Wealth Management in Kingston, PA

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List of Firms

Kingston, PA Wealth Management Firms

Merrill Lynch Wealth Management Advisor Stephen J Rosenthal
Location 600 Baltimore Dr, Wilkes-Barre, PA 18702, USA
Phone (570) 829-8010
Language https://fa.ml.com/pennsylvania/wilkes-barre/kylrs
Directions
Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 480 Pierce St #301, Kingston, PA 18704, USA
Phone (570) 714-8160
Language https://www.ameriprise.com/
Directions
BNY Mellon Wealth Management
Location 15 Public Square, Wilkes-Barre, PA 18701, USA
Phone (717) 846-4075
Directions
Berkshire Asset Management Llc
Location 46 Public Square #700, Wilkes-Barre, PA 18701, USA
Phone (800) 897-3057
Directions
A J Consultants LLC
Location 311 Market St #6b, Kingston, PA 18704, USA
Phone (570) 696-2707
Language http://www.ajconsultantsllc.com/
Directions
MassMutual
Location 259 Wyoming Ave, Kingston, PA 18704, USA
Phone (570) 714-2797
Language https://www.massmutual.com/
Directions
Medical Financial Services
5 out of 5
Location 383 Wyoming Ave # 4, Kingston, PA 18704, USA
Phone (570) 288-7383
Directions
Wealth Management in Kingston, PA

Where Wealth Management Advisors in Kingston, PA Serve

Kingston, PA is a charming town located in Luzerne County, Pennsylvania. It boasts a rich history and a vibrant community that is sure to captivate anyone who visits. The town is home to several notable landmarks, including the Kingston Armory, the Hoyt Library, and the Forty Fort Cemetery. These landmarks serve as a testament to the town's storied past and are must-see attractions for anyone interested in history. In terms of top employers, Kingston is home to several major companies, including Geisinger Health System, Wilkes-Barre General Hospital, and Benco Dental. These employers provide a significant number of jobs to the town's residents and help to drive the local economy. When it comes to major highways and streets, Kingston is well-connected to the rest of the region. The town is situated near several major highways, including Interstate 81 and the Pennsylvania Turnpike. Additionally, Kingston is home to several important streets, including Wyoming Avenue, Market Street, and Pierce Street.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Kingston, PA would greatly benefit from the services provided by a bank. With a population of over 13,000 people, the town is home to many small businesses and families who require financial assistance. A bank could offer loans and lines of credit to local entrepreneurs looking to start or expand their businesses. Additionally, residents could utilize the bank's online banking services to manage their finances and pay bills conveniently from their homes. With the Susquehanna River running through Kingston, many residents enjoy outdoor activities such as fishing and boating. A bank could offer specialized loans for those looking to purchase boats or other recreational vehicles. Overall, a bank in Kingston would provide essential financial resources and support for the community.

Insurance Broker

Residents of Kingston, PA can benefit greatly from the services of an insurance broker. An insurance broker can help residents find the best insurance policies that fit their unique needs and budget. For example, Kingston, PA is located in a flood-prone area, and insurance brokers can help residents find flood insurance coverage to protect their homes and belongings. Additionally, an insurance broker can assist residents in navigating the complex world of health insurance and finding the best coverage for their medical needs. With the help of an insurance broker, residents of Kingston, PA can have peace of mind knowing that they are adequately covered in the event of an unexpected event or emergency.

Retirement Planning

Residents of Kingston, PA can benefit from the expertise of a retirement planner in various ways. Firstly, a retirement planner can help them navigate the complex world of retirement savings and investments. With the cost of living in Kingston being 2% higher than the national average, it is crucial for residents to have a solid retirement plan in place to ensure financial security. A retirement planner can also assist in creating a budget and determining the best strategies for paying off debt and saving for retirement. Additionally, they can provide guidance on healthcare and insurance options, which is particularly important in Kingston where the population is aging and healthcare costs are rising. Overall, a retirement planner can help residents of Kingston, PA achieve their retirement goals and ensure a comfortable and secure future.

