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Over 1,553 reviews for
Harrisburg Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Harrisburg

Financial Advisor & 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.

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You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

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Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Harrisburg

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

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!

A G EDWARDS & SONS INC

4400 DEER PATH RD
Harrisburg

Academic Wealth Strategies

1250 North Mountain Road Suite 4
Harrisburg

Accelerated Benefits

5880 Venture Drive

Allegiant Group Inc

189 W Clarkston Rd

Allstate Insurance Co - Kelly McKee Agency

600 Carlisle St, Suite C
Hanover

Ambassador Advisors, LLC

1755 Oregon Pike
Lancaster

Ambit Energy

4421 Chinchilla Avenue
Mount Joy

Ameriprise Financial

419 Chestnut St
Lebanon

ARK Wealth Management

1250 N. Mountain Rd
Harrisburg

Assets & Insurance Management, Inc.

280 Granite Run Drive
Lancaster

Basildon Financial

4811 Jonestown Rd
Harrisburg

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brandt Accounting

18 South Main Street
Manheim

Cape Investment Management

502 Washington Ave Ste 620

COMPREHENSIVE FINANCIAL GROUP

2090 LINGLESTOWN RD
Harrisburg

Conte Wealth Advisors

2009 Market Street
Camp Hill

Conte Wealth Advisors

2009 Market St

Edwad Jones

4400 Derry Street
Harrisburg

EDWARD JONES

2090 LINGLESTOWN RD
Harrisburg

EDWARD JONES

6055 ALLENTOWN BLVD
Harrisburg

Edward Jones

4401 Carlisle Pike
Camp Hill

F.A.T. Freedom

4/41 Meinzinger Ave.

FINANCIAL NETWORK INVESTMENT

3327 DERRY ST
Harrisburg

FOSTER INVESTMENT GROUP

4813 JONESTOWN RD
Harrisburg

Freyman CPA, P.C.

57 Washington Ave

Heiges David K

22 E Middle St
Gettysburg

iBank

3090F Pullman St

INVESTMENT CENTERS OF AMERICA

4098 DERRY ST
Harrisburg

IRS Tax Help Team

1201 S Beach Blvd

John F. Wain Financial Services

401 E. Louther St.
Carlisle

Lendinero

848 Brickell Ave 603

Lost Angels International, Inc.

1170 Peachtree Street NE

Members 1st Federal Credit Union

1021 Briarsdale Rd.
Harrisburg

Members 1st Federal Credit Union

15 N. Lockwillow Ave.
Harrisburg

Members 1st Federal Credit Union

2792 Old Post Rd.
Harrisburg

Members 1st Federal Credit Union

3175 Cape Horn Rd.
Red Lion

Members 1st Federal Credit Union

1680 Baltimore Pike
Hanover

Members 1st Federal Credit Union

3175 Cape Horn Rd.
Middletown

Members 1st Federal Credit Union

1815 Hempstead Rd.
Lancaster

Members 1st Federal Credit Union

1711 Spring Rd.
Carlisle

Members 1st Federal Credit Union

3175 Cape Horn Rd.
Etters

Members 1st Federal Credit Union

176 Hershey Rd.
Hershey

Members 1st Federal Credit Union

381 W. Governor Rd.
Hershey

Members 1st Federal Credit Union

205 Glen Dr.
Manchester

Members 1st Federal Credit Union

1940 Quentin Rd.
Lebanon

Members 1st Federal Credit Union

2050 Columbia Ave.
Lancaster

Members 1st Federal Credit Union

2300 Linglestown Rd.
Harrisburg

Members 1st Federal Credit Union

2360 Whiteford Rd.
York

Members 1st Federal Credit Union

2420 Mt. Rose Ave.
York

Members 1st Federal Credit Union

2415 E Market St.
York

Members 1st Federal Credit Union

255 South Spring Garden St.
Carlisle

Members 1st Federal Credit Union

4 Market Plaza Way
Mechanicsburg

Members 1st Federal Credit Union

4000 Carlisle Rd.
Dover

Members 1st Federal Credit Union

5 Tristan Dr.
Dillsburg

Members 1st Federal Credit Union

401 East King St.
Shippensburg

Members 1st Federal Credit Union

5211 Simpson Ferry Rd.
Mechanicsburg

Members 1st Federal Credit Union

44 D Natural Springs Rd.
Gettysburg

Members 1st Federal Credit Union

6280 Carlisle Pike
Mechanicsburg

Members 1st Federal Credit Union

8100 Derry St.
Harrisburg

Members 1st Federal Credit Union

814 West High St.
Carlisle

Members 1st Federal Credit Union

836 East Main St.
Ephrata

Members 1st Federal Credit Union

901 Lititz Pike
Lititz

Members 1st Federal Credit Union

960 East Main St.
Palmyra

Members 1st Federal Credit Union

1605 Lititz Pike
Lancaster

Members 1st Federal Credit Union

2538 Willow St. Pike
Willow Street

Members 1st Federal Credit Union

48 Business Campus Way
Duncannon

MIRUS Financial Partners

110 East King St.
Lancaster

MORGAN STANLEY

4507 N FRONT ST
Harrisburg

MT Accounting Services

1655 Manheim Pike Ste OB
Lancaster

PA Business Filings, LLC

320 S Arlington Avenue
Harrisburg

PAXTON SECURITIES INC

2222 PAXTON ST
Harrisburg

Petron Group LLP

4113 Linglestown Road
Harrisburg

Primerica Financial Services

20 Briarcrest Sq
Hershey

RHODES & ASSOC

2015 DAYBREAK CIR
Harrisburg

RIDINGER FINANCIAL SVC

2350 N POINT DR
York

Rodgers & Associates

2025 Lititz Pike
Lancaster

SECURITIES AMERICA INC

3511 N FRONT ST
Harrisburg

SMITH BARNEY

11 N 3rd St Ste 200
Harrisburg

Snyder Financial Services

201 York Road
New Cumberland

Strock Insurance - Camp Hill

401 S 32nd St
Camp Hill

Strock Insurance Agency

34 W Penn Ave
Cleona

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

VNMutual Solutions Inc

1 Lincoln Centre

WACHOVIA SECURITIES

700 S 28TH ST
Harrisburg

WITMER TAX & FINANCIAL SERVICES, LLC

271A PEACH BOTTOM RD
Willow Street

WMA CARPENTER GROUP

2 KLINE PLZ
Harrisburg

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