealth management is a process that involves creating and implementing a plan for managing your assets. This can include investing money, estate planning, and tax planning. A wealth manager will work with you to create a personalized plan based on your unique needs and goals.

Estate Planning Lawyer

Estate planning lawyers can help Lemont, PA residents protect their assets and ensure that their loved ones are taken care of in the event of their death. Estate planning is the process of arranging for the management and disposal of a person's estate after death. It includes creating a will, setting up trusts, and naming guardians for minor children. An estate planning lawyer can help you create an estate plan that meets your specific needs. They can also advise you on the best way to transfer your assets to your heirs, and they can help you avoid probate court. If you live in Lemont, PA, it is important to have an estate plan in place. Contact an estate planning lawyer today to get started.

Mortgage Loan Officer

Mortgage loan officers in Lemont, PA can help residents secure the best mortgage rates and terms for their needs. By working with a variety of lenders, these professionals can help homeowners find the right loan to meet their financial goals. In addition, mortgage loan officers can provide advice on choosing the right type of mortgage and on ways to reduce monthly payments.

Tax Services

Residents of Lemont, PA can benefit from the help of a tax accountant. Here are three reasons why: 1. Tax accountants know the ins and outs of the tax code, and they can help taxpayers find every deduction and credit to which they are entitled. 2. Tax accountants keep up with changes in the tax code, so they can advise their clients on how to stay compliant with the law. 3. Tax accountants often charge less than lawyers for their services, making them a more affordable option for many people.


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