Best Financial Advisors in Scranton, PA
The highest-rated Financial Planning & Wealth Management companies out of 172 vetted & reviewed in the Scranton area.
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Financial Planning
“Our staff provides our clients with the sophisticated investment tools and the financial know-how of large Wall Street firms, without losing sight of the pride we share in treating our local clients with local affection.”
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Northeast Advisory Group
“Our approach to financial planning is different. At Northeast Advisory Group, your dreams are our dreams because we always put our clients first. We take a more personal approach to finances when it comes to our clients. Each individual that we deal ...”
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Michael Ryan - Prudential Financial
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Financial Transitions Advisors
“Kurt W. Kushner, is a business school graduate of Penn State and The University of Scranton in addition to completing post graduate studies from Marywood University. He has an extensive list of noteworthy achievements specific to the financial servic...”
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Abington Financial Group
- Needs
- Retirement
- Idea
“My husband changed jobs a few months back and Jamie is helping us to get things in order switching from one company to another and helping us with better decisions moving forward.”
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Bregman & Lantz
Elder Law, Estate & Trust Planning, Special Needs Planning
“Very kind and helpful”
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Capstone Wealth Management Group
Financial Planning, Investments
“I have dealt with more than one advisor and/or broker in my life and have never been as satisfied as I am with Capstone, therefore 15 years of exemplary service!”
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1st Investment Services
“They have license to steal!”
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Riggs Asset Management
Services, Riggs Military Planning
“Highly recommended for individual, family and business investments.”
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Broaden Financial Group
“If there is a service you do not see listed, please reach out to us. Broaden Financial Group provides a robust offering of services and always willing to customize our services to your needs. We are here to provide each client a comprehensive strateg...”
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Fortune Financial Group
“They are knowledgeable and professional with the extra added bonus of being able to actually relate to their clients.”
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Jacobi Capital Management
“Following the key teachings of Carl Gustav Jacobi, a well-known mathematician who exhorted his students: “Invert, Always Invert,” Michael Hirthler built his advisory practice on the concept of thinking things through backwards. This idea of turning p...”
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Portanova Financial Services
“My wife and I have been working with Bill for some time now.”
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Stone House Retirement
“Kirk Lunger was very helpful in helping me establish a solid plan for my investments in retirement and I have done very well.”
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Golden Wealth Management
Retirement Income Planning, Portfolio Management, Financial Planning
“At Golden Wealth Management, we believe in empowering our clients and prospects to take control of their future, ensuring peace of mind for themselves and their loved ones. A critical component of this empowerment is understanding and implementing ad...”
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Derek J. Desanto- Northwestern Mutual
“They were professional and informative in helping us set up our portfolio and most importantly our money has grown tremendously because of their expertise.”
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Stockdale Financial Group
“"SFG helped me at my time of need after my husband passed away, guiding me through the complicated process of planning my future financial needs, when clearly I was not in a position to handle the task at hand. I knew I could put my complete trust in...”
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Nep Tax and Accounting
IRS Representation, Business Tax Returns, Payroll Services
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John Tosi, CFP Certified Financial Planner
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First Financial Group
“If you have any questions about your retirement, savings, investments or other financial concerns, please reach out to your representative. If you do not have a representative, fill out the form below and we will contact you to help with your concern...”
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Astra Wealth Advisors
“Our company believes in making financial decisions straightforward. We operate under the philosophy that each client's situation is unique; deserving a specialized approach to plan for their financial future. We hold ourselves to the fiduciary standa...”
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Slamon & Company Cpa's
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Jagodzinski Financial Boutique
“Your finances are an intensely personal matter. That's why our work with you is as much about building a relationship as it is about taking action. We firmly believe that the best decisions are made when you're in a healthy state of mind, which is wh...”
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Life Money Management
“My experience with Julianne has been wonderful. With her guidance and expertise she has helped me successfully grow my business. She has kept me organized and given me extreme peace of mind to move forward. I honestly couldn't run my businesses witho...”
Retirement Planning and Investment Management Services in Scranton, PA Cost Estimates
Why these companies made our list
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