At Scranton Estate Planning Group, we are committed to helping Scranton, PA residents build financial security and achieve their goals. For 22 years, our team has specialized in Investment Management and Portfolio Analysis, offering evidence-based strategies adapted to each client's risk tolerance, timeline, and values. Whether you are planning for retirement, managing a windfall, or starting a business near the community recreation complex, our advisors provide clear, actionable guidance. We serve clients throughout the downtown core and pride ourselves on making sophisticated financial planning accessible and understandable. Schedule a complimentary consultation to discover how personalized financial advice can change your trajectory.
Explore the full range of finance services available from Scranton Estate Planning Group in Scranton, PA:
Investment ManagementPortfolio AnalysisAsset AllocationTax-Loss HarvestingIndex Fund StrategiesBusiness Financial PlanningSuccession PlanningProfit SharingScranton is a dynamic area experiencing rapid growth while maintaining its hometown character. Scranton Estate Planning Group is proud to serve clients throughout the Scranton metro area, from the downtown core to neighborhoods near the community recreation complex. Whether you live along Maple Avenue or on the outskirts of town, our team is committed to providing exceptional finance services to every corner of our community.
Working with Scranton Estate Planning Group for asset allocation has been one of the best decisions I have made since relocating to Scranton. They are transparent about fees, proactive about market opportunities, and always available when I have questions. My portfolio has performed well above my expectations.
After managing my own finances for years, I finally engaged Scranton Estate Planning Group and the difference is remarkable. Their expertise in profit sharing has identified opportunities I never would have found on my own. The quarterly reviews at their office near Maple Avenue are thorough and insightful.
I was hesitant about working with a financial advisor, but Scranton Estate Planning Group made the process comfortable and judgment-free from the first meeting. They serve the the downtown core area of Scranton and their reputation is well-deserved. Smart strategies, clear communication, and genuine care for my financial wellbeing.
Yes. As fiduciary advisors, Scranton Estate Planning Group is legally obligated to act in your best interest at all times. This means our recommendations are based solely on what is best for you — not on commissions or incentives. Scranton residents can trust that our advice is always aligned with their goals.
Scranton Estate Planning Group works with clients at various stages of their financial journey. Whether you are just starting to build wealth or managing a substantial portfolio, our Scranton advisors can develop a strategy appropriate to your situation and goals.
Scranton Estate Planning Group provides regular review meetings — typically quarterly — to ensure your financial plan stays on track. Scranton clients can meet in person at our office near the community recreation complex or via video conference. We are also available by phone and email for questions between meetings.
Scranton Estate Planning Group offers comprehensive financial advisory services in Scranton, PA including Investment Management, Portfolio Analysis, and holistic wealth management. Our certified advisors develop personalized strategies for individuals, families, and small business owners.