Harrisburg Financial Planners

in Harrisburg, PA

173
Financial Planners are
in Harrisburg

19
Financial Planners in Harrisburg
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Harrisburg Financial Advising Articles

Financial Advising reviews in Harrisburg

A

Rating
I have worked with
Harrisburg Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Harrisburg Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Harrisburg Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Harrisburg Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Harrisburg Financial Planners Provider Name Locked
,
Harrisburg Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Harrisburg Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Harrisburg Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Harrisburg Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Harrisburg Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Harrisburg Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Harrisburg Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Harrisburg Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Harrisburg Financial Planners Provider Name Locked
notified me that since
Harrisburg Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Harrisburg Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Harrisburg Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Harrisburg Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Harrisburg Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Harrisburg Financial Planners Provider Name Locked
. (
Harrisburg Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Harrisburg Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Harrisburg Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Harrisburg Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

All Financial Planners in Harrisburg, PA

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

AIG SECURITIES

7255 BULL RD
Lewisberry

AJM HOME MORTGAGE LOANS INC

1195 WASHINGTON PIKE
Bridgeville

AKS Agency

530 Lehman St
Lebanon

Allegiant Group Inc

189 W Clarkston Rd Ste 1

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 Apt 401

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

Brenner Accounting Services

432 Hellam St
Wrightsville

CAMBRIDGE INVESTMENT RESEARCH

130 JUNIPER ST
Lebanon

Cape Investment Management

502 Washington Ave. Suite 600

CAPITAL ASSETS CORP

1861 CHARTER LN
Lancaster

cashtexters.net

6462 Westwood St

Catalano, Caboor & Company

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.

115A East Main Street

Day Global, LLC

111 Mohawk Trail, #7

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

2547 S QUEEN ST
York

EDWARD JONES

2572 EASTERN BLVD
York

EDWARD JONES

2159 WHITE ST
York

EDWARD JONES

528 GREENBRIAR RD
York

EDWARD JONES

517 LEAMAN AVE
Millersville

EDWARD JONES

201 E Main St
New Holland

EDWARD JONES

1891 SANTA BARBARA DR
Lancaster

EDWARD JONES

1921 FRUITVILLE PIKE
Lancaster

EDWARD JONES

2421 WILLOW STREET PIKE
Lancaster

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

Hittinger Financial

514 FULLERTON AVE
Whitehall

Homestead Funding Corp.

120 N. Point Blvd.
Lancaster

iBank

3090F Pullman St

INNOVATIVE FUNDING GROUP LTD

1000 N FRONT ST
Lemoyne

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

John F. Wain Financial Services

401 E. Louther St.
Carlisle

Judy Lawrence - MoneyTracker

4801 Lang Ave NE suite 110

KENNETH R SWEENEY

313 W LIBERTY ST
Lancaster

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

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

293 Mulberry St

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

Strock Insurance - Camp Hill

401 S 32nd St
Camp Hill

Student Consulting Group

817 W Peachtree St

The Downey Allstate Agency

11 N Us Hwy
Dillsburg

United Check Cashing

3200 Paxton St
Harrisburg

United Gold Direct

2945 Townsgate Road

USAA

9800 Fredreicksburg Rd

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 Engineers

600 17th St., Suite 2800 South

Wealth Maximation Group

2205 Warwick Way

Wells Fargo- Elizabeth Wolf

135 N George St
York

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

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