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.

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.

At Master's Advisors, we do things differently. We strive to create an environment in which the client is at the center of what we do, and financial planning is the focus of our advice, not financial products. Master's Advisors is a true team practice. We create this environment in three specific ways: First, all of our advice and recommendations are generated by the team of advisors. With this structure clients benefit from various opinions and ideas that are vigorously debated in a round-table discussion until the team determines the planning solutions that best serve that client’s needs. Second, no advisor at Master's has an individual book of business. Because all clients are “clients of the firm,” each client experiences the benefits of our diverse team of talented people. Our education, individual skills and interests, and life experiences vary greatly; however, when blended well together, our clients receive broad-based advice and excellent service. Last, all of our advisors work for a salary, with no compensation tied to the advice they give. This places a firewall between compensation and advice, protecting both integrity and objectivity. It also creates an environment where it does not matter which advisor works with a particular client. Our unique financial structure eliminates internal competition and ensures that every client is receiving consistent advice. We believe that this unique way of doing business produces the best results for our clients. Our focus on financial planning also differentiates us from those in the industry simply selling product. We believe the key to financial success lies in a comprehensive and intentional financial plan, specifically built for every client.

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.

I complete Day to Day tasks involving monitoring the market and updating data bases, while making sure clients are kept in best interest

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.

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.

Welcome to Akers Financial Group, a financial organization in Forest Hill and Lutherville, Maryland. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Keystone Financial Group focuses on helping you maximize your future financial standing. We can assist you in savings and wealth management plans that are right for you and your current financial status. Most of all, we ensure you a level of customer service and interaction that is genuinely personable. David R. Guttery offers products and services using the following business names: Keystone Financial Group, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org)– securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Keystone Financial Group, LLC. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. Interested in learning more? Download our Welcome Kit: https://keystonefingrp.com/wp-content/uploads/2022/06/Welcome-Folder.Version-1.opt_.pdf

Assessed client need and established health insurance plans that best aligned with the financial goals of the organization.