-Find top-rated Service Providers

Find Top-Rated Harrisburg Financial Advisors

Angie's List helps you hire the best - and avoid the rest!

Financial Advisors to Avoid

163

Top Rated Financial Advisors

24

Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 1,756 reviews for
Harrisburg Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Harrisburg

Financial Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

529 plan, contract
Financial Planning

The cost of college isn’t getting any cheaper.

Vacation home purchases skyrocketed in 2014 as more Americans looked to the mountains or beach for a get-away place to buy. (Photo by Jason Hargraves)
Real Estate Agents, Financial Planning, Accountants/Tax Consultants

Second home purchases up more than 57 percent in U.S.

college blocks
Financial Planning

Saving for college is not only expensive, it can be confusing.

College planning
Financial Planning

Saving for college can be expensive. With the help of a trusted financial planner and by following these tips, parents can ease the cost of paying for college.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Harrisburg

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Harrisburg Financial Advisors Provider Name Locked
on
Harrisburg Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Harrisburg Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Harrisburg Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Harrisburg Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Harrisburg Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Harrisburg Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Harrisburg Financial Advisors Provider Name Locked
, is very warm and professional.

Harrisburg Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Harrisburg Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Harrisburg Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Harrisburg

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

2nd Chance Credit Repair

2309 Farrington Place

A G EDWARDS & SONS INC

4400 DEER PATH RD
Harrisburg

A Plus Mortgage Solutions Inc.

3 Sunset Circle
Mechanicsburg

Academic Wealth Strategies

1250 North Mountain Road Suite 4
Harrisburg

AIG SECURITIES

7255 BULL RD
Lewisberry

AJM HOME MORTGAGE LOANS INC

1195 WASHINGTON PIKE
Bridgeville

AKS Agency

530 Lehman St
Lebanon

ALL ACCOUNTING & FINANCIAL

4500 S Main St Ste 101

Allegiant Group Inc

189 W Clarkston Rd

Allstate Insurance Co - Kelly McKee Agency

600 Carlisle St, Suite C
Hanover

Ambit Energy

4421 Chinchilla Avenue
Mount Joy

American Health Value

671 E Riverpark Ln

ARACHNID WEB DESIGN

1003 W TRINDLE RD
Mechanicsburg

Asper Insurance Agency,LLC

526 Greenbriar Road
York

ASSET MANAGEMENT CONCEPTS

106 Old Court Rd Ste 301

Assets & Insurance Management, Inc.

280 Granite Run Drive
Lancaster

Avid Advertising Inc

2204 Garnet Ave Ste 201

BetaFrontier, LLC

156 W Superior St

Black Rock Financial Services, Inc.

405 Maple Shade Rd
Kirkwood

Boost Credit 101

3773 E Cherry Creek N Dr

Bootes, Dr. Robert L.

5412 Wending Ct

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brandt Accounting

18 South Main Street
Manheim

Brenner Accounting Services

432 Hellam St
Wrightsville

CAMBRIDGE INVESTMENT RESEARCH

130 JUNIPER ST
Lebanon

Cape Investment Management

502 Washington Ave Ste 620

CAPITAL ASSETS CORP

1861 CHARTER LN
Lancaster

Cardinal Advisors

117 Edinburgh South Drive Suite 280

cashtexters.net

6462 Westwood St

Catalano, Caboor & Co.

101 West 22nd Street

Christopher Sorge

214 senate ave 5th fl
Camp Hill

COLEMAN GROUP INC

PO Box 232
Hummelstown

COMMONWEALTH INVESTMENT SVC

22C E Roseville Rd
Lancaster

Complete College Solutions, Inc.

