We are a Third Party Administrator (TPA) located in Harrisburg, PA. We administer all defined contribution retirement plans for businesses of all types and sizes. Our primary focus is to provide our clients with excellent customer service and to assist them with understanding the complex and ever-changing laws surrounding their retirement plan.

Harvest Investment Consultants, LLC is an independent registered investment advisor.

Our vision is to serve as a trusted resource who helps people create a sound financial future so that they may enjoy the fruits of their labor and experience the highest quality of life. We want to empower people with the confidence that, with planning, they can achieve their financial goals. Our team mission is to deliver the highest level of professional service by providing comprehensive financial planning, creative solutions, and sound investment strategies. We strive to meet your financial goals and dreams while building relationships founded on ethics and trust.

The Cornerstone of Darrell Financial Services is our commitment to helping individuals, families, and businesses achieve their financial goals within our comprehensive framework of private financial planning services. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.

At Taylor Retirement Services, we help create retirement income strategies for people in or nearing retirement, so their retirement income lasts as long as they do. We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals will help you create a thoughtful strategy, using a variety of investments and insurance products and services while addressing your financial needs and concerns. Investment Advisory Services offered through Taylor Securities Services, Inc. (TSSI). TSSI and Taylor Retirement Services are independent of each other. (TSSI) is a registered investment adviser. Insurance products and services are offered and sold through Taylor Retirement Services, Inc., and individually licensed and appointed insurance agents. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where TSSI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. TSSI does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products, or information, or for the collection or use of information regarding the web site’s users and/or members.

At Sage, our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. Over the years, we've found that a team approach is the best method to help clients as they maneuver through a complex financial-services world. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Sage Financial are separate entities from LPL Financial. The financial professionals associated with Sage Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Marshall Financial Group is an independent wealth management firm and Registered Investment Advisor (RIA) dedicated to growing and protecting our clients’ financial assets throughout every phase of life. Marshall Financial Group was founded on the guiding principle of developing personal relationships with our clients and a team culture based on honesty, kindness, and integrity. Working together, we strive to help identify and pursue your personal and financial goals as well as help to create and maintain a meaningful, fulfilling life balance for both our clients and our team. Through planning, sound investment strategy, and personal relationships, we help clients work towards their financial goals with confidence. Come rain or shine – together, we’ll encourage your investments to grow for years to come. Marshall Financial Group is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Marshall Financial Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Marshall Financial Group unless a client service agreement is in place. Comments by viewers or third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Marshall Financial Group has reasonable belief that any content posted by a Third Party does not contain untrue statements of material fact, or misleading information regarding its advisory services. Content posted by third parties is not attributable to Marshall Financial Group as the information within these posts was not provided by Marshall Financial Group. Public comments posted on this site are not selected, amended, deleted or sorted in any way.

Stewardship Advisors is an independent, comprehensive financial services firm dedicated to providing unbiased advice and diversified financial resources. We believe that as stewards of others’ finances, the best way we can serve is to walk beside our clients on important decisions throughout their lives. Our team of dedicated professionals is passionate about providing a quality client experience and helping you achieve your financial dreams. Our goal is to provide a stress free financial planning process, allowing you the freedom to focus on what is important to you – family and friends. Stewardship Advisors, LLC is a Registered Investment Advisor (“RIA”) registered with the United States Securities and Exchange Commission (SEC) and domiciled in the Commonwealth of Pennsylvania. Registration with the SEC does not imply any certain level of skill or training.

-Performed financial and business related analysis and research for advisors -Prioritized tasks given by multiple advisors -Prepared client presentations based on explicitly expressed criteria, client’s immediate and long term goals and anticipated needs of each client -Explained products and ideas in a manner that the client could understand -Prepared paperwork for numerous account types including: IRAs, Roth IRAs, non-retirement advisory, annuities, life insurance, long term care insurance, and alternative investments -Assisted advisors in creating and maintaining clients' financial plans -Provided support in many different areas including the firm's wealth management system, operational transactions, and front line support.

It takes a team of experts – investment managers, accountants, attorneys, and business advisers – working in unison, to properly serve the needs of high-net worth families. At Collective Family Office, we are your CFO, serving as your advocate, and integrating the advice from these specialists in order to help you better manage your family’s financial and intergenerational affairs. With an average of over 20 years of experience serving affluent families, a deep commitment to supporting the Central Pennsylvania community, and the support of local business professionals, we look forward to helping your family achieve your financial goals through advice tailored to your family’s unique needs. This page is a publication of Collective Family Office, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Collective Family Office, LLC is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.

We are an independent, fee-only Registered Investment Advisor firm. We’re fiduciaries for our clients, and advise them with plain-spoken advice & experienced perspective. Visit our website to read more about our mission to bring financial peace of mind to our clients, and how you might benefit from a “Find Your Way” conversation.