Top financial advisors in Sunbury, 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 or have reached the eligible retirement age in Sunbury, PA. A common mistake is not accounting for how retirement income is generally exempt from state income tax here, which can affect your withdrawal plans.
- Tax-aware income planning. Confirm how the advisor incorporates Pennsylvania's tax exemption on retirement income into your cash flow projections.
- Withdrawal sequencing. Ask how they prioritize distributions from different accounts to optimize tax efficiency.
- Longevity risk management. Ensure they consider how to sustain your income throughout retirement without running out of funds.
- Social Security timing. Discuss strategies for when to claim benefits to maximize your overall retirement income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Toby K
Series 66
Shamokin Dam, PA
Raymond James Financial
Toby Krouse offers expertise in general retirement planning and cash flow budgeting, which are crucial for managing retirement income in Sunbury, PA. With 13 years of experience and a Series 66 designation, he operates within Raymond James Financial, a large firm known for non-discretionary planning and asset-allocation analysis, and provides flat-fee services that may appeal to clients seeking transparent pricing.
Experience: 13 years
Avg account: $700,796
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David B
Series 63
Sunbury, PA
Janney Montgomery Scott
David Betz brings 32 years of experience in Sunbury, PA, with expertise in ESG investing and tax-loss harvesting, which can support tax-aware retirement income planning. Affiliated with Janney Montgomery Scott, a large firm managing over $100 billion, he offers flat-fee options and serves high-net-worth clients, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 32 years
Avg account: $406,735
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Stephen E
Series 63, Series 65
Sunbury, PA
Cetera
Stephen Engle's 34 years of experience and focus on clients approaching retirement in Sunbury, PA, equip him to address tax-aware income planning and longevity risk management effectively. His affiliation with Cetera, a large firm offering both discretionary portfolio management and fiduciary solutions, along with flexible flat-fee and hourly consulting options, distinguishes him from other advisors in the area.
Experience: 35 years
Avg account: $306,089
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Charles S
Series 66
Shamokin Dam, PA
Edward Jones
Charles Straub, based near Sunbury, PA, offers expertise in wealth management and tax-loss harvesting, which can be valuable for retirement income planning considering Pennsylvania's tax exemptions. Working with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and has 14 years of experience, distinguishing him from advisors at smaller firms or with less comprehensive service offerings.
Experience: 14 years
Avg account: $246,728
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Justin K
Series 66
Sunbury, PA
Empower Advisory Group
Justin Kaleta specializes in retirement income strategy and Social Security optimization, making him well-suited for retirement planning in Sunbury, PA. Working with Empower Advisory Group, a large firm offering flat-fee and subscription pricing, he supports employer-sponsored retirement plans with integrated financial planning and investment management, emphasizing long-term returns and annual rebalancing.
Experience: 4 years
Avg account: $565,063
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