Best Financial Advisors in Wilkes-Barre, PA

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List of Firms

Wilkes-Barre, PA Fiduciary Financial Advisors

Mark Katarsky - Financial Advisor, Ameriprise Financial Services, LLC
Location 100 Wilkes-Barre Blvd Ste 210, Wilkes-Barre Township, PA 18702, USA
Phone (570) 825-7526
Directions
Berkshire Asset Management Llc
Location 46 Public Square #700, Wilkes-Barre, PA 18701, USA
Phone (800) 897-3057
Directions
The Guardian Life Insurance of America
Location 1140 PA-315 Suite 203, Wilkes-Barre, PA 18702, USA
Phone (570) 266-7065
Directions
Merrill Lynch Wealth Management Advisor Stephen J Rosenthal
Location 600 Baltimore Dr, Wilkes-Barre, PA 18702, USA
Phone (570) 829-8010
Directions
Mass Mutual Financial Group
Location 216 N River St, Wilkes-Barre, PA 18702, USA
Phone (570) 714-2797
Directions
Northwestern Mutual Financial
Location 193 Market St, Kingston, PA 18704, USA
Phone (570) 714-2830
Directions
Joseph P Krugel Jr - Financial Advisor, Ameriprise Financial Services, LLC
Location 720 Wilkes Barre Township Blvd Ste 100, Wilkes-Barre Township, PA 18702, USA
Phone (570) 829-7058
Directions
Paul B Solomon Cfp
Location 69 Public Square, Wilkes-Barre, PA 18701, USA
Phone (570) 970-8500
Directions
Chancellor Financial Group
SEC File# 801-117707
CRD# 159563
5 out of 5
Location 60 Public Square Suite 600, Wilkes-Barre, PA 18701, USA
Phone (570) 822-4475
Directions
Morgan Stanley Financial Advisors
Location 1065 PA-315 Suite 401, Wilkes-Barre, PA 18702, USA
Phone (570) 821-1800
Directions
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC
Location 720 Wilkes Barre Township Blvd Ste 100, Wilkes-Barre Township, PA 18702, USA
Phone (570) 829-7058
Directions
Russell Goodman - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 100 N, Wilkes-Barre Blvd Ste 210, Wilkes-Barre, PA 18702, USA
Phone (570) 825-7526
Directions
Financial Advisors in Wilkes-Barre, PA

Where Certified Financial Advisors in Wilkes-Barre, PA Serve

Wilkes-Barre, PA is a bustling city nestled in the heart of northeastern Pennsylvania. With a rich history dating back to the 18th century, Wilkes-Barre boasts a plethora of landmarks and attractions that are sure to captivate visitors and locals alike. From the stunning architecture of the Luzerne County Courthouse to the breathtaking views of the Susquehanna River from the River Common, there is no shortage of sights to see in this vibrant city. As for top employers, Wilkes-Barre is home to a diverse array of businesses and organizations, including Geisinger Health System, Benco Dental, and the Wilkes-Barre Area School District. These employers, among others, provide a wealth of job opportunities for residents of the city and surrounding areas. When it comes to major highways and streets, Wilkes-Barre is conveniently located near several major thoroughfares, including Interstate 81, the Pennsylvania Turnpike, and Route 309.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wilkes-Barre, PA could greatly benefit from the help of a financial advisor in several ways. One specific area where a financial advisor could be of great assistance is in managing debt. According to recent data, the average credit card debt in Wilkes-Barre is $4,971, which is higher than the state average. A financial advisor could help residents create a plan to pay off their debts and manage their finances more effectively. Additionally, with the cost of living in Wilkes-Barre being slightly higher than the national average, a financial advisor could help residents create a budget and investment plan to ensure they are saving for their future while still meeting their current financial obligations. Overall, a financial advisor could provide valuable guidance to residents of Wilkes-Barre, helping them to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Wilkes-Barre, PA can greatly benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring they have the best coverage for their needs. This is particularly important in Wilkes-Barre, where severe weather events such as flooding and snowstorms are common and can cause significant property damage. An insurance broker can also help residents understand the various insurance policies available to them, including home, auto, and health insurance, and help them choose the best options for their budget and lifestyle. Additionally, an insurance broker can assist residents in filing claims and advocating for them in case of disputes with insurance companies, providing peace of mind and protection in the event of unforeseen circumstances.

Retirement Planning

Residents of Wilkes-Barre, PA can benefit greatly from the services of a retirement planner. With a population of over 40,000, many individuals may feel overwhelmed when it comes to planning for their retirement. A retirement planner can provide guidance on how to save for retirement, create a budget, and invest wisely. In particular, residents of Wilkes-Barre, PA may face unique challenges such as limited job opportunities and a higher cost of living compared to other areas in the state. A retirement planner can help navigate these challenges and create a personalized plan that fits the individual's needs and goals. Additionally, a retirement planner can provide peace of mind knowing that one's financial future is secure.

Wealth Management

Residents of Wilkes-Barre, PA can benefit greatly from the services of a wealth manager. With a population of over 40,000, many individuals in the area may be looking for guidance on how to best manage their finances. A wealth manager can help residents create a personalized financial plan that takes into account their specific goals and needs. For example, with the recent decline in the coal industry, many residents may be looking for alternative investment opportunities. A wealth manager can provide valuable insight and advice on how to diversify their portfolio and potentially increase their returns. Additionally, with the cost of living in Wilkes-Barre being slightly higher than the national average, a wealth manager can help residents budget effectively and make smart financial decisions to ensure their long-term financial stability.

Mortgage Loan Officer

Residents of Wilkes-Barre, PA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home or refinance an existing mortgage. One specific way that a mortgage loan officer can help residents of Wilkes-Barre is by providing guidance on the various loan programs available to them. With its diverse population and unique housing market, Wilkes-Barre residents may have different needs and financial circumstances than those in other areas. A knowledgeable mortgage loan officer can help residents navigate the complex world of mortgage lending and find the best options for their individual situations. Whether they are first-time homebuyers or experienced homeowners, residents of Wilkes-Barre can benefit from the expertise and support of a mortgage loan officer.

Tax Services

Residents of Wilkes-Barre, PA would greatly benefit from the services of a tax advisor. Tax advisors can assist individuals with tax planning, preparation, and filing, ensuring that they are in compliance with all applicable tax laws and regulations. In particular, residents of Wilkes-Barre may require assistance with navigating the state and local tax laws, which can be complex and vary widely depending on the specific municipality. A tax advisor can also provide guidance on tax credits and deductions that may be available to residents of Wilkes-Barre, such as those related to home ownership or charitable contributions. By working with a tax advisor, residents of Wilkes-Barre can ensure that they are maximizing their tax savings and minimizing their tax liabilities, while also avoiding any potential penalties or fines for non-compliance.

Estate Planning Lawyer

Residents of Wilkes-Barre, PA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their death. This is especially important in Wilkes-Barre, where the population is aging and many residents may have accumulated significant assets over their lifetime. An estate planning lawyer can also help with other important matters, such as drafting a will, establishing trusts, and minimizing tax liabilities. With the help of an estate planning lawyer, residents of Wilkes-Barre can ensure that their assets are protected and their wishes are carried out after they are gone.

Wilkes-Barre, PA Financial Resources

Wilkes-Barre, PA Chamber of Commerce

https://www.wyomingvalleychamber.org/

Wilkes-Barre, PA City Hall

https://www.wilkes-barre.city/

Wilkes-Barre, PA Public Library

https://osterhout.info/

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