Best Financial Advisors in Lemoyne, PA

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List of Firms

Lemoyne, PA Fiduciary Financial Advisors

La Porte Asset Management LLC
Location 525 N Twelfth St #201, Lemoyne, PA 17043, USA
Phone (717) 730-9630
Directions
The Turnbridge Group
Location 635 N Twelfth St 2nd Floor, Lemoyne, PA 17043, USA
Phone (717) 724-4222
Directions
Bridgeport Wealth Management
Location 1300 Market St Suite 101, Lemoyne, PA 17043, USA
Phone (717) 525-8059
Directions
Mark Snyder - RBC Wealth Management Financial Advisor
Location 635 N Twelfth St 2nd Floor, Lemoyne, PA 17043, USA
Phone (717) 724-4223
Directions
Northeastern Star Asset Management, Inc.
SEC File# 801-80227
CRD# 171891
Location 1017 Mumma Rd #104, Lemoyne, PA 17043, USA
Phone (717) 732-2719
Directions
Questmont
SEC File# 801-56126
CRD# 283330
Location 1027 Mumma Rd, Lemoyne, PA 17043, USA
Phone (717) 657-8878
Directions
Key Advisors Group
SEC File# 801-67628
CRD# 137658
Location 2142 Market St STE A102, Camp Hill, PA 17011, USA
Phone (717) 303-1999
Directions
SEC File# 801-62003
CRD# 126653
Location 212 S Front St, Wormleysburg, PA 17043, USA
Phone (717) 412-4966
Directions
The Blue Mountain Group - Morgan Stanley
Location 214 Senate Ave 7th Fl, Camp Hill, PA 17011, USA
Phone (717) 730-1804
Directions
Northland Securities
Location 214 Senate Ave # 602, Camp Hill, PA 17011, USA
Phone (717) 763-9922
Directions
Matthew Granite - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 635 N Twelfth St Fl 4, Lemoyne, PA 17043, USA
Phone (717) 975-0202
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
S F & Co
Location 1027 Mumma Rd, Wormleysburg, PA 17043, USA
Phone (717) 761-0211
Directions
McCann Wealth Strategies, Inc.
Location 1013 Mumma Rd, Lemoyne, PA 17043, USA
Phone (717) 610-4342
Directions
Edward Jones - Financial Advisor: Sean Ferguson
SEC File# 801-3297
CRD# 250
Location 1300 Market St Suite 11, Lemoyne, PA 17043, USA
Phone (717) 731-5432
Directions
eugene anastasio
Location 20 Erford Rd, Lemoyne, PA 17043, USA
Phone (717) 731-2110
Directions
Jack E Snavely Associates
5 out of 5
Location 1035 Mumma Rd Suite 101, Wormleysburg, PA 17043, USA
Phone (717) 737-3488
Directions
Wells Fargo Advisors
5 out of 5
Location 3 Lemoyne Dr, Lemoyne, PA 17043, USA
Phone (717) 761-7344
Directions
SEC File# 801-64803
CRD# 137484
Location 645 N Twelfth St, Lemoyne, PA 17043, USA
Phone (717) 614-6100
Directions
Freedom Financial Wealth Management, Inc
Location 4 Lemoyne Dr, Lemoyne, PA 17043, USA
Phone (717) 920-0770
Directions
Weaver Donald
Location 4 Lemoyne Dr # 103, Lemoyne, PA 17043, USA
Phone (717) 975-5555
Directions
Merrill Lynch Wealth Management Advisor Thomas P Wertz
Location 214 Senate Ave Suite 501, West Shore, Office Center, Camp Hill, PA 17011, USA
Phone (717) 975-4644
Directions
Vincent Hackler - Financial Advisor, Ameriprise Financial Services, LLC
Location 214 Senate Ave #601, Camp Hill, PA 17011, USA
Phone (717) 730-1483
Directions
Merrill Lynch Wealth Management Advisor Lucy Sowers
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4605
Directions
Kaufmann Financial Group
Location 429 S 18th St, Camp Hill, PA 17011, USA
Phone (717) 303-1933
Directions
Merrill Lynch Wealth Management Advisor Kaia M Sword
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4623
Directions
Professional Financial Advsrs
Location 704 Lisburn Rd, Camp Hill, PA 17011, USA
Phone (717) 761-4646
Directions
Pennsylvania Wealth Management
SEC File# 801-67628
CRD# 137658
Location 2142 Market St STE A102, Camp Hill, PA 17011, USA
Phone (717) 303-1999
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Directions
Greg Malin - Raymond James
Location 3344 Trindle Rd, Camp Hill, PA 17011, USA
Phone (717) 763-2098
Directions
Ameriprise Financial
Location 4 Lemoyne Dr # 103, Lemoyne, PA 17043, USA
Phone (717) 737-5455
Directions
RBC Wealth Management Branch - Lemoyne
Location 635 N Twelfth St 2nd Floor, Lemoyne, PA 17043, USA
Phone (800) 811-9039
Directions
SEC File# 801-7258
CRD# 463
Location 20 Erford Rd Suite 315, Lemoyne, PA 17043, USA
Phone (717) 731-4400
Directions
Joel Myers, Financial Advisor
5 out of 5
Location 3 Lemoyne Dr Suite 200, Lemoyne, PA 17043, USA
Phone (717) 761-7344
Directions
Merrill Lynch Wealth Management Advisor Brina M McCarthy
Location 214 Senate Ave Suite 501, Camp Hill, PA 17011, USA
Phone (717) 975-4651
Directions
Fiserv
Location 1400 Market St, Camp Hill, PA 17011, USA
Phone (717) 763-4160
Directions
Financial Advisors in Lemoyne, PA

