Best Financial Advisors in Wilkes-Barre

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

Wilkes-Barre Financial Landscape

The economy is transitioning from traditional industries to healthcare and education. Wilkes-Barre serves as a regional hub for commerce and services.

Major industries
Healthcare, Education, Retail
Population
41.1K (metro: 411K)
Median household income
$45,000
Unique needs
Wilkes-Barre requires tailored financial advice due to its unique economic transition and demographic shifts.
Market Insights
Economic Growth
According to BEA (2023), Wilkes-Barre's economy is growing, driven by healthcare and education sectors, with a focus on job creation.
Wealth Demographics
According to Census (2023), the median income in Wilkes-Barre is $45,000, reflecting a diverse economic base and community needs.
Advisor Specializations
Based on BLS (2023), financial advisors in Wilkes-Barre are increasingly specializing in retirement planning and healthcare financing.
Local Considerations
Cost of Living
According to BLS (2024), Wilkes-Barre's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Wilkes-Barre shows signs of stabilization, but potential bubble risks remain due to economic shifts.
Business Environment
According to Fortune (2024), Wilkes-Barre is fostering a supportive business environment, particularly for startups in healthcare and education.

Top 5 Financial Advisors in Wilkes-Barre

Chancellor Financial Group
★ ★ ★ ★ ★ 5
Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Marne Wealth Management
★ ★ ★ ★ ★ 5
R J Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Wilkes-Barre, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Wilkes-Barre-Specific Expertise
For Wilkes-Barre residents working in Healthcare, Education, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Wilkes-Barre's reliance on healthcare poses risks; diversify investments. Real estate may face volatility due to economic shifts and flooding risks.

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