513 W Chocolate Ave Ste 300
Hershey

COMPREHENSIVE FINANCIAL GROUP

2090 LINGLESTOWN RD
Harrisburg

Conte Wealth Advisors

2009 Market Street
Camp Hill

Conte Wealth Advisors

2009 Market St

Credit Dr

115 A East Main St

Day Global LLC

111 Mohawk Trl

Debt Reduction Services

6213 N Cloverdale Rd #100

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dependable Solutions

53 Main Street

Don Fitch, CPA

74-478 Highway 111 #3

Edwad Jones

4400 Derry Street
Harrisburg

EDWARD JONES

1029 N RIVER RD
Halifax

EDWARD JONES

403 E MAIN ST
Hummelstown

EDWARD JONES

751 E CUMBERLAND ST
Lebanon

EDWARD JONES

1300 MARKET ST
Lemoyne

EDWARD JONES

113 W MAIN AVE
Myerstown

EDWARD JONES

3507 Market St Ste 202
Camp Hill

EDWARD JONES

33 E MAIN ST
Palmyra

EDWARD JONES

2090 LINGLESTOWN RD
Harrisburg

EDWARD JONES

6055 ALLENTOWN BLVD
Harrisburg

EDWARD JONES

2985 CYPRESS RD S
Dover

EDWARD JONES

17 E MIDDLE ST
Gettysburg

EDWARD JONES

805 Baltimore St Ste 287
Hanover

EDWARD JONES

1147 EICHELBERGER ST
Hanover

EDWARD JONES

18 S MAIN ST
Stewartstown

EDWARD JONES

2572 EASTERN BLVD
York

EDWARD JONES

2547 S QUEEN ST
York

EDWARD JONES

528 GREENBRIAR RD
York

EDWARD JONES

2159 WHITE ST
York

EDWARD JONES

517 LEAMAN AVE
Millersville

EDWARD JONES

201 E Main St
New Holland

EDWARD JONES

1921 FRUITVILLE PIKE
Lancaster

EDWARD JONES

1891 SANTA BARBARA DR
Lancaster

EDWARD JONES

2421 WILLOW STREET PIKE
Lancaster

Edward Jones

4401 Carlisle Pike
Camp Hill

Ellis Lee Hostetter & Co PC

134 Cumberland St
Lebanon

FINANCIAL NETWORK INVESTMENT

18 NEWPORT PL
Newport

FINANCIAL NETWORK INVESTMENT

2013 STATE ST
East Petersburg

FINANCIAL NETWORK INVESTMENT

3327 DERRY ST
Harrisburg

FMG

930 RED ROSE CT
Lancaster

FOSTER INVESTMENT GROUP

4813 JONESTOWN RD
Harrisburg

FRED BERGDOLL INVESTMENTS

2930 PERSIMMON DR
York

Freyman CPA, P.C.

40 Exchange Place

FULTON FINANCIAL ADVISORS

30 S GEORGE ST
York

HAZLETT BURT & WATSON INC

100 E KING ST
Lancaster

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HIGH INVESTORS LTD

1853 WILLIAM PENN WAY
Lancaster

Homestead Funding Corp.

120 N. Point Blvd.
Lancaster

iBank

3090F Pullman St

INNOVATIVE FUNDING GROUP LTD

1000 N FRONT ST
Lemoyne

Investigation Hotline

550 Eglinton Ave. West

INVESTMENT CENTER

146 SPRINGHOUSE LN
Spring Grove

INVESTMENT CENTERS OF AMERICA

4098 DERRY ST
Harrisburg

IRS Tax Help Team

1201 S Beach Blvd

JACK RONGIONE INVESTMENT SVC

611 Pumping Station Rd
Kirkwood

JANEY MONTGOMERY SCOTT LLC

1650 CROOKED OAK DR
Lancaster

JANNEY MONTGOMERY SCOTT INC

20 ERFORD RD
Lemoyne

JANNEY MONTGOMERY SCOTT INC

48 E MARKET ST
York

JANNEY MONTGOMERY SCOTT INC

1650 CROOKED OAK DR
Lancaster

KENNETH R SWEENEY

313 W LIBERTY ST
Lancaster

Kortright Partners Inc

7685 Hickory St

Liberty Tax Service East York

2488 East Market Street

Lifelock

60 E Rio Salado Pkwy

Marchand & Co CPA's PC

2003 Southern Blvd SE

Master's Advisors Inc

480 New Holland Ave
Lancaster

McCann Wealth Strategies, Inc

1013 Mumma Rd
Lemoyne

Members 1st Federal Credit Union

901 Lititz Pike
Lititz

Merrill Lynch Harrisburg

214 Senate Ave
Camp Hill

MILLER & GAY RAYMOND JAMES

1605 E MARKET ST
York

MIRUS Financial Partners

110 East King St.
Lancaster

MORGAN STANLEY

4507 N FRONT ST
Harrisburg

MORGAN STANLEY

300 Granite Run Dr Ste 300
Lancaster

Nationwide Student Aid

333 N Oakley Ave

NEXT Financial Group, Inc.

