List of Firms
Top Retirement Planners in Wilkes-Barre, PA

Chancellor Financial Group

Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC

Mark Katarsky - Financial Advisor, Ameriprise Financial Services, LLC

Mary Mcevoy-Dockeray - Morgan Stanley

Bankers Life

Ambit Funding Advisor I

The Guardian Life Insurance of America

The Murray Team - Morgan Stanley

Mitchell Financial Group

Joseph P Krugel Jr - Financial Advisor, Ameriprise Financial Services, LLC

Sennett and Associates

Wilmington Trust

Ed Katarsky - Ameriprise Financial Services, LLC

Lewis, Litwinsky, & Associates of the Princeton Group

Mid America Group Northeast

Edward Jones

Merrill Lynch Wealth Management

Russell Goodman - Associate Financial Advisor, Ameriprise Financial Services, LLC

PNC Private Bank

Meridian Financial Associates

The Lenahan Team - Morgan Stanley

Morgan Stanley Financial Advisors

Royal Alliance Associates Inc

Kimberly A. Santarsiero

Ramona Stoltz - Prudential Financial

Liberty Tax

About Wilkes-Barre, PA for Those Planning to Retire
Wilkes-Barre, PA is a vibrant city located in northeastern Pennsylvania, known for its rich history and diverse culture. The city is home to numerous landmarks, including the historic F.M. Kirby Center for the Performing Arts, the Luzerne County Courthouse, and the Wilkes-Barre River Common. Top employers in the area include Geisinger Health System, Wilkes University, and Mohegan Sun Pocono. The city is also home to a number of major highways and streets, including Interstate 81, Route 309, and the Pennsylvania Turnpike. Wilkes-Barre is divided into several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include the downtown area, which is home to many shops, restaurants, and entertainment venues, as well as the historic neighborhoods of Parsons, Miners Mills, and Heights.
Other Financial Planning Services for Retirement
Banks and Credit Unions
Insurance Broker
Wealth Management
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
Wilkes-Barre, PA Financial Resources
Wilkes-Barre, PA Chamber of Commerce
Wilkes-Barre, PA City Hall
Wilkes-Barre, PA Public Library
FREQUENTLY ASKED QUESTIONS
Retirement Income Planning FAQs
Retirement planning services offered by a retirement planner in Wilkes-Barre, PA can be of great help to individuals who are looking to secure their financial future. With a deep understanding of the local market, a retirement planner in Wilkes-Barre, PA can provide customized solutions that cater to the specific needs of their clients. From analyzing the current financial situation to creating a comprehensive retirement plan, a retirement planner can guide individuals through the complex process of retirement planning. The city of Wilkes-Barre, PA is known for its rich history and diverse culture. With its vibrant community and bustling economy, it offers a unique set of challenges and opportunities for retirement planning. A retirement planner in Wilkes-Barre, PA can leverage their expertise and knowledge of the local market to help clients navigate these challenges and make informed decisions about their retirement.
Located in the heart of northeastern Pennsylvania, Wilkes-Barre is a hidden gem for those seeking a retirement planner. With its rich history, stunning natural beauty, and thriving economy, Wilkes-Barre offers a unique blend of old-world charm and modern convenience. The city is home to a diverse population of retirees, making it an ideal place to find a retirement planner who understands the unique needs and challenges of this demographic. Whether you're looking for guidance on investment strategies, estate planning, or healthcare options, Wilkes-Barre has a wealth of experienced professionals who can help you navigate the complex world of retirement planning. From the bustling downtown area to the scenic riverfront, Wilkes-Barre offers a vibrant and welcoming community that is sure to make your retirement years truly special.
A retirement planner in Wilkes-Barre, PA is a financial professional who specializes in helping individuals plan for their retirement years. They work with clients to create a customized plan that takes into account their current financial situation, their retirement goals, and their risk tolerance. The planner will assess the client's income, expenses, and assets to determine how much they need to save and invest in order to achieve their retirement goals. They will also provide guidance on tax-efficient strategies, investment options, and retirement income streams. One unique aspect of retirement planning in Wilkes-Barre, PA is the city's proximity to the Pocono Mountains. This can provide retirees with opportunities for outdoor recreation and relaxation, but it also means that they may need to factor in the cost of maintaining a vacation home or traveling to the area for extended periods of time. The retirement planner can help clients navigate these considerations and ensure that their retirement plan is tailored to their specific needs and goals.
Residents of Wilkes-Barre, PA should consider reaching out to a retirement planner when they are in their mid to late 40s. This is a crucial time to start planning for retirement as it allows for more time to save and invest. With its rich history and diverse population, Wilkes-Barre presents unique challenges and opportunities for retirement planning. For example, the region's economy has undergone significant changes in recent years, with the decline of coal mining and the rise of healthcare and education industries. A retirement planner can help residents navigate these changes and create a personalized plan that takes into account their specific needs and goals. Additionally, Wilkes-Barre's proximity to major cities like Philadelphia and New York City makes it an attractive location for retirees who want to stay connected to urban amenities while enjoying a lower cost of living. A retirement planner can help residents make the most of these advantages and ensure that they are on track to achieve their retirement dreams.
A capable retirement planner in Wilkes-Barre, PA must possess a diverse skill set to cater to the unique needs of the community. With a population of over 40,000, Wilkes-Barre is a bustling city that requires a planner who is knowledgeable about the intricacies of the local economy and investment opportunities. The planner must have a keen eye for detail, able to analyze complex financial data and identify potential risks and opportunities. They must also be a great communicator, able to explain complicated concepts to clients in a clear and concise manner. Additionally, they must be compassionate and patient, able to work with clients of all ages and backgrounds to develop a plan that meets their individual needs. Finally, the planner must have a deep understanding of the local retirement landscape, including the various retirement plans and benefits offered by local employers and government agencies. With these qualities, a retirement planner in Wilkes-Barre can help clients navigate the complex world of retirement planning and achieve their financial goals.
Wilkes-Barre, PA is home to a wide range of retirement plan providers, each offering unique services and benefits to their clients. Among the top providers in the area are Vanguard, Fidelity, and Charles Schwab. These companies have earned a reputation for their exceptional customer service, innovative investment options, and competitive fees. What sets Wilkes-Barre apart from other cities is its rich history and vibrant culture. From the stunning architecture of the Luzerne County Courthouse to the bustling downtown district, Wilkes-Barre offers retirees a unique blend of old-world charm and modern amenities. Whether you're looking for a traditional IRA or a more complex investment strategy, the retirement plan providers in Wilkes-Barre have you covered. With their expert guidance and personalized approach, you can rest assured that your retirement savings are in good hands.
Retirement planners in Wilkes-Barre, PA often get compensated through various means. Some of the common ways include charging a percentage of the assets under management, earning commissions on the products they sell, or charging a flat fee for their services. However, what sets Wilkes-Barre apart from other cities is the prevalence of fee-only planners. These planners do not earn commissions or sell products, but instead charge a fee for their advice and expertise. This approach is gaining popularity in Wilkes-Barre as it aligns the planner's interests with the client's goals, ensuring unbiased advice. Additionally, some planners in Wilkes-Barre also offer hourly rates for their services, allowing clients to pay only for the time they need. This diverse range of compensation options highlights the unique and progressive approach to retirement planning in Wilkes-Barre, PA.