Best Financial Advisors in Lewisburg, PA

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List of Firms

Lewisburg, PA Fiduciary Financial Advisors

Crossland Group Financial Planning
Location 129 Market St # 2A, Lewisburg, PA 17837, USA
Phone (570) 524-9229
Koss Financial Group
SEC File# 801-119415
CRD# 310461
Location 1000 Market St, Lewisburg, PA 17837, USA
Phone (570) 524-7200
MC Federal Credit Union
4 out of 5
Location 1339 St Mary St #1, Lewisburg, PA 17837, USA
Phone (800) 834-0082
Kyle Natter - Thrivent
Location 2500 Supplee Mill Rd, Lewisburg, PA 17837, USA
Phone (570) 444-8580
Krouse Financial, LLC
5 out of 5
Location 426 Victor Ln, Shamokin Dam, PA 17876, USA
Phone (570) 884-3230
Rich Allen - Financial Advisor, Ameriprise Financial Services, LLC
Location 242 E Market St, Mifflinburg, PA 17844, USA
Phone (570) 966-3080
REW Financial
Location 730 PA-405, Milton, PA 17847, USA
Phone (800) 609-9484
Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 1255 N Susquehanna Trail, Hummels Wharf, PA 17831, USA
Phone (570) 743-8572
Susquehanna Financial Strategies Group - Ameriprise Financial Services, LLC
Location 242 E Market St, Mifflinburg, PA 17844, USA
Phone (570) 966-3080
18th Street Financial Services, LLP
Location 21 N Market St, Selinsgrove, PA 17870, USA
Phone (570) 374-4788
Lorna Gessner - Raymond James
Location 1255 N Susquehanna Trail, Hummels Wharf, PA 17831, USA
Phone (570) 743-8572
Twin River Wealth Management
5 out of 5
Location 28 N Market St, Selinsgrove, PA 17870, USA
Phone (570) 768-4907
Financial Advisors in Lewisburg, PA

Where Certified Financial Advisors in Lewisburg, PA Serve

Lewisburg, PA is a small town in the middle of Pennsylvania. It is known for its historic district and its many small businesses. The top employers in the area are Bucknell University and Sunbury Textile Mills. Major highways and streets in the area include US-15 and PA-104. The neighborhoods in Lewisburg are mostly residential.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Lewisburg, PA residents have a variety of banking services to choose from. The most popular service is the checking account, which allows customers to deposit their money and write checks. Other common services include savings accounts, certificates of deposit (CDs), and money market accounts. Each bank offers its own unique mix of products and services, so it's important for consumers to shop around and compare rates before choosing a bank.

Insurance Broker

Lewisburg, PA residents can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They are also able to help with other aspects of insurance, such as filing claims and understanding policy language. Residents should consider working with an insurance broker to get the best possible coverage for themselves and their families.

Retirement Planning

Lewisburg, PA residents have a number of financial advisors to choose from when it comes to retirement planning. While all of these advisors may have your best interests at heart, some may be better suited for your unique needs than others. A good financial advisor will take the time to learn about you and your unique situation. They will ask questions about your income, expenses, and future goals. Based on this information, they will create a plan that is tailored specifically for you. Some advisors may recommend investing in stocks or mutual funds, while others may suggest annuities or other types of investments. It's important to remember that there is no one-size-fits-all solution when it comes to retirement planning. Your financial advisor should work with you to find the right mix of investments and savings strategies that will help you achieve your retirement goals.

Wealth Management

Lewisburg, PA is a town in Union County, Pennsylvania. It has a population of around 5,000 people and is the county seat. The median household income in Lewisburg is $40,711, and the cost of living is 9% higher than the national average. Lewisburg residents are fortunate to have several options for wealth management. Wealth management firms offer services such as financial planning, investment management, estate planning, and more. By working with a wealth manager, Lewisburg residents can ensure that their finances are in order and that they are taking advantage of all available opportunities.

Estate Planning Lawyer

Estate planning lawyers can help Lewisburg, PA residents protect their assets and plan for the future. A good estate plan will ensure that your property is distributed according to your wishes after you die. It can also provide for the care of your loved ones if something happens to you. An estate planning lawyer can help you draft a will, create trusts, and make other arrangements to protect your assets. They can also advise you on tax implications of estate planning decisions. If you live in or near Lewisburg, PA, it is important to consult with an experienced estate planning lawyer.

Mortgage Loan Officer

Mortgage loan officers in Lewisburg, PA can help residents by providing information on different types of mortgages and helping them to find the best mortgage for their needs. They can also assist residents with the application process and answer any questions they may have.

Tax Services

Residents of Lewisburg, PA can benefit from the services of tax accountants. These professionals can help taxpayers understand their tax obligations and file returns on time. In addition, tax accountants may be able to help residents save money on their taxes by taking advantage of deductions and credits.

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FAQs About Personal Financial Advisors in Lewisburg, PA