Wilkes-Barre, PA Financial Advisors and Resources



Financial Advisor Firms in Wilkes-Barre, PA


CHANCELLOR FINANCIAL GROUP WB LP

Website

(570) 822-4475

15 Public Square
Suite 400
Wilkes-Barre, PA 18701

SEC#: 801-117707
Years in Business: 1 years

GOLDEN WEALTH MANAGEMENT LLC

Website

(570) 208-7050

28 West South Street

Wilkes-Barre, PA 18701

SEC#: 801-117113
Years in Business: 2 years

BERKSHIRE ASSET MANAGEMENT, LLC

Website

(570) 825-2600

46 Public Square
Suite 700
Wilkes-Barre, PA 18701

SEC#: 801-68485
Years in Business: 14 years

DUNCAN FINANCIAL GROUP LLC

Website

(570) 831-9919

613 Baltimore Drive
Suite 3
Wilkes-Barre, PA 18702

SEC#: 801-119284
Years in Business: 0 years

DUNCAN FINANCIAL GROUP LLC

Website

(570) 831-9919

613 Baltimore Drive
Suite 3
Wilkes-Barre, PA 18702

SEC#: 801-119284
Years in Business: 0 years

TRUSTMONT ADVISORY GROUP, INC.

Website

(570) 824-9343

15 Public Square
Suite 306
Wilkes-Barre, PA 18701

SEC#: 801-30694
Years in Business: 33 years

NORTHEAST ADVISERS INC

Website

(570) 824-9343

15 Public Square
Suite 306
Wilkes-Barre, PA 18701

SEC#: 801-57720
Years in Business: 21 years


How Retirement-Friendly is Wilkes-Barre, PA?

  • Population: 40,867
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $80,200
  • Average Monthly Housing Cost: $738
  • Average Household Income: $50,058
  • 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.)


Wilkes-Barre, PA Financial Advisor FAQs

Financial advisors can get paid either by way of a performance-based fee or by way of a commission. Performance-based fees are typically lower for larger investments, but an advisor may not be as incentivized to work with those larger investments if the potential return isn't as large. Compensation also varies depending on the type of service that a financial advisor provides and your specific needs.
It depends. Some people need help sorting through the various investment opportunities for their longer-term financial goals, while others may prefer to do that themselves. The above question does not spell out your financial situation or short-term goals so it is difficult to say what might be best for you. It is recommend speaking with a qualified financial advisor who specializes in working with people like yourself for assistance in making this decision.
One way to find a financial advisor is by getting personal recommendations from people you trust. It's important to ask questions about what kind of work they do, how much they charge, and whether or not their business history has any red flags.
The best way to find a financial advisor is through word of mouth. Ask friends, family, or networking colleagues who have had positive experiences with their advisors for their referrals.