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Best Financial Advisors in Scranton

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Scranton, PAScranton, PA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Scranton, PAScranton, PA

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

538 Spruce Street, Suite 700, Scranton, PA 18503
Scranton, PA 18503
Instagram
  • Certified Financial Planner (CFP)

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.

538 Spruce Street, Suite 700, Scranton, PA 18503
Scranton, PA 18503

InstagramWebsite(570) 961-1516

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

285 East Grove Street, Clarks Green, PA 18411
Clarks Green, PA 18411
  • Financial Planning

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.

285 East Grove Street, Clarks Green, PA 18411
Clarks Green, PA 18411

Website(570) 587-7800

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

851 Commerce Blvd Ste 106, Dickson City, PA 18519
Dickson City, PA 18519
  • Certified Financial Planner (CFP)

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.

851 Commerce Blvd Ste 106, Dickson City, PA 18519
Dickson City, PA 18519

Website(570) 489-4750

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1207 North Abington Road, Waverly, PA 18471
Waverly, PA 18471
  • Certified Financial Planner (CFP)

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.

1207 North Abington Road, Waverly, PA 18471
Waverly, PA 18471

Website(570) 585-8405

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2812 Scranton Carbondale Hwy, Suite 100, Blakely, PA 18447
Blakely, PA 18447
  • Certified Financial Planner (CFP)
  • Financial Planning

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.

2812 Scranton Carbondale Hwy, Suite 100, Blakely, PA 18447
Blakely, PA 18447

Website(570) 876-5000

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

311 East Harford Street, Milford, PA 18337
Milford, PA 18337
  • Retirement Planning
  • Tax Planning

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.

311 East Harford Street, Milford, PA 18337
Milford, PA 18337

Website(570) 296-9494

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

223 Main Street, 2nd Floor, Chester, NJ 07930
Chester, NJ 07930
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

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.

223 Main Street, 2nd Floor, Chester, NJ 07930
Chester, NJ 07930

Website(908) 888-5045

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1548 Main Street, Peckville, PA 18452
Peckville, PA 18452
  • Certified Financial Planner (CFP)

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.

1548 Main Street, Peckville, PA 18452
Peckville, PA 18452

Website(570) 487-1983

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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