Harleysville, PA Financial Advisors and Resources



Financial Advisor Firms in Harleysville, PA


CANON CAPITAL INVESTMENT ADVISORY

Website

(215) 723-4881

484 Harleysville Pike

Harleysville, PA 19438

SEC#: 801-56000
Years in Business: 22 years

BERNARDO WEALTH PLANNING, LLC

Website

(267) 500-1080

464 Main Street

Harleysville, PA 19438

SEC#: 801-110661
Years in Business: 4 years

ASSET PLANNING SERVICES LTD.

Website

(215) 256-4600

162 Main Street

Harleysville, PA 19438

SEC#: 801-30830
Years in Business: 33 years


How Retirement-Friendly is Harleysville, PA?

  • Population: 9,568
  • % of Population 62 Years and Over: 24.4%
  • Average Home Value: $333,700
  • Average Monthly Housing Cost: $1,647
  • Average Household Income: $106,318
  • 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.)


Harleysville, PA Financial Advisor FAQs

The best way to find a Financial Advisor is by doing the research for yourself. We recommend asking locals who are in your shoes. Make sure you ask people what services they are looking for, how long they have been with their advisor, and if they would go back to this person's firm again if they needed them.
Have a clear detail of the specific services your financial advisor is able to provide for you and make sure they are experts in handling these services.
Financial advisors can get paid in a number of different ways, which one they choose often depends on the client's needs and their own. Generally, the common compensation schemes are either through commissions or fee-only model.
Absolutely. It's the importance of having a proper plan in place before it can come undone during an emergency or unexpected instances which make these professionals more necessary than they seem at first glance.