PA · Scranton

Fiduciary advisors in Scranton, PA

2 advisors with offices in Scranton. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Scranton

Joy World Wealth Partners

Scranton, Pennsylvania

Joy World Wealth Partners, founded in 2023 by Megan Alpert (CPFA), offers financial planning and investment management services to clients in Scranton, Pennsylvania. The firm combines traditional financial expertise with behavioral finance principles, drawing on founder Alpert's 20+ years in the industry and background in psychology. Alpert and her team operate as fiduciaries and provide one-on-one advisory services rather than algorithm-based approaches, with Alpert holding FINRA Series 7 and 66 registrations alongside her Plan Fiduciary Advisor designation.

View details

Merrill Lynch Wealth Management

★5.0(1)

Scranton, Pennsylvania

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management is a wirehouse firm in Scranton, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

View details

Financial advisors in Scranton, Pennsylvania

Advisors serving Scranton 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.

Back to all Pennsylvania advisors