Financial Advisors in Williamsport, PA
Contact
Phone: 570.322.8407
Fax: 570.322.4620
Location
2350 E. Third Street
Suite 6
Williamsport, PA 17701
Financial Services Offered in Williamsport, PA
At Merit Financial Advisors in Williamsport, PA, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team

James Arnold
Regional Director, Partner

John Keene Jr.
Regional Director, Partner

Joseph Faux
Wealth Manager

Darla Wise
Wealth Manager

Delaney Jean
Wealth Manager

Josh Hewlett
Wealth Manager

Rich Tira, Jr.
Financial Representative

Tiya Lisembee
Client Service Manager

Ashley Twigg
Branch Operations Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.