Retirement Planning in Easton, PA

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List of Firms

Top Retirement Planners in Easton, PA

The Godown / Wilson Group - Morgan Stanley
5 out of 5
Location 101 Larry Holmes Dr Suite 301, Easton, PA 18042, USA
Phone (610) 559-6399
Language https://advisor.morganstanley.com/the-godown-wilson-group?y_source=1_MTA4MjIzNDgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Rebecca Wise - Thrivent
Location 400 S Greenwood Ave Suite 302, Easton, PA 18045, USA
Phone (610) 839-8955
Language https://connect.thrivent.com/rebecca-wise?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzY2MDQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Paladin Retirement Advisors
5 out of 5
Location 532 Durham Rd, Newtown, PA 18940, USA
Phone (215) 860-3101
Language https://retirepaladin.com/
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Kenneth Gallagher, CFS
Location 2335 Sheffield Dr, Easton, PA 18040, USA
Phone (610) 438-0783
Language http://www.gallaghercfs.com/contact
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Vista Financial Services
SEC File# 801-111055
CRD# 158043
4 out of 5
Location 192 Lincoln Rd, Phillipsburg, NJ 08865, USA
Time Monday: 9:30 AM – 4:00 PM Tuesday: 9:30 AM – 4:00 PM Wednesday: 9:30 AM – 4:00 PM Thursday: 9:30 AM – 4:00 PM Friday: 9:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Country Meadows Retirement Communities
5 out of 5
Location 175 Newlins Rd W, Easton, PA 18040, USA
Phone (484) 544-3880
Language https://www.countrymeadows.com/forks-pa/overview
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Wilmington Trust
SEC File# 801-41081
CRD# 19396
Location 1 E Broad St STE 510, Bethlehem, PA 18018, USA
Phone (610) 814-2140
Language https://www.wilmingtontrust.com/
Directions
Patriot Wealth Management of Raymond James
Location 2003 S Easton Rd Ste 100, Doylestown, PA 18901, USA
Phone (267) 742-3466
Language https://www.raymondjames.com/patriotwealthmanagement
Directions
Pa Secure Retirement Solutions LLC.
Location 110 S State St, Newtown, PA 18940, USA
Phone (215) 520-9247
Language http://pasecureretirementsolutions.com/
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valoradvisor com
Location 123 S 3rd St, Easton, PA 18042, USA
Phone (610) 295-5593
Language https://www.valoradvisor.com/about-us-1
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Educated Wealth Strategies - Dylan Stroup
Location 601 Stones Crossing Rd, Easton, PA 18045, USA
Phone (610) 606-0541
Language https://www.educatedwealthstrategies.com/
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Retirement Planning in Easton, PA

About Easton, PA for Those Planning to Retire

Easton, PA is a historic city located in the Lehigh Valley region of Pennsylvania. It is home to a number of notable landmarks, including the Easton Farmers' Market, the Crayola Experience, and the National Canal Museum. The city is also known for its vibrant arts scene, with numerous galleries and performance venues scattered throughout its neighborhoods. As for top employers, Easton boasts a diverse range of industries, from healthcare and education to manufacturing and retail. Some of the biggest employers in the area include Lafayette College, Easton Hospital, Victaulic, and the Easton Area School District. When it comes to major highways and streets, Easton is situated at the intersection of several major thoroughfares, including Interstate 78, U.S. Route 22, and Pennsylvania Route 33. This makes it easy for residents and visitors to travel to and from the city, as well as to nearby destinations like Allentown, Bethlehem, and Philadelphia.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Easton, PA can benefit from a bank in various ways. Firstly, banks can provide financial assistance to those who are looking to invest in the town's thriving real estate market. Easton, PA is known for its rich history and beautiful architecture, which attracts many visitors and potential homeowners. A bank can offer mortgage loans and other financial products to help residents purchase their dream homes in the area. Additionally, banks can provide small business loans to entrepreneurs looking to start or expand their businesses in Easton, PA. This can help boost the local economy and create more job opportunities for residents. Furthermore, banks can offer financial education and resources to help residents manage their money and plan for the future. With the right tools and guidance, residents of Easton, PA can achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Easton, PA can benefit from an insurance broker in a variety of ways. For instance, an insurance broker can help them navigate the complex and ever-changing world of insurance policies, ensuring that they have the coverage they need at a price they can afford. This is particularly important in Easton, PA, where the cost of living can be high and many families struggle to make ends meet. Additionally, an insurance broker can help residents of Easton, PA understand their options when it comes to health insurance, which is especially important given the ongoing COVID-19 pandemic. With an insurance broker's help, residents of Easton, PA can rest assured that they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Easton, PA could greatly benefit from the expertise of a wealth manager in a variety of ways. One specific challenge that many individuals in this area face is navigating the complex tax laws and regulations of Pennsylvania. A skilled wealth manager can help Easton residents to optimize their tax strategies, ensuring that they are taking advantage of all available deductions and credits while minimizing their tax liabilities. Additionally, a wealth manager can assist with retirement planning, investment management, and estate planning, providing comprehensive financial guidance to help Easton residents achieve their long-term goals. By working with a wealth manager, residents of Easton can gain peace of mind and confidence in their financial future.

