Wealth Management in Scranton, PA

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

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Scranton, PA Wealth Management Firms

SEC File# 801-57434
CRD# 11025
Location 201 Lackawanna Ave Suite 103, Scranton, PA 18503, USA
Phone (570) 346-7979
Northwestern Mutual Wealth Management Company : John J Carr
Location 52 Glenmaura National Blvd Ste 303, Moosic, PA 18507, USA
Phone (570) 408-9289
Christopher Albright - Financial Planner
Location 327 N Washington Ave #811, Scranton, PA 18503, USA
Phone (570) 955-5650
Merrill Lynch Wealth Management Advisor Megan Alpert
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (570) 330-8780
SEC File# 801-121605
CRD# 314668
Location 538 Biden St #700, Scranton, PA 18503, USA
Phone (570) 961-1516
Astra Wealth Advisors
Location 327 N Washington Ave, Scranton, PA 18503, USA
Phone (570) 955-5650
Merrill Lynch Wealth Management
5 out of 5
Location 417 Lackawanna Ave, Scranton, PA 18503, USA
Phone (888) 241-8095
Wealth Management in Scranton, PA

Where Wealth Management Advisors in Scranton, PA Serve

Scranton, PA is a vibrant city nestled in the northeastern region of Pennsylvania, boasting a rich history and diverse culture. Landmarks such as the Electric City sign and the Steamtown National Historic Site are testament to the city's industrial past, while the Lackawanna County Courthouse and the Scranton Cultural Center showcase its architectural beauty. The city is home to top employers like Geisinger Community Medical Center and the University of Scranton, contributing to its strong economy. Major highways like I-81 and I-476 intersect the city, making it easily accessible to travelers. The neighborhoods of South Side and Green Ridge offer a mix of residential and commercial properties, while the downtown area is a hub of activity with its bustling streets and eclectic shops and restaurants. Overall, Scranton is a city full of character and charm, with something for everyone to enjoy.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Scranton, PA would greatly benefit from a bank in various ways. Firstly, the bank can provide financial assistance to those who are struggling to make ends meet. With the city's unemployment rate being higher than the national average, many residents may require loans or financial counseling to manage their finances effectively. Additionally, the bank can help small businesses in Scranton by providing them with loans and other financial services to help them grow and expand. This is especially important as Scranton has a growing small business community, and these businesses are vital to the city's economy. Furthermore, the bank can assist residents in investing their money wisely, as Scranton has a rich history of coal mining and manufacturing, which can provide unique investment opportunities. Overall, a bank in Scranton can play a crucial role in providing financial support and guidance to the city's residents and businesses.

Insurance Broker

Residents of Scranton, PA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can assist residents in finding the most suitable insurance policies that cater to their specific needs. This is particularly important in Scranton, where the weather can be unpredictable, and residents may require coverage for damages caused by natural disasters such as floods or snowstorms. Additionally, an insurance broker can help residents navigate the complex world of insurance policies and explain the intricacies of each policy, ensuring that residents are fully aware of what they are paying for. With the help of an insurance broker, residents of Scranton can rest assured that they have the right insurance coverage in place to protect their homes, businesses, and families.

Retirement Planning

Residents of Scranton, PA could greatly benefit from the services of a retirement planner. With the city's aging population, it is increasingly important for individuals to have a solid plan in place for their golden years. A retirement planner can assist with everything from creating a budget to maximize savings, to providing guidance on investment strategies that align with a person's specific goals and risk tolerance. Additionally, a planner can help navigate the complexities of Social Security and Medicare, which can be particularly confusing for those living in the Scranton area due to the city's unique demographics and economic challenges. By working with a retirement planner, residents of Scranton can feel confident that they are taking the necessary steps to secure their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Scranton, PA can benefit greatly from the expertise of a financial advisor. With the city's economy heavily reliant on industries such as healthcare, education, and manufacturing, a financial advisor can help individuals navigate the complexities of their employment benefits and retirement plans. Additionally, with the city's median household income being lower than the national average, a financial advisor can assist residents in creating a budget and developing a savings plan to ensure they are able to meet their financial goals. Furthermore, with the high cost of living in Scranton, PA, a financial advisor can provide guidance on how to manage debt and make sound investment decisions. Overall, a financial advisor can be an invaluable resource for individuals in Scranton, PA looking to secure their financial future.

Mortgage Loan Officer

Residents of Scranton, PA would greatly benefit from the expertise of a mortgage loan officer. With a population of over 76,000, Scranton is a bustling city that is home to many families and individuals seeking to purchase or refinance their homes. A mortgage loan officer can help residents navigate the complex world of home financing, providing guidance on everything from the application process to securing the best interest rates. In Scranton, where the median home value is around $120,000, a mortgage loan officer can also help residents determine their budget and find the right loan product to fit their needs. Additionally, with the city's strong ties to the railroad industry, a mortgage loan officer can assist residents who work in this field and may have unique financial circumstances. Overall, a mortgage loan officer can be an invaluable resource for residents of Scranton looking to achieve their dreams of homeownership.

Tax Services

Residents of Scranton, PA could greatly benefit from the expertise of a tax advisor in a number of ways. Given the city's location in the northeastern part of the state, residents may be subject to unique tax laws and regulations that a tax advisor would be well-versed in. Additionally, Scranton has a high poverty rate, with over 20% of residents living below the poverty line. A tax advisor could help these individuals navigate tax credits and deductions that they may be eligible for, such as the Earned Income Tax Credit or the Child and Dependent Care Credit. Furthermore, Scranton is home to a number of small businesses, many of which may not have the resources to hire a full-time accountant. A tax advisor could provide valuable guidance on tax planning and compliance, helping these businesses avoid costly mistakes and penalties. Overall, the expertise of a tax advisor could prove invaluable to residents of Scranton, PA, helping them maximize their tax benefits and avoid unnecessary financial burden.

Estate Planning Lawyer

Residents of Scranton, PA can benefit from an estate planning lawyer in numerous ways. A specific aspect of Scranton, PA that an estate planning lawyer can help with is the high rate of poverty in the area. With a poverty rate of 18.3%, many residents may not have the financial resources to properly plan for their estates. An estate planning lawyer can guide residents through the process of creating a will, trust, or power of attorney, ensuring that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with Medicaid planning, which is especially crucial for those who may need long-term care but cannot afford it. By working with an estate planning lawyer, residents of Scranton, PA can have peace of mind knowing that their assets and healthcare needs are taken care of.

Scranton, PA Financial Resources

Scranton, PA Chamber of Commerce


Scranton, PA City Hall



Comprehensive Wealth Management FAQs