Top financial advisors in Bloomsburg, PA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Bloomsburg, PA, when you're planning how to draw income from your retirement savings without paying state income tax after reaching eligible retirement age. A common mistake is not accounting for the timing and sources of income, which can affect your tax situation and cash flow.
- Retirement income sequencing. Ask how they plan the order of withdrawals to minimize taxes and maintain steady income.
- Tax-exempt income knowledge. Confirm they understand Pennsylvania's rules on retirement income tax exemptions.
- Social Security integration. Check how they incorporate Social Security benefits into your overall income plan.
- Longevity risk management. Inquire about strategies they use to ensure your income lasts through retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jack H
Series 66
Bloomsburg, PA
STIFEL
Jack Howell specializes in general retirement and income planning in Bloomsburg, PA, making him capable of addressing retirement income sequencing and tax-exempt income considerations. As part of Stifel, a large firm serving diverse clients with proprietary investment analysis, he offers access to broad resources and institutional support, differentiating him from advisors at smaller firms or with less comprehensive service models.
Experience: 1 year
Avg account: $773,556
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Alexander N
Series 66
Bloomsburg, PA
Thrivent Investment Management
Alexander Nole in Bloomsburg, PA, offers expertise in business ownership considerations, which can be crucial when planning retirement income sequencing and tax strategies. Working with Thrivent Investment Management, a large firm providing holistic, goal-based planning and consolidated billing through WealthPlan, he combines five years of experience with a structured approach that may benefit clients seeking integrated financial and retirement solutions.
Experience: 5 years
Avg account: $162,801
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Lisa S
Series 63, Series 65
Bloomsburg, PA
LPL Financial
Lisa Shilko offers extensive expertise in wealth management and retirement plans, making her well-suited to assist with retirement income sequencing and tax-exempt income strategies in Bloomsburg, PA. With 25 years of experience, a flat-fee structure, and affiliation with the large firm LPL Financial, she provides access to comprehensive planning and research resources that differentiate her from other local advisors.
Experience: 25 years
Avg account: $399,489
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Craig U
Series 63, Series 65
Bloomsburg, PA
GWN Securities Inc.
Craig Ulrich in Bloomsburg, PA, specializes in retirement withdrawal strategies and tax-loss harvesting, which are crucial for managing retirement income and minimizing taxes. Working at GWN Securities, a large firm with 423 advisors, he offers flat-fee and hourly financial planning options, providing flexibility compared to others who may only charge asset-based fees.
Experience: 15 years
Avg account: $125,430
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Kimberly H
ChFC®, Series 66
Bloomsburg, PA
Edward Jones
Kimberly Heimbach in Bloomsburg, PA, offers expertise in wealth management and tax-loss harvesting, which can support effective retirement income sequencing and tax planning. With 13 years of experience at Edward Jones, a large full-service firm serving over four million clients, she provides access to broad advisory resources and a structured fee of up to 1.35% annually, distinguishing her from smaller local advisors.
Experience: 13 years
Avg account: $246,728
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