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.
Pittston has 1 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 Pittston, Pennsylvania have an average of 31 years of experience.
Peter D. Shelp
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
Janney Montgomery Scott LLC
Qualifications
CRD# 1402904
Series 7, 10, 63
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | JACOBI CAPITAL MANAGEMENT, LLC 154 Enterprise Way, Pittston, PA, 18640 | $1,427,758,220 | 5195 | 24 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | GOLDEN WEALTH MANAGEMENT 2 South Main Street, Suite 400 Pittston, PA, 18640 | $118,047,000 | 582 | 4 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 147663
Assets Under Management $1,427,758,220
No. Of Clients5195
Clients Per Financial Advisor216
JACOBI CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Pittston, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5195 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299522
Assets Under Management $118,047,000
No. Of Clients582
Clients Per Financial Advisor146
GOLDEN WEALTH MANAGEMENT is a financial advisory firm situated in Pittston, Pennsylvania. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 582 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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