Carlisle, PA Financial Advisors and Resources



Financial Advisor Firms in Carlisle, PA


DIAMOND WEALTH ADVISORS

Website

(717) 462-6422

396 Alexander Spring Road
Suite 3
Carlisle, PA 17015

SEC#: 801-118957
Years in Business: 1 years

LIFEGUIDE FINANCIAL ADVISORS, LLC

Website

(717) 218-5268

2011 W. Trindle Road

Carlisle, PA 17013

SEC#: 801-108442
Years in Business: 5 years

LIFEGUIDE FINANCIAL ADVISORS, LLC

Website

(717) 218-5268

2011 W. Trindle Road

Carlisle, PA 17013

SEC#: 801-108442
Years in Business: 5 years

PROEQUITIES INC

Website

(717) 920-7080

26 State Street
Suite 103
Carlisle, PA 17013

SEC#: 801-56010
Years in Business: 22 years

THE BURNEY COMPANY

Website

(717) 254-6299

41 Kitzell Drive

Carlisle, PA 17015

SEC#: 801-10232
Years in Business: 47 years

PVG ASSET MANAGEMENT CORP

Website

(888) 510-3106

960 Enola Rd.

Carlisle, PA 17013

SEC#: 801-30581
Years in Business: 34 years


How Retirement-Friendly is Carlisle, PA?

  • Population: 19,153
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $185,400
  • Average Monthly Housing Cost: $938
  • Average Household Income: $68,884
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)


Carlisle, PA Financial Advisor FAQs

Discuss your specific needs with the advisor to determine if they will meet them. Find out how long they have been in business and what their relevant qualifications are. It's a good idea to see if their current clients are happy with the service. Be sure you understand any fees involved in the process, and find out whether or not any commissions will be deducted from your account balances. Choose an advisor who is comfortable answering your questions, or directing you towards another advisors who is qualified for such questions.
Yes, you need a financial advisor to help you build a comprehensive plan for your future.
Financial advisors provide a range of financial services, advising their clients on investments and asset allocation strategies. Financial advisors help with retirement planning and estate management as well as paying off debt and saving for education. Most importantly, they will discuss the client's goals and create an appropriate plan with them to work towards those goals.
You may want to simply ask for referrals from people you trust, such as family members and close friends, who might be able to recommend someone based on their needs and wants.