Wealth Management in Chambersburg, PA

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List of Firms

Chambersburg, PA Wealth Management Firms

Barrows Sollenberger Group, PC
Location 239 Lincoln Way E, Chambersburg, PA 17201, USA
Phone (717) 267-3572
Directions
Tardosky Agency
5 out of 5
Location 430 Epic Dr, Chambersburg, PA 17201, USA
Phone (717) 263-3500
Directions
Twigg Financial Inc
SEC File# 801-68276
CRD# 103857
3 out of 5
Location 80 Parkwood Dr, Chambersburg, PA 17201, USA
Phone (717) 263-2868
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Everence Financial
Location 1331 S 7th St Suite 203, Chambersburg, PA 17201, USA
Phone (717) 251-2131
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Faithful Steward Wealth Advisors, LLC
5 out of 5
Location 550 Cleveland Ave Suite 208, Chambersburg, PA 17201, USA
Phone (717) 496-0900
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Wealth Management in Chambersburg, PA

Where Wealth Management Advisors in Chambersburg, PA Serve

Chambersburg, PA is a charming town nestled in the Cumberland Valley. With a rich history dating back to the Civil War, Chambersburg boasts numerous landmarks, including the Old Jail Museum, the Franklin County Courthouse, and the Chambersburg Heritage Center. Top employers in the area include Volvo Construction Equipment, Letterkenny Army Depot, and the Chambersburg Hospital. Major highways and streets include Interstate 81, Route 30, and Lincoln Way East. The town is divided into several neighborhoods, each with its own unique character. Downtown Chambersburg is home to numerous shops, restaurants, and cultural attractions, while North Chambersburg is known for its historic homes and tree-lined streets. The South End is a vibrant community with a mix of residential and commercial properties, and the West End is a popular destination for outdoor enthusiasts, with easy access to nearby parks and hiking trails.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Chambersburg, PA can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances, make transactions, and save for the future. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. For example, given that Chambersburg is a small town with a growing population, a bank can offer specialized services that cater to the unique needs of the community. This can include support for local businesses, investment opportunities, and community development initiatives. Overall, a bank can be a valuable resource for residents of Chambersburg, PA, providing them with the tools and resources they need to achieve financial success and stability.

Insurance Broker

Residents of Chambersburg, PA can benefit from the services of an insurance broker in a multitude of ways. With its location in the Cumberland Valley, Chambersburg is prone to severe weather events such as flooding and thunderstorms. An insurance broker can help residents navigate the complexities of flood and homeowners insurance policies to ensure they have adequate coverage in the event of a natural disaster. Additionally, Chambersburg has a growing population of small business owners who may need assistance with commercial insurance policies to protect their assets and employees. An insurance broker can provide tailored solutions to meet the unique needs of these businesses. With the increasing cost of healthcare, residents may also benefit from an insurance broker's expertise in navigating the health insurance market to find affordable and comprehensive coverage. Overall, an insurance broker can help residents of Chambersburg, PA navigate the complex world of insurance and provide peace of mind in the face of unexpected events.

Retirement Planning

Residents of Chambersburg, PA can benefit greatly from the services of a retirement planner. With its diverse population and growing economy, Chambersburg presents unique challenges and opportunities when it comes to retirement planning. A retirement planner can help residents navigate the complex world of retirement savings and investment options, and develop a personalized plan that takes into account their unique financial situation and goals. For example, many residents of Chambersburg may work in industries that are subject to market fluctuations or economic downturns, such as manufacturing or healthcare. A retirement planner can help these individuals develop a diversified investment portfolio that can weather these ups and downs, while also taking advantage of opportunities for growth. Additionally, Chambersburg has a growing population of retirees, many of whom may be looking for ways to maximize their retirement income while minimizing their tax burden. A retirement planner can help these individuals explore options such as annuities and tax-deferred savings accounts, and develop a plan that ensures they can enjoy a comfortable retirement without worrying about financial instability.

Financial Advisor

Residents of Chambersburg, PA could greatly benefit from the guidance of a financial advisor in a number of ways. With its diverse economy, which includes industries such as healthcare, manufacturing, and agriculture, residents may need help navigating the intricacies of their specific financial situations. For example, a financial advisor could assist farmers in understanding the complexities of agricultural tax laws and subsidies, while also helping healthcare professionals manage their income streams and investments. Furthermore, with the town's proximity to the Appalachian Trail and other outdoor recreation areas, residents may need advice on how to budget for recreational activities while also saving for long-term goals such as retirement. A financial advisor could also help residents navigate the impact of the COVID-19 pandemic on their finances, including managing debt and accessing relief programs. Overall, a financial advisor could provide invaluable support and expertise to residents of Chambersburg, PA, helping them achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Chambersburg, PA would greatly benefit from the services of a mortgage loan officer. With a population of over 20,000, Chambersburg is a growing community in Franklin County, Pennsylvania. A mortgage loan officer can assist residents in securing financing for their dream homes, whether they are first-time homebuyers or looking to upgrade to a larger residence. In addition, Chambersburg has a diverse population with a range of credit scores and financial backgrounds. A mortgage loan officer can work with residents to find the best loan options and interest rates, taking into account their unique circumstances. With the current housing market, it is essential for residents to have someone they can trust to guide them through the mortgage process. A mortgage loan officer can help residents navigate the complex and often confusing world of home financing, ensuring that they are able to achieve their homeownership goals.

Tax Services

Residents of Chambersburg, PA can benefit from the expertise of a tax advisor in various ways. One specific example is navigating the complex tax laws in Pennsylvania, which can be perplexing for many individuals. A tax advisor can assist in maximizing deductions, minimizing tax liability, and ensuring compliance with state and federal tax regulations. Additionally, Chambersburg is home to a diverse population of individuals with varying income levels and sources of income. A tax advisor can provide customized advice and solutions tailored to each individual's unique financial situation. Furthermore, with the recent changes to the tax code, a tax advisor can help residents of Chambersburg stay up to date on new tax laws and how they may impact their finances. Overall, a tax advisor can provide valuable guidance and support to help residents of Chambersburg navigate the complex world of taxes and achieve their financial goals.

Estate Planning Lawyer

Residents of Chambersburg, PA can greatly benefit from the services of an estate planning lawyer. With a population of over 20,000 people, the town is home to many families and individuals who could use assistance in planning for their future. An estate planning lawyer can help residents create a will or trust, which is especially important in Chambersburg, where the median age is 41.5 years old. Additionally, an estate planning lawyer can help residents navigate the complexities of Pennsylvania's probate laws, which can be confusing and time-consuming. With the median home value in Chambersburg being $158,600, many residents may also need help with estate tax planning to ensure that their assets are distributed according to their wishes. Overall, an estate planning lawyer can provide valuable assistance to residents of Chambersburg, helping them to protect their assets and plan for the future with confidence.

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