Best Financial Advisors near Lower Paxton, PA

There are no firms listed in Lower Paxton itself yet; the 24 below are the closest options, from towns including Harrisburg (7, 5 mi), Camp Hill (5, 9 mi) and Mechanicsburg (4, 13 mi).

2 open weekends · 22 rated 4.5+ · 5 show a license

Data verified October 18, 2026

Lifeguide Financial Advisors

Lifeguide Financial Advisors

(50)
  • Team
  • Christian
  • Peace
“Matt, Levi, Zak, and the others have helped ease the stress of financial management and given us confidence as we plan for both the future and for the present, which is leading us to be more at peace and more generous as we move forward.”
In Business Since 2013
Transparent Fees & Pricing
Serving Lower Paxton Area
i
Grandview Asset Management

Grandview Asset Management

(25)
  • Market
  • Accounts
  • Portfolio
“Bill's team look after my investments as thier own, they do tremendous research, listen to my input, advise us and make us aware of the vagaries of the market and keeps us abreast of political changes that could affect our investments.”
In Business Since 2006
Free Initial Consultation
4200 Crums Mill Rd 2nd Floor, Harrisburg, PA
i
Taylor Retirement Services

Taylor Retirement Services

(1)
“What I like about TRS is that my wife has the security she needs with her funds while at the same time I can assume as much risk as I can tolerate.”
In Business Since 1996
BBB Rating: A+
3113 N Front St, Harrisburg, PA
i
KCA Wealth Management

KCA Wealth Management

(2)
“Brian most recently saved us thousands of dollars reversing a mistake we made in settling a family estate.”
In Business Since 2013
Accepts All Major Credit Cards
Licensed
Serving Lower Paxton Area
i
Werner Law Group

Werner Law Group

(1)
“Steve is great to work with & very knowledgeable!”
In Business Since 2013
Free Initial Consultation
Serving Lower Paxton Area
i
Polaris Advisors

Polaris Advisors

(14)
  • Team
  • Financial Security
  • Knowledge
“Having both personal and business experience with Polaris Advisors, I have always found Corey Basehore and his Team to be extremely professional, attentive and knowledgeable in the industry.”
In Business Since 2013
Serving Lower Paxton Area
i

The 24 firms listed for Lower Paxton, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Lower Paxton, PA

The 24 firms on this page are rated from 4.0 to 5.0 across 283 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (85%) and quality (65%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), investment management (3), our firm (3), business (2) and insurance planning (2). 5 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 22 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 18 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Lower Paxton take financial planning bookings online?

5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Fort Pitt Capital Group

Fort Pitt Capital Group

In Business Since 1996
Remote Consultations Available
507 N Front St, Harrisburg, PA
i
Rose Financial Group

Rose Financial Group

(7)
  • Company
“I have worked with him for years and there are none better than Steve and his group.”
In Business Since 1988
BBB Rating: A+
Serving Lower Paxton Area
i
Transition Advisor Group

Transition Advisor Group

(6)
“I'm more than please to have the transition Advisor group give me not only great advice ,but to help me step by step put my retirement plan in motion”
In Business Since 2011
Licensed
2000 Linglestown Rd # 100, Harrisburg, PA
i
Next Financial Group

Next Financial Group

(1)
“Always awesome!”
In Business Since 2011
Licensed
Serving Lower Paxton Area
i
Brady Planning

Brady Planning

(1)
“He listens and focuses on different strategies and tools for your business.”
In Business Since 2023
Transparent Fees & Pricing
Serving Lower Paxton Area
i
IFS Group

IFS Group

(1)
“They truly go above and beyond to make sure you have the knowledge and access to make good decisions.”
In Business Since 2002
Serving Lower Paxton Area
i
Susquehanna Financial Advisors

Susquehanna Financial Advisors

(1)
“Awesome team!”
In Business Since 2004
Serving Lower Paxton Area
i
Pennsylvania Advisory Services

Pennsylvania Advisory Services

(1)
“Best Advisory services for investments, where you can watch Your money grow exponentially over a couple of years.”
In Business Since 2010
2854 N 2nd St, Harrisburg, PA
i
Sevenbridge Financial Group

Sevenbridge Financial Group

(1)
“Chuck and his staff were very professional and made me feel comfortable with my decision.”
In Business Since 2015
3401 N Front St #301, Harrisburg, PA
i
Willowbranch Financial Group

Willowbranch Financial Group

(1)
“Structured ideas that have been most beneficial”
In Business Since 2016
Licensed
Serving Lower Paxton Area
i
Masland & Barrick Advisory

Masland & Barrick Advisory

(1)
“Been with them for over 35 years And they always treated me with the utmost respect and set me up with worry free investment and always looking out for my best interest”
In Business Since 1993
Accepts All Major Credit Cards
Licensed
Serving Lower Paxton Area
i
The Helm Group

The Helm Group

(1)
“Helm and his expertise.”
In Business Since 2009
Serving Lower Paxton Area
i
The North Star Financial Group

The North Star Financial Group

(1)
“I go to Financial Solutions of Pa.”
In Business Since 2011
Transparent Fees & Pricing
Serving Lower Paxton Area
i
Wealth Development Council

Wealth Development Council

(1)
“James and team have a world class attitude and I appreciate the family approach.”
In Business Since 2005
Serving Lower Paxton Area
i
The Healey Group

The Healey Group

(1)
“I have been with this company since 1990.”
In Business Since 2011
Serving Lower Paxton Area
i
Stonebridge Financial Group

Stonebridge Financial Group

(1)
“They explore every avenue to find you the best investments available.”
In Business Since 2014
Serving Lower Paxton Area
i
Hershey Retirement Solutions

Hershey Retirement Solutions

(1)
“Everyone there is very nice and Kevin is very”
In Business Since 2011
Serving Lower Paxton Area
i
Fulton Financial Advisors

Fulton Financial Advisors

In Business Since 1996
Offers Financing Options
Transparent Fees & Pricing
200 N 3rd St, Harrisburg, PA
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HomeWealth Management AdvisorsPennsylvaniaLower Paxton, PA

Retirement Planning and Investment Management Services in Lower Paxton, PA Cost Estimates

Minimum cost
$1019
Maximum cost
$8656
National Average
$3055
Avg Per Hour Rates
$306
$2037
$5601
Fair price range is based on 535 cost profiles
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Average Cost $3055
Minimum cost $1019
Maximum cost $8656
Avg Per Hour Rates $306

Fair range $2037 to $5601 is based on 535 cost profiles.

Why these companies made our list

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