pennsylvania Date: 09-25-2025

Top 15 Financial Advisors in Lebanon, PA

Financial AdvisorAddress
1♠ Lendmark Financial Services LLC817 Bowman St, Lebanon, PA 17046
2♠ OneMain Financial1598 Cumberland St, Lebanon, PA 17042
3♠ Barr Associates Financial817 E Evergreen Rd, Lebanon, PA 17042
4♠ Edward Jones - Financial Advisor: Daniel Finnegan, CFP®1640A Cornwall Rd, Lebanon, PA 17042
5♠ Edward Jones - Financial Advisor: Craig M Lowrie2120 Cornwall Rd Suite 3, Lebanon, PA 17042
6♠ Gerhart Financial Services400 S 12th St, Lebanon, PA 17042
7♠ Jay Green - Financial Advisor, Ameriprise Financial Services, LLC419 Chestnut St, Lebanon, PA 17042
8♠ Edward Jones - Financial Advisor: Cheryl L Batdorf, CFP®|CEPA®|AAMS®1501 E Cumberland St #4, Lebanon, PA 17042
9♠ Keystone Capital Financial1451 Quentin Rd Suite 400, Lebanon, PA 17042
10♠ Sylvan Capital Advisors - Ameriprise Financial Services, LLC1536 Cornwall Rd, Lebanon, PA 17042
11♠ American Express Financial905 E Cumberland St, Lebanon, PA 17042
12♠ Dave Weaver - Financial Advisor, Ameriprise Financial Services, LLC1536 Cornwall Rd, Lebanon, PA 17042
13♠ Raymond James Financial Services555 Willow St, Lebanon, PA 17042
14♠ Fulton Financial Advisors555 Willow St, Lebanon, PA 17046
15♠ Foresight Financial Planning LLC2 Shadow Creek Dr, Lebanon, PA 17042

1.Lendmark Financial Services LLC

Address: 817 Bowman St, Lebanon, PA 17046

(5) user ratings total:

Mildred Rosario Good customer service
5 /5

2.OneMain Financial

Address: 1598 Cumberland St, Lebanon, PA 17042

(44) user ratings total:

Rhugg215 Steve was very helpful and the process was fast and easy. Everything was explained for easy understanding
5 /5

3.Barr Associates Financial

Address: 817 E Evergreen Rd, Lebanon, PA 17042

(2) user ratings total:

Tom Brixius Did good
5 /5

4.Edward Jones - Financial Advisor: Daniel Finnegan, CFP®

Address: 1640A Cornwall Rd, Lebanon, PA 17042

5.Edward Jones - Financial Advisor: Craig M Lowrie

Address: 2120 Cornwall Rd Suite 3, Lebanon, PA 17042

images Edward Jones - Financial Advisor: Craig M Lowrie

(11) user ratings total:

Patti MacDonald Craig Lowrie is an attentive financial advisor. He personally returns calls and emails within the hour. His office staff is excellent, too. They, too, have been able to answer any question I have. Nothing has ever been left to chance. Craig Lowrie personally calls if there is a need to make any changes to my portfolio. Knowledgeable and courteous are the best adjectives to describe him. He is also a dedicated supporter of the towns activities.
5 /5

6.Gerhart Financial Services

Address: 400 S 12th St, Lebanon, PA 17042

(1) user ratings total:

James Morrissey Trustworthy advisor, many options for investments. Great performance in my kids 529 plans. Recommend everyone with kids check into this the younger the better!
5 /5

7.Jay Green - Financial Advisor, Ameriprise Financial Services, LLC

Address: 419 Chestnut St, Lebanon, PA 17042

8.Edward Jones - Financial Advisor: Cheryl L Batdorf, CFP®|CEPA®|AAMS®

Address: 1501 E Cumberland St #4, Lebanon, PA 17042

(1) user ratings total:

Dona Quinn Cheryl and Renee are always welcoming and always take the time to answer any of my questions whether it be by phone call or spare of the moment walk in.
5 /5

9.Keystone Capital Financial

Address: 1451 Quentin Rd Suite 400, Lebanon, PA 17042

10.Sylvan Capital Advisors - Ameriprise Financial Services, LLC

Address: 1536 Cornwall Rd, Lebanon, PA 17042

11.American Express Financial

Address: 905 E Cumberland St, Lebanon, PA 17042

12.Dave Weaver - Financial Advisor, Ameriprise Financial Services, LLC

Address: 1536 Cornwall Rd, Lebanon, PA 17042

13.Raymond James Financial Services

Address: 555 Willow St, Lebanon, PA 17042

14.Fulton Financial Advisors

Address: 555 Willow St, Lebanon, PA 17046

15.Foresight Financial Planning LLC

Address: 2 Shadow Creek Dr, Lebanon, PA 17042