Wealth Management, York Pennsylvania
Personalized wealth management that aligns your risk tolerance, financial needs, and time frame together.
York, Pa Wealth Management Reviews
We have been working with members from the York Community for over 30 years.
From individuals and families, just like yours, we have strived to be the best wealth management advisors in York, Pa.
With over 75 - 5 star reviews, take a look at what the York community is saying about our wealth management services:
Our Approach to Wealth Management in York, Pa
Wealth management is a holistic approach to managing one's financial assets. It creates a customized comprehensive approach to better your financial plan by taking into consideration your:
- Time frame
- Risk tolerance
- Financial goals
- Financial tactics
- Potential liabilities
We won't simply help you optimize your investments or create a retirement plan. Instead, we will take into consideration the available market tools to create tax-efficient options to help maximize your wealth while minimizing your taxes.
We will combine the following areas in your financial plan to help your strategy work together rather than against each other.
These wealth management areas include:
- Tax planning
- Financial planning
- Financial planning
- Retirement planning
- Financial estate planning
- Investment management
Our Wealth Management Services in York, Pa
Personalized Wealth Management Plans
Personalized wealth management plans that help align your:
- Risk Tolerance
- Time Frame
- Financial Goals
We want your wealth strategy's tactics to work together and act as a multiplier rather than have components that work against each other.
Free Wealth Management Benchmarks
Langan Financial Group offers free wealth management plan benchmarks. This means our wealth 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?
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:
- Are the financial plan tactics taking into consideration your risk tolerance?
- How do your current financial products compare to current market options?
- Is the plan working towards your financial goals in a comprehensive manner?
- Are the financial plan tactics appropriate and the best fit to meet your goals?
- Are the financial plan tactics aligned rather than working against each other?
- Are the financial plan tactics taking into consideration current market conditions?
Wealth Management Office York, Pa
Our office is located within the industrial complex at the Manufacturers' Association's office in York, Pa.
Our address is:
Langan Financial Group
3405 Board Rd Suite 200
York, Pa, 17406
To schedule an appointment, you can either visit our contact us page listed below or give us a call at 717-773-4085.
Our York, Pa Wealth Advisor Differentiator
Our wealth management team focuses on transparency, education, and customer service.
With us, we will always educate you on all your options available. We will go through the pros and cons of each recommendation so you are able to make a fully knowledgeable choice.
In addition, we will share the fees of each recommendation. Depending on the products used, can impact the overall fees you will pay. Not every investment or stock costs the same. As such, we do our best to make you fully aware of the costs upfront, before you make the investment.
We strive to provide you with the best wealth management experience possible. When you call us, someone will answer the phone. You will have a dedicated team that knows who you are and help answer your questions.
Take a look at our reviews to see why so many families trust working with us. In addition, take a look at our BrokerCheck, where wealth advisors are required to report any issues or complaints. You will notice in over 30 years, we do not have any issues or complaints on our BrokerCheck.
Our York, Pa Wealth Management Team
Our wealth management advisors have a wealth of experience. With over 100 years of combined experience, helping individuals create comprehensive wealth management plans is what we do.
Our team is dedicated to making working with us as easy as possible. That is why we offer appointments in the evening and on weekends on a case-by-case basis.
We understand not everyone is able to meet from 8 am to 5 pm during the week. That is why we try to make our schedule as flexible and accommodating as possible.
York Wealth Management Advisor FAQs
Will I Ever Meet with my Wealth Management Advisor?
Of course! We can schedule regular meetings as frequently or infrequently as you'd like. At the very least, we recommend scheduling one review a year, but we are happy to accommodate your preferences.
In addition, if your life changes through marriage, children, new job, etc. please let us know as that could impact your plan. We should schedule another meeting to discuss the changes.
Will I Have a Steady Advisor to Work with?
Of course! You will have a designated wealth advisor to work with. However, as a family business, you will also have access to our entire team!
Are You Able to do Evening or Weekend Appointments?
Yes! We are able to do these on a case-by-case basis. Please give us a call to discuss your schedule and we'll do our best to accommodate your availability.
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 Managment Testimonial
I worked with Langan Finanical to rollover funds from an old 401(k). Tyler has been patient, kind, and 100% helpful. Grateful to have this team working in my corner.
Schedule a Free Wealth Management
Review at our York, Pa Office!
Come have a conversation with us to learn more about who we are and how we can help!
For a free consultation, you can:
- Give us a call at 717-773-4085
- Or visit our contact us form
- Fill out an inquiry form and we'll respond within 24 hours
FREE Benchmark Comparison Services
Financial Advisor Locations:
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
