Top financial advisors in Williamsport, 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 Williamsport, 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 the timing and sources of income, which can affect your tax situation and cash flow.
- Income source sequencing. Ask how they prioritize withdrawals from different accounts to optimize tax benefits and maintain steady cash flow.
- State tax considerations. Confirm they understand Pennsylvania's rules on retirement income tax exemptions and how that impacts your plan.
- Longevity planning. Inquire about strategies they use to ensure your income lasts through retirement, considering life expectancy and healthcare costs.
- Social Security timing. Discuss how they advise on when to claim Social Security 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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Steven J
Series 66
Williamsport, PA
LPL Financial
Steven Jones in Williamsport, PA, offers retirement planning expertise with a focus on wealth management and tax-loss harvesting, supported by his Series 66 designation and experience at LPL Financial. His flat-fee structure and affiliation with a large firm providing diverse investment options distinguish him from others, making him suitable for clients seeking structured fees and broad advisory resources.
Experience: 3 years
Avg account: $399,489
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Brenda K
Series 63, Series 66
Williamsport, PA
Wells Fargo Clearing
Brenda Krick's 32 years of experience and Series 63 and 66 licenses position her well to address retirement income planning in Williamsport, PA, especially with Wells Fargo Clearing's focus on retirement plan consulting and IPS-driven investment strategies. Her firm’s use of modern portfolio theory and inclusion of insurance vehicles and bank deposit sweeps differentiate her approach, while her flat-fee structure and service to high-net-worth clients offer distinct options compared to other local advisors.
Experience: 32 years
Avg account: $475,575
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Rhett M
Series 63, Series 65
Williamsport, PA
Morgan Stanley
Rhett Merchant's 34 years of experience and Series 63 and 65 licenses position him well to address retirement income planning in Williamsport, PA, including tax-efficient income sequencing and longevity strategies. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers tailored financial planning supported by advanced tools, distinguishing him from advisors at smaller firms or with less extensive resources.
Experience: 34 years
Avg account: $670,481
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Amber P
Series 65
Williamsport, PA
Hudock Capital Group
Amber Pennycoff in Williamsport, PA, offers financial planning with a flat-fee structure, suitable for clients seeking clear cost expectations. With three years of experience and a Series 65 credential, she works at Hudock Capital Group, which uses Modern Portfolio Theory and diversification, including dividend-yield selection and covered call writing, providing both discretionary and non-discretionary asset management options.
Experience: 3 years
Avg account: $1,103,317
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Jose S
Series 63, Series 65
Williamsport, PA
Cambridge Investment Research Advisors
Jose Serra's 41 years of experience and expertise in retirement income strategy and annuities make him well-equipped to address retirement income planning in Williamsport, PA. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he serves diverse clients including business owners and retirees, providing both financial planning and portfolio management services.
Experience: 41 years
Avg account: $378,281
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