Wormleysburg, PA Financial Advisors and Resources



Financial Advisor Firms in Wormleysburg, PA


NORTHEASTERN STAR ASSET MANAGEMENT, INC.

Website

(717) 732-2719

1017 Mumma Road
Suite 204
Wormleysburg, PA 17043

SEC#: 801-80227
Years in Business: 7 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(717) 736-7007

602 North Front Street

Wormleysburg, PA 17043

SEC#: 801-80075
Years in Business: 7 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(717) 736-7007

602 North Front Street

Wormleysburg, PA 17043

SEC#: 801-80075
Years in Business: 7 years


How Retirement-Friendly is Wormleysburg, PA?

  • Population: 3,062
  • % of Population 62 Years and Over: 13.6%
  • Average Home Value: $163,600
  • Average Monthly Housing Cost: $1,073
  • Average Household Income: $81,602
  • 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.)


Wormleysburg, PA Financial Advisor FAQs

Financial advisors can be found through professional networking sites like LinkedIn, introductions from close personal relationships (family, friends), and referrals of successful people in your network. However, consumers should be mindful of certain qualifications when selecting advisors to avoid being mislead by an advisor's claims.
A professional financial advisor can cost anywhere from $150 to well over $1,000 per hour. There are many factors which determine the cost of an advisor including the complexity of the client's financial case, how much work needs to be done, and if that work is commission-based or fee-only.
The most important part of what a financial advisor does is advising clients on how they may achieve their personal finance goals -- with all the benefits of their expertise in saving and investing.
The first and most important question to ask is what services they provide and how that benefits you. After that, there can be some more specific questions about their work on your behalf. For example, do they offer any estate planning? Do I need to know anything about international investing?