Wealth Management in Clarks Green, PA

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List of Firms

Clarks Green, PA Wealth Management Firms

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Stonehill Investments LLC
Location 117 E Grove St, Clarks Summit, PA 18411, USA
Phone (570) 586-6320
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SEC File# 801-118547
CRD# 284547
4 out of 5
Location 285 E Grove St, Clarks Green, PA 18411, USA
Phone (570) 587-7800
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
Directions
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Stone Securities Inc
Location 281 E Grove St, Clarks Summit, PA 18411, USA
Phone (570) 585-0825
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NJC Investments
Location 281 E Grove St, Clarks Summit, PA 18411, USA
Phone (570) 586-5030
Directions
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Dende & Associates
Location 112 N Abington Rd, Clarks Green, PA 18411, USA
Phone (570) 587-1873
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Wealth Management in Clarks Green, PA

Where Wealth Management Advisors in Clarks Green, PA Serve

Clarks Green, PA is a quaint borough located in Lackawanna County, Pennsylvania. It boasts of several landmarks that have stood the test of time, including the historic Clarks Green Station, which was built in the 1800s and now serves as a community center. The borough is also home to the beautiful and serene Abington Memorial Park, which offers a perfect spot for relaxation and recreation. Top employers in Clarks Green include the Abington Heights School District, which employs hundreds of teachers and staff, and the Commonwealth Health Moses Taylor Hospital, which provides quality healthcare services to the residents. Major highways and streets in Clarks Green include the Pennsylvania Turnpike, which provides easy access to other parts of the state, and the Abington Road, which runs through the heart of the borough. The neighborhoods in Clarks Green are diverse and offer a range of housing options, from charming single-family homes to modern apartments.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Clarks Green, PA would greatly benefit from the services provided by a bank. Specifically, many residents in this small town may need assistance with managing their finances and accessing loans or credit. With a bank, residents can open checking and savings accounts, obtain loans for home renovations or car purchases, and even receive financial advice and education. Additionally, since Clarks Green is a relatively small community, having a local bank can provide a sense of community and support. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, many residents in Clarks Green may be struggling financially and could benefit from the various relief programs and services offered by a bank. Overall, a bank can be a valuable resource for the residents of Clarks Green, providing financial stability and support during difficult times.

Insurance Broker

Residents of Clarks Green, PA can benefit from the services of an insurance broker in numerous ways. With the town's location in the Northeastern region of Pennsylvania, it is prone to harsh winters and severe weather conditions. An insurance broker can help residents secure adequate coverage for their homes and vehicles to protect against damage caused by snow, ice, and other weather-related incidents. Additionally, Clarks Green is a small town with a tight-knit community, and an insurance broker can provide personalized services to meet the unique needs of each resident. From finding affordable health insurance options to navigating complex commercial insurance policies, an insurance broker can help residents of Clarks Green, PA make informed decisions and secure the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Clarks Green, PA can greatly benefit from the assistance of a retirement planner. With its diverse population and unique economic landscape, this borough requires a retirement planner who can tailor their services to meet the specific needs of its residents. The retirement planner can help residents navigate the complex world of retirement planning, including providing guidance on investment strategies, tax planning, and estate planning. Additionally, the retirement planner can help residents identify and prioritize their financial goals, such as saving for retirement, paying off debt, or purchasing a home. By working with a retirement planner, residents of Clarks Green can feel confident that they are making informed decisions about their financial future and are on track to achieve their retirement goals.

Financial Advisor

Residents of Clarks Green, PA can greatly benefit from the services of a financial advisor. With a population of just over 1,400 people, this small borough in Lackawanna County is known for its charming neighborhoods and tight-knit community. However, despite its idyllic setting, many residents may struggle with financial planning and investment management. A financial advisor can provide guidance on retirement planning, tax strategies, and investment portfolios tailored to the unique needs of Clarks Green residents. Furthermore, with the borough's close proximity to Scranton, a financial advisor can also assist with managing the costs associated with higher education, which is particularly important given the number of colleges and universities in the area. Overall, a financial advisor can help residents of Clarks Green, PA navigate the complexities of personal finance and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Clarks Green, PA could greatly benefit from the assistance of a mortgage loan officer. With the town's median home value being significantly higher than the state average, many residents may struggle to secure financing for their dream home. A mortgage loan officer can provide guidance on the various loan options available, including those specific to the area, such as the Keystone Home Loan Program. Additionally, with the town's close proximity to Scranton and Wilkes-Barre, a mortgage loan officer can assist residents in navigating the unique lending requirements and regulations of the surrounding metropolitan areas. By working with a mortgage loan officer, residents of Clarks Green can ensure they are getting the best possible financing for their home, while also taking advantage of any available programs or incentives specific to the area.

Tax Services

Residents of Clarks Green, PA can benefit from the expertise of a tax advisor in many ways. One specific example is navigating the complex tax laws surrounding the Marcellus Shale gas drilling industry. Clarks Green is located in Lackawanna County, which has seen a significant increase in natural gas drilling activity in recent years. A tax advisor can help residents who own land with gas leases understand the tax implications of receiving royalty payments and how to properly report them on their tax returns. Additionally, a tax advisor can assist small business owners in Clarks Green with tax planning and compliance, helping them to maximize deductions and avoid costly penalties. Overall, a tax advisor can provide valuable guidance and support to residents of Clarks Green in navigating the intricacies of the tax code.

Estate Planning Lawyer

Residents of Clarks Green, PA can benefit greatly from the expertise of an estate planning lawyer. With a population of just over 1,400, Clarks Green is a small borough located in Lackawanna County, Pennsylvania. An estate planning lawyer can help residents of Clarks Green with a variety of legal matters, such as drafting wills, trusts, and powers of attorney, as well as navigating complex tax laws and ensuring that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with planning for long-term care and Medicaid eligibility, which can be particularly important for Clarks Green's aging population. By working with an estate planning lawyer, residents of Clarks Green can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

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