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Advisors near 17540
Out of 400,000+ nationwide
Jeremy S
Series 63, Series 65
Lancaster, PA
Stahl Wealth Management, LLC
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.
Steven M
Series 63, Series 65
Lancaster, PA
Cool Creek Financial
Jeffrey G
Series 66
Lancaster, PA
Carriage Hill Investment Associates LLC
Jeremy W
CFP®, Series 66
Lancaster, PA
FIDENT Financial, LLC
Ben S
Series 65
Lancaster, PA
Strubel Investment Management, LLC
Timothy D
Series 63, Series 65
Lancaster, PA
Adare Asset Management, LLC
Russell H
Series 63, Series 65
Lancaster, PA
Harlan Financial LLC
Isaac E
Series 63, Series 65, Series 66
East Petersburg, PA
Cedarline Capital
Baizhou C
Series 65
Lancaster, PA
One Stop Advisor LLC
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Advisors near 17540
Out of 400,000+ nationwide