Find a Financial Advisor in Luzerne County, PA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Luzerne County 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 Luzerne County, PA


  • Financial Advisor Close to Luzerne County, 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 Luzerne County, 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 Luzerne County, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Luzerne County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Luzerne County, PA?

  • Population: 317,663
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $141,700
  • Average Monthly Housing Cost: $818
  • Average Household Income: $69,548
  • 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 Luzerne County, PA

 

LEWIS ASSET MANAGEMENT, LLC

Website

(925) 284-4033

9 N. Main Street

Pittston, PA 18640

SEC#: 801-119399
Years in Business: 1 years

 


Luzerne County, PA Financial Advisor FAQs

Finding a financial advisor is like most aspects of life: it's all about the personal touch. Start by checking online reviews and talking with friends and family to find someone you're comfortable with. Reach out, have an initial conversation. Meet before making any decisions to see if this person will be a good fit for you long-term. If you liked them, set up a meeting to get financially educated together—you'll meet their team, you'll decide how much money is right for what stage of your life--and then have a successful outcome down the line while feeling comfortable every step of the way.
Probably the easiest way to find a financial advisor is to find someone you know that has one. Ask them for their contact information or referral service.
Financial advisors in the (location) are typically paid through commission–based income in which they receive a percentage of any sale they make, in addition to charging clients flat fee.
A financial advisor helps people make better decisions for their future by researching and analyzing their current financial situation and anticipating the best way to create a plan.