Financial Advisor

Residents of Easton, PA could benefit from the expertise of a financial advisor in several ways. For instance, given that Easton has a high population of retirees, a financial advisor could assist in creating a retirement plan that is tailored to their specific needs. Additionally, with the cost of living in Easton being higher than the national average, a financial advisor could help residents create a budget that ensures they are making the most of their income while still saving for the future. Furthermore, with the city's proximity to major metropolitan areas like New York City and Philadelphia, a financial advisor could help residents navigate the complexities of investing in the stock market or real estate. Overall, a financial advisor could provide invaluable guidance to residents of Easton, PA, helping them achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Easton, PA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, Easton is a city with a rich history and a diverse population, which means that there are unique challenges and opportunities when it comes to buying a home. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, especially for those who may have less-than-perfect credit or are first-time homebuyers. They can also provide guidance on the various loan options available, such as FHA loans or VA loans, that may be particularly beneficial for Easton residents. Additionally, a mortgage loan officer can help residents understand the local housing market and provide insights into the best neighborhoods and properties to consider. With their knowledge and expertise, a mortgage loan officer can be an invaluable resource for Easton residents looking to achieve their dream of homeownership.

Tax Services

Residents of Easton, PA can benefit from the services of a tax advisor in a variety of ways. One specific example is the complexity of the local tax laws. Easton, PA has a unique tax code that can be difficult for residents to navigate on their own. A tax advisor can help residents understand the nuances of the tax code and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist residents with tax planning and preparation, helping them to minimize their tax liability and avoid costly mistakes. With the help of a tax advisor, residents of Easton, PA can feel confident that they are making informed decisions about their finances and are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Easton, PA can benefit from the assistance of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after their passing. This is particularly important in Easton, PA, where the population is aging rapidly, and many individuals are concerned about ensuring that their loved ones are taken care of in the event of their death. An estate planning lawyer can also help residents of Easton, PA with other important legal documents, such as powers of attorney and healthcare proxies, which can provide peace of mind and protection in case of illness or incapacity. Additionally, an estate planning lawyer can help residents of Easton, PA navigate complex tax laws and minimize their tax liability, ensuring that their assets are preserved for their loved ones. Overall, the services of an estate planning lawyer can be invaluable for residents of Easton, PA, helping them to secure their financial future and protect their families.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a skilled retirement planner in Easton, PA can be an invaluable resource for those looking to secure their financial future. With a comprehensive understanding of the complex financial landscape, a retirement planner can provide tailored advice and personalized strategies to help clients achieve their retirement goals. Whether it's creating a budget, developing an investment plan, or maximizing Social Security benefits, a retirement planner can offer expert guidance and support every step of the way. Furthermore, Easton, PA is a unique location with a rich history and cultural significance. With its charming downtown area, vibrant arts scene, and proximity to major cities like Philadelphia and New York, Easton offers retirees a diverse range of options for leisure and entertainment. A retirement planner in Easton can help clients take advantage of these opportunities while also ensuring their financial security for years to come.

Easton, PA is the perfect place to get a retirement planner because of its thriving financial industry. The city is home to numerous financial institutions that specialize in retirement planning, making it a hub for expert advice and services. With its bustling economy and diverse population, Easton offers retirees a wealth of options to choose from when it comes to planning their financial futures. From investment strategies to estate planning, the retirement planners in Easton have the knowledge and experience necessary to help retirees achieve their goals. Moreover, the city's rich history and culture provide a unique backdrop for retirees to enjoy their golden years. With its charming streets, beautiful parks, and vibrant community, Easton is the ideal place to retire and plan for the future.