Mechanicsburg Financial Advisor Services Near Me
Expert financial planning tailored to your needs from trusted financial advisors in Mechanicsburg, Pennsylvania.
Financial Advisor Near Mechanicsburg, PA Ratings
Langan Financial Group has garnered numerous reviews across various third-party platforms from our clients.
Every time we serve a client, we aim to be the best financial advisors in Mechanicsburg, PA. Langan Financial Group collaborates with numerous individuals and organizations throughout the region.
Here are a few testimonials about our financial planning services in Mechanicsburg, Pennsylvania:
Our Financial Planning Approach in Mechanicsburg, PA
If you seek a team dedicated to:
- Explaining your financial options
- Developing a plan that suits you
- Answering your questions
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
We gladly offer a complimentary consultation for:
Vamanos2000, CC BY-SA 3.0, via Wikimedia Commons
What Do Our Mechanicsburg Financial Planning Services Include?
Our Services for Mechanicsburg Individuals & Families
- Investments - We use a diversified investment strategy to help grow your wealth while managing risk.
- Disability Insurance - We provide tailored policies to protect your income in case of a disability.
- Life Insurance - We offer various life insurance options to ensure your loved ones are financially secure.
- Trust Funds - We help establish trust funds to manage and protect your assets for future generations.
- Tax Management - We employ tax-efficient strategies to minimize your tax liability and maximize savings.
- Wealth Management - We create comprehensive wealth management plans to help you achieve your financial goals.
- Retirement Planning - We develop personalized retirement plans to ensure a comfortable and secure retirement.
- Financial Estate Planning - We assist in creating estate plans that protect your assets and fulfill your wishes.
- Long-Term Care Insurance - We provide solutions for long-term care insurance to cover future healthcare needs.
- College Saving Plans - We design college saving plans to help you fund your children's education effectively.
Our Services for Mechanicsburg Businesses
- 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.
- What Does "Golden Handcuff" Mean? - 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.
- 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.
- 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.
Our Services for Mechanicsburg Non-Profits
- Group retirement plans for Associations - Designing group retirement plans that are cost-effective and tailored to the unique needs of non-profit associations, providing robust retirement benefits for their members.
- Executive Compensation - Structuring executive compensation packages that include performance incentives, deferred compensation, and other benefits to attract and retain top leadership within non-profit organizations.
- Group Insurance - Offering comprehensive group insurance solutions that cover health, life, and disability insurance, helping non-profits attract and retain employees with competitive benefits.
- 401(K) Plans - Creating and managing 401(k) plans that provide flexible and tax-advantaged retirement savings options for non-profit employees.
- Simple IRA Plans - Implementing Simple IRA plans that are easy to administer and offer a cost-effective retirement savings solution for non-profit organizations and their employees.
- Endowments and Foundation Portfolios - Managing endowment and foundation portfolios with a focus on sustainability and growth, ensuring that non-profits can fund their missions and programs effectively over the long term.
Our Services for Mechanicsburg Government Entities
- Defined Benefit Plans / Pensions - Managing and optimizing defined benefit plans and pension schemes to ensure financial stability and retirement security for government employees.
- Portfolio Management - Providing expert portfolio management services to maintain and grow government funds, focusing on risk management and achieving long-term financial goals.
- 457(b) Plans - Setting up and administering 457(b) deferred compensation plans, offering government employees additional retirement savings options with favorable tax treatment.
- 401(a) Plans - Implementing and managing 401(a) retirement plans, tailoring them to meet the specific needs of government entities and their workforce.
- 403(b) Plans - Establishing 403(b) retirement savings plans, ensuring compliance with regulations and offering investment options that align with the financial goals of government employees.
Mechanicsburg, PA Financial Advisor Community Engagement
Langan Financial Group is committed to supporting the Mechanicsburg community and those nearby. We regularly organize donation drives for local non-profits to gather additional resources for their missions. We also support the Manufacturing Association's efforts to promote manufacturing knowledge and training within our area through various sponsorships and webinars.
Recently, we participated in the Manufacturers' Association's Economic Forum, offering insights into the recent SECURE 2.0 regulation affecting retirement for individuals and organizations. Additionally, we are passionate about helping animals find new homes and better lives. We continue to support animal rescues through sponsorships, donation drives, and partnerships.
For example, we hosted a donation drive event at our office, bringing together community members to provide needed supplies for Speranza Animal Rescue. In addition, we created a video with them, highlighting their services, their mission, and ways the community can help support our local non-profit.
We continually seek new ways to support the community, local non-profits, and the residents of Mechanicsburg, PA. We are always looking for non-profits to support their missions. While we strive to support charities financially, we also find innovative ways to partner with non-profits through activities like event rental space or donation drives. If you are interested in learning more about our non-profit initiatives, please call us at 717-288-1880 or email Devin@LanganFinancial.com.
Mechanicsburg Financial Advisor FAQs
How Do I Find the Right Financial Advisor in Mechanicsburg, PA?
There are various factors that differentiate financial planners, from levels of financial planning sophistication to customer service and proactive approaches.
Choosing a financial advisor is a crucial decision and should not be taken lightly. Check out our article discussing how to identify the best financial advisor for you. This blog outlines key features and questions to consider for each financial advisor and firm.
Will I Ever Hear From My Mechanicsburg, PA Financial Advisor?
Absolutely! We prioritize a proactive financial planning approach, scheduling regular reviews with you.
Additionally, we will reach out to you to discuss any opportunities or potential issues that arise from your financial plan.
Will I Have a Consistent Point of Contact?
Yes! You will have a dedicated team working directly with you. You will know exactly who is on your team, and they will know you personally.
Not only that, but you will always receive a human response when you call and the best customer service possible.
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 Mechanicsburg 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 Mechanicsburg, 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 Mechanicsburg, 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.
Trust & Estate Attorneys
Giorgando Elder Law Attorneys
Mechanicsburg, PA Office
221 West Main Street Mechanicsburg, PA 17055
(717)-745-4160
Keystoe Elder Law, LLC
555 Gettysburg Pike, Suite B-200
Mechanicsburg, PA 17055
(717) 848-0572
Notary Services
PA Auto License Brokers
6483 Carlisle Pike Suite 104
Mechanicburg, PA
717-691-6720
Christopher Wyman Mobile Notary Public
717-462-5843
Charities and Non-Profits
The Art Center School And Galleries Of Mechanicsburg
18 Artcraft Drive Mechanicsburg, PA 17050
(717) 697-2072
Pink Hands Of Hope
5325 E Trindle Rd Mechanicsburg, PA 17050
(717) 620-8264
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
