Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Chambersburg has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Chambersburg, Pennsylvania have an average of 12 years of experience.
Frank Barkanic
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Ashley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Kevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TRUNORTH FINANCIAL SERVICES, INC. 425 Phoenix Drive, Chambersburg, PA, 17201 | $180,004,893 | 894 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 111308
Assets Under Management $180,004,893
No. Of Clients894
Clients Per Financial Advisor149
TRUNORTH FINANCIAL SERVICES, INC. is a financial advisory firm situated in Chambersburg, Pennsylvania. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 894 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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