LPL Enterprise
23yrs
Top 25% by experience at LPL Enterprise
Financial advisors in Berwick, PA
Looking for a financial advisor in Berwick, PA? We list 3 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
3Advisors with offices here
22Median years of experience
0%At fee-only firms
3Firms represented
Largest firms here: LPL Enterprise (1), Hornor, Townsend & Kent (1), State Farm Investment Management (1).
Nearby: Mifflinville, Orangeville, Stillwater, Sugarloaf, Conyngham, Bloomsburg, Drums, Catawissa.
Hornor, Townsend & Kent
22yrs
More experience than 66% of advisors nationwide
State Farm Investment Management
15yrs
More experience than 56% of advisors at State Farm Investment Management
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.