219 East Main Street, Suite 102
Mechanicsburg

OWNDirection

120 E 13065 S

PAXTON SECURITIES INC

2222 PAXTON ST
Harrisburg

PNC BROKERAGE

909 W GOVERNOR RD
Hershey

PNC INVESTMENTS

9 W CHOCOLATE AVE
Hershey

PNC INVESTMENTS

PO Box 8874
Camp Hill

Primerica Financial Services

20 Briarcrest Sq
Hershey

PURSELL ASSOCIATES

205 YORK RD
Carlisle

QuoteHero

5115 Douglas Fir Rd

Rainman Group

1829 Racertown Road

RAYMOND JAMES FINANCIAL SVC

1898 N Market St
Elizabethtown

RAYMOND JAMES FINANCIAL SVC

200 WILLOW VALLEY SQ
Lancaster

RBC DAIN RAUSCHER

2101 OREGON PIKE
Lancaster

Rescue One Financial

Business Center Dr

RHODES & ASSOC

2015 DAYBREAK CIR
Harrisburg

Rich Investments Inc

11 E Market St Ste 200
York

RIDINGER FINANCIAL SVC

2350 N POINT DR
York

Rodgers & Associates

2025 Lititz Pike
Lancaster

S P Johnson Group

2025 Delaware Ave

SBI WEALTH MANAGEMENT

1635 LITITZ PIKE
Lancaster

SECURITIES AMERICA INC

3511 N FRONT ST
Harrisburg

SECURITIES AMERICA INC

908 BALTIMORE ST
Hanover

SECURITIES AMERICA INC

222 S MARKET ST
Elizabethtown

SECURITIES AMERICA INC

1501 E MARKET ST
York

SECURITIES AMERICA INC

226 W CHESTNUT ST
Lancaster

SECURITIES AMERICA INC

24B E ROSEVILLE RD
Lancaster

Sensible Financial

203 Crescent St

SMITH BARNEY

11 N 3rd St Ste 200
Harrisburg

SMITH BARNEY

419 VILLAGE DR
Carlisle

SMITH BARNEY

214 Senate Ave Ste 700
Camp Hill

SMITH BARNEY

214 Senate Ave # 7
Camp Hill

SMITH BARNEY

204 N George St Ste 300
York

SMITH BARNEY

204 N GEORGE ST
York

SMITH BARNEY

300 Granite Run Dr Ste 300
Lancaster

Snyder Financial Services

201 York Road
New Cumberland

The Downey Allstate Agency

11 N Us Hwy
Dillsburg

The Mutual Fund Store

2308 Patton Road, Suite G
Harrisburg

United Check Cashing

3200 Paxton St
Harrisburg

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

Viper Risk Management Group, LLC

294 Martin Rd
Carlisle

WACHOVIA SECURITIES

919 RUSSELL DR
Lebanon

WACHOVIA SECURITIES

3 LEMOYNE DR
Lemoyne

WACHOVIA SECURITIES

700 S 28TH ST
Harrisburg

WACHOVIA SECURITIES

116 BROADWAY
Hanover

WACHOVIA SECURITIES

135 N GEORGE ST
York

Wealth Development Council

426 S 3rd St Ste 202
Lemoyne

Wealth Maximation Group

2205 Warwick Way

WILLIAM B DRISCOLL CPA

2940 N. OCONNOR RD

WITMER TAX & FINANCIAL SERVICES, LLC

271A PEACH BOTTOM RD
Willow Street

WMA CARPENTER GROUP

2 KLINE PLZ
Harrisburg

World Business Lenders

120 W 45th Street

ZYTEK SYSTEMS

608 MARKET ST
New Cumberland

Shop Local Financial Advising Services in Harrisburg

Join Angie's List to get the best local reviews in Harrisburg.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Advisor
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money