Wealth Management in Harrisburg, PA

We did the hard work of finding trustworthy partners in Harrisburg, PA. Fill out the form to get connected.

Connect With a Wealth Manager

As Seen In

List of Firms

Harrisburg, PA Wealth Management Firms

Summit Trail Advisors
SEC File# 801-99352
CRD# 220519
Location 108 Locust St, Harrisburg, PA 17101, USA
Phone (717) 941-1230
Fulton Financial Advisors
4 out of 5
Location 200 N 3rd St, Harrisburg, PA 17101, USA
Phone (717) 255-7571
Fort Pitt Capital Group
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
FMA Advisory Inc
5 out of 5
Location 1631 N Front St, Harrisburg, PA 17102, USA
Phone (717) 232-8850
Northeastern Star Asset Management, Inc.
SEC File# 801-80227
CRD# 171891
Location 1017 Mumma Rd #104, Lemoyne, PA 17043, USA
Phone (717) 732-2719
Comprehensive Financial Associates
Location 2090 Linglestown Rd STE 201, Harrisburg, PA 17110, USA
Phone (717) 652-2070
Bridgeport Wealth Management
Location 1300 Market St Suite 101, Lemoyne, PA 17043, USA
Phone (717) 525-8059
Edward Jones
SEC File# 801-3297
CRD# 250
Location 4227 Elmerton Ave, Harrisburg, PA 17109, USA
Phone (717) 541-5474
KCA Wealth Management, Financial & Retirement Advisors
5 out of 5
Location 3806 Market St, Camp Hill, PA 17011, USA
Phone (717) 774-7080
Edelman Financial Engines
4 out of 5
Location 2308 Patton Rd Suite G, Harrisburg, PA 17112, USA
Phone (833) 752-6333
Wealth Management in Harrisburg, PA

Where Wealth Management Advisors in Harrisburg, PA Serve

Harrisburg is the capital of Pennsylvania and is located in the south-central part of the state. The city has a population of about 50,000 people and is home to several major landmarks, including the State Capitol Building and the Hershey Park amusement park. The top employers in Harrisburg are the state government and the Hershey Company. Major highways and streets in Harrisburg include Interstate 81 and U.S. Route 22. The neighborhoods in Harrisburg are mostly residential, with a few commercial areas.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Harrisburg, PA Banks offer a wide range of services to their customers. Some banks offer check cashing, others do not. Some banks offer money orders, while others do not. In addition to the services listed on a bank's website or in their brochures, many banks have tellers who can cash checks and give you change for bills that you may have.

Retirement Planning

Retirement planning in Harrisburg, PA is a process that helps individuals save for their retirement. The goal of retirement planning is to ensure that individuals have enough money saved to cover their expenses once they retire. There are a number of different ways to save for retirement, and each individual's situation is unique. Therefore, it is important to consult with a financial planner to find the best way to save for retirement.

Tax Services

A tax accountant in Harrisburg, PA is responsible for preparing and filing taxes for individuals and businesses. They must be familiar with state and federal tax laws, as well as the various deductions and credits that are available. Tax accountants may also be called upon to represent their clients in audits or other tax-related proceedings.

Financial Advisor

A financial advisor is a professional who helps people make sound financial decisions. They work with clients to create investment plans, manage portfolios, and offer advice on insurance, mortgages, and other financial matters. Financial advisors in Harrisburg, PA can help people in the local community save money and plan for the future.

Insurance Broker

An insurance broker in Harrisburg, PA helps people find the best rates for car, health, and home insurance. They also offer advice on what type of coverage is best for each person or family. Many people believe that brokers are only helpful when buying expensive policies, but this is not always the case. In fact, a good broker can save you money on any policy you need.

Mortgage Loan Officer

A mortgage loan officer in Harrisburg, PA typically helps people in the area find and secure mortgages. They work with a variety of lenders to find the best loan products for their clients, and they also help borrowers through the application and approval process. Loan officers typically have a lot of experience in the mortgage industry, so they can be a valuable resource for borrowers who are looking to purchase or refinance a home.

Estate Planning Lawyer

An estate planning lawyer in Harrisburg, PA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


Comprehensive Wealth Management FAQs