Philadelphia, PA

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Scranton, PA
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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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Steven J. Fromm & Associates

Steven J. Fromm & Associates

(50)
Tax Preparation, Business Succession Planning, Expert Witness in Tax Matters
“Having provided Steve with all of the pertinent information and correspondence collected over time, he was able to secure a settlement agreement in less than 60 days, confirming the position we had taken since the beginning of this lengthy process.”
In Business Since 1986
Licensed
Family Business
Accepts All Major Credit Cards
1420 Walnut St #300, Philadelphia, PA
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Parker Financial Services

Parker Financial Services

(45)
Services For Individuals, Business Services, Tax Services
“I have been using parker services for several years and have always been very happy with the services and hospitality and proffesionlism they provide, im always top priority coming in and always treated with respect and always get all my proffesional...”
In Business Since 2014
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
6703 Germantown Ave suite 220, Philadelphia, PA
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McAdam Financial

McAdam Financial

(50)
  • Secure
  • Retirement
  • Questions
“The Mc Adam Financial team that I've been working with for over a year is highly professional, extremely flexible, supportive of my need to learn the whats and whys of investing, and have provided a plan that they've aligned to my goals and objective...”
In Business Since 2014
1880 John F Kennedy Blvd #1600, Philadelphia, PA
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Leone & Associates

Leone & Associates

(50)
Tax Preparation, Tax Planning, Notices and Audits
“He makes great use of technology that made using his services very easy and required no travel or office visit on my part (though he offered face to face consultation if I wanted).”
In Business Since 2021
Serving Scranton Area
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Worry Free Tax & Financial Solutions

Worry Free Tax & Financial Solutions

(50)
Tax Preparation Services, Consulting Services, Payroll & Bookkeeping Services
“The ease of using a secure portal to submit tax forms, provide authorized signatures and communicate sensitive information offers trustworthy assurance during a time when our personal information seems to be preyed on by a host of cyber criminals and...”
In Business Since 2015
Transparent Fees & Pricing
Serving Scranton Area
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Retire Ready Financial Group

Retire Ready Financial Group

(49)
Financial Services, Tax Planning, Life Insurance
“He explained how conversions will also allow my heirs tax free inheritance withdrawals in the future which they will truly appreciate over the alternative if I do not convert.”
In Business Since 2021
Serving Scranton Area
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Anthony Petsis & Associates

Anthony Petsis & Associates

(13)
  • Mind
  • Advisor
  • Question
“I've worked with the Petsis team for several years and cannot say enough good things about their level of professionalism, responsiveness, and knowledge.”
In Business Since 1986
Accepts All Major Credit Cards
Coupons & Offers
Serving Scranton Area
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Jumping Jack Taxes - Philadelphia Location

Jumping Jack Taxes - Philadelphia Location

(48)
  • Equity
  • Tax Preparer
  • Instagram
“The way they go about the process is definitely educational for the client as well they give a very detailed breakdown of the numbers any and all questions you have will be answered at the end of your session for sure!”
In Business Since 2017
Free Initial Consultation
3877 Dungan St, Philadelphia, PA
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USA Tax Service

USA Tax Service

(30)
Services For Individuals, Business Services, Quickbooks Services
“In addition to our regular jobs I also work as a 1099 employee, Shaun helped my open a PLLC to help with tax expenses from my part time business, it made a big difference.”
In Business Since 2005
Accepts All Major Credit Cards
Offers Financing Options
Transparent Fees & Pricing
6234 Ridge Ave, Philadelphia, PA
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Leonard Financial Solutions

Leonard Financial Solutions

(49)
Retirement Planning, Financial Planning, Life Insurance
“He spent three weeks with me and the insurance company, of weekly conference calls, in trying to reinstate a Medi-gap issue that was going on for one year and was successful!”
In Business Since 2018
Free Initial Consultation
Serving Scranton Area
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Isakov Planning Group

Isakov Planning Group

(46)
Individual Financial Planning Services, Business Financial Services, Life Insurance Services
“It is right and proper to analyze past information to come up with correct pricing but in order to pick the winners one has to be attuned to the future and see opportunities where others see only problems.”
15+ Years Experience
Serving Scranton Area
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Tristate Financial Advisors

Tristate Financial Advisors

(36)
  • Happy
  • Team
  • Company
“So far, I have zero complaints about my investments, Time will tell, but I know I can trust that if anything does go wrong, Nick at TFA will be there to help me sort through it Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2019
Accepts All Major Credit Cards
Free Initial Consultation
100 S Broad St Suite 1801, Philadelphia, PA
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SD Associates

