financial planner

Are you looking for a financial advisor in Pennsylvania?

By Jo Leighton 28 August, 2023 3 mins read

This is the place to go if you're searching for a Pennsylvania financial adviser. Financial Advisory Group in York, Pa. is an independent financial service firm. They can help you chart a clear path to your important financial goals. Call them today for more information. Financial advisors in Pennsylvania can provide you with the guidance you need to make informed decisions about your financial future. They can help you understand the importance of investing and plan your finances to achieve the best long-term outcomes.

Good Life Financial Advisors

Good Life Financial Advisors has been registered as both a dually-registered individual and firm. While this is not unusual it can signal a problem for investors. Good Life advisors might have conflicts of interest, and they may not be able to provide the best advice possible for your money. You should avoid conflicts of interest by selecting an advisory firm with no conflicts of interests. Good Life Financial Advisors uses advisers with various types of registration.

Listed below are some of the services provided by Good Life Financial Advisors. Good Life Advisors is a wealth management service that helps members achieve their financial goals. They can help Americans save money for retirement and manage their investment portfolios. Americans who are looking for financial guidance will love this firm. Make sure you research the history of your financial advisor before hiring them.

Lehigh Valley Investment Group

Bob Dawson is the founder and CEO of Lehigh Valley Investment Group. With more than three decades experience in financial planning, he has a wealth of knowledge. He was a former president and trustee of Moravian Academy. He served on the Development, Finance, and Strategic Planning Committees. Bob also holds the B.A. Lycoming College awarded Bob a B.A. He is committed to continuing education and has completed economic and finance courses at American College and Carnegie Mellon.

LVIG is a full-service financial management firm. The company's staff focuses on providing sound advice and client-centered support. Their financial planning expertise has helped thousands build their financial futures. They can help you reach your goals. The Lehigh Valley Investment Group offers financial planning advice to individuals, families, and businesses of all sizes. Additionally, they can help clients design a plan that suits their needs.

Magellan Financial, Inc.

Rob Magellan, a financial advisor, founded Magellan Financial, Inc., in December 2009. Before that, he had spent 12 years working for Smith Barney or Legg Mason. During that period, he was known as one of top financial advisers within the company. He also held positions with Circuit City, Grossmans, Inc., and a few other companies. He has more than 100 years combined experience.

The firm is focused on wealth management, fund administration and trusteeship services. Magellan is headquartered in The Bahamas and has offices in London, Milan, Malta, San Francisco, and London. Magellan Financial Group Limited was established in 2004. It has offices all over the globe. Magellan Financial, Inc. Magellan, an investment adviser, has 2 personal connections.

Sage Financial Group

If you are looking for a financial planner, you may have heard about Sage Financial Group. The company is located in Conshohocken and manages more assets than $1.5 billion for its 3,500 customers. The firm includes 19 financial advisers. The company has not been registered as a broker-dealer. Securities are financial investments that can be traded. It offers financial planning services to both individuals and institutions.

The company was formed in 1991. It is owned by John Sion, Stephen L. Cohn, John Sion, Mitchell Bednoff and Alan J. Cohn. It offers investment advice, family services, retirement planning and income management planning. Sage Financial applies a rigorous fundamental analysis process in order to determine the most suitable investments for their clients' finances. The majority of their clients are high net-worth individuals. According to the SEC, this is anyone with a net value of over $1 million. They also provide services for qualified purchasers or charities.

FAQ

How does Wealth Management Work?

Wealth Management is where you work with someone who will help you set goals and allocate resources to track your progress towards achieving them.

Wealth managers assist you in achieving your goals. They also help you plan for your future, so you don’t get caught up by unplanned events.

These can help you avoid costly mistakes.

Do I need a retirement plan?

No. This is not a cost-free service. We offer free consultations that will show you what's possible. After that, you can decide to go ahead with our services.

How old should I start wealth management?

Wealth Management is best done when you are young enough for the rewards of your labor and not too young to be in touch with reality.

The sooner you invest, the more money that you will make throughout your life.

If you are thinking of having children, it may be a good idea to start early.

If you wait until later in life, you may find yourself living off savings for the rest of your life.

Statistics

As of 2020, it is estimated that the wealth management industry had an AUM of upwards of $112 trillion globally. (investopedia.com)
US resident who opens a new IBKR Pro individual or joint account receives a 0.25% rate reduction on margin loans. (nerdwallet.com)
As previously mentioned, according to a 2017 study, stocks were found to be a highly successful investment, with the rate of return averaging around seven percent. (fortunebuilders.com)
According to Indeed, the average salary for a wealth manager in the United States in 2022 was $79,395.6 (investopedia.com)