Find a Financial Advisor in Mount Joy, PA

 

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We Only Work With The Best Mount Joy Financial Advisors


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

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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 Mount Joy, PA


  • Financial Advisor Close to Mount Joy, 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 Mount Joy, 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 Mount Joy, PA

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

  • Population: 8,163
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $183,000
  • Average Monthly Housing Cost: $1,019
  • Average Household Income: $73,885
  • 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 Mount Joy, PA

 

STEWARDSHIP ADVISORS, LLC

Website

(717) 492-4787

321 W. Main Street

Mount Joy, PA 17552

SEC#: 801-108174
Years in Business: 5 years

PROEQUITIES INC

Website

(717) 653-6662

960 East Main Street

Mount Joy, PA 17552

SEC#: 801-56010
Years in Business: 23 years

 


Mount Joy, PA Financial Advisor FAQs

A financial advisor will need to be licensed to give you advice like investing and insurance. Check that they are affiliated with a major investment house or big-name brokerage, as those firms have an established track record of sound investing practices and can provide more offerings in terms of investment options.
It's always a good idea to consult with financial advisors, especially ones who specialize in 401-Ks and IRAs. It can be difficult to take the time to understand all the rules about tax deductions, so it might be worth it to at least confer with an expert for advice on those things if you expect to save significant money down the line.
Hourly rates for financial advisors typically range anywhere from $80-$400 an hour. However, the average is around $250 an hour in the United States. This price includes basic international financial advising services, investment management services, and retirement guidance.
Financial advisors typically advise clients on how to work and save their money, and help them plan for retirement. The financial advisor will recommend strategies for minimizing taxes and spending, as well as managing cash flow.