Best Financial Advisors in Scranton, PA

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List of Firms

Scranton, PA Fiduciary Financial Advisors

Financial Transitions Advisors
Location 1101 Penn Ave suite a, Scranton, PA 18509, USA
Phone (570) 340-0565
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1000 Meade St Suite 203, Dunmore, PA 18512, USA
Phone (570) 800-5903
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
LUNA Financial Services LLC
Location 1526 Oram St, Scranton, PA 18504, USA
Phone (570) 605-4300
Merrill Lynch Wealth Management Advisor Conor Malone
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 330-8773
Jump Start Capital Management LLC
1 out of 5
Location 1006 Pittston Ave, Scranton, PA 18505, USA
Phone (570) 955-0271
J H Munley Financial Consultants
Location 700 Vine St, Scranton, PA 18510, USA
Phone (570) 963-0900
The Legacy Group - Morgan Stanley
Location 111 N Washington Ave Ste 201, Scranton, PA 18503, USA
Phone (570) 961-7700
Terry Swartzentruber - Morgan Stanley
Location 111 N Washington Ave Ste 201, Scranton, PA 18503, USA
Phone (570) 961-7703
SEC File# 801-121605
CRD# 314668
Location 538 Biden St #700, Scranton, PA 18503, USA
Phone (570) 961-1516
Merrill Lynch Wealth Management
5 out of 5
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (888) 241-8095
Guiding Light Financial LLC
Location 538 Biden St, Scranton, PA 18503, USA
Phone (570) 955-0059
Endless Mountains Financial Services
Location 52 Glenmaura Natl Blvd, Moosic, PA 18507, USA
Phone (570) 963-2228
Jennifer Williamson - Financial Advisor, Ameriprise Financial Services, LLC
Location 421 S State St, Clarks Summit, PA 18411, USA
Phone (570) 319-1332
Financial Advisors in Scranton, PA

Where Certified Financial Advisors in Scranton, PA Serve

Scranton, PA is a bustling city located in the northeastern part of the state. It is home to a plethora of landmarks, including the Electric City sign, the Steamtown National Historic Site, and the Lackawanna Coal Mine Tour. The top employers in the area are Geisinger Health System, the University of Scranton, and the Commonwealth of Pennsylvania. Major highways that run through Scranton include Interstate 81 and the Pennsylvania Turnpike. Some notable streets in the city include Mulberry Street, Linden Street, and Wyoming Avenue. Scranton is divided into several distinct neighborhoods, including Green Ridge, Hill Section, and West Scranton. With its rich history, diverse population, and vibrant culture, Scranton is a city that has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Scranton, PA can benefit from the guidance and expertise of a financial advisor in several ways. One of the most common ways is by helping them create a budget and stick to it. Scranton is a city with a cost of living that is slightly higher than the national average, and many residents struggle to make ends meet. A financial advisor can help them identify areas where they can cut expenses, prioritize their spending, and develop a plan to reach their financial goals. Additionally, a financial advisor can provide guidance on retirement planning, investment strategies, and debt management. With the help of a financial advisor, residents of Scranton can gain the knowledge and confidence they need to make informed financial decisions and secure their financial future.

Insurance Broker

Residents of Scranton, PA can benefit greatly from the services of an insurance broker. With the city being located in the heart of the Rust Belt, many residents may be struggling financially and may not have the time or resources to search for the best insurance policies on their own. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their individual needs and budgets. Additionally, with Scranton being home to a large number of small businesses, an insurance broker can assist these businesses in finding affordable and comprehensive insurance coverage to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to residents of Scranton, helping them to secure the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Scranton, PA could benefit greatly from the expertise of a retirement planner. With the city's median age being 38.4, many individuals are approaching retirement age and may not know the best way to prepare financially. A retirement planner can help residents create a personalized plan to maximize their savings and investments, ensuring a comfortable retirement. Additionally, with Scranton's history of economic downturns and high poverty rates, a retirement planner can provide guidance on how to navigate potential financial hardships and protect retirement savings. Overall, a retirement planner can offer peace of mind and a sense of security for Scranton residents as they approach their golden years.

Wealth Management

Residents of Scranton, PA can benefit from the expertise of a wealth manager in a number of ways. One specific challenge faced by many in Scranton is the decline of the coal industry and subsequent loss of jobs. A wealth manager can help individuals navigate this difficult economic landscape by creating a personalized financial plan that takes into account their unique circumstances. This may include strategies for investing in alternative industries, planning for retirement, and managing debt. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and other financial matters that can have a significant impact on an individual's long-term financial health. By working with a wealth manager, residents of Scranton can feel more confident and secure in their financial future.

Mortgage Loan Officer

Residents of Scranton, PA can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by helping them navigate the complex process of obtaining a mortgage. With the high cost of living in Scranton, many residents may struggle to save enough money for a down payment or may have less-than-perfect credit scores. A mortgage loan officer can work with them to find a loan that fits their unique financial situation and helps them achieve their dream of homeownership. Additionally, Scranton is a city with a rich history and a diverse population, so a mortgage loan officer who is familiar with the local market can offer valuable insights into the best neighborhoods and properties to invest in.

Tax Services

Residents of Scranton, PA can benefit greatly from the expertise of a tax advisor. With its diverse population and unique economic challenges, Scranton residents may face a range of tax issues that require specialized knowledge and guidance. For instance, many residents work in the city's healthcare or education industries, which can involve complex tax implications related to retirement plans, healthcare expenses, and education expenses. Additionally, Scranton has a high poverty rate, which can make it difficult for some residents to navigate tax credits and deductions that could help them save money. A tax advisor can help residents in Scranton understand their tax obligations, identify opportunities to reduce their tax burden, and ensure that they are in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Scranton, PA can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in helping individuals plan for the future by creating legal documents such as wills, trusts, and powers of attorney. One specific way that residents of Scranton could be helped by an estate planning lawyer is by ensuring that their assets are protected in the event of a long-term care situation. Scranton has a growing senior population, and many residents may require long-term care at some point in their lives. An estate planning lawyer can help individuals plan for this possibility by creating a Medicaid plan that allows them to qualify for government assistance while still preserving their assets for their loved ones. Overall, an estate planning lawyer can provide peace of mind and security for Scranton residents and their families.

Scranton, PA Financial Resources

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