PA · Shrewsbury

Fiduciary advisors in Shrewsbury, PA

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

1 listed Low coverage · not indexed

1 results in Shrewsbury

Ilgenfritz Financial Group - Shrewsbury Office

Shrewsbury, Pennsylvania

Ilgenfritz Financial Group, founded in 1998 and based in Shrewsbury, Pennsylvania, provides financial planning and asset preservation services to individuals and families approaching or in retirement. The firm, led by founder Bill Ilgenfritz (LUTCF, RFC), offers life insurance, tax-efficient strategies, long-term care planning, and IRA legacy planning, with referrals available for estate planning and trust services. Operating as a Registered Investment Adviser through AE Wealth Management, LLC, the firm combines investment advisory services with insurance products to address retirement income analysis, tax optimization, and asset protection.

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Financial advisors in Shrewsbury, Pennsylvania

Advisors serving Shrewsbury 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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