Find Top Financial Advisors Near Wilkes Barre, Pennsylvania
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VALLEY NATIONAL ADVISERS INC
Bethlehem, Pennsylvania
Valley National Advisers Inc is a highly reputable investment advisory firm based out of Bethlehem, PA. With a team of 15 dedicated employees, the company specializes in providing top-notch investment advisory services to a diverse clientele. Their impressive track record is evident through their average assets under management per investment advisor, which stands at an outstanding $1,109,720,000 – well above the industry average.
Valley National Advisers Inc boasts a robust compensation structure, offering various types of fees, including a percentage of assets under management and performance-based fees. With over 1,660 individual clients and assets under management totaling over $1,129,286,000, the firm has earned the trust and confidence of its clients.
Notably, Valley National Advisers Inc has developed considerable expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their total assets under management. This valuable experience in the retirement planning space sets them apart from their competitors.
With three offices strategically located in Bethlehem, Valley National Advisers Inc is well-positioned to cater to the investment needs of clients throughout the region. The firm takes pride in its team of experienced advisors, several of whom have established themselves as key pillars of the company. Prominent among these advisors are Timothy Roof, Laurie Siebert, and Thomas Riddle, whose long tenures signify their commitment to providing exceptional service and guidance to their clients.
Valley National Advisers Inc offers comprehensive, tailored investment solutions, ensuring that their clients' assets are managed with the utmost care and professionalism. With 100% of their managed assets falling under the discretionary category, clients can trust the firm to make informed investment decisions on their behalf.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Clarks Green, Pennsylvania
Capstone Wealth Management Group, LLC, based out of Clarks Green, PA, is a distinguished local investment advisory firm. With over 450 individual clients and a remarkable $213,251,000 in assets under management, Capstone Wealth Management Group provides comprehensive financial solutions to individuals and employer 401K plans. They boast extensive experience in this space, with approximately 92% of the assets they manage being discretionary.
The firm operates from a single office and prides itself on delivering personalized, professional services. Their team of five dedicated employees, all highly skilled investment advisors, work diligently to optimize client portfolios and achieve financial goals. With an average of $42,650,000 in assets under management per investment advisor, Capstone Wealth Management Group ensures that each client receives individual attention and tailored strategies.
Capstone Wealth Management Group's compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures transparency and aligns the firm's interests with their clients' objectives.
Within the firm, several long-tenured advisors stand out for their expertise and commitment. Richard Condeelis, Bryan Kupchik, and Robert Schultz have played integral roles in Capstone Wealth Management Group's success, earning the trust and loyalty of their clients through their knowledge and dedication.
Capstone Wealth Management Group, LLC, remains dedicated to providing exceptional financial advisory services, assisting clients in building and preserving their wealth while navigating the complexities of the ever-changing financial landscape.
RIGGS ASSET MANAGEMENT CO INC
Dallas, Pennsylvania
Riggs Asset Management Co Inc, headquartered in Dallas, PA, is a prominent local investment advisory firm specializing in managing assets for high net worth individuals. With a team of 8 dedicated professionals, 6 of whom provide expert investment advisory services, Riggs Asset Management boasts an impressive track record. On average, each investment advisor oversees approximately $135,260,000 in assets under management, surpassing the industry average.
Their compensation structure is diverse, incorporating various types such as a percentage of assets under management and fixed fees. Riggs Asset Management prides itself on catering to the financial needs of over 290 individual clients, who collectively entrust the firm with assets totaling more than $423,626,000. While the majority of these assets are managed for high net worth individuals, the company also possesses the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management.
With a notable 87% of their managed assets being discretionary, Riggs Asset Management ensures a hands-on approach to portfolio management, providing personalized investment strategies tailored to each client's unique financial goals. Operating from three strategically located offices, Riggs Asset Management benefits from a local presence that enhances their ability to understand and cater to the specific needs of their clientele.
Elizabeth Graham, Susan Shoemaker, and Alan Glassman are among the firm's longest-tenured advisors, exemplifying Riggs Asset Management's commitment to experience and expertise. With their client-centric approach and a proven track record, Riggs Asset Management Co Inc continues to deliver exceptional investment advisory services in the Dallas, PA area.
NORTHEAST FINANCIAL GROUP, INC.
Tannersville, Pennsylvania
Northeast Financial Group, Inc., a local investment advisory firm based out of Tannersville, PA, is dedicated to providing comprehensive financial services to individuals and businesses alike. With a team of seven highly skilled professionals, they specialize in offering expert investment advisory services to a diverse clientele. Each investment advisor at Northeast Financial Group, Inc. manages an average of $44,210,000 in assets under management, ensuring personalized attention and customized solutions.
Their compensation structure is designed to align their interests with their clients', encompassing various methods such as a percentage of assets under management and fixed fees. With over 620 individual clients, Northeast Financial Group, Inc. currently oversees an impressive $775,066,000 in assets under management. While their focus lies primarily on discretionary management, they possess the necessary expertise to effectively handle employer funds, although 401K and individual accounts constitute less than 30% of their assets under management.
