East Petersburg, PA Financial Advisors and Resources

Financial Advisor Firms in East Petersburg, PA



(717) 569-6667

5995 Lemon Street

East Petersburg, PA 17520

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

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.)

East Petersburg, PA Financial Advisor FAQs

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.