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Showing 1 - 9 of 9 results
NORTHEAST FINANCIAL GROUP, INC.
NORTHEAST FINANCIAL GROUP, INC.
Tannersville, Pennsylvania
1-24 employees
Provide comprehensive investment and compliance consulting services to corporate and individual clients through a fee based Registered Investment Advisor platform. Maintain Series 65 License Certified Fund Specialist
Retirement Benefits Rank
Market Competitive
EVERGREEN CAPITAL MANAGEMENT, INC.
EVERGREEN CAPITAL MANAGEMENT, INC.
Williamsport, Pennsylvania
1-24 employees
Wealth Planning & Investment ManagerSpecializes in Retirement & Investment Planning strategies.
Retirement Benefits Rank
Top Benefits
ONE FINANCIAL SERVICES LLC
ONE FINANCIAL SERVICES LLC
Allentown, Pennsylvania
1-24 employees
The passion exhibited by the members of the One Financial Services team has made the firm become a trusted source of objective advice for accumulating and managing personal wealth. We also focus on enhancing all aspects of our clients’ lives and ensure that they are cared for through financial planning, confidence in guidance, and provision of resources for every area of concern through our strategic partners. One Financial Services offers financial strategies and advice delivered through personalized care while offering planning services in the areas of retirement, estate, special needs, education and taxation. We also facilitate referrals to life advisory services such as banking, mortgages, legal work and long term care with our strategic partners. When making referrals, we stay connected to the process and act as a sounding board as the client desires. We are 100 percent committed to helping you achieve your long-term financial and life goals. This means when you invest with One Financial Services, you can benefit from an all inclusive approach to life planning, a passion for providing independent advice, objective guidance and advice, investment choice and flexibility, convenient account access, and the opportunity to work with an independent investment partner. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. For a list of states in which One Financial Services may conduct business, please visit our website at www.onefinancialservices.com. Third party posts on this profile do not reflect the view of LPL FInancial and have not been reviewed by LPL Financial for completeness or accuracy.
Retirement Benefits Rank
Market Competitive
KMJ FINANCIAL GROUP LLC
KMJ FINANCIAL GROUP LLC
Whitehall, Pennsylvania
1-24 employees
KMJ FINANCIAL GROUP, L.L.C. is a financial services company based out of 881 THIRD STREET, SUITE B-4, WHITEHALL, Pennsylvania, United States. Securities and advisory services are offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. KMJ Financial Group, LLC 881 3rd Street Suite B-4 Whitehall, PA 18052 610-443-2243. The Financial Advisors associated with this website may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Below Market
MOFF & ASSOCIATES
MOFF & ASSOCIATES
Williamsport, Pennsylvania
1-24 employees
MOFF & ASSOCIATES is a financial services company based out of 460 MARKET STREET, WILLIAMSPORT, Pennsylvania, United States.
Retirement Benefits Rank
Market Competitive
MURPHY MCCORMACK BUSINESS GROUP, LLC
MURPHY MCCORMACK BUSINESS GROUP, LLC
Lewisburg, Pennsylvania
1-24 employees
Murphy McCormack Capital Advisors is a regional investment banking firm offering unparalleled expertise, advice and experience in the transfer of ownership within middle market privately-held companies. With offices and a team of professionals in Lewisburg, Harrisburg, Lancaster, York, Reading and Pittsburgh we are widely regarded as Pennsylvania’s leading investment banking and strategic consulting firm for mid-size companies.
Retirement Benefits Rank
Below Market
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MADDOCK AGENCY, INC.
MADDOCK AGENCY, INC.
Clarks Summit, Pennsylvania
1-24 employees
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by Standard & Poor's. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; and pet, motorcycle and boat insurance. For more information, visit www.nationwide.com.
Retirement Benefits Rank
Market Leading
CORNERSTONE PORTFOLIOS LLC
CORNERSTONE PORTFOLIOS LLC
Allentown, Pennsylvania
1-24 employees
Designed Retirement Plans for Small to Mid-Size companies along with Health Benefit Plans. Provided Personal Financial Planning. Developed Succession Plans for Business Owners. Provided Business Owners with Payroll and Technical Consulting Services.
Retirement Benefits Rank
Below Market
HAAS FINANCIAL GROUP
HAAS FINANCIAL GROUP
Kutztown, Pennsylvania
1-24 employees
Our goal is to help you be the best version of yourself by leading you to a better place. There’s no cookie cutter advice – you will lead a totally and completely unique life which requires a totally and completely unique financial plan. That’s why we keep our business small and intimate, so that it can be personalized, and we can fulfill our promises to do our BEST to: Bring accountability to get the little, yet important things done within your plan. Personalization – our team is dedicated to getting to know you as a person. Your goals and concerns will be at the center of our planning process. Education – learning is a lifelong process. We commit to educating ourselves and in turn, educating you. Simplicity – we strive to make more time for the things that bring you joy and to help you live a better and more fulfilled life. Teamwork – money causes stress for most people and we’re here to help you with your concerns by supporting you through the tough times and celebrating the good, while hopefully having a little fun along the way. Over the course of a relationship with us, we can all but promise that things won’t go to plan and much of that may be out of your control. But that’s why we are here; to listen, to assess, to reconsider and redirect you back onto your path to be the best possible version of yourself. Our values are the foundation to this practice, and they are pretty simple to follow: Faith > Family > Finances Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
Retirement Benefits Rank
Below Market
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