Where Certified Financial Advisors in Lemoyne, PA Serve

Lemoyne, PA is a quaint borough nestled in Cumberland County, Pennsylvania. It boasts a variety of landmarks, including the West Shore Farmers Market, the Lemoyne Borough Pool, and the historic Harrisburg Academy. The top employers in the area include the Holy Spirit Hospital, the West Shore School District, and the Pennsylvania State Police Academy. The borough is conveniently located near major highways, such as Interstate 83 and Route 581, making it easily accessible for commuters. The streets of Lemoyne are lined with charming homes and businesses, including the popular Cafe Magnolia. Neighborhoods in the area include the peaceful Hillcrest neighborhood and the bustling downtown area. With its rich history and vibrant community, Lemoyne is a hidden gem in central Pennsylvania.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lemoyne, PA can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique circumstances of each individual or family. This can include everything from budgeting and saving strategies to retirement planning and investment advice. Additionally, a financial advisor can provide guidance on navigating the local economy and investment opportunities specific to Lemoyne and the surrounding areas. With the help of a financial advisor, residents of Lemoyne can feel more confident and secure in their financial future.

Insurance Broker

Residents of Lemoyne, PA can benefit greatly from the services of an insurance broker. With the town's close proximity to the Susquehanna River, flood insurance is a must for many homeowners. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have the coverage they need in case of a flood. Additionally, with the town's growing population, more and more residents are starting their own businesses. An insurance broker can assist these entrepreneurs in finding the right insurance policies to protect their businesses from liability, property damage, and other risks. Overall, an insurance broker can provide valuable guidance and peace of mind to Lemoyne residents as they navigate the world of insurance.

Retirement Planning

Residents of Lemoyne, PA can benefit greatly from the help of a retirement planner. With its close proximity to the state capital, many residents of Lemoyne work in government or related industries. A retirement planner can help these individuals navigate the complex world of government pensions and retirement benefits. Additionally, Lemoyne is a popular retirement destination for seniors looking to downsize and enjoy a slower pace of life. A retirement planner can assist these individuals in creating a financial plan that ensures a comfortable retirement while also accounting for any unexpected expenses that may arise. Overall, a retirement planner can provide valuable guidance and peace of mind to residents of Lemoyne as they plan for their future.

Wealth Management

Residents of Lemoyne, PA can benefit from a wealth manager in several ways. One of the most common ways is through retirement planning. Lemoyne is a small town with a population of just over 4,000 people, and many of its residents are nearing retirement age. A wealth manager can help them create a plan that ensures they have enough money to live comfortably during their retirement years. Additionally, a wealth manager can assist with investment strategies, tax planning, and estate planning. With the help of a wealth manager, residents of Lemoyne can feel confident that their financial future is secure.

Mortgage Loan Officer

Residents of Lemoyne, PA can benefit greatly from the expertise of a mortgage loan officer. With the cost of living in the area being higher than the national average, many residents may struggle to afford a home without assistance. A mortgage loan officer can guide residents through the home-buying process, helping them to secure a loan that fits their financial situation. Additionally, with Lemoyne being a small town with a tight-knit community, a mortgage loan officer can provide personalized service and local knowledge to help residents find the best possible loan options. Overall, a mortgage loan officer can be a valuable resource for Lemoyne residents looking to achieve their dream of homeownership.

Tax Services

Residents of Lemoyne, PA can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help individuals navigate the complex tax laws and regulations in Pennsylvania, ensuring that they are complying with all the necessary requirements. Secondly, tax advisors can help residents identify potential deductions and credits that they may have missed, thus reducing their tax liability. Additionally, residents of Lemoyne, PA who are self-employed or own small businesses can benefit from the guidance of a tax advisor to ensure that they are properly managing their finances and maximizing their tax savings. Overall, a tax advisor can provide valuable assistance to residents of Lemoyne, PA by helping them to stay compliant with tax laws, minimize their tax liability, and make informed financial decisions.

Estate Planning Lawyer

Residents of Lemoyne, PA can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by creating a will, which is a legal document that outlines how a person's assets should be distributed after their death. An estate planning lawyer can help residents of Lemoyne, PA to create a will that reflects their wishes and ensures that their assets are distributed in accordance with their wishes. Additionally, an estate planning lawyer can help residents of Lemoyne, PA to create trusts, which can be used to protect assets and provide for loved ones. For example, a trust can be used to provide for the care of a disabled child or to ensure that a family business remains in the family. Overall, an estate planning lawyer can help residents of Lemoyne, PA to plan for the future and ensure that their assets are protected and distributed in accordance with their wishes.

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FAQs About Personal Financial Advisors in Lemoyne, PA