Top financial advisors in Sayre, 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 Sayre, PA when you're planning how to draw income from your retirement savings without paying extra state taxes, which are generally exempt after a certain age here. 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 withdrawals to minimize taxes and ensure steady cash flow.
- State tax knowledge. Confirm they understand Pennsylvania's rules on retirement income exemptions.
- Social Security timing. Inquire how they integrate Social Security benefits with other income sources for optimal results.
- Longevity planning. Check if they consider how long your savings need to last based on your health and family history.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brandon W
Series 66
Waverly, NY
Equitable Advisors
Brandon Walker specializes in retirement income strategy and Social Security optimization, making him well-suited to help clients near Sayre, PA, plan tax-efficient retirement withdrawals. Based in nearby Waverly, NY, he works with high-net-worth Baby Boomers through Equitable Advisors, a large firm offering both advisory and brokerage services with flexible fee structures ranging from hourly planning to asset-based fees.
Experience: 9 years
Avg account: $570,841
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Michael D
Series 63, Series 65
Sayre, PA
Your Money Matters Wealth Management, LLC
Michael Dinich offers retirement planning expertise in Sayre, PA, with 18 years of experience and Series 63 and 65 licenses. His firm provides personalized financial planning and discretionary portfolio management for individuals and trusts, using diverse investment strategies and managing a small client base, which may allow for more tailored attention compared to larger firms.
Experience: 18 years
Avg account: $45,018
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Alexandra R
Series 66
Sayre, PA
Gradient Securities, LLC
Alexandra Richey in Sayre, PA, offers expertise in retirement plans for business owners and business exit strategies, which can be crucial for managing retirement income sequencing and tax considerations. Her firm, Gradient Securities, provides flat-fee and negotiable AUM fees, serving individuals and corporations with non-discretionary advice, distinguishing her approach from others by focusing on tailored financial planning and third-party manager referrals.
Experience: 3 years
Avg account: $132,215
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Derek G
Series 66
Sayre, PA
LPL Financial
Derek Gowan in Sayre, PA, offers expertise in wealth management and retirement plans for business owners, supported by 13 years of experience and a Series 66 designation. Affiliated with LPL Financial, a large firm providing both advisory and brokerage services, he offers flat-fee financial planning, which may appeal to clients seeking transparent pricing and comprehensive support.
Experience: 13 years
Avg account: $399,489
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Sarah C
CFP®, Series 63
Waverly, NY
Belpointe Asset Management LLC
Sarah Carr's expertise in income planning and general retirement planning equips her to address retirement income sequencing and tax considerations relevant to Pennsylvania retirees. Operating from nearby Waverly, NY, she offers flat-fee, negotiable fixed fees and brings six years of experience, combining financial planning with wellness coaching, which may appeal to clients seeking a holistic approach to retirement income management.
Experience: 6 years
Avg account: $705,312
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