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Laurels

Best Financial Advisors in Scranton
2022

We scored 24 Financial Advisors in Scranton, PA and Picked the Top 7

Here are the Picks:

Alliance Wealth Advisors

Capstone Wealth Management Group

CorePlan Wealth Management

Country Values Financial

Flynn Financial LLC

Guiding Light Financial LLC

Strategic Planning Associates, LLC

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Scranton Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 24 17 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Alliance Wealth Advisors

  • 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.

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538 Spruce Street, Suite 700
Scranton, PA 18503

Website Instagram

(570) 961-1516 Website

Professionalism: A+

More Info

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+

Capstone Wealth Management Group

  • 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.

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285 East Grove Street
Clarks Green, PA 18411

Website

(570) 587-7800 Website

Reputation:A

More Info

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)

CorePlan Wealth Management

  • 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.

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851 Commerce Blvd Ste 106
Dickson City, PA 18519

Website

(570) 489-4750 Website

Professionalism: A+

More Info

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+

Country Values Financial

  • 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.

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1207 North Abington Road
Waverly, PA 18471

Website

(570) 585-8405 Website

Flynn Financial LLC

  • Financial Planning
  • Certified Financial Planner (CFP)

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.

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2812 Scranton Carbondale Hwy, Suite 100
Blakely, PA 18447

Website

(570) 876-5000 Website

Reputation:A

More Info

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)

Guiding Light Financial LLC

  • 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.

Click to Call

311 East Harford Street
Milford, PA 18337

Website

(570) 296-9494 Website

Professionalism: A+

More Info

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+

Strategic Planning Associates, LLC

  • 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.

Click to Call

1548 Main Street
Peckville, PA 18452

Website

(570) 487-1983 Website

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