Rose Financial Associates
“Awesome job making you feel comfortable and taking care of your money.”
Best Financial Advisors near Lower Paxton, PA
There are no firms listed in Lower Paxton itself yet; the 15 below are the closest options, from towns including Harrisburg (7, 5 mi), Camp Hill (4, 9 mi) and Hummelstown (1, 6 mi).
14 rated 4.5+ · 3 show a license
Data verified October 25, 2026
Grandview Asset Management
“My wife and I have been clients of Grandview for years and really cherish our relationship.”
Taylor Retirement Services
“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.”
KCA Wealth Management
“Brian most recently saved us thousands of dollars reversing a mistake we made in settling a family estate.”
Transition Advisor Group
“We had the pleasure of working with June recently and we couldn't be more pleased.”
DVB Financial
“He has managed our retirement portfolio to maintain constant yearly growth and is always looking out for our best interest and is eager to explore any reasonable opportunities to better our financial lives.”
The 15 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 15 firms on this page are rated from 4.4 to 5.0 across 205 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 3 show a license on their websites and 3 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 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 15 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.
Invariant Investment Management
“They are everything you would want in a financial advisor and partner- instant response times, extremely competent, well informed, strategic, and most importantly - trust-worthy.”
Charney Investment Group
“They not only handle your affairs on an as needed basis with very good customer service, they also provide online informational training, as well as in person special event seminars to give you the big picture that you need to succeed.”
Sevenbridge Financial Group
“Chuck and his staff were very professional and made me feel comfortable with my decision.”
Hershey Retirement Solutions
“My husband and I have been working with Steve Stackhouse of Hershey Retirement Solutions since we were in our mid-20s, and now that we're in our early 50s, we can truly appreciate the value of his guidance and expertise.”
Pennsylvania Advisory Services
“Best Advisory services for investments, where you can watch Your money grow exponentially over a couple of years.”
Pennsylvania Wealth Management
“While we were working, he advised us on our 401-k plans and life insurance plans even when he was not managing them.”
Stonebridge Financial Group
“They explore every avenue to find you the best investments available.”
Masland & Barrick Advisory
“Been with them for over 35 yearsAnd they always treated me with the utmost respect and set me up with worry free investment and always looking out for my best interest”
Wealth Management Services
“Very knowledgeable, great at explaining the different options & how they relate to your individual situation.”
Why these companies made our list
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