Financial advisors in Williamsport, PA

19 match

Aaron Raemore
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Tupler
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carson Leydecker
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connor Barbella-Roesler
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Fay
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Tanney
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Debra Schneider
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Dinsmore
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jarrett Jones
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Kolb
Financial advisor at Hudock Capital Group
Hudock Capital Group · $1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Murray
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Edmonds
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Henderson McStravick
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Kolb
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Primiani
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mickey Bryan
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sheldon Castle
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shelley Whitnack
Financial advisor at Hudock Capital Group
Hudock Capital Group · $1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Todd Rishel
Financial advisor at Kintra Wealth, LLC
Kintra Wealth, LLC · $1.5B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Williamsport, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Williamsport, PA.

How this list works

Before you hire an advisor in Williamsport, PA