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Top Rated Financial Advisors in Pennsylvania, Kingston

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Pennsylvania, Kingston is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Pennsylvania, Kingston with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Pennsylvania, Kingston near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Peter D. Shelp

Janney Montgomery Scott LLC
AWMA®, CFP®, CRPS®, CRPC®, Accredited Wealth Management Advisor(AWMA), ChFC®
Peter D. Shelp, a financial fiduciary, provides financial services to clients in the Kingston, Pennsylvania area. Peter holds the AWMA®, CFP®, CRPS®, CRPC®, Accredited Wealth Management Advisor(AWMA), ChFC® certifications. Peter has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $500000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Financial Planning for Individuals
    • Investment Advice & Management

BASIC INFORMATION NEEDED FOR THE INQUIRY

Martin Federici Jr

MF Advisers
AAMS®
Martin Federici Jr, a financial fiduciary, provides financial services to clients in the Dallas, Pennsylvania area. Martin holds a AAMS® certification. Martin has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade, ASPire, Nationwide (formerly Jefferson National)

BASIC INFORMATION NEEDED FOR THE INQUIRY