SD Associates

(50)
  • Responsive
  • Questions
  • Information
“SD Associates has been there for all of my accounting needs and have helped me grow my business, not to mention walking me through the Covid-19 loan and grant programs available for my business and walking me through the application process along wit...”
In Business Since 2004
Free Initial Consultation
Serving Scranton Area
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Lane Hipple Wealth Management Group

Lane Hipple Wealth Management Group

(35)
Financial Planning, Specialty, Investment Management
“I value having the peace of mind to know that I am getting trustworthy expert advice and the best guidance available on planning for my financial future.”
In Business Since 2017
CFP Certified
Family Business
Serving Scranton Area
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Strategic Tax & Advisory Services

Strategic Tax & Advisory Services

(49)
College Planning, Bookkeeping & Payroll Services, Business Consulting
“While H&R Block charged me $400 one year to mess up my taxes and leave me with no money left from my tax refund, Jarrod from Senior Tax & Advisory Services charged me a fraction of that amount to do my taxes correctly in half the time and got me a HU...”
In Business Since 2018
Serving Scranton Area
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Fortune Management Philadelphia

Fortune Management Philadelphia

(36)
  • Coach
  • Teaching
  • Learn
“I absolutely LOVE that the philosophy behind Fortune is not just about the business… it includes the people who ARE the business and how to support and care for each other so we CAN go above and beyond to care foe our patients.”
In Business Since 2000
1650 Market St suite 3600, Philadelphia, PA
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Crash Proof Retirement

Crash Proof Retirement

(41)
  • Interest
  • Fees
  • Market
“My wife and I met with Vic, at the King of Prussia, Pa office, to review our prior years investment returns and were pleasantly surprised with the results.”
In Business Since 2008
Licensed
Serving Scranton Area
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Apex Tax Advisors

Apex Tax Advisors

(21)
  • Company
  • Taxes
  • Letters
“We just wanted to share our awesome experience today for the second time we were introduced to Nick Daniel's to prepare our tax's He is very honest and always has a smile on his face ,He is very kind and patient, and for the most part loves his job...”
In Business Since 2009
Licensed, BBB Rating: A+
Serving Scranton Area
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Sherwin Forde, Financial Advisor

Sherwin Forde, Financial Advisor

(39)
  • Meeting
  • Future
  • Retirement
“Sherwin helped us create a budget, set goals for paying off our student loans, set up our life insurance, and helped us set ourselves up for long term success through investing in our retirement, as well as a short term investment to save money for o...”
In Business Since 2021
Serving Scranton Area
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Alloy Silverstein

Alloy Silverstein

(27)
  • Questions
  • Children
  • Knowledge
“My son is a member of the South Jersey builders league and was invited to participate in the webinar with alloy Silverstein I was in the process of applying for the payroll protection plan and Angela from the group was excellent in helping me it didn...”
In Business Since 1997
Family Business
900 Kings Hwy N, Cherry Hill, NJ
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Your Fresh Start Solutions

Your Fresh Start Solutions

(15)
Services For Individuals, Industries, Services For Quickbooks
“They answer any questions you have, explain the entire process step by step, educate you on the subject and warn you in advance about things that could affect your business negatively as well as positively.”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
602 Benson St, Camden, NJ
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AJ Moore Consulting Corp

AJ Moore Consulting Corp

(13)
Strategic Business Planning, Internal Controls, New Business Formation
“She's a very professional honest person she is the best in Philly she has been doing taxes for me for 6 years and i never been disappointed please please give her a call about anything u will not have any regrets!!!”
In Business Since 2011
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
5234 Chestnut St, Philadelphia, PA
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Smith Bookkeeping Financial Services

Smith Bookkeeping Financial Services

(31)
“I had the pleasure of working with Marvin for the first time this year Tax season is always stressful for me but Marvin was very patient he answered all my questions and gave me great advice on growing my business I look forward to doing business wit...”
In Business Since 2019
Transparent Fees & Pricing
Serving Scranton Area
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Robbins Insurance & Financial Services

Robbins Insurance & Financial Services

(29)
  • Money
  • Sell
  • Email
“He called me almost immediately to tell me how to actually turn it in and gain a profit which I followed his advice and directions and was able to get a check for a few thousand dollars instead of just turning it in!”
In Business Since 2016
Locally Owned & Operated
Serving Scranton Area
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Retirement Planning and Investment Management Services in Scranton, PA Cost Estimates

Minimum cost
$1122
Maximum cost
$9532
National Average
$3365
Avg Per Hour Rates
$337
$2243
$6168
Fair price range is based on 514 cost profiles
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Average Cost $3365
Minimum cost $1122
Maximum cost $9532
Avg Per Hour Rates $337

Fair range $2243 to $6168 is based on 514 cost profiles.

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