Monroe County, PA Financial Advisors and Resources

Financial Advisor Firms in Monroe County, PA



(570) 688-9898

2813 Route 611

Tannersville, PA 18372

SEC#: 801-78187
Years in Business: 8 years

How Retirement-Friendly is Monroe County, PA?

  • Population: 168,032
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $171,900
  • Average Monthly Housing Cost: $1,241
  • Average Household Income: $80,849
  • 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.)

Monroe County, PA Financial Advisor FAQs

High quality financial advisors are typically on the more expensive side, but they are worth it. Cost doesn't always dictate quality, but on average, high profile financial advisors tend to be higher cost because their services are on demand and often go above and beyond what an ordinary person would need.
It never hurts to ask family, friends, and co-workers for their recommendations of who they have dealt with in the past. Be sure to go over priorities before getting quotes from potential candidates so that there is no confusion down the line about fees/charges/hourly rates etc. when you are finalizing discussions with an advisor.
Financial advisors provides consultations about finances and investments that can be tailored to any individual's needs. They also offer guidance on retirement planning, college savings, wealth management, mortgage lending, trust services and insurance purchasing.
Look for agents that are registered with the Securities Exchange Commission (SEC) or that have FINRA certification. Seek guidance from trusted sources such as family and friends, fellow business owners, accountants, etc. Finally, take time to read customer endorsements online. The more glowing recommendations you see via social media outlets the better!