Best Financial Advisors in Wilkes-Barre, PA

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Wilkes-Barre, PA Fiduciary Financial Advisors

Chancellor Financial Group
SEC File# 801-117707
CRD# 159563
5 out of 5
Location 60 Public Square Suite 600, Wilkes-Barre, PA 18701, USA
Phone (570) 822-4475
Mark Katarsky - Financial Advisor, Ameriprise Financial Services, LLC
Location 100 Wilkes-Barre Blvd Ste 210, Wilkes-Barre Township, PA 18702, USA
Phone (570) 825-7526
Joseph P Krugel Jr - Financial Advisor, Ameriprise Financial Services, LLC
Location 720 Wilkes Barre Township Blvd Ste 100, Wilkes-Barre Township, PA 18702, USA
Phone (570) 829-7058
Berkshire Asset Management Llc
Location 46 Public Square #700, Wilkes-Barre, PA 18701, USA
Phone (800) 897-3057
Russell Goodman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 100 N, Wilkes-Barre Blvd Ste 210, Wilkes-Barre, PA 18702, USA
Phone (570) 825-7526
Morgan Stanley Financial Advisors
Location 1065 PA-315 Suite 401, Wilkes-Barre, PA 18702, USA
Phone (570) 821-1800
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC
Location 720 Wilkes Barre Township Blvd Ste 100, Wilkes-Barre Township, PA 18702, USA
Phone (570) 829-7058
The Guardian Life Insurance of America
Location 1140 PA-315 Suite 203, Wilkes-Barre, PA 18702, USA
Phone (570) 266-7065
Merrill Lynch Wealth Management Advisor Stephen J Rosenthal
Location 600 Baltimore Dr, Wilkes-Barre, PA 18702, USA
Phone (570) 829-8010
Paul B Solomon Cfp
Location 69 Public Square, Wilkes-Barre, PA 18701, USA
Phone (570) 970-8500
Mass Mutual Financial Group
Location 216 N River St, Wilkes-Barre, PA 18702, USA
Phone (570) 714-2797
Northwestern Mutual Financial
Location 193 Market St, Kingston, PA 18704, USA
Phone (570) 714-2830
Financial Advisors in Wilkes-Barre, PA

Where Certified Financial Advisors in Wilkes-Barre, PA Serve

Wilkes-Barre is a city in the northeastern region of Pennsylvania. The city is located in Luzerne County and is the county seat. Wilkes-Barre was founded in 1769 and incorporated in 1806. The city has a population of 41,097 people and is the largest city in Luzerne County. Some of the landmarks in Wilkes-Barre include the Kirby Park, the Warrior Run Golf Course, and the Greater Wilkes-Barre Chamber of Commerce. The top employers in Wilkes-Barre are Geisinger Health System, CVS Caremark, and Walmart. Some of the major highways and streets in Wilkes-Barre are Interstate 81, Pennsylvania Route 309, and River Street. The neighborhoods in Wilkes-Barre include East End, South Side, Heights Village, and Miners Mills. of the neighborhoods in Westmoreland County include Hempfield Township, Murrysville, Penn Township, and South Greensburg.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Wilkes-Barre, PA residents can take advantage of the many services that banks provide. Some of these services include: checking and savings accounts, loans, mortgages, and credit cards. Each bank offers its own set of products and services, so it's important for consumers to research their options before choosing a bank. Banks also offer a variety of features that can make banking easier for customers, such as online banking and mobile banking.

Insurance Broker

Wilkes-Barre, PA residents can receive help from insurance brokers when it comes to finding the best rates and coverage for their needs. Brokers are familiar with the different types of policies and what each one offers, so they can guide customers to the best option for them. In addition, brokers stay up-to-date on changes in the insurance industry, so they can provide the most accurate information possible to their clients.

Retirement Planning

Wilkes-Barre, PA is a great place to retire. The cost of living is low, there are plenty of cultural and recreational activities available, and the healthcare system is top-notch. But even if you're happy with your current retirement plan, it's always a good idea to get a second opinion from a financial advisor. Financial advisors can help you make sure that you're on track for a comfortable retirement, and they can also suggest ways to reduce your taxes and protect your assets.

Wealth Management

Wilkes-Barre, PA residents can take advantage of wealth management services to help them grow their money and protect their assets. By working with a wealth manager, you can get personalized advice on how to save for the future, invest your money wisely, and plan for retirement. Additionally, a wealth manager can help you minimize your taxes and manage your estate planning needs. If you're looking for reliable financial guidance, consider working with a wealth manager in Wilkes-Barre, PA.

Estate Planning Lawyer

Estate planning lawyers in Wilkes-Barre, PA can help residents with a variety of tasks, including creating wills and trusts, estate tax planning, and probate administration. They can also help with more complex issues such as Medicaid planning and asset protection. Residents who are interested in working with an estate planning lawyer should contact an attorney to discuss their specific needs.

Mortgage Loan Officer

Mortgage loan officers in Wilkes-Barre, PA can help residents by providing them with the best options for their home buying needs. By working with a variety of lenders, mortgage loan officers can find the perfect loan for each individual. They can also provide guidance on the best way to use one's credit and work with borrowers to ensure they are getting the best rates possible.

Tax Services

Wilkes-Barre, PA residents can benefit from the help of a tax accountant. A good tax accountant can help you save money on your taxes and make sure you are compliant with the IRS. They can also help you plan for your future and make sure you are taking advantage of all the deductions available to you. If you live in Wilkes-Barre, PA, it is definitely worth your time to find a good tax accountant to help you file your taxes.

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