Carlisle Financial Advisor Services Near Me
Professional financial planning services tailored to your needs from reliable financial advisors near Carlisle, Pennsylvania.
Financial Advisor Near Carlisle, PA Ratings
Langan Financial Group has received many reviews from clients on various third-party platforms. We strive to provide top-quality financial advisory services in Carlisle, PA.
We work with numerous individuals and organizations throughout the region.
Here are a few testimonials about our financial planning services in Carlisle, Pennsylvania:
Our Financial Planning Approach in Carlisle, PA
At Langan Financial Group, you can expect:
- A person who knows you
- A human to answer your calls
- A team focused on helping you achieve your financial goals
If you seek a team dedicated to:
- Explaining your financial options
- Developing a plan that suits you
- Answering your questions
We gladly offer a complimentary consultation for:
What Do Our Carlisle Financial Planning Services Include?
Our Services for Carlisle, PA Individuals & Families
- Wealth Management - We develop comprehensive wealth management plans to help you reach your financial goals.
- Tax Management - We use tax-efficient strategies to reduce your tax burden and increase savings.
- College Savings Plans - We design college savings plans to effectively fund your children's education.
- Disability Insurance - We offer customized policies to protect your income in case of disability.
- Investment Strategies - We implement diversified investment plans to help grow your wealth while managing risk.
- Estate Planning - We help create estate plans that protect your assets and fulfill your wishes.
- Retirement Planning - We create personalized retirement plans to ensure a comfortable and secure future.
- Life Insurance - We provide a range of life insurance options to secure your loved ones' financial future.
- Long-Term Care Insurance - We offer long-term care insurance solutions to meet future healthcare needs.
- Trust Funds - We can help establish trust funds to protect assets and secure your legacy for future generations
Our Services for Carlisle Businesses
- Retirement Plans - Designing and managing comprehensive retirement plans such as 401(k) or profit-sharing plans, ensuring they are customized to meet the specific needs of each business and its employees.
- Tax Reduction Strategies - Financial advisors might employ advanced tax planning techniques and regular financial reviews to help businesses identify and implement strategies that minimize tax liabilities while remaining compliant with current tax laws.
- Group Insurance - Offering a range of group insurance products, including health, dental, vision, and life insurance plans, to provide businesses with competitive employee benefits packages.
- What Is A Golden Handcuff - Implementing tailored compensation packages that include stock options, deferred compensation plans, and other incentives to retain top talent within the business for the long term.
Our Services for Carlisle Government Entities
- Portfolio Management - We provide portfolio management services to maintain and grow government funds, with a focus on risk management and long-term financial goals.
- Defined Benefit Plans / Pensions - We manage and optimize defined benefit plans and pension schemes to ensure financial stability and retirement security for government employees.
- 457(b) Plans - We set up and administer 457(b) deferred compensation plans, offering government employees additional retirement savings options with favorable tax treatment.
- 401(a) Plans - We implement and manage 401(a) retirement plans, tailoring them to meet the specific needs of government entities and their workforce.
- 403(b) Plans - We establish 403(b) retirement savings plans, ensuring compliance with regulations and providing investment options that align with the financial goals of government employees.
- Group Insurance - We develop group insurance programs to meet the unique requirements of government employees, ensuring comprehensive coverage and cost-efficiency.
Our Services for Carlisle Non-Profits
- Group Retirement Plans for Associations - We design cost-effective group retirement plans tailored to the needs of non-profit associations, providing strong retirement benefits for members.
- 401(K) Plans - We create and manage 401(k) plans that offer flexible and tax-advantaged retirement savings options for non-profit employees.
- Simple IRA Plans - We implement Simple IRA plans that are easy to administer and provide a cost-effective retirement savings solution for non-profit organizations and their employees.
- Executive Compensation - We structure executive compensation packages that include performance incentives, deferred compensation, and other benefits to attract and retain top leaders within non-profits.
- Group Insurance - We offer comprehensive group insurance solutions covering health, life, and disability insurance, helping non-profits attract and retain employees with competitive benefits.
- Endowments and Foundation Portfolios - We manage endowment and foundation portfolios with a focus on sustainability and growth, ensuring non-profits can effectively fund their missions and programs over the long term.
Carlisle, PA Financial Advisor Community Engagement
Langan Financial Group is dedicated to supporting the Carlisle community and nearby areas. We regularly organize donation drives to help local non-profits gather additional resources for their missions. We also back the Manufacturing Association's initiatives to promote manufacturing knowledge and training in our region through sponsorships and webinars.
