1 | 21st Century Wealth Management LLC
| www.21stcenturywealthmgmt.com
| 717-812-9952
| Spring Garden Twp.
| 2000
| Investment management and financial planning
|
2 | Anchor Financial Group LLC
| www.AnchorFinancialGroup.com
| 717-975-0509
800-377-3097
| Hampden Twp.
| 1990
| Retirement and financial planning, investment management, wealth management
|
3 | AUG Inc. dba Gross Investments
| www.Gross-Investments.com
| 717-299-4423
| Lancaster
| 1984
| Provides investment advice to individuals, companies and other investment advisers
|
4 | Conrad Siegel Investment Advisors Inc.
| www.ConradSiegelInvestmentAdvisors.com
| 717-652-5633
| Susquehanna Twp.
| 2002
| Full array of independent investment services to retirement plans and individual clients
|
5 | Counsel Trust Co.
| www.ecaig.com
| 717-718-1600
| York Twp.
| 1986
| Wealth management and trust services
|
6 | EHD Advisory Services Inc.
| www.ehdadvisory.com
| 717-390-4336
800-544-7292
| Lancaster
| 2003
| Investment management, financial planning, 401(k)/profit sharing, risk management, executive bonus plans
|
7 | Emerald Advisers Inc.
| www.TeamEmerald.com
| 717-396-1116
| Manheim Twp.
| 1991
| Money management
|
8 | Fischer Financial Services Inc.
| www.fischerfinancialservices.com
| 717-233-8901
888-886-1902
| Susquehanna Twp.
| 1988
| Investment management
|
9 | FMA Advisory Inc.
| www.fma-advisory.com
| 717-232-8850
800-451-4628
| Harrisburg
| 1987
| Financial planning, portfolio management, pension consulting
|
10 | Fulton Financial Advisors
| www.fultonfinancialadvisors.com
| 717-291-2411
866-332-8393
| Lancaster
| 2001
| Financial services, investment management and planning
|
11 | Hanover Capital Management Inc.
| www.hancapman.com
| 717-637-1333
800-636-3653
| Hanover
| 1992
| Full-service stockbrokers and financial planning
|
12 | ISI Financial Group Inc.
| www.isifinancialgroup.com
| 717-393-3353
| Manheim Twp.
| 1985
| Fee-only financial planning and wealth management, retirement planning, 401(k) plans, tax-managed portfolios
|
13 | JD Financial Services Inc. dba First Command Financial Planning Inc.
| www.firstcommand.com
| 717-960-0012
800-443-2014
| Carlisle
| 2007
| Investing, insurance, banking products and comprehensive retirement planning
|
14 | Key Wealth Partners LLC
| www.keywealthpartners.com
| 717-283-4186
| Manheim Twp.
| 2010
| Fee-only wealth management and comprehensive financial planning; 401(k) retirement planning; IRA rollovers
|
15 | Kuntz Lesher Capital LLC
| www.KLCinvest.com
| 717-399-1700
| Manheim Twp.
| 1999
| Investment management, wealth management, pension consulting
|
16 | LeTort Management & Trust Co. dba LeTort Trust
| www.letorttrust.com
| 717-761-7626
| Lower Allen Twp.
| 1980
| Comprehensive wealth-management and retirement-planning services for businesses, individuals and institutions
|
17 | Mid Penn Bank
| www.midpennbank.com
| 717-692-2133
866-642-7736
| Millersburg
| 1868
| Personal and business checking and savings, residential and commercial loans and lines of credit, online banking, wealth management and insurance
|
18 | PeoplesBank
| www.peoplesbanknet.com
| 717-846-1970
888-846-1970
| York Twp.
| 1864
| Full-service financial institution offering consumer and business banking and wealth-management services
|
19 | Professional Portfolio Management
| www.RaymondJames.com/CentralPA
| 717-761-2655
800-617-2655
| Hampden Twp.
| 1994
| Portfolio management for individuals and institutions; retirement planning
|
20 | Ranker-Hanshaw Financial Group Inc. dba Ranker Hanshaw Wealth Management
| www.ranker-hanshaw.com
| 717-657-8878
888-503-7186
| Lower Paxton Twp.
| 1996
| Full-service wealth management, investment consulting and advanced planning
|
21 | RBC Capital Markets LLC dba RBC Wealth Manangement
| www.rbcwealthmanagement.com/usa
| 717-724-4200
800-480-7497
| Minneapolis
| 2009
| Provide financial planning, estate planning and investment advisory services for individuals and 401k plans for businesses
|
22 | Riggle & Associates LLC dba Riggle & Associates Wealth Management
| www.rigglewealth.com
| 717-630-1001
877-799-1001
| Hanover
| 2007
| Investment management, retirement income planning and estate planning
|
23 | Rodgers & Associates
| www.Rodgers-Associates.com
| 717-560-3800
888-876-3437
| Manheim Twp.
| 1996
| Fee-only wealth-management firm specializing
in clients who are retired or planning on
retirement in the next few years
|
24 | Roof Advisory Group Inc.
| www.roofadvisory.com
| 717-260-9281
866-846-9281
| Harrisburg
| 1998
| Fee-only investment management firm providing portfolio mgt., investment advisory, wealth mgt. and financial planning
|
25 | Select Asset Management & Trust Co.
| | 717-972-1300
| Lower Allen Twp.
| 1997
| Asset management, investment consulting, trust
|
26 | Susquehanna Bancshares Inc. dba Susquehanna Wealth Management
| www.susquehanna.net
| 717-626-4721
800-311-3182
| Lititz
| 1982
| Financial services holding company with banking, investment, fiduciary, brokerage, insurance, retirement planning and private banking services
|
27 | Susquehanna Financial Advisors LLC
| www.sfausa.com
| 717-506-2100
800-349-8090
| Upper Allen Twp.
| 1990
| Wealth management and estate planning
|
