Milford, PA Financial Advisors and Resources

Financial Advisor Firms in Milford, PA



(570) 296-5525

540 Route 6 & 209

Milford, PA 18337

SEC#: 801-62775
Years in Business: 17 years

How Retirement-Friendly is Milford, PA?

  • Population: 1,172
  • % of Population 62 Years and Over: 33.4%
  • Average Home Value: $270,400
  • Average Monthly Housing Cost: $1,069
  • Average Household Income: $76,544
  • 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.)

Milford, PA Financial Advisor FAQs

A financial advisor makes money in two ways: 1) they make money when the investor's portfolio beats the market; and 2) they earn commissions on products like mutual funds and life insurance policies.
The best way to search for a financial advisor is through referrals from family and friends, because potential clients will trust recommendations from people they know.
A financial advisor is an expert with knowledge and understanding of securities, markets and investments.
Financial advisors provide a service and cost can vary drastically depending on the needs and wants of clients. Clients should always remember to be upfront and honest about their financial situation, as it's better to hire a planner with knowledge of your specific situation versus blindly picking someone based on rank or recommendation.