Best Financial Advisors in Milford, PA

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Milford, PA Fiduciary Financial Advisors

Advanced Data
Location 212 E Harford St, Milford, PA 18337, USA
Phone (800) 537-0458
Language http://www.advanceddata.com/
Directions
Primerica
SEC File# 801-72263
CRD# 10111
5 out of 5
Location 311 E Harford St # 101, Milford, PA 18337, USA
Phone (570) 296-4521
Language http://www.primerica.com/clutz
Directions
Rocco M. Zappile CPA
Location 154 Marigold Ln, Milford, PA 18337, USA
Phone (570) 832-0702
Directions
Guiding Light Financial LLC
Location 311 E Harford St, Milford, PA 18337, USA
Phone (570) 296-9494
Language http://www.glightfinancial.com/
Directions
Financial Advisors in Milford, PA

Where Certified Financial Advisors in Milford, PA Serve

Milford, PA is a charming and historic town located in the heart of the Pocono Mountains. Its picturesque streets are lined with unique shops, galleries, and restaurants, making it a popular destination for tourists and locals alike. The town is home to several landmarks, including the Grey Towers National Historic Site, a beautiful mansion that was once the home of the famous conservationist Gifford Pinchot. Milford is also home to the Columns Museum, which houses a collection of artifacts from the town's rich history. In terms of employment, Milford's top employers include the Pike County Courthouse, the Milford Borough Police Department, and the Delaware Valley School District. The town is also home to several small businesses and shops, which contribute to its vibrant and diverse economy. Milford is easily accessible via several major highways, including Interstate 84 and Route 6. The town's main street, Broad Street, is a bustling thoroughfare that runs through the heart of the downtown area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Milford, PA can benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. Milford is a small town with a population of just over 1,000 people, and many of its residents are approaching retirement age. A financial advisor can help these individuals create a plan for their retirement savings, taking into account their unique financial situation and goals. Additionally, Milford is home to many small businesses, and a financial advisor can provide guidance on everything from cash flow management to tax planning. By working with a financial advisor, residents of Milford can feel more confident in their financial futures and make informed decisions about their money.

Insurance Broker

Residents of Milford, PA can benefit greatly from the services of an insurance broker. With a small town like Milford, it can be difficult to navigate the complex world of insurance on your own. An insurance broker can help residents find the best policies that fit their unique needs, whether it's for home, auto, or health insurance. In addition, they can provide valuable advice on how to save money on premiums and ensure that residents have the right amount of coverage. For example, with Milford being a popular destination for outdoor enthusiasts, an insurance broker can help residents find insurance policies that cover recreational activities such as hiking, fishing, and hunting. Overall, an insurance broker can provide peace of mind and financial security for residents of Milford, PA.

Retirement Planning

Residents of Milford, PA can benefit greatly from the services of a retirement planner. With its picturesque surroundings and vibrant community, Milford is a popular retirement destination for many. A retirement planner can help residents navigate the complex world of retirement planning, ensuring they have enough savings to support their lifestyle and healthcare needs. They can also provide guidance on investment strategies and help residents make informed decisions about their retirement accounts. Additionally, a retirement planner can assist Milford residents with estate planning, ensuring their assets are distributed according to their wishes. With the help of a retirement planner, residents of Milford can enjoy a worry-free retirement and make the most of their golden years.

Wealth Management

Residents of Milford, PA can greatly benefit from the services of a wealth manager. Wealth managers can help individuals and families in Milford, PA plan for their financial futures, including retirement, college savings, and estate planning. They can also provide guidance on investments and help clients make informed decisions about their portfolios. One specific way that a wealth manager can help residents of Milford, PA is by providing guidance on tax planning. Milford, PA is located in Pike County, which has a relatively high property tax rate compared to other counties in Pennsylvania. A wealth manager can help residents navigate these tax laws and find ways to minimize their tax liability. Additionally, a wealth manager can provide guidance on charitable giving and help residents find ways to give back to their community while also receiving tax benefits. Overall, a wealth manager can provide valuable financial advice and planning services to help residents of Milford, PA achieve their financial goals.

Mortgage Loan Officer

Residents of Milford, PA can benefit from the expertise of a mortgage loan officer in several ways. For instance, many residents may need assistance in navigating the complex process of obtaining a mortgage loan. A loan officer can help residents understand the various mortgage options available to them and find the best possible interest rates. Additionally, Milford is known for its historic homes and properties, which can often require specialized financing. A loan officer can help residents secure financing for these unique properties and ensure that they meet all necessary requirements. With the help of a mortgage loan officer, residents of Milford can achieve their dream of homeownership and enjoy the many benefits that come with it.

Tax Services

Residents of Milford, PA would greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations specific to Milford. For example, Milford has a local earned income tax that is collected by the Milford Borough Tax Collector. A tax advisor can help residents understand how this tax works and ensure that they are properly filing and paying it. Additionally, a tax advisor can help residents navigate any changes in federal or state tax laws that may impact their finances. With the help of a tax advisor, residents of Milford can feel confident that they are meeting their tax obligations and maximizing their financial potential.

Estate Planning Lawyer

Residents of Milford, PA can benefit greatly from the guidance and expertise of an estate planning lawyer. With the town's rich history and picturesque scenery, many residents have accumulated valuable assets and properties over the years. An estate planning lawyer can help ensure that these assets are protected and distributed according to the individual's wishes after they pass away. Additionally, Milford's proximity to the Delaware River and other outdoor recreational areas means that many residents may have unique considerations when it comes to estate planning, such as protecting their land from environmental damage or ensuring that their favorite hiking trails remain accessible to the public. An estate planning lawyer can help residents navigate these complex issues and create a plan that reflects their values and priorities.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Milford, PA

A financial advisor in Milford, PA can provide a range of financial advising services to help clients achieve their financial goals. These services may include retirement planning, investment management, tax planning, and estate planning. Milford, PA is a unique location that offers a variety of opportunities for financial growth and stability. With its proximity to the Delaware River, Milford provides ample opportunities for outdoor recreation and tourism, which can be leveraged for financial gain. Additionally, Milford is home to a thriving arts community, which can be a source of income and investment opportunities. A financial advisor in Milford can help clients navigate these unique opportunities and develop a comprehensive financial plan that takes into account their specific needs and goals. With their expertise and experience, a financial advisor in Milford can help clients build a solid financial foundation for their future.

Milford, PA is the ideal location to seek financial advising due to its thriving community of highly qualified professionals. The town's strategic location, nestled in the heart of the Pocono Mountains, attracts a diverse range of experts who specialize in various financial fields. From tax planning to wealth management, Milford's financial advisors possess a wealth of knowledge and experience that is unmatched in the region. In addition, the town's vibrant business community offers a plethora of resources and networking opportunities for those seeking financial guidance. With its picturesque setting, Milford provides a serene and peaceful environment that is conducive to productive and insightful financial discussions. Overall, Milford, PA is the perfect place to receive comprehensive and personalized financial advice from experts who are committed to helping their clients achieve their financial goals.