Financial Planners near Mechanicsburg

Financial Planners near Mechanicsburg picked by BestProsInTown

8AM - 4PM

400 W Main St, Mechanicsburg
LifeGuide Financial Advisors Financial Planners

“Working with LifeGuide has been a blessing to our family. From the very beginning, Doug D., Matt H., and Kris S. took the time to understand not just our finances, but our lives, our priorities, and the people and callings closest to our hearts. Their approach is refreshingly different—deeply faith‑based, biblically grounded, and focused on helping us make wise decisions that honor God and steward well what He’s entrusted to us.

We’ve been especially grateful for their team‑based model. Doug, Matt, and Kris each brought their own strengths, yet worked seamlessly together, giving us confidence that we were being cared for with excellence, integrity, and genuine personal concern. They never rushed us, never pushed a product, and never treated us like a number. Instead, they walked alongside us with patience, clarity, and a steady commitment to keeping Christ at the center of every conversation.

LifeGuide’s values—fee‑only guidance, faith‑focused counsel, and a collaborative team approach—aren’t just words on their website. They show up in every meeting, every recommendation, and every interaction.

We are truly grateful for Doug, Matt, Kris, and the entire LifeGuide team. They are advisors who care about you and your family as much as your savings, and who help you align your finances with your faith.“

5 Superb85 Reviews

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3 Average2 Reviews

8AM - 4:30PM

2009 Market St, Camp Hill
Conte Wealth Advisors, LLC Financial Planners

“My wife & I have been clients of Conte Wealth Advisors for the past four years, and our experience has been outstanding. Andrew Wallace has been a significant part of that positive experience. His knowledge, professionalism, and steady guidance have given us great confidence that we are on the right track in retirement.
Andrew takes the time to explain strategies clearly, answer our questions thoroughly, and ensure we are informed and secure in our financial decisions. His thoughtful approach and genuine care for our long-term goals have provided us with both reassurance and peace of mind. We feel Andrew listens to us and no question, concern or idea goes unanswered.
We highly recommend Andrew Wallace and Conte Wealth Advisors to anyone seeking trustworthy, proactive financial guidance.“

5 Superb40 Reviews

8AM - 4:30PM

602 N Front St, Wormleysburg
Stonebridge Financial Group Financial Planners

“Jonathan and Lonn build their business on the foundation of ethics and integrity. I've known them in the context of their services among business owners, and I have also seen their heart for philanthropy. I recently sat in on a presentation for corporate retirement plans--LEARNED A LOT. They're very responsive and thorough. Trustworthy.“

4 Good4 Reviews

8AM - 5PM

344 N Front St, Wormleysburg
The Healey Group Financial Planners

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5 Superb1 Reviews

9AM - 4PM

2142 Market St STE A101, Camp Hill
Cumberland Financial Group, Inc. Financial Planners

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5 Superb13 Reviews

3500 Market St, Camp Hill
Ameriprise Financial Financial Planners

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5 Superb14 Reviews

9AM - 5PM

2142 Market St STE A102, Camp Hill
Pennsylvania Wealth Management Financial Planners

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1.5 Poor2 Reviews