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Advisors near 17042

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Robert P

CFP®

Palmyra, PA

Wealth Quest, Ltd.

General retirement planning
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Ryan K

CFP®

Lititz, PA

Aries Financial Navigators, Inc.

Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.

General retirement planning Engineering Professional Baby Boomers (Born 1946-1964)
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Thomas P

Series 66

Lebanon, PA

GT Wealth LLC

Retirement income strategy Roth conversion strategy Income planning General estate planning guidance Passive / index investing Approaching retirement
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David H

CFP®

Hershey, PA

First Light Wealth

The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNERâ„¢ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.

Business exit / sale strategy Business succession planning Business Financial Management Attorney Founder/Business Owner Gen X (Born 1965-1980)
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Javan M

CFP®, Series 63, Series 65

Ephrata, PA

Martin, Javan Von

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Kellie C

Series 65

Palmyra, PA

Synergy Asset Management, LLC

Active portfolio management Concentrated stock management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Financial Professional
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Ruston W

CFP®

Lebanon, PA

Apricus Wealth LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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Aaron B

Series 63, Series 65

Lebanon, PA

SPC

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Alexander T

Series 63, Series 65

Palmyra, PA

Ameritas Advisory Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Michael W

Series 63, Series 66

Hershey, PA

Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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