Lancaster, PA66 Financial Advisors near you

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Lancaster Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Lancaster.

Money Etiquette
5.0
from 9 reviews
  • 6 years in business
  • 14 hires on Thumbtack
Dominic J.
Verified review

At one point my wife and I considered ourselves to be pretty good money managers and skeptical about other people being involved in our financial matters. The one thing we weren't good with was decreasing our debt. After working with Money Etiquette since February 2016 we've literally seen our combined debt decrease rapidly within a short period of time. One of our engagement gift loans was completely paid-Off and another wedding expense loan almost gone within a few months. On top of that we were able to see a consistent surplus of cash flow for savings and hobbies that we didn't even know we had. We now have a financial adviser that makes the time to listen to us and make adjustments even when our financial situation went through changes. Long story short, this program really works for my family's financial goals and we plan to continue working with Money Etiquette for our major financial life decisions as well. Money Etiquette is certainly worth it.

H.W. Financial Group
5.0
from 3 reviews
    Kelley M.
    Verified review

    I have an online business and my accounting information for my business was a nightmare.. I was recommended to H.W. Financial Group by a friend and was VERY happy with the service provided. We have hired Tammy for our bookkeeping, and tax preparation. We are happy with our service.. Very timely, and provides value!

    About

    As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

    About

    Business Plans, Life Insurance, Retirement Planning

    About

    HFS Financial has a network of about 120 Banks, Credit Unions, Private Equity companies that we work with

    About

    I have over 18 years of financial and accounting experience. I can help develop long-term and short-term financial goals, debt consolidation consultation, expense tracking, analysis and reduction. I can help you get your financial house in order, so at any point in time you know the amount of your assets, purpose of those assets, amount of revenue per month/year as well as budgeted and actual expenses.

    About

    We help our clients take full control of their money. You can guarantee yourself of the following: - Greater R/O/I than any bank will pay - Keep your principal and tax-deferred growth - Create your own lifetime income and pension - If qualified, live tax-free during retirement (Yes, the IRS permits this!)

    About

    I love helping people build a life time of financial success. I will show you how to reduce risk

    About

    Investing, Financial Information, Financial Consultant,Wealth Management, Risk Management, 401k Management, 401k and IRA Rollovers, Estate Planning, Income Planning, Retirement Planning, Tax Planning, No-Risk Indexing, Active Stock Strategies

    About

    Through principled excellence, we provide families with financial strategies that may lead them toward greater financial freedom.

    About

    Richard H Hoffman & Gregg W Hoffman with Hoffman Financial Services, provides financial services and strategies to help clients pursue their financial goals and protect what they have worked to build. Specializing in retirement plans and retirement planning, we are located in Palm, Pennsylvania serving the eastern Pennsylvania area.

    About

    One size does not fit all. Each financial plan I create is based on a customer's needs, requirements, and available monies. Safety is of the utmost importance.

    • 28 years in business
    About

    We offer products and services for individuals, families, nonprofit organizations, and businesses. Services that we offer include: Financial planning, retirement planning, estate planning, asset management, financial services, investment advice, charitable giving, wealth management, non-profit consulting, business consulting, strategic planning, succession planning, investment portfolio management, legacy planning, planned giving services, pension planning, educational seminars, employee benefit consulting, and employer services. Among others, we also offer the following products: Investment accounts, small business health insurance, individual and family life insurance, disability insurance, annuities, college savings accounts.

    About

    Park Financial Services is an accounting firm in Mechanicsburg, Pennsylvania that provides small business accounting and tax preparation as well as bookkeeping and payroll services. Enjoy personalized and professional services whenever you meet with our experienced certified public accountants.

    About

    I have a fee-based financial planning team working with families and small businesses in the Maryland/Virginia area. I can provide assistance on a range of financial issues, from cash management and insurance needs to helping clients meet their financial goals. I have experience in building and maintaining close client relationships founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals.

    • 2 years in business
    • 1 hire on Thumbtack
    About

    Are your books a mess? Do you feel overwhelmed by keeping them up to date? We can provide affordable bookkeeping services on a one-time or on-going basis for a variety of platforms. We love working with start ups too!

    • 29 years in business
    About

    my firm is independently owned and operated meaning we are not confined to any certain products or services. We can utilize anything in the market and are fiduciaries. We are the only financial services company in delaware to ever be nominated or win the torch award for marketplace ethics.

    About

    Serving Media, PA and outlying areas, Morris Kaufman and associates are offering the following services, but are not limited to: * Insurance Products * Annuity Products * Tax Planning * Investment Planning * Retirement Planning

    About

    As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

    About

    We specialize in safe money wealth management solutions for individuals and business owners. We help people avoid losing money unknowingly and unnecessarily. We deliver increased returns and tax efficiency with significantly reduced risk for you and your family. Ideas are free! Call us today for a complimentary in-person or web-based meeting at your convenience. Take control of your finances, and request a free retirement ready-or-not analysis.

    Hire skilled professionals for absolutely everything.