Retirement Planning in Jessup, PA

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List of Firms

Top Retirement Planners in Jessup, PA

Paul Eckenrode - Morgan Stanley
5 out of 5
Location 111 N Washington Ave Ste 201, Scranton, PA 18503, USA
Phone (570) 961-7716
Directions
Krupa Wealth Management
Location 614 Church St, Honesdale, PA 18431, USA
Phone (570) 253-0121
Directions
Derek J. DeSanto- Northwestern Mutual
5 out of 5
Location 52 Glenmaura National Blvd Ste 303, Moosic, PA 18507, USA
Phone (570) 408-9291
Directions
Jessup Senior Housing
5 out of 5
Location 310 Church St, Jessup, PA 18434, USA
Phone (570) 489-2752
Directions
Christopher Winters: Primerica - Financial Services
4 out of 5
Location 514 E Drinker St, Dunmore, PA 18512, USA
Phone (570) 507-9921
Directions
Stockdale Financial Group
Location 214 Front St, Clarks Summit, PA 18411, USA
Phone (570) 586-2885
Directions
SEC File# 801-121605
CRD# 314668
Location 538 Biden St #700, Scranton, PA 18503, USA
Phone (570) 961-1516
Directions
Thrivent Financial
SEC File# 801-60701
CRD# 115785
Location 4099 Birney Ave #9, Moosic, PA 18507, USA
Phone (570) 558-2224
Time Monday: 7:00 AM – 8:00 PM Tuesday: 7:00 AM – 8:00 PM Wednesday: 7:00 AM – 8:00 PM Thursday: 7:00 AM – 8:00 PM Friday: 7:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 624 Park St, Honesdale, PA 18431, USA
Phone (570) 253-1926
Directions
Mary Saltisiak - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 103 Main St, Eynon, PA 18403, USA
Phone (570) 383-7525
Directions
Retirement Planning in Jessup, PA

About Jessup, PA for Those Planning to Retire

Jessup, PA is a quaint borough nestled in Lackawanna County, Pennsylvania. It is home to several landmarks that are of great significance to the community. These landmarks include the historic St. Ubaldo Tower, which is a symbol of the town's Italian heritage. The Jessup Train Station, which is a stop along the historic Delaware and Hudson Rail Trail, is also another notable landmark. The borough of Jessup is home to several top employers, including the Scranton Label Inc., which specializes in the manufacturing of labels, and the Scranton Products, which is a leading manufacturer of toilet partitions and lockers. Other top employers in the area include the Keystone Sanitary Landfill, the Lackawanna Energy Center, and the Pennsylvania Grain Processing. Major highways and streets that run through Jessup include the Interstate 81, which is a major north-south highway that connects the borough to several other cities in Pennsylvania. Other major highways include the Pennsylvania Route 247 and the Pennsylvania Route 347.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Jessup, PA would greatly benefit from the services provided by a bank. With a population of just over 4,000 people, Jessup is a small town that relies heavily on the local economy. A bank could provide loans to small businesses, allowing them to expand and create more job opportunities for the community. Additionally, a bank could offer financial education programs to help residents manage their money and plan for their future. With the nearby Pocono Mountains attracting tourists year-round, a bank could also provide services such as currency exchange and travel insurance. In a town where many families have lived for generations, a bank could offer estate planning and trust services to help ensure their assets are passed down to future generations. Overall, a bank in Jessup, PA would provide a vital resource for the community, helping residents achieve their financial goals and secure their future.

Insurance Broker

Residents of Jessup, PA could greatly benefit from the services of an insurance broker. With the town's proximity to Scranton, residents may have unique insurance needs that require specialized coverage. For example, those who commute to Scranton for work may require additional auto insurance coverage due to the higher risk of accidents on the highway. Additionally, Jessup is home to several small businesses that may require liability insurance, property insurance, and workers' compensation coverage. An insurance broker can help business owners navigate the complexities of insurance policies and ensure that they have the appropriate coverage to protect their assets and employees. Furthermore, with the town's history of flooding, residents may need flood insurance to protect their homes and belongings. An insurance broker can help residents assess their risk and find the best policy to meet their needs. Overall, an insurance broker can provide valuable guidance and support to the residents of Jessup, PA, helping them to protect their assets and achieve peace of mind.

