Wealth Management, Harrisburg Pennsylvania
Independent wealth management firm focused on designing a comprehensive financial plan according to your specific needs.
Wealth Management Harrisburg, Pa Reviews
Langan Financial Group strives to be the best wealth management firm in Harrisburg, Pa.
That is why we are so focused on listening to your needs and delivering high-quality customer service.
Take a look at what a few of our clients are saying about our Harrisburg wealth management services:
Wealth Management Approach in Harrisburg, Pa
Langan Financial Group has been providing wealth management services to the Harrisburg community for over 30 years.
Our team's goal is to be the best wealth management advisors in Harrisburg, Pa. To do this, we are dedicated to a collaborative approach that focuses on:
- Listening to your financial goals and concerns
- Understanding your current situation
- Customizing financial strategies
- Discussing the pros and cons of each recommendation
- Implementing the solution you are comfortable with
We want you to have a financial strategy that aligns your risk tolerance and timeframe with your financial goals.
We focus on explaining to your all the pros and cons of each financial plan so that we can collaboratively determine which financial strategy is right for you.
What Do Our Harrisburg Wealth Management Services Include?
When people think of wealth management, they typically think of investing, however, that is only one part of the picture.
Langan Financial Group's wealth management services address an individual's financial needs from a holistic perspective in order to maximize your overall wealth and minimize potential liabilities.
Instead of focusing simply on retirement planning or optimizing social security, our wealth management advisors look at your complete financial picture to understand how everything fits together.
We will work with you to ensure your financial tactics are aligned together to help your financial strategy be as efficient and productive as possible. Our team will utilize a variety of financial services to help optimize your overall plan as best as we can. These services can combine:
Personalized Retirement Plan:
In order to help you reach your wealth management goals, we will help you answer the following questions:
- What taxes will I pay?
- What is my risk tolerance?
- What are my financial goals?
- When do I want to utilize my assets?
- What are my options?
By answering these questions, we can help you create a customized wealth management plan to help you reach your financial goals. We will provide all your options and explain each option's pros and cons.
Free Wealth Management Plan Reviews
Langan Financial Group offers free wealth management plan reviews. This plan review looks at how your current plan is addressing your financial goals. We look to ensure:
- Is the plan working towards your financial goals in a comprehensive manner?
- Are the financial plan tactics aligned rather than working against each other?
- Are the financial plan tactics taking into consideration current market conditions?
- Are the financial plan tactics taking into consideration your risk tolerance?
- Are the financial plan tactics appropriate and the best fit to meet your goals?
Free Wealth Management Plan Benchmarks
Langan Financial Group offers free wealth management plan benchmarks. This means our wealth management advisors will compare your current wealth management strategy with the current alternatives available.
In comparing your financial plan with alternatives, we will look for two things:
- Is your current plan's tactics addressing your plan appropriately?
- Is there any better alternative that would be more effective and/or efficient?
Wealth Management Office Harrisburg, Pa
Our wealth advisor office is located off of the 11-15 bypass near Harvey Taylor Bridge and Penn State Hospital.
We are located at 1863 Center Street, Camp Hill, directly across from Highmark BlueCross BlueShield and down the street from Adam Ricci Park.
Use This Address for GPS Directions:
Langan Financial Group
1863 Center Street
Camp Hill, PA 17011
Choose Us for Your Harrisburg Wealth Management Needs
Choosing the right wealth management advisor can be a difficult decision you do not want to take lightly. Picking a wealth management firm you trust is vital.
In our "picking a financial advisor" post, we discuss the key points and questions to help you pick the ideal wealth manager for you and your needs. A few quick key tips include:
- View the agent's BrokerCheck to see any potential SEC or FINRA complaints
- Ensure the financial advisor can be a fiduciary
- Read reviews
Langan Financial Group has over 75 - 5 star reviews on a variety of platforms. In addition, our wealth managers have zero complaints on our BrokerCheck and can act in a fiduciary capacity for our clients.
Give us a call at 717-288-1880 to learn why so many families choose us as their trusted wealth management partner.
Our Harrisburg Wealth Management Team
Our Harrisburg Wealth Management Advisors have been providing wealth management services for over 30 years.
Our advisors are all licensed and registered with FINRA and SEC, the governing body for wealth management advisors.
In addition, our team has numerous certifications and licenses that specialize in providing comprehensive financial consulting to our clients.
Langan Financial Group is a small family business where we treat all our clients like family. Our team is focused on getting to know you and supporting your goals.
When you call, you will have a dedicated team member answer the phone to help answer any questions or concerns you may have.
Harrisburg Wealth Management Advisor FAQs
Will I Ever Meet with my Wealth Management Advisor?
Our team will schedule regular reviews with you as frequently or as infrequently as you wish.
Will I have a steady advisor to work with?
Yes, you will be assigned a specific wealth management advisor to work directly with you. In addition, you will also have a specific administrative support team to help with any questions or tasks.
Are You Able to do Evening or Weekend Appointments?
Yes! We do our best to be as flexible as possible to meet your busy schedule. For weekend and evening appointments, give us a call to set a time to meet!
What are Your Wealth Management Fees?
Our wealth management services are compensated through a flat fee that decreases as the assets increase. Our wealth advisor fees range from 0.55% up to 1.0% for individuals.
Visit our financial planning fees page for more of a breakdown.
Are You Fiduciary?
Yes, our wealth management advisors can act in a fiduciary capacity.
Are You an Independent Firm?
Yes! We are independent advisors.
We do not have any quotas to reach nor are we required to sell proprietary funds or anything like that
Wealth Management Testimonials
My husband and I, in addition to three other family members, have been advised financially by Bob and team for many years.
We've always experienced friendliness, professionalism, and compassion when dealing with the Langan Financial Group.
They continue to advise us in maintaining a balanced and profitable portfolio.
...Bob's advice has been right on point when it came to our understanding of investment strategies...Bob ALWAYS listened to us when we talked about our investment and saving goals for the future, especially when it came to a review of where we've been and where we want to be in our retirement years.
If you have worked with other advisors, we can promise you that you will not be disappointed while working with this group of excellent finance gurus.
Schedule a Free Wealth Management
Benchmark in Harrisburg!
Schedule a free chat with our wealth management advisors in Harrisburg, Pa. With over 70 - 5 star reviews, learn why so many families trust us to manage their retirement plans.
We are highly flexible with your schedule. While our standard hours are 8:00 am to 5:00 pm, we are available evenings and weekends by appointment to help cater to your schedule.
We can schedule appointments via:
- Zoom
- Phone
- In-person
So whatever your preference is and wherever you are, we will do our best to meet with you.
Give us a call at 717-288-1880 to see how our Harrisburg retirement advisors can support your retirement planning needs.
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
