Scranton, PA Financial Advisors and Resources

Financial Advisor Firms in Scranton, PA



(570) 961-1516

538 Spruce Street
Suite 700
Scranton, PA 18503

SEC#: 801-110512
Years in Business: 4 years



(570) 496-3250

201 Penn Avenue

Scranton, PA 18503

SEC#: 801-66195
Years in Business: 18 years

How Retirement-Friendly is Scranton, PA?

  • Population: 77,054
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $108,900
  • Average Monthly Housing Cost: $801
  • Average Household Income: $55,768
  • 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.)

Scranton, PA Financial Advisor FAQs

When it comes to most professional services, there is valuable certification and member associations to help guide your decision-making process. The important thing here is not just finding an advisor but finding one that meets your needs which will then prove cost-effective in the long run for you.
A financial advisor's job consists of providing impartial advice for people on everyday matters that relate to their finances. Financial advisors are not insurance salespeople or brokers, and the only product they sell is knowledge.
Yes, you need a financial advisor. This conversation with them should include an assessment of your current estate tax position and a discussion of protecting what you have worked so hard to build.
The following are just a few of the most important questions to ask your financial advisor, especially when considering an investment in stocks, bonds or other equity. What is included in your fee? Ask about any arrangements before agreeing to work with them so there are no surprises later on. Who do you work for? Your advisor should be working for you and not their bank or broker partner.