Best Financial Advisors in Scranton

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Alliance Wealth Advisors is a firm in Scranton that helps individuals, families, and businesses with wealth management and financial planning. Through research and technology, it assists in creating customized estate, trust, and retirement plans. Its team of advisors also helps business owners implement strategies for effective portfolio management, spending policy needs, and stewardship duties. Guided by the principles of accountability, integrity, and relentless execution, Alliance Wealth Advisors prioritizes the interests of its clients.

Capstone Wealth Management Group has been assisting individuals and families in Scranton with their investment and financial planning for 20 years. It advises clients on retirement, estate, insurance, tax, money, and lifestyle. The independent financial advisory firm extends its services to business owners, foundations, corporations, and other institutions. As a Registered Investment Advisor, it also offers retirement plans to business owners and nonprofits. The firm is affiliated with LPL Financial. Co-founder Bryan A Kupchik is a Certified Financial Planner and an Accredited Portfolio Management Advisor.

CorePlan Wealth Management is a private wealth advisory practice that serves individuals and businesses in Scranton and the surrounding areas. It provides comprehensive financial advice on cash flow and budgets, retirement savings, education savings, estate planning, and tax planning strategies. It also offers investment support through investment management, insurance solutions, and annuity solutions. The company's financial advisors have over 40 years of combined experience and hold Certified Financial Planner and Chartered Retirement Planning Counselor designations.

Country Values Financial is a firm that provides advisory services to clients in the Scranton metro. The firm's principal and Certified Financial Planner, Steven DeRiancho, guides clients through developing a customized financial program. Once a program has been created, he helps execute it by applying multiple products and services, including retirement planning, estate planning and preservation, tax-reduction strategies, and risk management. In performing his services, Steven is driven by the values of hard work, persistence, honesty, and integrity.

Flynn Financial, LLC, is a team of financial advisors serving clients from Scranton and the surrounding areas. Its team of professionals serves a wide range of clients, including medical professionals, retirees, families, and entrepreneurs. It has served multiple generations of families. Its services include financial planning, portfolio management, and small business retirement planning. Jon Flynn, the founder of Flynn Financial, has been providing financial planning and investment services for more than 25 years.

Guiding Light Financial LLC is an independent firm that serves clients in Scranton. It offers various financial planning services covering investments, insurance, and asset management. It provides goals-based comprehensive plans for long-term care, estates, pensions, IRAs, taxes, and 1031 exchanges. Its advisors are available for online consultations through web conferencing. Guiding Light Financial is headed by George Steward Siracuse, a Chartered Retirement Planning Counselor who has been in the financial services industry since 2010.

Minor and Taylor Group is a financial advisory firm serving Scranton. Its wealth management approach involves developing strategies that aid in protecting clients' assets through estate planning and risk mitigation. Its team also creates plans that help clients preserve their wealth for future generations. Additionally, the financial advisors assist clients in preparing for retirement, addressing concerns regarding balancing current income needs and managing retirement savings accounts distributions. Company managing director Frank Taylor, is a CFP, who has been working in the industry since 1988.

Strategic Planning Associates, LLC, offers an array of risk management solutions in the Scranton metro and nearby areas. It accommodates individuals and families who need financial planning services. The company handles budgeting and financial analysis and retirement and educational planning. Its financial advisors also help clients with their investment management, covering mutual funds, equity-indexed and variable annuities, stocks, and bonds. Founding member Thomas Fiorelli III has been in the financial services industry for over 17 years. He is a Certified Financial Planner.