pennsylvania Date: 09-25-2025

Top 15 Financial Advisors in Williamsport, PA

	Financial Advisor	Address
1	♠ Lendmark Financial Services LLC	1778 E 3rd St, Williamsport, PA 17701
2	♠ Crockett Financial Services	1421 E 3rd St, Williamsport, PA 17701
3	♠ MILLER FINANCIAL STRATEGIES	1012 Washington Blvd, Williamsport, PA 17701
4	♠ Evergreen Wealth Solutions	1000 Commerce Park Dr #416, Williamsport, PA 17701
5	♠ Roche Financial, Inc.	1610 E 3rd St, Williamsport, PA 17701
6	♠ OneMain Financial	1723 E 3rd St, Williamsport, PA 17701
7	♠ Edward Jones - Financial Advisor: David Tanney, CFP®\|AAMS®	1024 Washington Blvd, Williamsport, PA 17701
8	♠ Merit Financial Advisors	2350 E 3rd St Ste 6, Williamsport, PA 17701
9	♠ Kenneth Hakes - Prudential Financial	56 Cherokee Ln, Williamsport, PA 17701
10	♠ Edward Jones - Financial Advisor: Jonathan Saylor	1020 Commerce Park Dr Suite 8A, Williamsport, PA 17701
11	♠ Morgan Stanley Financial Advisors	175 Pine St Ste 100, Williamsport, PA 17701
12	♠ Richard Mutchler - Financial Advisor, Ameriprise Financial Services, LLC	407 W Southern Ave, South Williamsport, PA 17702
13	♠ Merrill Lynch Wealth Management	1 W 3rd St, Williamsport, PA 17701
14	♠ Keith Wood - Thrivent Financial	1420 McKeag Dr, Williamsport, PA 17701
15	♠ Merrill Lynch Financial Advisor JASON PHILLIPS	1 W 3rd St, Williamsport, PA 17701

1.Lendmark Financial Services LLC

Address: 1778 E 3rd St, Williamsport, PA 17701

(9) user ratings total:

Elizabeth I am so greatful for Lendmark. They helped me to get a loan on car with a lot milage, that some other institutions refused to touch. Robin helped me out alot. She was really patient and detailed in all her explanations of my loan. However I must yell you, that their interest rate is a whopping 26% no matter how good your credit score. And as a result, i am paying off an additional $4.000 more on the loan. But i really wanted my car. .So it worked out for me. .

5 /5

2.Crockett Financial Services

Address: 1421 E 3rd St, Williamsport, PA 17701

(7) user ratings total:

C K Mike with Crockett has a great way of walking people through financial literacy, and gives transparent options to invest. Crockett is a team of professionals, highly recommend.

5 /5

3.MILLER FINANCIAL STRATEGIES

Address: 1012 Washington Blvd, Williamsport, PA 17701

(7) user ratings total:

Nancy Patchen I cant say enough about Ryan and his staff! He was recommended to us by our lawyer, and even if you think you dont need a financial planner (you are too young, you dont have a lot of money, skeptical etc.)trust me, you need one. Very professional and knowledgeable.

5 /5

4.Evergreen Wealth Solutions

Address: 1000 Commerce Park Dr #416, Williamsport, PA 17701

(48) user ratings total:

Kathy Higham We inherited a pretty complicated estate which also involves a disabled brother who we manage all aspects of his life. The team at Evergreen has earned our trust wading through all of the ins and outs dealing with many out of State issues, tax issues and trusts. They have managed our money flawlessly, referring us to other trusted professionals for our team when needed and had fantastic communication all the way. We shudder to think of where we would be had our attorney Jim Malee not referred us to Evergreen. We feel so fortunate to be working with the professionals there, specifically Jim Dinsmore, Jesse Cornell and Lisa Lytle.

5 /5

5.Roche Financial, Inc.

Address: 1610 E 3rd St, Williamsport, PA 17701

(4) user ratings total:

Hodrick Realty Kory and team are a fantastic local resource for our buyers, sellers and agents. Their expertise and customer service set them apart. A valued partner in our real estate community.

5 /5

6.OneMain Financial

Address: 1723 E 3rd St, Williamsport, PA 17701

(31) user ratings total:

Brenda Hower Was very easy to get a loan here. Tenny in the Williamsport branch is super nice! I love her

5 /5

7.Edward Jones - Financial Advisor: David Tanney, CFP®|AAMS®

Address: 1024 Washington Blvd, Williamsport, PA 17701

(3) user ratings total:

Tanney Herlocher He is awesome! Very knowledgeable!

5 /5

8.Merit Financial Advisors

Address: 2350 E 3rd St Ste 6, Williamsport, PA 17701

(2) user ratings total:

Neil Felver Been taking care of my money for a long time and im glad i let them. When the markets doing bad we dont and do good when its not. Love them guys!!

5 /5

9.Kenneth Hakes - Prudential Financial

Address: 56 Cherokee Ln, Williamsport, PA 17701

(2) user ratings total:

Jen Dershem The general public may know not know a lot about policies and since he’s the only advisor that showed up, he was called for a question. He kept interrupting my husband and then hung up on him. The way he deals with the general public needs to be worked on.

1 /5

10.Edward Jones - Financial Advisor: Jonathan Saylor

Address: 1020 Commerce Park Dr Suite 8A, Williamsport, PA 17701

(2) user ratings total:

Paul Edward Sound financial advice aside, Tom is a good guy all around and I can attest that youre in very competent hands with he and the businesses lovely office manager, Sheri (sorry if I duffed it on the spelling of her name)

5 /5

11.Morgan Stanley Financial Advisors

Address: 175 Pine St Ste 100, Williamsport, PA 17701

12.Richard Mutchler - Financial Advisor, Ameriprise Financial Services, LLC

Address: 407 W Southern Ave, South Williamsport, PA 17702

13.Merrill Lynch Wealth Management

Address: 1 W 3rd St, Williamsport, PA 17701

(1) user ratings total:

Carole Sutryn Lisa is an absolute ANGEL !!! I called, had problem with Merrill EDGE, but she still said she could help. I came in, met Lisa, AND she handled EVERYTHING AND MORE! AND all within a 1/2 hr. She is worth her weight in gold!! So nice to find an employee that actually CARES about others! God bless you all and Merry Christmas!

5 /5