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.
Dillsburg has 2 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 Dillsburg, Pennsylvania have an average of 20 years of experience.
Ashley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | OARS CAPITAL 6 North Baltimore Street, Suite 3 Dillsburg, PA, 17019 | $293,395,978 | 693 | 3 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 153198
Assets Under Management $293,395,978
No. Of Clients693
Clients Per Financial Advisor231
OARS CAPITAL is a financial advisory firm situated in Dillsburg, Pennsylvania. With a nearly $293M assets under management, the firm specializes in crafting personalized retirement planning solutions for 693 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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