Wealth Management

Residents of Jessup, PA can greatly benefit from the services of a wealth manager. With its small-town charm and proximity to major cities like Scranton and Wilkes-Barre, Jessup is home to hardworking individuals who value financial stability. A wealth manager can assist these residents in creating a comprehensive financial plan that takes into account their unique circumstances, such as the prevalence of blue-collar jobs in the area. For example, a wealth manager may recommend investment strategies that align with the cyclical nature of the manufacturing industry that dominates the local economy. Additionally, with the recent boom in natural gas drilling in the Marcellus Shale region, a wealth manager can provide guidance on how to navigate the potential financial benefits and risks associated with this industry. Overall, a wealth manager can help residents of Jessup achieve their financial goals and secure a stable future for themselves and their families.

Financial Advisor

Residents of Jessup, PA could benefit from the expertise of a financial advisor in a variety of ways. For instance, a financial advisor could help residents of Jessup, PA to create a budget that takes into account the unique economic landscape of the area. With its proximity to Scranton and the rest of the Lackawanna Valley, Jessup is home to many people who work in manufacturing or other blue-collar industries. A financial advisor could help these individuals to develop a plan for saving and investing that takes into account the ups and downs of these industries. Additionally, a financial advisor could help residents of Jessup, PA to navigate the complex world of retirement planning, ensuring that they have enough saved to enjoy their golden years without having to worry about financial instability. Overall, a financial advisor could be a valuable resource for anyone looking to secure their financial future in Jessup, PA.

Mortgage Loan Officer

Residents of Jessup, PA can benefit greatly from the expertise of a mortgage loan officer. With the town's rich history in coal mining and railroading, many residents may have unique financial situations that require a specialized approach. A mortgage loan officer can assist with navigating the complexities of the mortgage process, from finding the best interest rates to securing the right loan for their specific needs. Additionally, with Jessup's close proximity to major cities like Scranton and Wilkes-Barre, a mortgage loan officer can provide guidance on the various loan programs available to first-time homebuyers, as well as those looking to refinance or purchase a second home. Whether it's helping residents understand the intricacies of the mortgage process or providing personalized advice on their financial goals, a mortgage loan officer can be an invaluable resource for those looking to achieve their dreams of homeownership in Jessup, PA.

Tax Services

Residents of Jessup, PA can greatly benefit from the expertise of a tax advisor. With the town's economy heavily relying on its small businesses, a tax advisor can assist in navigating the complex tax codes and regulations that may affect these establishments. Additionally, Jessup, PA has a high percentage of elderly residents who may require assistance with tax planning and retirement savings strategies. A tax advisor can provide valuable guidance in these areas, ensuring that residents are able to maximize their savings and minimize their tax liabilities. Furthermore, with the recent changes to the tax code, a tax advisor can help residents understand how these changes may impact their personal finances and provide recommendations for optimizing their tax situation. Overall, a tax advisor can provide invaluable support to the residents of Jessup, PA in navigating the complex world of taxation.

Estate Planning Lawyer

Residents of Jessup, PA can benefit from an estate planning lawyer in a multitude of ways. One specific example is the lawyer's ability to assist with the transfer of ownership of a family farm. Many families in Jessup have been farming for generations and want to ensure that their land stays within the family. An estate planning lawyer can help create a plan that ensures the farm is passed down to future generations in a tax-efficient manner. Additionally, the lawyer can assist with creating a will or trust that outlines how assets will be distributed after death, ensuring that the wishes of the deceased are carried out. With an estate planning lawyer's guidance, Jessup residents can have peace of mind knowing that their assets and property will be handled according to their wishes.

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