Top financial advisors in Lewistown, 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 or have reached the eligible retirement age in Lewistown, PA, planning your retirement income carefully can help you maximize tax benefits since retirement income is generally exempt from state income tax after this age. A common mistake is not accounting for how state tax rules affect your withdrawal strategy, which can reduce your overall income.
- State tax knowledge. Confirm the advisor understands Pennsylvania's retirement income tax exemptions and how they impact your withdrawal timing.
- Withdrawal sequencing. Ask how they plan distributions from different accounts to optimize tax efficiency over time.
- Income sustainability. Look for strategies that balance income needs with preserving your portfolio for the long term.
- Coordination with Social Security. Ensure they consider how your retirement income interacts with Social Security benefits to avoid unexpected tax consequences.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James N
CFP®, Series 63
Lewistown, PA
Ameriprise
James Naylor Jr. specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Lewistown, PA. With 35 years of experience at the large firm Ameriprise, he offers tax-efficient withdrawal strategies and charges a 0.15% AUM fee, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 35 years
Avg account: $471,167
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Peter P
Series 66
Lewistown, PA
Creativeone Wealth, LLC
Peter Pecora in Lewistown, PA, offers expertise in active portfolio management and options strategies, which can support tax-efficient withdrawal sequencing for retirement income. His firm, CreativeOne Wealth, LLC, provides fee-based asset management with negotiable flat fees and serves a diverse client base including individuals and corporations, differentiating him through flexible fee structures and a blend of proprietary and third-party investment approaches.
Experience: 3 years
Avg account: $264,766
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Peter K
Series 63, Series 66
Lewistown, PA
Thrivent Investment Management
Peter Krum in Lewistown, PA, offers 26 years of experience and specializes in business ownership considerations, which can be valuable for retirement income planning in Pennsylvania. Affiliated with Thrivent Investment Management, a large firm providing dedicated planning services and holistic, goal-based analyses, he supports clients with comprehensive written recommendations and flexible integration with managed accounts, distinguishing him from advisors with narrower service scopes.
Experience: 26 years
Avg account: $162,801
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Nyi H
CFA®
Lewistown, PA
Step Forward Financial
Nyi Htoon in Lewistown, PA, offers retirement planning with a focus on passive index investing, which can support tax-efficient withdrawal strategies important for retirees in Pennsylvania. His independent practice charges an hourly fee and emphasizes low-cost ETFs, providing personalized advice without asset-based fees, distinguishing him from advisors who may rely on discretionary management or different fee structures.
Experience: 1 year
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Lucas C
Series 63, Series 65
Lewistown, PA
Mass Mutual Investors Services
Lucas Craig's 11 years of experience and Series 63 and 65 credentials position him to navigate retirement income planning in Lewistown, PA, with an understanding of tax implications. Affiliated with MassMutual Investors Services, a large firm offering collaborative annual financial planning and asset management, he serves diverse clients including business owners and trusts, which may provide broader insights compared to smaller practices.
Experience: 12 years
Avg account: $249,379
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