Financial Planners Ephrata PA

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Ephrata, PA. We have compiled a list of businesses and services around around Ephrata, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Lita "Lee" Pelko
Rodgers & Associates Ltd.
(717) 560-3800
647 E. Roseville Road
Lancaster, PA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC

Rick Rodgers
Rodgers & Associates Ltd.
(717) 560-3800
647 E. Roseville Road
Lancaster, PA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CRC, CRPC

William Heidig
FiscalWise, Inc.
(610) 891-7760
1756 Columbia Avenue
Lancaster, PA
Expertises
Retirement Planning & Distribution Rules, Advising Entrepreneurs, Women's Financial Planning Issues, Advising Medical Professionals, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mrs. Lindsey Borgese, CFP®
(717) 738-1532
47 E Main St
Ephrata, PA
Firm
Ephrata National Bank

Data Provided by:
Mr. Emerson L. Paul, CFP®
(717) 336-3801
PO Box 610
Reamstown, PA
Firm
Weinhold Nickel & Company LLP
Areas of Specialization
Accounting, Education Planning, General Financial Planning, Retirement Income Management, Retirement Planning, Tax Preparation
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000



Data Provided by:
Michael Helveston
Rodgers & Associates Ltd.
(717) 560-3800
647 E. Roseville Road
Lancaster, PA
Expertises
Ongoing Investment Management, Tax Planning, Insurance Related Issues, including Annuities, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CRPC

Timothy Decker
ISI Financial Group, Inc.
(717) 393-3353
26A East Roseville Road
Lancaster, PA
Expertises
Retirement Planning & Distribution Rules, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIF

Mr. Stephen F. Schlissel, CFP®
(717) 721-5238
47 E Main St
Ephrata, PA
Firm
Money Management Group-Ephrata National Bank
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Healthcare Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Joseph J. Howe, CFP®
(717) 721-5294
47 E Main St
Ephrata, PA
Firm
Ephrata National Bank

Data Provided by:
Mr. David D Schairer, CFP®
(248) 444-5562
369 Wheatfield Dr
Lititz, PA
Firm
Thrivent Financial for Luthera

Data Provided by:
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