Find a Financial Advisor in Schuylkill County, PA

 

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

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We Only Work With The Best Schuylkill 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 Schuylkill County, PA


  • Financial Advisor Close to Schuylkill 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 Schuylkill 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 Schuylkill County, PA

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

  • Population: 142,674
  • % of Population 62 Years and Over: 24.2%
  • Average Home Value: $120,900
  • Average Monthly Housing Cost: $717
  • Average Household Income: $65,564
  • 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 Schuylkill County, PA

 

WEALTH MANAGEMENT ASSOCIATES, INC.

Website

(570) 366-8509

400 Pinebrook Place, Suite 12-Mailing Address
Po Box 347
Orwigsburg, PA 17961

SEC#: 801-79993
Years in Business: 7 years

 


Schuylkill County, PA Financial Advisor FAQs

It's always great to have someone who is trustworthy and has experience managing finances. They are more of an advisor or consultant on your behalf rather than actually handling the money themselves.
Financial advisors guide you through decisions and offer thoughts on potential implications of your future goals and plans.
Pay attention to what kind of credentials the advisors have followed by asking for industry certifications and/or educational backgrounds. Make sure that you are comfortable with these credentials before committing yourself fully to the relationship.
Financial advisors get paid in a variety of ways. They may charge a fee per hour or commission based on transactions.