In addition to their investment advisory services, Northeast Financial Group, Inc. also serves as an insurance broker or agent, ensuring comprehensive coverage for their clients' financial needs. With three offices in the region, they are easily accessible to their client base.
Northeast Financial Group, Inc. takes pride in the expertise and experience of their team. Notably, Peter Pape, Mark Hullinger, and Ronald Berger, among others, have remained with the firm for a significant period, showcasing their commitment to delivering exceptional financial guidance and fostering long-term relationships with their clients. With a track record of success and a client-centric approach, Northeast Financial Group, Inc. stands as a trusted partner in achieving financial goals.
CAPITAL WEALTH INVESTMENTS
Scranton, Pennsylvania
Capital Wealth Investments, a reputable investment advisory firm, is headquartered in Scranton, PA, with three office locations. With a team of three dedicated professionals, two of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. On average, each investment advisor manages approximately $128,280,000 in assets, reflecting their proficiency in handling substantial portfolios.
The firm's compensation structure offers flexibility, including a percentage of assets under management and fixed fees, ensuring a customized approach to meet the unique needs of their clients. Approximately half of their assets under management stem from employer 401Ks and individual accounts, demonstrating their extensive experience in this area.
With a discretionary management approach, Capital Wealth Investments assumes full responsibility for making investment decisions on behalf of their clients. A significant 96% of the assets they manage fall under discretionary management.
Capital Wealth Investments prides itself on serving a diverse client base, with over 400 individual clients and assets under management exceeding $256,561,000. Sandra Galdieri Kosiba and Tracy Zullo, two of the longest-tenured registered advisors, bring their wealth of experience to the firm, showcasing their commitment to client satisfaction.
Capital Wealth Investments is dedicated to providing personalized financial strategies and comprehensive solutions to help clients achieve their investment goals. Their knowledge and expertise, combined with a client-centric approach, position them as a trusted partner in wealth management.
STONE HOUSE INVESTMENT MANAGEMENT, LLC
Tunkhannock, Pennsylvania
Stone House Investment Management, LLC, based out of Tunkhannock, PA, is a reputable local investment advisory firm. With 13 dedicated employees, 10 of whom specialize in providing investment advisory services, Stone House offers comprehensive financial guidance to its clients. Each investment advisor, on average, oversees an impressive $10,120,000 in assets under management.
The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management. With a strong focus on client satisfaction, Stone House has amassed a substantial client base of over 580 individuals, with assets under management totaling more than $401,506,000. Notably, around half of these assets stem from employer 401Ks and individual investors, demonstrating the firm's expertise in this sector.
Stone House Investment Management, LLC distinguishes itself by managing 100% of its clients' assets on a discretionary basis. This approach allows the firm to make investment decisions autonomously, providing a seamless and efficient experience for its clients. In addition to investment advisory services, Stone House also functions as an insurance broker or agent, further diversifying its offerings.
With two offices in the Tunkhannock area, Stone House has established a local presence and is well-regarded within the community. The firm prides itself on its experienced team of advisors, including John Burke, Raymond Stone, and Robert Brown, who have contributed significantly to its long-standing success. Stone House Investment Management, LLC is committed to delivering personalized financial strategies and trusted advice to help clients achieve their investment goals.
JACOBI CAPITAL MANAGEMENT, LLC
Pittston, Pennsylvania
Jacobi Capital Management, LLC, headquartered in Pittston, PA, is a distinguished local investment advisory firm with three offices strategically located to serve their clients. With a team of 24 dedicated professionals, Jacobi Capital Management provides comprehensive investment advisory services to a diverse clientele.
Drawing from their extensive expertise, Jacobi Capital Management effectively manages approximately $59,490,000 in assets per investment advisor, a figure that aligns with the industry average. Their compensation structure encompasses various approaches, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness.
While 401K and individual accounts account for less than 30% of their assets under management, Jacobi Capital Management possesses the capacity to oversee employer funds, expanding their reach in the market. An impressive 97% of the assets they manage are discretionary, highlighting their clients' trust in their investment strategies.
Jacobi Capital Management focuses primarily on serving high net worth individuals, as evidenced by their extensive roster of over 1,490 individual clients. Remarkably, their diligent efforts have amassed over $1,427,758,000 in assets under management from these valued clients.
The firm boasts a team of seasoned advisors, including Timothy Yurek, Michael Hirthler, and April Lynn Vinciarelli, who have dedicated their expertise to Jacobi Capital Management for an extended period. Their unwavering commitment to client satisfaction and financial success has solidified Jacobi Capital Management's reputation as a trusted and reliable investment advisory firm in the region.
O'HAGAN GROUP, INC.
Bethlehem, Pennsylvania
O'Hagan Group, Inc. is a local investment advisory firm based out of Bethlehem, PA, dedicated to providing comprehensive financial management services to a wide range of clients. With a team of eight skilled professionals, including Angela Cougle, Gregory Holland, and Fredrick Robinson, some of the firm's longest-tenured advisors, they possess extensive industry knowledge and experience.
