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Find Retirement Advisors for Retirement Planning in Williamsport, Pennsylvania

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Finding the Best Retirement Planners in Williamsport, Pennsylvania

Last Updated - April 13, 2024

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

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List of Qualified Retirement Planning Advisors in Williamsport, 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 Williamsport, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	HUDOCK CAPITAL GROUP 400 Market Street, Suite 200 Williamsport, PA, 17701	$633,441,793	2231	15	A Percentage of AUM, Hourly charges, Fixed Fees
2	EVERGREEN WEALTH SOLUTIONS, LLC 1000 Commerce Park Drive, Suite 416 Williamsport, PA, 17701	$323,167,302	1772	9	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Williamsport, Pennsylvania

HUDOCK CAPITAL GROUP

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QualificationsFirm CRD# 149255

Assets Under Management $633,441,793

No. Of Clients2231

Clients Per Financial Advisor149

HUDOCK CAPITAL GROUP is a financial advisory firm situated in Williamsport, Pennsylvania. With a nearly $633M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2231 clients. The team consists of 15 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

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EVERGREEN WEALTH SOLUTIONS, LLC

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QualificationsFirm CRD# 299407

Assets Under Management $323,167,302

No. Of Clients1772

Clients Per Financial Advisor197

EVERGREEN WEALTH SOLUTIONS, LLC is a financial advisory firm situated in Williamsport, Pennsylvania. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1772 clients. The team consists of 9 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

View Full Profile

Retirement Planners Near You

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Looking for more choices? Use our free match service to compare retirement planners serving your area.

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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