Financial

Choice Financial Services

Michael Saracino is the President of Choice Financial Services, General Agent for Ohio National Financial Services and Registered Principal, and Registered Representative of The O.N. Equity Sales Company.

He founded Choice Financial Services in 2007, and has been a licensed insurance agent since 2001.

Conte Wealth Advisors, LLC

As an independent financial services firm, each licensed professional on our CWA team remains entirely independent and unaffiliated with any particular investment or insurance company. We have the freedom to present specific strategies regardless of the company developing the product or investment.

Flynn Group Real Estate Developer

Mr. Flynn earned a BS degree in Financial Management and Accounting from Shippensburg State University. Later, he turned financing theory into practice at a private Wall Street investment banking firm before returning to Harrisburg to found the Flynn Group.

D'Agostino & Briselli Financial

Is dedicated to developing lasting relationships with all his clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with him is his ability to provide clear, easily understood explanations of financial products and services.

Susquehanna Financial Advisors LLC

Ed founded the firm in 1994 and has over 30 years of experience in the financial services industry. With an undergraduate degree from the College of William and Mary, and a Masters of Science and Taxation (MST) from Georgetown University, Ed started his career in public accounting at the international accounting firms of Deloitte Touche and Price Waterhouse Coopers, specializing in executive financial planning and taxation. He subsequently developed financial planning services at Morgan Stanley and Merrill Lynch.

Care Capital Management

From pharmacy consulting to immunizations and much more, our team is here to help long term care facilities, homes for the developmentally disabled, and assisted living facilities operate more efficiently.

uFinancial Group

5001 Louise Drive
Suite 300
Mechanicsburg, PA 17055

Clermont Wealth Strategies

Financial experts with the experience and access to put together customized financial solutions. Put simply, we help people realize their dreams.
1 Penn Square, Lancaster, PA 17604
Phone: (866) 332-8393

Cambridge Investment Research

Comprehensive Financial Associates, Inc., is an independent financial services firm. Our goal is to find objective solutions to help our clients grow, preserve and protect their wealth. We are proactive in identifying opportunities that help our clients succeed. Our approach is conservative by nature and we believe a relationship between a client and advisor is a lifelong endeavor built on trust and mutual respect.

Grandview Asset Management

We work with you to create a personalized road-map designed to guide you through life’s milestones. Our experienced team of professionals is here to offer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!

Fischer Financial Services Inc

Fredrick D. Fischer is the founder and President of Fischer Financial Services, Inc. Mr. Fischer is the Senior Portfolio Manager and serves as head of the firm’s investment committee.

Mr. Fischer earned his Bachelor of Science in Business Economics with a concentration in Finance from Purdue University in 1973. He also earned a Master of Science in Management (i.e. M.B.A) from Purdue University in 1975. He was born June 5, 1951.

Groff & Associates

River Wealth Advisors

River Wealth Advisors is an independent, fee-only, SEC-registered investment advisor. As fee-only asset managers we do not receive any commissions for transactions. What that means for our clients is that we provide objective wealth management advice, based solely on the merits of the investment. Advisors who act as fiduciaries for the clients — like the advisors at River Wealth — uphold a higher professional standard and act only in the client’s best interest.

Roof Advisory Group Inc

Immediately prior to originating the firm, Mr. Roof was Executive Vice President of Fulton Bank, heading that organization’s Investment Management and Trust Services division for approximately five years.

507 N Front St, Harrisburg, PA 17101
Phone: (717) 260-9281

Charney Investment Group

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Penn Venture Partners, LP

We are actively involved in identifying, structuring and developing investment opportunities. We actively support and develop portfolio companies with the objective of wealth creation.

Fulton International Group

Fulton Financial Corporation will increase shareholder value and enrich the communities we serve by caring, listening, understanding and delivering a consistently superior customer experience. Through transformative change and ongoing, continuous improvement, we will consistently strive to be a high-performing, regional financial services company. We will conduct all of our business with honesty and integrity, effectively manage risk, and be in full compliance with all legal and regulatory requirements.

Morgan Stanley

Gibson Armstrong
Financial Advisor
Branch: (717) 560-5900 Fax: (717) 560-0100
Mail: 300 Granite Run Dr Ste 300, Lancaster, PA 17601

Fisher Wealth Management

Main Contact
Name:Chuck Fisher
Email:charles.fisher@lpl.com
Phone:717.786.6720
Website:www.fisherwealthmanagementgroup.com

Address
203 Commerce Dr.
Suite B
Quarryville, PA, 17566

Primerica

3020 Penn Ave
2nd floor
West Lawn Pa. 19609
610 880 8995
Aaron Fisher Regional Vice President

Management and Economics Consulting

1271 Lititz Pike
Lancaster, PA 17601
Tel: 1-610-975-5855
Fax: 1-717-627-3048

Hershey Financial Advisers

1801 Lititz Pike # 1, Lancaster, PA 17601
Phone: (717) 569-8884

Murray Securus

39 N Duke St, Lancaster, PA 17602
Phone:(717) 397-9600
Murray was founded by Paul G. Murray, a leading Lancaster County entrepreneur, during the depths of the Great Depression.

Janney Montgomery Scott Llc

1650 Crooked Oak Dr # 101, Lancaster, PA 17601
Phone:(717) 560-4100

The Lancaster Branch of Janney was established in 1988 and during Branch Manager Kevin Bradley's tenure the branch has grown to 19 Financial Advisors and 10 Administrative Staff. Collectively,they manage nearly 1.5 billion dollars of client assets.

Charles Schwab

1853 William Penn Way Ste 12, Lancaster, PA 17601
Phone:(717) 394-3515

Scottrade

2094 Grand St, Lancaster, PA 17601
Phone:(717) 581-1060
An Online Brokerage Serving You for 35+ Years

One Source Business Solutions

220 N Duke St, Lancaster, PA 17602
Phone:(717) 824-4291

Business Brokerage Services in Lancaster, PA

Bryan Stahl - Fidelis Mortgage Corporation

1205 E King St, Lancaster, PA 17602
Phone:(717) 283-0900

Hazlett Burt & Watson Inc

Privately owned and independent, expert investment management, tax-savvy income generation for monthly income, or planning for your retirement or your child’s college tuition
100 E King St, Lancaster, PA 17602
Phone:(717) 397-5988

Edward Jones - Financial Advisor: Timothy S Everett

105b Duncan St, Lancaster, PA 17602
Phone:(717) 299-3286
Branch Team
Eileen Gross
Sr. Branch Office Administrator

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