Top financial advisors in East Stroudsburg, 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.
If you're approaching retirement age in East Stroudsburg, PA, you might be planning how to draw income without increasing your tax burden. A common mistake is not accounting for the timing and sources of retirement income, which can lead to unexpected taxes or running out of money too soon.
- State tax considerations. Confirm how your advisor plans income streams knowing retirement income is usually exempt from state tax after a certain age.
- Withdrawal sequencing. Ask how they decide which accounts to tap first to balance taxes and cash flow.
- Longevity planning. Ensure they model your income needs over a long retirement, not just the next few years.
- Social Security timing. Discuss strategies for when to claim benefits to maximize your lifetime income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Glenn V
CFP®, Series 63
East Stroudsburg, PA
Penn First Advisors
Glenn Van Gieson offers expertise in general retirement planning and tax-loss harvesting, crucial for managing retirement income and tax implications in East Stroudsburg, PA. With 32 years of experience, a CFP® certification, and a flat-fee structure including an initial IRA setup fee, he provides independent, tax-aware strategies emphasizing asset allocation and diversified portfolios, distinguishing him from advisors with different fee models or less focus on tax efficiency.
Experience: 32 years
Avg account: $202,037
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Mary R
Series 66
East Stroudsburg, PA
Citigroup Global Markets
Mary Reid's 11 years at Citigroup Global Markets equip her to address retirement income planning in East Stroudsburg, PA, with expertise in tax-loss harvesting and sustainable investing. Serving high-net-worth clients through a large firm, she offers multi-asset strategies and negotiable fees up to 2%, distinguishing her with institutional resources and tailored advisory programs.
Experience: 12 years
Avg account: $714,318
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Rocco S
Series 63, Series 65
East Stroudsburg, PA
Primerica Advisors
Rocco Stigliano's 28 years of experience and expertise in income planning and tax-loss harvesting make him well-suited to address retirement income strategies in East Stroudsburg, PA. Working with Primerica Advisors, a large firm offering discretionary asset management and model-based strategies, he provides a tiered wrap-fee structure with a 1.74% AUM fee, differentiating him through extensive firm resources and seasoned advisory capabilities.
Experience: 29 years
Avg account: $228,117
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Michael C
Series 63, Series 65
East Stroudsburg, PA
Raymond James Financial
Michael Chell offers extensive expertise in general retirement planning and cash flow management, supported by 41 years in the industry and credentials including Series 63 and 65. Operating within Raymond James Financial, a large firm known for serving diverse clients, he provides flat-fee and hourly planning services, which may appeal to those seeking transparent pricing and seasoned guidance in East Stroudsburg, PA.
Experience: 41 years
Avg account: $700,796
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Nicholas K
Series 65
East Stroudsburg, PA
Targeted Financial Planning LLC
Nicholas King in East Stroudsburg, PA, offers financial planning with a flat fee structure, suitable for those seeking clear cost expectations. His firm, Targeted Financial Planning LLC, serves diverse clients including individuals and organizations, using both long- and short-term strategies with discretionary portfolio management. With a Series 65 designation and experience at multiple firms, he brings a broad perspective despite two years in the industry.
Experience: 2 years
Avg account: $120,000
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