Find a Financial Advisor in Lemont, PA

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We Only Work With The Best Lemont Financial Advisors


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

3rd Party Rankings

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 Lemont, PA


  • Financial Advisor Close to Lemont, 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 Lemont, 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 Lemont, PA

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

  • Population: 2,188
  • % of Population 62 Years and Over: 25.5%
  • Average Home Value: $272,300
  • Average Monthly Housing Cost: $1,004
  • Average Household Income: $94,624
  • 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 Lemont, PA

 

INVESTMENT RESEARCH PARTNERS

Website

(814) 574-4336

801-1 Pike Street

Lemont, PA 16851

SEC#: 801-116836
Years in Business: 2 years

 


Lemont, PA Financial Advisor FAQs

Lemont is a community in Pennsylvania that is located in the southern part of the state. It is situated in Centre County and is part of the State College Metropolitan Statistical Area. The top employer in Lemont is the State College Area School District. They employ approximately 1,100 people. Other top employers in the community include Geisinger Health System (750 employees), Mount Nittany Medical Center (500 employees), and Weis Markets (350 employees). Lemont is best known for being the home of Pennsylvania State University. The university is one of the largest employers in the area and brings a lot of visitors to Lemont each year. The community is also known for its beautiful scenery and its proximity to State College. Lemont, PA belongs to Centre County and is the location of the only remaining granary in its state. During the 2010 census, Lemont, PA marked a population of 2,270. Scout for the best financial advisors close to the area through the links posted below.

In general, fees depend on the type of financial advisor you’re looking for and their qualifications. It’s a good idea to speak with a few potential advisors who have experience in the area of wealth management that you need and come up with an agreed compensation package just for their service.

Financial advisors are a great way to learn about investing and managing money. They can be helpful when it comes to setting up a portfolio or advice for saving for retirement, college, emergencies, and more.

The best way to find one is through recommendations from families and friends. Combing through online reviews and testimonials about a financial advisor’s credibility will also be a great help.

Professional financial advisors help people manage their money and plan for the future. They offer various products and services to cater your financial management needs.

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.