The firm prides itself on offering personalized investment advisory services to all of its clients. Each of the eight employees at O'Hagan Group, Inc. is dedicated to providing expert financial guidance, ensuring that clients receive the attention and support they deserve.
O'Hagan Group, Inc. manages an average of approximately $44,840,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, allowing for flexibility and tailored solutions.
With over 560 individual clients who collectively entrust them with more than $559,287,000 in assets, O'Hagan Group, Inc. demonstrates their ability to manage substantial portfolios. The majority of the assets they oversee are held by high net worth individuals, emphasizing their expertise in serving this particular clientele.
While 401(k) and individual accounts constitute less than 30% of their assets under management, O'Hagan Group, Inc. possesses the capability to manage employer funds, showcasing their proficiency in handling corporate investment portfolios.
Operating from two offices in Bethlehem, PA, O'Hagan Group, Inc. is deeply committed to providing exceptional service and tailored investment strategies to meet the unique needs of their clients. Their discretionary management approach ensures that 100% of the assets they manage are under their full control, enabling them to make informed decisions and optimize portfolio performance.
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O'HAGAN GROUP, INC.
Bethlehem, Pennsylvania
O'Hagan Group, Inc. is a local investment advisory firm based out of Bethlehem, PA, dedicated to providing comprehensive financial management services to a wide range of clients. With a team of eight skilled professionals, including Angela Cougle, Gregory Holland, and Fredrick Robinson, some of the firm's longest-tenured advisors, they possess extensive industry knowledge and experience.
The firm prides itself on offering personalized investment advisory services to all of its clients. Each of the eight employees at O'Hagan Group, Inc. is dedicated to providing expert financial guidance, ensuring that clients receive the attention and support they deserve.
O'Hagan Group, Inc. manages an average of approximately $44,840,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, allowing for flexibility and tailored solutions.
With over 560 individual clients who collectively entrust them with more than $559,287,000 in assets, O'Hagan Group, Inc. demonstrates their ability to manage substantial portfolios. The majority of the assets they oversee are held by high net worth individuals, emphasizing their expertise in serving this particular clientele.
While 401(k) and individual accounts constitute less than 30% of their assets under management, O'Hagan Group, Inc. possesses the capability to manage employer funds, showcasing their proficiency in handling corporate investment portfolios.
Operating from two offices in Bethlehem, PA, O'Hagan Group, Inc. is deeply committed to providing exceptional service and tailored investment strategies to meet the unique needs of their clients. Their discretionary management approach ensures that 100% of the assets they manage are under their full control, enabling them to make informed decisions and optimize portfolio performance.
ANDESA FINANCIAL MANAGEMENT, INC.
Allentown, Pennsylvania
Andesa Financial Management, Inc., based out of Allentown, PA, is a small investment advisory firm that caters to high net worth individuals. With a total of five employees, three of whom provide investment advisory services, Andesa manages assets totaling approximately $86,590,000 per investment advisor, an average figure compared to industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges.
Boasting over 190 individual clients, Andesa handles assets under management worth over $360,932,000. While a small portion of these assets is allocated to 401K and individual accounts, the firm also possesses the expertise to manage employer funds. Notably, a significant 92% of the assets under Andesa's management are discretionary, allowing the firm to exercise substantial control over investment decisions.
With one office location, Andesa Financial Management, Inc. has established itself as a reliable player in the investment advisory landscape. The company prides itself on its team of experienced advisors, including Kelly Sheptock, Michael Baittinger, and Paul Barbehenn, who have been with the firm for an extended period. As a whole, Andesa Financial Management, Inc. is committed to delivering personalized financial guidance and leveraging its expertise to help clients optimize their investment portfolios.
MTM FINANCIAL GROUP, LLC
Bethlehem, Pennsylvania
MTM Financial Group, LLC, based out of Bethlehem, PA, is a well-established local investment advisory firm. With a team of 10 dedicated professionals, including 8 experienced investment advisors, they offer comprehensive financial services to a diverse client base. Known for their expertise in managing assets, MTM Financial Group boasts an impressive average of $350,000,000 in assets under management per investment advisor, surpassing industry standards.
The firm's compensation structure is designed to align with clients' needs, offering various options such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive personalized and transparent services tailored to their unique financial goals.
MTM Financial Group, LLC serves over 740 individual clients, overseeing a total of $377,800,000 in assets under management. Their extensive experience in managing employer 401Ks and individual accounts is evident, as these sources account for approximately half of their assets under management. Moreover, all the assets entrusted to MTM Financial Group are managed with full discretion, providing clients with peace of mind and a high level of trust.
With a single office in Bethlehem, PA, MTM Financial Group has become a trusted name in the local community. The firm takes pride in its team of accomplished advisors, including the long-tenured professionals Mark Belcak, Gregory Grillo, and Gene Dickison. Their commitment to delivering exceptional financial guidance and building lasting relationships has been a key factor in their continued success.
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