New Cumberland, PA Financial Advisor Services Near Me
Professional financial planning services tailored to your needs from reliable financial advisors near New Cumberland, Pennsylvania.
Financial Advisor Near New Cumberland, PA Ratings
Langan Financial Group has received a number of reviews over the years from clients on various third-party platforms. We strive to provide top-quality financial advisory services in New Cumberland, PA.
We work with numerous individuals and organizations throughout the region.
Here are a few testimonials about our financial planning services in New Cumberland, Pennsylvania:
Our Financial Planning Approach in New Cumberland, PA
At Langan Financial Group, you can expect:
- A human to answer your calls
- A team focused on helping you achieve your financial goals
- A person who knows you
If you seek a team dedicated to:
- Developing a plan that suits you
- Answering your questions
- Explaining your financial options
We gladly offer a complimentary consultation for:
What Do New Cumberland Financial Planning Services from Langan Financial Include?
Our Financial Planning Services for New Cumberland, PA Individuals & Families
- Wealth Management - We develop comprehensive wealth management plans to help you reach your financial goals.
- 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.
- Long-Term Care Insurance - We offer long-term care insurance solutions to meet future healthcare needs.
- Tax Management - We use tax-efficient strategies to reduce your tax burden and increase savings.
- 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.
- Trust Funds - We can help establish trust funds to protect assets and secure your legacy for future generations
Our Services for New Cumberland Businesses
- Retirement Plans -Managing, customizing and designing comprehensive retirement plans such as 401(k) or profit-sharing plans, to ensure they are created 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.
- Golden Handcuffs - We can implement tailored compensation packages that include stock options, deferred compensation plans, and other incentives to retain top talent within the business for the long term.
- Tax Reduction Strategies - Advising on 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.
Our Services for New Cumberland Government Entities
- Portfolio Management - We offer our clients' 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.
- Group Insurance - We develop group insurance programs to meet the unique requirements of government employees, ensuring comprehensive coverage and cost-efficiency.
- 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.
Our Services for New Cumberland 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.
- 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.
- 401(K) Plans - We create and manage 401(k) plans that offer flexible and tax-advantaged retirement savings options for non-profit employees.
- 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.
- 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.
Carlisle, PA Financial Advisor Community Engagement
Langan Financial Group is dedicated to supporting the New Cumberland community and nearby areas. We regularly organize donation drives to help local non-profits gather additional resources for their missions.
We support the local New Cumberland Volunteer Fire Department every year by sponsoring their annual golf outing.
Likewise, we also provide meeting space for area non-profits to hold fundraising events, such as the Leukemia and Lymphoma Society as well as the American Heart Association.
We are always looking for new ways to support the community, local non-profits, and the residents of New Cumberland, 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.
New Cumberland, Pennsylvania Financial Advisor FAQs
Is It Worth Hiring a New Cumberland, PA Financial Advisor?
What Is The Difference Between A Financial Planner And A Financial Advisor?
A financial planner creates a comprehensive roadmap for your financial life, considering all aspects like retirement, investments, and taxes. A financial advisor is a broader term that can include planners, but often focuses on specific areas like investment management. While both offer financial guidance, planners take a holistic view of your finances, while advisors may specialize in particular areas.
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 New Cumberland 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 717-288-1880 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
Stone LaFaver & Shekletski
414 Bridge St
New Cumberland, PA 17070
(717) 774-7435
Accounting Firm
Hudak & Company
1104 Fernwood Ave #202
New Cumberland, PA 17071
(866) 386-3508
Local Non-Profits
Vickie's Angel Foundation
PO Box 174
New Cumberland, PA, 17070
717-774-3800
New Cumberland River Rescue
1127 Market Street
New Cumberland, PA 17070
717-774-7555
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
