Services
Securing Your Future With a Comprehensive, Customized Approach
At Susquehanna Financial Advisors LLC, our team of independent, fee-based professionals offers wealth management services, personalized attention and high-tech tools to you and each of our clients, professionals across a range of industries. Our boutique wealth management firm helps you to secure your and your family's future
The Services You Need
Whether your career's taking off, you've just welcomed your first child into the family or you're a retired professional, we offer you the boutique services you need to meet your unique goals and timelines. They prepare you and your family for the future, from maximizing your investments to planning for your retirement:
- Comprehensive financial planning
- Education planning
- Estate planning
- Insurance planning
- Investment management
- Retirement planning
- Tax planning
Our professional advisors work with you to determine the services you need and give you the attention you deserve.
The Attention You Deserve
At Susquehanna Financial Advisors LLC, our team works with clients during some of life's most challenging transitions, from managing investments or sending kids off to college to career retirement. We believe you deserve the personal attention and guidance that delivers the best possible outcome in times of change.
Our advisors bring their experience and compassion to you and your specific circumstances and needs. They take a comprehensive and customized approach guided by our set of core values:
- