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Find Retirement Advisors for Retirement Planning in Scranton, Pennsylvania

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Finding the Best Retirement Planners in Scranton, Pennsylvania

Last Updated - April 12, 2024

Scranton 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 Scranton, Pennsylvania have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in Scranton, Pennsylvania

VERIFIED

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

Address

613 Baltimore Drive Suite 202,
Wilkes Barre, PA 18702 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.

Compensation/Fee

Fee-Based, Based on Assets

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	ALLIANCE WEALTH ADVISORS, LLC 538 Biden Street, Suite 700 Scranton, PA, 18503	$352,038,586	1239	8	A Percentage of AUM, Fixed Fees, Commission Based
2	CAPITAL WEALTH INVESTMENTS 132 Adams Avenue, Scranton, PA, 18503	$256,561,090	1425	3	A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Scranton, Pennsylvania

ALLIANCE WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 288394

Assets Under Management $352,038,586

No. Of Clients1239

Clients Per Financial Advisor155

ALLIANCE WEALTH ADVISORS, LLC is a financial advisory firm situated in Scranton, Pennsylvania. With a nearly $352M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1239 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees
Commission Based

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

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CAPITAL WEALTH INVESTMENTS

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QualificationsFirm CRD# 311698

Assets Under Management $256,561,090

No. Of Clients1425

Clients Per Financial Advisor475

CAPITAL WEALTH INVESTMENTS is a financial advisory firm situated in Scranton, Pennsylvania. With a nearly $257M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1425 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

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Retirement Planners Near You

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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