Top financial advisors in Scranton, 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 be considering your retirement income strategy if you're approaching eligible retirement age and want to understand how to maximize your income without increasing your tax burden. A common mistake is not accounting for how state tax exemptions on retirement income in Pennsylvania can affect your overall plan.
- State tax knowledge. Confirm the advisor understands that retirement income is generally exempt from state income tax after eligible retirement age in Pennsylvania.
- Income sequencing. Ask how they plan the order of withdrawals to optimize tax efficiency and cash flow.
- Longevity planning. Ensure they consider how your income needs may change over a potentially long retirement period.
- Social Security timing. Discuss strategies for when to claim benefits to complement your retirement income effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Susan S
Series 63, Series 65
Scranton, PA
Northeast Advisory Group, LLC
Susan Sariti specializes in retirement income strategy and general retirement planning, making her well-suited to address retirement income needs in Scranton, PA, including state tax considerations. With 14 years of experience and an independent fee structure of 0.60% AUM, she offers personalized wealth management and retirement plan services, supported by fiduciary due diligence tools and a background as a founder and insurance agent.
Experience: 15 years
Avg account: $425,641
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Megan A
Series 66
Scranton, PA
Commonwealth Financial Network
Megan Alpert specializes in retirement income strategy and tax-loss harvesting, making her well-suited to help clients in Scranton, PA optimize retirement income with attention to Pennsylvania's tax exemptions. With 19 years of experience at a large firm offering flat-fee consulting options, she combines active portfolio management expertise with a background in executive and founder advising, providing a broad perspective compared to other advisors.
Experience: 19 years
Avg account: $568,323
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Tracy Z
Series 63, Series 65
Scranton, PA
Capital Wealth Investments
Tracy Zullo offers retirement income strategy expertise in Scranton, PA, with 25 years of experience and Series 63 and 65 designations, making her well-versed in income planning and elder care. Her firm, Capital Wealth Investments, uses a two-advisor model with discretionary portfolio management and diverse strategies including derivatives, providing a broad approach compared to advisors with smaller client loads or fewer investment tools.
Experience: 25 years
Avg account: $901,851
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David G
Series 63, Series 65
Scranton, PA
Morgan Stanley
David Grudkowski's 32 years of experience at Morgan Stanley in Scranton, PA, equip him to address retirement income strategies with a focus on estate planning guidance. His affiliation with a large firm managing $2.74 trillion in assets offers access to structured financial planning tools, distinguishing him from advisors at smaller firms or with less extensive resources.
Experience: 33 years
Avg account: $670,481
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Conor M
Series 66
Scranton, PA
Merrill
Conor Malone's expertise in retirement income strategy and tax-loss harvesting, combined with his 14 years at Merrill, positions him well to navigate Pennsylvania's state tax exemptions for retirees. His holistic approach includes collaboration with CPAs and attorneys, and he serves a diverse client base including executives and founders, offering a disciplined, long-term investment strategy with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 14 years
Avg account: $860,085
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