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Find Retirement Advisors for Retirement Planning in Mechanicsburg, 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.
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Finding the Best Retirement Planners in Mechanicsburg, Pennsylvania
Last Updated - April 19, 2024Mechanicsburg has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Mechanicsburg, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Mechanicsburg, 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Mechanicsburg, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LIFEGUIDE FINANCIAL ADVISORS, LLC 400 W Main St., Mechanicsburg, PA, 17055 | $315,348,297 | 2414 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY 940 Century Drive, Suite B Mechanicsburg, PA, 17055-4376 | $251,240,924 | 619 | 4 | A Percentage of AUM |
| 3 | GUARDIAN ASSET ADVISORS, LLC 5000 Ritter Rd, Suite 202 Mechanicsburg, PA, 17055 | $163,862,011 | 1143 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | AVANTRA FAMILY WEALTH, INC. 100 Sterling Parkway, Suite 107 Mechanicsburg, PA, 17050 | $138,425,296 | 900 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Mechanicsburg, Pennsylvania
QualificationsFirm CRD# 284842
Assets Under Management $315,348,297
No. Of Clients2414
Clients Per Financial Advisor115
LIFEGUIDE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $315M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2414 clients. The team consists of 21 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
QualificationsFirm CRD# 123322
Assets Under Management $251,240,924
No. Of Clients619
Clients Per Financial Advisor155
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 619 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
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 144958
Assets Under Management $163,862,011
No. Of Clients1143
Clients Per Financial Advisor163
GUARDIAN ASSET ADVISORS, LLC is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1143 clients. The team consists of 7 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
QualificationsFirm CRD# 288209
Assets Under Management $138,425,296
No. Of Clients900
Clients Per Financial Advisor150
AVANTRA FAMILY WEALTH, INC. is a financial advisory firm situated in Mechanicsburg, Pennsylvania. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 900 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Retirement Planners Near You
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