SoradinSoradin

Financial Advisors in Greencastle, PA

How to choose a financial advisor in Greencastle

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Steven Smeltz

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Greencastle, PA

ProfileNo contact yet

Brian Lantz

Financial Advisor

TRUIST ADVISORY SERVICES, INC.

Greencastle, PA

ProfileNo contact yet

Dwayne Horst

Financial Advisor

TRUIST ADVISORY SERVICES, INC.

Greencastle, PA

ProfileNo contact yet

Fred Young

Financial Advisor

CUMBERLAND VALLEY FINANCIAL SERVICES INC.

Greencastle, PA

ProfileNo contact yet

John Hose

Financial Advisor

MADISON AVENUE SECURITIES, LLC

Greencastle, PA

ProfileNo contact yet

Kelly Scott

Financial Advisor

Madison Avenue Securities, Llc

Greencastle, PA

ProfileNo contact yet
About this city

Nearby cities