Best Financial Advisors in Lemont, PA

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List of Firms

Lemont, PA Fiduciary Financial Advisors

Merrill Lynch Wealth Management Advisor Lily Veronesi Reid
Location 475 Rolling Ridge Dr, State College, PA 16801, USA
Phone (814) 231-8905
Directions
PFG
SEC File# 801-117949
CRD# 289256
Location 476 Rolling Ridge Dr #333, State College, PA 16801, USA
Phone (814) 238-0544
Directions
Happy Valley Financial Services
5 out of 5
Location 290 W Hamilton Ave, State College, PA 16801, USA
Phone (814) 777-4847
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 611 University Dr Suite 113, State College, PA 16801, USA
Phone (814) 237-0512
Directions
Nicholas H. Phelps DBA Phelps Financial Advisors
Location 925 W College Ave, State College, PA 16801, USA
Phone (814) 380-0651
Directions
Carolyn Sharp - TIAA Financial Consultant
Location 328 Innovation Blvd Suite 301, State College, PA 16803, USA
Phone (866) 842-2173
Directions
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
Directions
SEC File# 801-122544
CRD# 137814
5 out of 5
Location 270 Walker Dr, State College, PA 16801, USA
Phone (814) 231-2265
Directions
Dan Aiello - Culbertson Financial Services
Location 105 W Main St, Boalsburg, PA 16827, USA
Phone (814) 808-6029
Directions
Investors First Capital
Location PO Box 707, State College, PA 16804, USA
Phone (814) 692-4100
Directions
Financial Advisors in Lemont, PA

Where Certified Financial Advisors in Lemont, PA Serve

Lemont, PA is a charming borough located in Centre County, Pennsylvania. This quaint town is home to several landmarks, including the beautiful Mt. Nittany, which is a popular hiking spot for locals and tourists alike. The town also boasts the historic Centre Furnace Mansion, which is a popular destination for history buffs. In terms of top employers, Lemont is home to several small businesses, including a few popular restaurants and shops. However, many residents commute to nearby State College, which is home to Penn State University and several large employers. Major highways and streets in the area include Route 26 and Route 322, which provide easy access to nearby cities and towns. Lemont is home to several charming neighborhoods, including the historic Lemont Village, which features beautiful Victorian homes and tree-lined streets. Overall, Lemont is a lovely town with plenty of charm and character.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lemont, PA can benefit from the expertise of a financial advisor in a number of ways. One of the most common ways is by helping individuals and families create a comprehensive financial plan that takes into account their unique circumstances and goals. This might include strategies for saving for retirement, paying for college, or managing debt. Additionally, a financial advisor can provide guidance on investment options, such as stocks, bonds, and mutual funds, and help clients develop a diversified portfolio that aligns with their risk tolerance and long-term objectives. For residents of Lemont, PA, in particular, a financial advisor can also offer insights into local economic trends and opportunities, such as the impact of Penn State University on the local job market or the potential benefits of investing in the region's growing healthcare industry.

Insurance Broker

Residents of Lemont, PA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Lemont residents is by providing them with personalized insurance plans that meet their unique needs. For example, Lemont is a small town with a population of just over 2,000 people. An insurance broker can help residents find insurance plans that are tailored to their specific needs, whether that be home, auto, or health insurance. Additionally, an insurance broker can help residents navigate the complex insurance industry and find the best deals on insurance policies that provide the coverage they need. With an insurance broker on their side, Lemont residents can have peace of mind knowing that they are protected in the event of an unexpected event or accident.

Retirement Planning

Residents of Lemont, PA can benefit greatly from the services of a retirement planner. One of the most common ways a planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This is especially important for residents of Lemont, which is a small town with a tight-knit community. A retirement planner can help residents navigate the complex world of retirement planning and ensure that they have a solid financial plan in place for their golden years. Additionally, a planner can help residents make informed decisions about things like social security, pensions, and other retirement benefits, which can be particularly confusing for those who are not familiar with the system. Overall, a retirement planner can provide valuable guidance and support to residents of Lemont, PA, helping them to achieve their retirement goals and live a comfortable and fulfilling life in their later years.

Wealth Management

Residents of Lemont, PA can benefit greatly from the services of a wealth manager in several ways. Firstly, a wealth manager can help them in managing their finances and investments, ensuring that they are making sound financial decisions that align with their long-term goals. Secondly, a wealth manager can provide guidance on tax planning, helping residents to minimize their tax liabilities and maximize their savings. Additionally, given that Lemont, PA is a small community, a wealth manager can provide personalized attention and tailored advice to each client, taking into account their unique circumstances and needs. For example, a wealth manager could help a small business owner in Lemont, PA to navigate the complexities of running a business, including managing cash flow and planning for succession. Overall, a wealth manager can be a valuable partner for residents of Lemont, PA in achieving their financial objectives and securing their financial future.

Mortgage Loan Officer

Residents of Lemont, PA could greatly benefit from the expertise of a mortgage loan officer. With their knowledge of the local real estate market, a mortgage loan officer can help residents find the right loan to purchase their dream home. This is especially important in Lemont, where the housing market is competitive and prices can be high. Additionally, a mortgage loan officer can assist residents in navigating the complex process of applying for a mortgage, ensuring that they understand the terms and conditions of their loan. Overall, the guidance of a mortgage loan officer can make the home buying process much smoother and less stressful for residents of Lemont, PA.

Tax Services

Residents of Lemont, PA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by providing guidance on how to maximize tax deductions and credits. For example, residents of Lemont who own homes may be able to take advantage of deductions related to mortgage interest and property taxes. Additionally, a tax advisor can help residents navigate the complexities of state and local tax laws, which can vary significantly from state to state. For instance, residents of Lemont may be subject to local taxes that are unique to their municipality. By working with a tax advisor, residents can ensure that they are complying with all applicable tax laws and minimizing their tax liability.

Estate Planning Lawyer

Residents of Lemont, PA can benefit greatly from the services of an estate planning lawyer. Estate planning is the process of arranging for the management and distribution of one's assets after death. An estate planning lawyer can help residents of Lemont, PA create a comprehensive plan that ensures their wishes are carried out, and their assets are distributed according to their wishes. This is particularly important for residents of Lemont, PA who may have unique estate planning needs due to their location. For example, residents of Lemont, PA may own property that is subject to specific zoning laws or may have unique tax implications. An estate planning lawyer can help navigate these issues and ensure that their clients' estates are managed in the most efficient and effective way possible.

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FAQs About Personal Financial Advisors in Lemont, PA