pennsylvania Date: 09-25-2025

Top 15 Financial Advisors in Lancaster, PA

Financial AdvisorAddress
1Sage Financial LLC2137 Embassy Dr STE 117, Lancaster, PA 17603
2OneMain Financial1 Kennedy St, Lancaster, PA 17602
3OneMain Financial1927 Fruitville Pike, Lancaster, PA 17601
4Regal Wealth Advisors108 Foxshire Dr Suite 2, Lancaster, PA 17601
5Belmoore Financial Solutions2173 Embassy Dr, Lancaster, PA 17603
6Edward Jones - Financial Advisor: Russ Wert731 Harrisburg Ave, Lancaster, PA 17603
7uFinancial Group114 Foxshire Dr, Lancaster, PA 17601
8RBC Wealth Management Branch - Lancaster2101 Oregon Pike, Lancaster, PA 17601
9Waller Tax & Financial Services2938 Columbia Ave STE 1101, Lancaster, PA 17603
10Landis Financial Advisors, Inc.3008 Columbia Ave, Lancaster, PA 17603
11Rowley Financial600 J, Eden Rd Suite 4, Lancaster, PA 17601
12Patterson Financial Services22 Millersville Rd, Lancaster, PA 17603
13Herr Financial Management515 W Walnut St, Lancaster, PA 17603
14Morgan Stanley Financial Advisors300 Granite Run Dr Ste 300, Lancaster, PA 17601
15Liberty Financial Strategies114 Foxshire Dr, Lancaster, PA 17601

1.Sage Financial LLC

Address: 2137 Embassy Dr STE 117, Lancaster, PA 17603

images Sage Financial LLC

(9) user ratings total:

DC KL The great team at Sage - Daniel, Fillipe, and Diane are easy to work with and helped us get to our goal of early retirement. I highly recommend them to help you attain your financial goals.
5 /5

2.OneMain Financial

Address: 1 Kennedy St, Lancaster, PA 17602

(70) user ratings total:

MIGDALIA MEDINA Hassle free and I was very satisfied on how quickly the process went.
5 /5

3.OneMain Financial

Address: 1927 Fruitville Pike, Lancaster, PA 17601

(53) user ratings total:

bryna freeman They do not return emails or phone calls. Be warned, if you use your car title as collateral for a loan, they will NOT give it back to you under any circumstances. My car needed thousands of dollars of repairs to pass inspection and I wanted to trade it in for a better car. They would not give me the title back to do a trade in, so I purchased another car and my old car is sitting in my driveway not being used and I cant sell it without the title. They told me when I signed up for the loan that if I needed the title back for any reason, they would work with me, however, I have been trying to "work with them" for months to come to a resolution and they dont return emails or phone calls. When I finally get someone on the phone, they tell me they will check what they can do and then never call back.
1 /5

4.Regal Wealth Advisors

Address: 108 Foxshire Dr Suite 2, Lancaster, PA 17601

(5) user ratings total:

Warren Tyson Mike and his team have provided my wife and I excellent and competent financial advice. I highly recommend their services to a broad range of clients.
5 /5

5.Belmoore Financial Solutions

Address: 2173 Embassy Dr, Lancaster, PA 17603

(47) user ratings total:

sl29 I just had my first meeting with Lisa for help with my buisness taxes and I have to say I walked in not knowing if she would be a good fit to help me as a small business owner. During our first meeting she related to my situation so well and shared her experiences and let me know that she can get me on track to meet my goals. I left with such a great feeling of adding the right person to my small team!
5 /5

6.Edward Jones - Financial Advisor: Russ Wert

Address: 731 Harrisburg Ave, Lancaster, PA 17603

(4) user ratings total:

Benjamin Wert An amazing experience! Russell is very knowledgeable, and considerate of our future plans. He continues to help us build a success plan. Russell uses tangible examples when presenting, to include both the positive and negative influences involved while using his experience to build a financial map we can easily follow that is within our means. We now have a strong portfolio designed to help us achieve both our short and long term financial goals. Thanks Russ!
5 /5

7.uFinancial Group

Address: 114 Foxshire Dr, Lancaster, PA 17601

(3) user ratings total:

Derek Bryant Very knowledgeable and have helped my family get the planning weve wanted to plan for our childrens education as well as our retirement. Big thanks to Jeff Emrich for his efforts.
5 /5

8.RBC Wealth Management Branch - Lancaster

Address: 2101 Oregon Pike, Lancaster, PA 17601

(3) user ratings total:

Joan Harrold Customized financial planning by caring, knowledgeable experts. They adjust to life changes I need to make and keep me informed about all transactions. After having very negative (and condescending) experiences with another firm, I am confident in the financial decisions I make with the advice of RBC.
5 /5

9.Waller Tax & Financial Services

Address: 2938 Columbia Ave STE 1101, Lancaster, PA 17603

(294) user ratings total:

Johanna Pitner I had a great experience with Fred Waller yesterday! He helped me with 2 questions I had about my business and my taxes. Was extremely kind and I supportive! Would highly recommend!
5 /5

10.Landis Financial Advisors, Inc.

Address: 3008 Columbia Ave, Lancaster, PA 17603

(29) user ratings total:

Cathy Brotzman My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that saved us quite a bit of money. He was very knowledgeable and patiently answered all our questions. And the appointment was free!
5 /5

11.Rowley Financial

Address: 600 J, Eden Rd Suite 4, Lancaster, PA 17601

images Rowley Financial

12.Patterson Financial Services

Address: 22 Millersville Rd, Lancaster, PA 17603

(2) user ratings total:

Kim Reese Craig, Alex and Wendy all went above and beyond helping me when both of my parents passed this year. They didnt hesitate to help me with handling their life insurance policies and other insurance policies that my parents had with Patterson financial. I appreciate all the help they provided for me. I highly recommend Patterson Finacial for all your needs. Kim Reese- Shoff
5 /5

13.Herr Financial Management

Address: 515 W Walnut St, Lancaster, PA 17603

14.Morgan Stanley Financial Advisors

Address: 300 Granite Run Dr Ste 300, Lancaster, PA 17601

(2) user ratings total:

Karsten B Great advice and wonderful staff! Very responsive and well informed!
5 /5

15.Liberty Financial Strategies

Address: 114 Foxshire Dr, Lancaster, PA 17601

(2) user ratings total:

Christian Newcomer Andy Sedora took the time to listen and understand my goals. I’ve never had a financial planner actually talk about how to get where I want to go with my money. Great guy, Great service.
5 /5