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Find Retirement Advisors for Retirement Planning in Harrisburg, Pennsylvania
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.
Finding the Best Retirement Planners in Harrisburg, Pennsylvania
Last Updated - April 12, 2024Harrisburg has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Harrisburg, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Harrisburg, Pennsylvania
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Harrisburg, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PFM ASSET MANAGEMENT LLC 213 Market Street, Harrisburg, PA, 17101-2141 | $153,839,195,608 | 1871 | 227 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 2 | CONRAD SIEGEL INVESTMENT ADVISORS 501 Corporate Circle, Harrisburg, PA, 17110 | $7,774,909,225 | 957 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | SEVENBRIDGE FINANCIAL GROUP, LLC 3401 North Front Street, Suite 301 Harrisburg, PA, 17110 | $444,150,000 | 951 | 5 | A Percentage of AUM, Fixed Fees |
| 4 | FISCHER FINANCIAL SERVICES INC 4431 North Front Street, Suite 105 Harrisburg, PA, 17110 | $404,568,119 | 1089 | 6 | A Percentage of AUM |
| 5 | ENHANCING CAPITAL LLC 7300 Derry Street, Harrisburg, PA, 17111 | $293,573,940 | 38 | 4 | A Percentage of AUM, Performance Based |
| 6 | GRANDVIEW ASSET MANAGEMENT LLC 4200 Crums Mill Road, Floor 2 Harrisburg, PA, 17112 | $219,435,624 | 1263 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ECON WEALTH MANAGEMENT 4755 Linglestown Road, Suite 204 Harrisburg, PA, 17112 | $149,582,772 | 656 | 10 | A Percentage of AUM |
| 8 | TAYLOR SECURITIES SERVICES, INC. 3113 North Front Street, Harrisburg, PA, 17110 | $102,948,758 | 920 | 4 | A Percentage of AUM |
Information on Top Retirement Planning firms in Harrisburg, Pennsylvania
QualificationsFirm CRD# 122141
Assets Under Management $153,839,195,608
No. Of Clients1871
Clients Per Financial Advisor8
PFM ASSET MANAGEMENT LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $154B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1871 clients. The team consists of 227 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 123560
Assets Under Management $7,774,909,225
No. Of Clients957
Clients Per Financial Advisor44
CONRAD SIEGEL INVESTMENT ADVISORS is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 957 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 281037
Assets Under Management $444,150,000
No. Of Clients951
Clients Per Financial Advisor190
SEVENBRIDGE FINANCIAL GROUP, LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $444M assets under management, the firm specializes in crafting personalized retirement planning solutions for 951 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 104616
Assets Under Management $404,568,119
No. Of Clients1089
Clients Per Financial Advisor182
FISCHER FINANCIAL SERVICES INC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1089 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 290018
Assets Under Management $293,573,940
No. Of Clients38
Clients Per Financial Advisor10
ENHANCING CAPITAL LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 172357
Assets Under Management $219,435,624
No. Of Clients1263
Clients Per Financial Advisor158
GRANDVIEW ASSET MANAGEMENT LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1263 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 226774
Assets Under Management $149,582,772
No. Of Clients656
Clients Per Financial Advisor66
ECON WEALTH MANAGEMENT is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 656 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 304070
Assets Under Management $102,948,758
No. Of Clients920
Clients Per Financial Advisor230
TAYLOR SECURITIES SERVICES, INC. is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 920 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
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Looking for more choices? Use our free match service to compare retirement planners serving your area.