Find a Financial Advisor in Lemoyne, PA

 

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We did the hard work of finding trustworthy partners in Lemoyne, PA.

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We Only Work With The Best Lemoyne 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 Lemoyne, PA


  • Financial Advisor Close to Lemoyne, 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 Lemoyne, 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 Lemoyne, PA

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

  • Population: 4,638
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $163,100
  • Average Monthly Housing Cost: $1,104
  • Average Household Income: $90,005
  • 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 Lemoyne, PA

 

YOFFE INVESTMENT MANAGEMENT, LLC

Website

(717) 343-1120

2 Lemoyne Drive
Suite 100
Lemoyne, PA 17043

SEC#: 801-80569
Years in Business: 6 years

 


Lemoyne, PA Financial Advisor FAQs

Maybe. If you're not experienced with investing, it's best to consult a professional. A good financial advisor will be able to offer unbiased advice and recommendations based on personal needs and goals.
A financial advisor makes money management decisions for you based on your goals, tolerance to risk, and other considerations.
Financial advisors generally get paid based on the volume of funds they bring to their company or managed. Otherwise, most financial advisors work on a fee-only basis for independent brokerage firms, and are compensated solely by calculating commissions made off their clients.
You should take both these considerations- convenience and cost- into account when choosing a financial advisor. The hard part of the choosing process is getting comfortable with your decisions; remember finances can be confusing and complicated.