PA · Hummelstown

Fiduciary advisors in Hummelstown, PA

1 advisor with offices in Hummelstown. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Hummelstown

New Legacy Financial

Hummelstown, Pennsylvania

New Legacy Financial is an independent, fiduciary financial advisory firm based in Hummelstown, Pennsylvania, serving clients throughout Central Pennsylvania and nationally via virtual meetings. The firm, founded by Tyler Snook and Eric Faidley, offers retirement income planning, Social Security strategies, tax planning, estate planning, investment management, and insurance solutions through a six-step needs-based planning process. The firm is independently owned and operates on a fiduciary basis, meaning advisors are required to act in clients' best interests.

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Financial advisors in Hummelstown, Pennsylvania

Advisors serving Hummelstown specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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