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Advisors near 18644
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George A
CFP®
Harveys Lake, PA
George J. Appel
George Appel is a CFP® professional operating under the firm George J. Appel, with 33 years of industry experience. He provides fee-only financial planning and investment advice primarily to individuals, families, small businesses, trusts, and estates. George J. Appel serves clients who are mostly non-high-net-worth individuals, offering a range of services from hourly retainers to ongoing planning engagements. The firm emphasizes a non-discretionary investment approach, uses third-party research tools, and employs a fee structure based on flat fees and fixed-dollar billing rather than asset-based percentages.
Cade B
CFP®, Series 63, Series 65
West Pittston, PA
Park Lane Financial Group LLC
Cade Bekanich is a CFP® professional with three years of industry experience, currently serving at Park Lane Financial Group LLC. His prior experience includes roles at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, employing fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm typically manages accounts on a discretionary basis and offers additional services including insurance products through a licensed practice.
Tanner V
Series 65
West Pittston, PA
Park Lane Financial Group LLC
Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Talen Energy, Door Dash, McAdam LLC, and Geisinger. Outside of advising, he works as a food delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, using fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm manages accounts mostly on a discretionary basis and offers additional services including insurance products through a licensed insurance practice.
Matthew F
Series 65
Dallas, PA
MF Advisers, Inc.
Matthew Fenedick is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding a Series 65 designation with 15 years of industry experience. He has been with MF Advisers since 2010 and has operated Mindful Management since 2004. Outside of his advisory role, he serves as CFO for Project Lift, a nonprofit providing therapy through vocational training. MF Advisers, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis in its investment approach, with regular account reviews and discretionary management tailored to client needs.
Martin F
Series 63, Series 65
Dallas, PA
MF Advisers, Inc.
Martin Federici Jr. is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with MF Advisers since 2011. Federici also engages in outside business activities related to data analytics and nonprofit financial roles. MF Advisers provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combined fundamental and cyclical investment approach, utilizing various asset classes and strategies under discretionary authority while accommodating client restrictions when feasible.
Robert G
Series 65
Dallas, PA
Riggs Asset Management Co Inc
Kurtis M
Series 66
Tunkhannock, PA
Stone House Investment Management, LLC
Kurtis Medeiros is a financial advisor at Stone House Investment Management, LLC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Abbington Financial Group, LPL Financial, and more than a decade in the automotive sector. Outside of advising, he owns a dumpster rental business and serves as a notary. Stone House Investment Management provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm’s investment approach combines low-cost index-style ETF allocations with actively managed strategies and offers a range of portfolio management options tailored to client needs.
Larry A
CFP®, Series 63
Tunkhannock, PA
Stone House Investment Management, LLC
Larry Alderson is a CFP® professional with 28 years of industry experience. He is currently with Stone House Investment Management, LLC and has previously worked at LPL Financial, Cetera Investment Advisers, Cetera Investment Services, and C&N Bank. He serves on the Investment Committee for the Community Foundation for the Twin Tiers. Stone House Investment Management provides advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers a range of portfolio management options, including discretionary management and third-party money manager selection.
Elizabeth G
Series 65
Dallas, PA
Riggs Asset Management Co Inc
Ryan V
Series 65
Tunkhannock, PA
Stone House Investment Management, LLC
Ryan Vassil is a financial advisor at Stone House Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Stone House since 2020. Prior to that, he was employed at Market Resource Partners and Power Home Remodeling Group. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers a range of portfolio management options tailored to client needs.
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Advisors near 18644
Out of 400,000+ nationwide