Lebanon County, PA Financial Advisors and Resources



Financial Advisor Firms in Lebanon County, PA


BENEFITWORKS, INC.

Website

(717) 273-8441

336 Cumberland Street

Lebanon, PA 17042

SEC#: 801-113855
Years in Business: 3 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years

NORTHEAST ADVISERS INC

Website

(717) 272-5072

761 Poplar Street

Lebanon, PA 17042

SEC#: 801-57720
Years in Business: 21 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(717) 274-8790

523 Cumberland Street

Lebanon, PA 17042

SEC#: 801-66892
Years in Business: 15 years

AMBASSADOR ADVISORS, LLC

Website

(717) 274-5600

216 South Eighth St

Lebanon, PA 17042

SEC#: 801-61471
Years in Business: 19 years

HIGHTOWER ADVISORS, LLC

Website

(717) 954-8630

718 Poplar St
Suite H
Lebanon, PA 17042

SEC#: 801-69625
Years in Business: 13 years


How Retirement-Friendly is Lebanon County, PA?

  • Population: 139,729
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $173,100
  • Average Monthly Housing Cost: $928
  • Average Household Income: $74,008
  • 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.)


Lebanon County, PA Financial Advisor FAQs

Yes. A financial advisor can play an important role for those who need guidance with investment strategies and retirement planning.
When you have a financial advisor, you don't actually need to do any work with your finances. They'll take care of everything and review it with you too so that there's absolutely no miscommunication and anything can be accounted for and shared with the necessary parties.
It is important to go through the advisor's qualifications before working with them, as they will be less trustworthy if they have a history of mismanaging investments or mishandling client funds.
Financial advisors can charge by the hour, day, week, month, or even a percentage of assets managed.