Silverdale, PA Financial Advisors and Resources



Financial Advisor Firms in Silverdale, PA


IVC WEALTH ADVISORS LLC

Website

(215) 392-6631

163 E. Main Street

Silverdale, PA 18962

SEC#: 801-114980
Years in Business: 2 years


How Retirement-Friendly is Silverdale, PA?

  • Population: 659
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $286,300
  • Average Monthly Housing Cost: $1,372
  • Average Household Income: $106,466
  • 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.)


Silverdale, PA Financial Advisor FAQs

Financial advisors help people attain their financial goals by evaluating their assets, liabilities, and income in order to consult on how they can best spend or save various amounts of money. Financial advisors are often called upon when people have accumulated more wealth than they're comfortable investing themselves, but want somebody with experience to guide them in making wise choices about their investments.
If you are looking for a financial advisor, make sure you look for someone with experience. Also, look to see if they have current up-to-date licenses and certifications. The industry changes frequently so it is important that the person advising has the knowledge to keep up with these changes, as well as still providing valuable advice even if their regulatory circumstances are changing. Lastly, you should also check how much fees they will charge on top of commissions paid out by your account's fund company or ETF providers.
Financial advisors help you prepare a retirement plan, balance investment options, and figure out an ideal amount to save in a 401k.
First, you should ask yourself what your goals are. Is this person going to help me achieve my end goal? You can then narrow down based on that. Next, you want to figure out the basics about them-- make sure they have a fiduciary duty and a compliance history with FINRA. They also need securities licenses from the states in which they work in order to make recommendations for certain types of investments, such as stocks or bonds.