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Find Retirement Advisors for Retirement Planning in Lemoyne, Pennsylvania

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Finding the Best Retirement Planners in Lemoyne, Pennsylvania

Last Updated - April 25, 2025

Lemoyne has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Lemoyne, Pennsylvania have an average of 11 years of experience.

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List of Qualified Retirement Planning Advisors in Lemoyne, Pennsylvania

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Chris Schiesser
CFP®
Prudential

Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 2 Retirement Planning firms in Lemoyne, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2 Lemoyne Drive, Suite 100
Lemoyne, PA, 17043
$149,705,088471
A percentage of AUM
2

1035 Mumma Road, Suite 101
Lemoyne, PA, 17043
$148,755,4385452
A percentage of AUM

Information on Top Retirement Planning firms in Lemoyne, Pennsylvania

QualificationsFirm CRD# 173454

Assets Under Management $149,705,088

No. Of Clients47

Clients Per Financial Advisor47

YOFFE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Lemoyne, Pennsylvania. With a nearly $150M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 1 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 144405

Assets Under Management $148,755,438

No. Of Clients545

Clients Per Financial Advisor273

SNAVELY ASSOCIATES FINANCIAL SERVICES is a financial advisory firm situated in Lemoyne, Pennsylvania. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 545 clients. The team consists of 2 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 and/or small businesses
View Full Profile

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