2 advisors with offices in Lewistown. Credentials, fee structures, and minimums are disclosed on each listing.
Lewistown, Pennsylvania
Mark Monroe - Thrivent Financial is an investment advisory firm in Lewistown, Pennsylvania. Services include Estate Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsLewistown, Pennsylvania
Vantage Point is a financial advisory firm located in Lewistown, Pennsylvania that specializes in insurance analysis and coordination of federal benefit programs including Medicare, Social Security, and Medicaid. The firm maintains ongoing staff training to stay current with regulatory and program changes in these areas.
View detailsAdvisors serving Lewistown 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.