Retirement Planning in New Cumberland, PA

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List of Firms

Top Retirement Planners in New Cumberland, PA

Cumberland Financial Group, Inc.
Location 2142 Market St STE A101, Camp Hill, PA 17011, USA
Phone (717) 975-9949
Directions
Zimmermann Investment Management & Planning, LLC
5 out of 5
Location 502 Bridge St, New Cumberland, PA 17070, USA
Phone (717) 403-6030
Directions
Jack E Snavely Associates
5 out of 5
Location 1035 Mumma Rd Suite 101, Wormleysburg, PA 17043, USA
Phone (717) 737-3488
Directions
Snyder Financial Services LLC
5 out of 5
Location 201 York Rd, New Cumberland, PA 17070, USA
Phone (717) 774-2500
Directions
SEC File# 801-80629
CRD# 173767
Location 100 Corporate Center Dr Suite 102, Camp Hill, PA 17011, USA
Phone (717) 888-9830
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
West Shore Senior Citizens Center
5 out of 5
Location 122 Geary Ave, New Cumberland, PA 17070, USA
Phone (717) 774-0409
Directions
SEC File# 801-106608
CRD# 281385
5 out of 5
Location 507 N Front St, Harrisburg, PA 17101, USA
Phone (717) 260-9281
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
1st Choice Financial Services, Inc.
5 out of 5
Location 1517 Cedar Cliff Dr #201, Camp Hill, PA 17011, USA
Phone (717) 388-2141
Directions
Retirement Planning in New Cumberland, PA

About New Cumberland, PA for Those Planning to Retire

New Cumberland, PA is a charming borough nestled in the heart of Cumberland County, Pennsylvania. It is home to numerous landmarks, including the historic West Shore Theatre, which has been entertaining audiences since 1939. The borough is also home to the popular Yellow Breeches Creek, which offers residents and visitors alike the opportunity to enjoy fishing, kayaking, and other outdoor activities. Top employers in the area include the Naval Support Activity Mechanicsburg, which provides support to the U.S. Navy, and the Capital Area Intermediate Unit, which offers educational services to children in the region. Other major employers include the Pennsylvania Department of Transportation and the Pennsylvania State Police. The borough is easily accessible via several major highways, including Interstate 83 and the Pennsylvania Turnpike. Major streets in the area include Bridge Street, which is home to numerous shops and restaurants, and Market Street, which is the main thoroughfare through the borough. New Cumberland is also home to several distinct neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of New Cumberland, PA would greatly benefit from the services provided by a bank. One specific way a bank could assist the community is by offering home loans to individuals looking to purchase a house in the area. New Cumberland, PA is a small town with a population of just over 7,000 people, and the cost of living is relatively affordable compared to nearby cities. However, the average home price in the area is still over $200,000, which can be a significant financial burden for many families. A bank could provide assistance by offering competitive interest rates and flexible payment plans, making it easier for residents to achieve their dream of homeownership. Additionally, a bank could offer financial education and counseling services to help residents better understand the home buying process and manage their finances effectively. Overall, a bank could play a crucial role in supporting the economic growth and stability of New Cumberland, PA, by assisting residents in achieving their financial goals and improving their quality of life.

Insurance Broker

Residents of New Cumberland, PA can benefit from the services of an insurance broker in numerous ways. For instance, a broker can help them navigate the complex world of health insurance and find a plan that fits their specific needs and budget. Additionally, in a town that is prone to flooding and other natural disasters, an insurance broker can help residents secure comprehensive homeowners insurance policies that provide adequate coverage for their properties. Furthermore, with the rise of cybercrime and other digital threats, a broker can assist residents in choosing cyber liability insurance that protects them against potential losses resulting from cyber attacks. Overall, an insurance broker can provide invaluable advice and support to the residents of New Cumberland, PA, helping them safeguard their financial futures and mitigate risks.

Wealth Management

Residents of New Cumberland, PA could greatly benefit from the expertise of a wealth manager. With the town's close proximity to Harrisburg, the state capital, many residents may have high-paying government jobs or be involved in the healthcare industry. A wealth manager could help these individuals navigate their complex financial situations, including retirement planning, investment strategies, and tax optimization. Additionally, New Cumberland is home to several small businesses and entrepreneurs who may need assistance with managing their finances and growing their wealth. A wealth manager could provide valuable guidance on business planning, cash flow management, and risk management. Overall, the diverse financial needs of New Cumberland's residents make the services of a skilled wealth manager invaluable.

Financial Advisor

Residents of New Cumberland, PA can benefit from the guidance of a financial advisor in a multitude of ways. Specifically, with the town's proximity to the state capital and the presence of many government and military employees, a financial advisor can assist with navigating the complexities of federal employee benefits and retirement plans. Additionally, with the town's location near the Susquehanna River, a financial advisor can provide insight on flood insurance policies and other potential risks associated with living in a flood-prone area. Furthermore, a financial advisor can help residents plan for unexpected expenses, such as home repairs or medical bills, and create a comprehensive budget that takes into account the unique cost of living in New Cumberland, PA. Overall, a financial advisor can provide invaluable assistance in helping residents of New Cumberland, PA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of New Cumberland, PA could greatly benefit from the expertise of a mortgage loan officer. With the town's convenient location near Harrisburg and the Susquehanna River, many residents are looking to purchase their first home or upgrade to a larger property. A loan officer can help guide them through the complex process of securing a mortgage, offering advice on interest rates, loan terms, and down payment options. Additionally, with New Cumberland's strong sense of community and local pride, a loan officer with knowledge of the area can provide valuable insights into the local real estate market and help residents find the perfect home in their desired neighborhood. Overall, a mortgage loan officer can be an invaluable resource for New Cumberland residents looking to achieve their dream of homeownership.

Tax Services

Residents of New Cumberland, PA would greatly benefit from the expertise of a tax advisor in numerous ways. For instance, many residents in the area are self-employed or own small businesses, and a tax advisor could assist them in navigating the complex tax laws and regulations that come with running a business. Additionally, New Cumberland is located in Cumberland County, which has a higher than average property tax rate. A tax advisor could help residents understand their property tax assessments and advise them on ways to potentially lower their tax burden. Furthermore, with the recent changes to the federal tax code, a tax advisor could provide valuable insight on how these changes may impact individual taxpayers in New Cumberland. Overall, a tax advisor could provide residents with peace of mind and help them maximize their tax savings.

Estate Planning Lawyer

Residents of New Cumberland, PA can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important for New Cumberland residents who own property in the area, as the real estate market in this region can be complex and subject to frequent changes. Additionally, an estate planning lawyer can assist residents in minimizing their tax liability and protecting their assets from potential creditors. They can also provide guidance on how to transfer assets to beneficiaries in a way that minimizes the potential for disputes or legal challenges. Overall, an estate planning lawyer can offer invaluable support to New Cumberland residents as they navigate the complex world of estate planning and ensure that their assets are protected for future generations.

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