Find a Financial Advisor in East Petersburg, PA

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We Only Work With The Best East Petersburg Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in East Petersburg, PA


  • Financial Advisor Close to East Petersburg, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in East Petersburg, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near East Petersburg, PA

We evaluated over 13,000 RIA firms to bring you the best of the best East Petersburg financial advisors.
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How Retirement-Friendly is East Petersburg, PA?

  • Population: 4,520
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $175,600
  • Average Monthly Housing Cost: $1,167
  • Average Household Income: $80,758
  • 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.)



The Top Financial Advisor Firms in East Petersburg, PA

 

COMPREHENSIVE FINANCIAL PLANNING INC

Website

(717) 569-6667

5995 Lemon Street

East Petersburg, PA 17520

SEC#: 801-55646
Years in Business: 23 years

 


East Petersburg, PA Financial Advisor FAQs

East Petersburg is a borough in Lancaster County, Pennsylvania. It lies east of the city of Lancaster and is part of the Upper Lancaster Valley. Top Employers in East Petersburg are Fulton Financial Corporation, which employs 1,500 people, and Armstrong World Industries, which employs 850 people. East Petersburg is best known for its landmarks. These landmarks include the Fulton Steamboat Inn, the oldest continuously operating hotel in the United States, and the East Petersburg Mennonite Church, one of the largest Mennonite churches in Pennsylvania. Financial advisors serve in East Petersburg, PA, a borough in north-central Lancaster County. The main street of the borough is Pennsylvania Route 72 which leads northwest 5 miles to Manheim and southeast the same distance to the center of Lancaster. Check out which financial advisors nearby can help you with your financial management needs through the links provided below.

Look for an advisor who is licensed because this ensures they have passed tests and certifications. You want to make sure that there hasn't been any fraud or wrongdoing in their past, too.

Early on, you should establish whether the advisor is recommending products by the company they work for, or if they are providing information about all available choices. Ask to see their formal training and qualifications. Make sure the advisor has done what you need - understand your personal risk tolerance and investment horizon.

Advisors typically get paid from one of two ways, a percentage-of-assets fee or a flat fee structure.

The complexity of the financial world makes it difficult for most people to keep up with its demands. As such, having a personal financial advisor who has expertise in this field is invaluable.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.