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 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 registration checks. 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.
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.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Chris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Retirement Planning, Education Funding and Planning
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2 Lemoyne Drive, Suite 100 Lemoyne, PA, 17043 | $149,705,088 | 47 | 1 | A percentage of AUM |
2 | 1035 Mumma Road, Suite 101 Lemoyne, PA, 17043 | $148,755,438 | 545 | 2 | A percentage of AUM |
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.
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.
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