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Find Retirement Advisors for Retirement Planning in Pittston, Pennsylvania

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Finding the Best Retirement Planners in Pittston, Pennsylvania

Last Updated - April 25, 2025

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 0 years of experience.

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List of Qualified Retirement Planning Advisors in Pittston, 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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Top 2 Retirement Planning firms in Pittston, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

154 Enterprise Way,
Pittston, PA, 18640
$1,692,446,290559124
A percentage of AUM, Hourly charges, Fixed fees
2

2 South Main Street, Suite 400
Pittston, PA, 18640
$126,539,0006124
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Pittston, Pennsylvania

QualificationsFirm CRD# 147663

Assets Under Management $1,692,446,290

No. Of Clients5591

Clients Per Financial Advisor233

JACOBI CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Pittston, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5591 clients. The team consists of 24 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 299522

Assets Under Management $126,539,000

No. Of Clients612

Clients Per Financial Advisor153

GOLDEN WEALTH MANAGEMENT is a financial advisory firm situated in Pittston, Pennsylvania. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 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
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

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