Financial Advisor

Residents of Kingston, PA can benefit from the expertise of a financial advisor in several ways. For instance, a financial advisor can assist individuals in creating a budget that aligns with their income and expenses. This is particularly important in Kingston, PA, where the cost of living is relatively high compared to other cities in Pennsylvania. Additionally, a financial advisor can help residents of Kingston, PA to develop a long-term financial plan that includes saving for retirement, investing in the stock market, and purchasing insurance policies that provide financial protection against unforeseen events. Furthermore, a financial advisor can help residents of Kingston, PA to navigate the complex world of taxes and ensure that they are taking advantage of all available tax deductions and credits. Overall, a financial advisor can provide valuable guidance and support to individuals in Kingston, PA who are looking to improve their financial well-being.

Mortgage Loan Officer

Residents of Kingston, PA can benefit from the expertise of a mortgage loan officer in several ways. One specific way is by assisting them in navigating the unique housing market of Kingston, PA. With its rich history and diverse population, Kingston presents a complex landscape for homebuyers. A mortgage loan officer can provide residents with a detailed analysis of the local real estate market, helping them to understand the current trends, pricing, and financing options available. Additionally, a mortgage loan officer can help residents to overcome any obstacles that may arise during the home buying process, such as credit issues or complex paperwork. By working with a skilled mortgage loan officer, residents of Kingston, PA can ensure that they are making informed decisions and securing the best possible financing for their dream home.

Tax Services

Residents of Kingston, PA could greatly benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that are specific to Pennsylvania and Kingston. This could include understanding the local tax codes, such as the Kingston Borough Earned Income Tax, which is a 1% tax on earned income for residents and non-residents who work in the borough. Furthermore, a tax advisor could assist residents in maximizing their tax deductions and credits, such as the Keystone Opportunity Zone (KOZ) tax credit, which encourages economic development in designated areas of the state, including Kingston. Additionally, a tax advisor could provide guidance on estate planning and tax implications of inheritances, which could be particularly relevant to Kingston residents due to the area's aging population. Overall, a tax advisor could be an invaluable resource for residents of Kingston, PA, helping them to navigate the complex and ever-changing tax landscape and make informed financial decisions.

Estate Planning Lawyer

Residents of Kingston, PA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that reflects the unique needs and goals of the individual. This is particularly important in Kingston, PA, where the population is diverse, ranging from young families to retirees. Secondly, an estate planning lawyer can help minimize the tax implications of an estate, which can be particularly complex in Pennsylvania. Thirdly, an estate planning lawyer can help with the administration of an estate, ensuring that the process is as smooth and efficient as possible. This can be especially important in Kingston, PA, where the probate process can be lengthy and complicated. Overall, an estate planning lawyer can provide invaluable assistance to residents of Kingston, PA, helping them to protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a professional wealth manager in Kingston, PA are multifaceted and designed to cater to the unique financial needs of clients. From investment planning to estate planning, a wealth manager can help clients achieve their financial goals. Kingston, PA, known for its rich history and scenic beauty, is home to a diverse community of individuals who have varying financial needs. A wealth manager in Kingston, PA can provide personalized financial advice and investment strategies tailored to the specific needs of each client. They can help clients navigate complex financial decisions, such as tax planning, retirement planning, and risk management. With the help of a wealth manager in Kingston, PA, clients can have peace of mind knowing their financial future is in good hands.

Kingston, PA is undoubtedly the best place to get a wealth manager. The town's rich history is a testament to its commitment to excellence, and this commitment is reflected in the quality of its financial services. With its diverse population and thriving economy, Kingston offers a unique blend of opportunities for both individuals and businesses. The town's wealth managers are renowned for their expertise and experience, and they are dedicated to helping clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or real estate, Kingston's wealth managers have the knowledge and skills to guide you towards success. With their unparalleled attention to detail and commitment to providing personalized service, Kingston's wealth managers are the perfect choice for anyone looking to secure their financial future.