Top financial advisors in Huntingdon, 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 Huntingdon, PA when you're planning how to draw income from your retirement savings, especially since retirement income is generally exempt from state income tax after you reach eligible retirement age. A common mistake is not accounting for how different income sources and tax rules interact, which can reduce your income or increase taxes unexpectedly.
- Income source coordination. Ask how they balance withdrawals from Social Security, pensions, and investment accounts to optimize your tax situation.
- Tax exemption awareness. Confirm they understand Pennsylvania's rules on retirement income tax exemptions and how to apply them to your plan.
- Longevity planning. Inquire about strategies they use to ensure your income lasts through retirement, considering inflation and healthcare costs.
- Withdrawal sequencing. Check how they decide the order of account withdrawals to minimize taxes and penalties over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Derek B
Series 66
Huntingdon, PA
Packerland Brokerage Services, Inc.
Derek Border specializes in retirement income strategy and wealth management, making him well-suited to help clients in Huntingdon, PA optimize their retirement income and tax situation. With 18 years of experience and a flat-fee structure ranging from $500 to $10,000, he offers independent advice through Packerland Brokerage Services, which serves a diverse client base including individuals and retirement plan sponsors.
Experience: 18 years
Avg account: $277,427
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Justin G
Series 66
Huntingdon, PA
Edward Jones
Justin Gibboney in Huntingdon, PA, offers expertise in wealth management and tax-loss harvesting, which can help optimize retirement income and tax strategies. With 11 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and serves a broad client base, differentiating him from smaller local advisors.
Experience: 11 years
Avg account: $246,728
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Gary M
Series 66
Huntingdon, PA
Cetera
Gary Moyer in Huntingdon, PA, offers expertise in retirement plans for business owners and tax-loss harvesting, which can help optimize retirement income and tax strategies. Operating within Cetera, a large firm, he provides flexible fee options including flat fees and hourly consulting, catering to high earners approaching retirement and balancing diverse client needs.
Experience: 7 years
Avg account: $306,089
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Dylan W
Series 66
Huntingdon, PA
Ameriprise
Dylan Wentzel specializes in retirement income strategy and Social Security optimization, making him well-suited for managing retirement income in Huntingdon, PA. Working with Ameriprise, a large firm known for its algorithmic approach and detailed Recommendation Reports, he offers tax-efficient withdrawal strategies and serves clients approaching retirement with significant investable assets, charging a 0.15% AUM fee.
Experience: 5 years
Avg account: $471,167
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Wade C
Series 63, Series 65
Huntingdon, PA
Mass Mutual Investors Services
Wade Curry's 25 years of experience and Series 63 and 65 licenses equip him to manage retirement income planning in Huntingdon, PA, with attention to tax-exempt income sources and withdrawal sequencing. Affiliated with Mass Mutual Investors Services, a large firm offering collaborative annual planning, he also brings expertise in estate planning and cash flow management, serving diverse clients including business owners and couples.
Experience: 25 years
Avg account: $249,379
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