Recently, we took part in the Manufacturers' Association's Economic Forum, where we shared insights on the SECURE 2.0 regulation affecting retirement plans for individuals and organizations.
For example, we hosted a donation drive at our office, bringing together community members to provide needed supplies for Safe Harbour. We helped raised goods to provide their customers needed items they were struggling with. We focus on doing four donation drives a year with local non-profits to help raise awareness of their mission and support their cause.
We are always looking for new ways to support the community, local non-profits, and the residents of Carlisle, PA. Our goal is to support non-profits both financially and through innovative partnerships, such as providing event rental space or organizing donation drives. If you want to learn more about our non-profit initiatives, please call us at 717-288-1880 or email Devin@LanganFinancial.com.
Carlisle, Pennsylvania Financial Advisor FAQs
Will I Ever Hear From My Carlisle, PA Financial Advisor?
Yes, we prioritize a proactive financial planning approach. We schedule regular reviews with you and reach out to discuss any opportunities or potential issues that arise from your financial plan.
How Do I Find the Right Financial Advisor in Carlisle, PA?
Choosing a financial advisor involves considering various factors, such as the level of financial planning expertise, customer service, and proactive approaches. It's an important decision that requires careful thought.
For more guidance, you can read our article on identifying the best financial advisor for you. This will outline key features and questions to consider for each financial advisor and firm.
Will I Have a Consistent Point of Contact?
Yes, you will have a dedicated team working with you. You'll know exactly who is on your team, and they will know you personally.
You will always receive a personal response when you call and the best possible customer service.
What people are saying
Great group that has been open and honest throughout all of our interactions.
They help us with 401K and various other programs.
They have saved us $, connected us with resources for other services, and been a great support team.
Former Chair of Manufacturers' Association of South Central Pa
Owner of Ledge, Inc.
Always very personable and attentive. Very knowledgeable. Highly recommend their services.
Start Your Path Towards Financial Planning
with Our Carlisle Financial Advisors
Langan Financial Group's team is dedicated to providing you with the best financial planning experience possible. Take a look at our reviews and see why we believe we are the top-rated financial advisors in Carlisle, PA. Schedule a free meeting today!
Call us at 717-773-4085 or visit our financial advisor's contact us page to send us an inquiry. We usually respond within 24 hours!
Local Businesses in Carlisle, PA
The following businesses may be able to help you reach your financial goals in tandem with our team at Langan Financial. While we have listed these companies for your convenience, we do not guarantee your interactions and work with those companies, providing this information is just a courtesy to our clients.
Estate & Trust Attorneys
Allied Attorneys of Central Pennsylvania, LLC
61 W Louther St, Carlisle, PA 17013
717-249-1177
Mark A Mateya, Attorney at Law
354 Alexander Spring Rd # 1, Carlisle, PA 17015
(717) 249-6333
Notary Public
Notary Pronto - Carlisle
34 Old Coach Ln, Carlisle, PA 17013
(717) 385-5196
Sarah Vogt Notary Public
1902 Douglas Dr, Carlisle, PA 17013
(717) 249-2180
Local Non-Profits
Safe Harbour, Inc
102 W High St Carlisle, PA 17013
(717) 249-2200
Cumberland County Historical Society
21 N Pitt St Carlisle, PA 17013
(717) 249-7610
FREE Benchmark Comparison Services
Financial Advisor Locations:
Camp Hill, PA Financial Planning Office
York, Pa Financial Planning Office
Harrisburg, PA Financial Planners
Communities Served:
Disclosure: Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Cambridge and Langan Financial Group, LLC. are not affiliated. Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, CO, DE, FL, GA, IA, KY, MD, NJ, NM, NY, NC, OH, PA, TX, VA, WI Cambridge and Langan Financial Group does not offer legal advice. Estate planning services are in regards to your overall financial plan. Always be sure to speak to a legal professional in regards to specific legal matters. Fixed insurance services offered through Langan Financial Group.
Testimonial/Endorsement Disclosure: The testimonials may not be representative of the experience of other customers. The testimonials are no guarantee of future performance or success. All of the testimonials/endorsements are clients with the exception of Steven Martinez of York SPCA. There was no cash nor non-cash compensation for any of the testimonials provided.
© Langan Financial Group
Harrisburg, PA Office
Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880
York, PA Office
Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085
