Jessup, PA Financial Advisors and Resources

Financial Advisor Firms in Jessup, PA



(570) 344-0100

The Tekridge Center
50 Alberigi Drive, Suite 114
Jessup, PA 18434

SEC#: 801-70055
Years in Business: 12 years

How Retirement-Friendly is Jessup, PA?

  • Population: 4,441
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $151,000
  • Average Monthly Housing Cost: $817
  • Average Household Income: $73,881
  • 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.)

Jessup, PA Financial Advisor FAQs

A financial advisor typically gets paid through a fee-based or fee only arrangement. This means that the client pays an advisory fee for services rendered, instead of paying the advisor commissions on investments purchased.
It depends on your situation. In general, the answer is maybe- you need to evaluate how much risk you're willing to take and what knowledge or expertise you feel confident lacking in.
It depends on the firms you are interested in, but typically it is around 1-3% of your annual income. You will also have to consider the type of advisor - do they specialize in retirement, asset management, etc.? Compare this with other advisors out there who charge by the hour. And keep in mind that some advisors offer a flat fee or mix of hourly and annual fees for certain services.
A good financial advisor will work to find out what you want before finding an investment strategy to match your needs. They may look for investments in cost control, such as lower fees or go green by investing in solar power companies. Regardless of their strategy, they seek to provide both low risk and high return on investment through stock choices and diversification options.