List of Firms
Luzerne County, PA Fiduciary Financial Advisors
Joseph Mc Donough - Financial Advisor, Ameriprise Financial Services, LLC
Sennett and Associates
Joyce M Hoban - Private Wealth Advisor, Ameriprise Financial Services, LLC
Morgan Stanley Financial Advisors
Robert Wright - Associate Financial Advisor, Ameriprise Financial Services, LLC
Joseph P Krugel Jr - Financial Advisor, Ameriprise Financial Services, LLC
Chiaro Investment Services
Mark Katarsky - Financial Advisor, Ameriprise Financial Services, LLC
Russell Goodman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Rebecca S Bartuska - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Luzerne County, PA Serve
Luzerne County, located in northeastern Pennsylvania, is a richly diverse area with a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning natural beauty of the Pocono Mountains to the bustling city of Wilkes-Barre, this county has something for everyone. One of the most notable landmarks in Luzerne County is the Mohegan Sun Arena at Casey Plaza, which hosts a variety of concerts, sporting events, and other live entertainment. Other notable landmarks include the Steamtown National Historic Site, the Wilkes-Barre/Scranton International Airport, and the Frances Slocum State Park. When it comes to top employers, Luzerne County is home to a variety of industries, including healthcare, education, and manufacturing. Some of the largest employers in the county include Geisinger Health System, Wilkes University, and Benco Dental Supply Company. Major highways and streets in Luzerne County include Interstate 81, Interstate 476, and PA Route 115.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Luzerne County, PA
Financial advisors in Luzerne County, PA offer a wide range of services to help their clients achieve their financial goals. These services include investment management, retirement planning, tax planning, and estate planning. With a population of over 300,000 people, Luzerne County is home to a diverse group of individuals with unique financial needs. For example, the county is known for its coal mining industry, which has created a significant number of high-paying jobs. Financial advisors in Luzerne County must be well-versed in the intricacies of the mining industry and understand how it affects their clients' financial situation. Additionally, the county has a large population of retirees, which means that financial advisors must be knowledgeable about retirement planning and help their clients navigate the complexities of Social Security and Medicare. Overall, financial advisors in Luzerne County, PA provide invaluable services to their clients, helping them achieve financial security and peace of mind.
Luzerne County, PA is the ultimate destination for financial advising. The county is home to a plethora of financial experts who are well-versed in the intricacies of the industry. These advisors have a deep understanding of the local economy, which allows them to provide tailored advice to their clients. Moreover, Luzerne County has a rich history of entrepreneurship and innovation, which has created a vibrant business community. This means that financial advisors in the area have access to a wide range of resources and can provide their clients with unique insights into the local market. Additionally, Luzerne County is known for its commitment to education and professional development. This means that financial advisors in the area are constantly updating their skills and knowledge to provide the best possible service to their clients. Overall, Luzerne County is the ideal place to get financial advising, thanks to its knowledgeable experts, vibrant business community, and commitment to professional development.
A financial planner in Luzerne County, PA is a professional who provides advice and guidance to individuals and businesses on how to manage their finances. They help clients create a financial plan that meets their goals and objectives, taking into account their current financial situation and future needs. One specific aspect of Luzerne County, PA that a financial planner must consider is the region's economic landscape. The county has a diverse economy with industries like healthcare, education, manufacturing, and retail, among others. Therefore, a financial planner must have a deep understanding of the local economy to provide relevant and effective financial advice. They must also be aware of the unique challenges that residents of Luzerne County face, such as high poverty rates and limited access to financial resources. With their expertise in financial planning and knowledge of the local economy, a financial planner in Luzerne County can help clients achieve their financial goals and improve their overall financial health.
Luzerne County, Pennsylvania residents should consider reaching out to a financial advisor when they are experiencing significant life changes that may impact their financial situation. This may include events such as a marriage or divorce, the birth of a child, a job loss or promotion, or the inheritance of a large sum of money. Additionally, residents of Luzerne County, which has a median household income below the national average, may benefit from speaking with a financial advisor to help them manage their finances and plan for the future. A financial advisor can provide guidance on topics such as budgeting, saving for retirement, and investing in the stock market. With the complex and ever-changing nature of the financial world, it can be overwhelming for individuals to navigate these decisions on their own. A financial advisor can help residents of Luzerne County make informed decisions and ensure that their financial future is secure.
A financial advisor in Luzerne County, PA should possess a myriad of important qualities to effectively serve their clients. Firstly, they should have a deep understanding of the local economic landscape, which is characterized by a diverse range of industries such as healthcare, education, and manufacturing. Additionally, they should have extensive knowledge of the region's tax laws and regulations to provide clients with personalized and effective tax planning strategies. Furthermore, they should possess excellent communication and interpersonal skills to establish trust and build strong relationships with their clients. A financial advisor in Luzerne County, PA should also have a comprehensive understanding of various investment options and risk management strategies to help clients achieve their financial goals. Lastly, they should be committed to staying up-to-date with the latest market trends and financial news to provide clients with informed and insightful advice. Overall, a financial advisor in Luzerne County, PA should possess a diverse skill set to navigate the unique challenges and opportunities of the local financial landscape.
Luzerne County, PA is home to some of the top financial advising firms in the state. These firms are known for their expertise in wealth management, investment planning, and retirement strategies. One of the most notable firms in the area is known for its specialization in estate planning and tax management, providing clients with tailored solutions to protect and grow their assets. Another firm boasts a team of certified financial planners who work closely with clients to create comprehensive financial plans that align with their goals and values. With a diverse range of expertise and a commitment to personalized service, these firms are trusted advisors to individuals and businesses throughout Luzerne County.
Financial advisors in Luzerne County, PA typically get compensated in a variety of ways. One common method is through commissions earned on the sale of financial products such as mutual funds or annuities. Another way is through fees charged for financial planning services, which can range from hourly rates to flat fees. Additionally, some advisors may receive a percentage of the assets they manage for their clients. It is worth noting that in Luzerne County, PA, financial advisors are subject to a fiduciary duty to act in their clients' best interests, which means they must disclose any conflicts of interest and prioritize their clients' needs over their own. This added layer of responsibility ensures that clients can trust their advisors to provide unbiased and ethical advice.