The highest-rated Financial Planning & Wealth Management companies out of 172 vetted & reviewed in the Scranton area.
Learn how we score.
Prominent finalists A-Z in Scranton
Abington Financial Group
Alterra Wealth Management
Astra Wealth Advisors
Bucci Financial Services
Capstone Wealth Management Group
Chiaro Investment Services
Crossroads Financial
Derek J. Desanto- Northwestern Mutual
Financial Transitions Advisors
Flynn Financial
Forget About It Financial Services
Fortune Financial Group
Ingargiola Wealth Management Group,llc
Jacobi Capital Management
Jagodzinski Financial Boutique
Knaub Ray & Co CPA
Kristopher B. Jones
Life Money Management
Nep Tax and Accounting
Portanova Financial Services
Slamon & Company Cpa’s
Stockdale Financial Group
Strategic Planning Associates
Tier 1 Capital
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Forget About It Financial Services
(1)
“Stay away from the larger firms that deal with creditors, the people at FAIFS deal with you on a personal basis and actaully care about their clients.”
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Flynn Financial
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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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
(18)
Retirement
Team
“My husband and I have worked with Jamie and his staff for over 15 years and have never experienced anything but professionalism while they still maintain that warm personal touch!”
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Knaub Ray & Co CPA
Services For Individuals, Business Services, Services For Quickbooks
“At Ray Knaub & Company, P.C., one of our primary goals is to determine which of our services is right for you and adapt them to fit your unique needs. During your initial consultation, we'll examine your financial situation and ask ...”
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Capstone Wealth Management Group
(2)
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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Crossroads Financial
(1)
Meet the Team, Core Values, Pursuing Destinations Together
“A great choice if looking for a financial planner and tax preparer.”
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Portanova Financial Services
(1)
“My wife and I have been working with Bill for some time now.”
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Bucci Financial Services
(1)
Financial Planning Products & Services, Accounting, Tax and Advisory Services
“The photo on the bottom describes this financial service.”
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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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Fortune Financial Group
““Thank you! Yesterday meeting was positive, helpful but most of all reassuring. For whatever reason, I am anxious about retirement, yet after yesterday's meeting I feel more at easy, actually much more at ease. I have never used the term nest egg, an...”
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Kristopher B. Jones
(2)
“Via KBJ Capital, Kris has provided an incredible resource through collaborative acceleration not only through his direct involvement, but also through the ability to connect his portfolio companies with his vast network of like-minded individuals and...”
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Derek J. Desanto- Northwestern Mutual
(1)
“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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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...”
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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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Nep Tax and Accounting
IRS Representation, Business Tax Returns, Payroll Services
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Astra Wealth Advisors
“Located in Clarks Green, PA, Astra Wealth Advisors is a boutique financial services firm that provides comprehensive planning and investment guidance to high-net worth families, individuals, and businesses. Our team works under the philosophy that ev...”
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Slamon & Company Cpa's
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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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Ingargiola Wealth Management Group,llc
“At I&M Wealth Advisors, we believe you deserve to understand what's happening with your money. How it's invested and why. What you're paying. And most importantly, what to expect along the way. It's your money, your life, your future.”
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Tier 1 Capital
“Your ability to take the process of securing financial freedom and reverse engineer in such a way that I do not even miss the money was to say the least very impressive. Additionally, your ability to explain the process in such a way that makes me ex...”
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Strategic Planning Associates
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Chiaro Investment Services
“Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial ...”
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Alterra Wealth Management
“Our mission is to teach you how to make the right decisions for your financial health and longevity. Professional guidance and recommendations, comprehensive reports, and successful implementation strategies are all benefits you will enjoy when you p...”
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Retirement Planning and Investment Management Services in Scranton, PA Cost Estimates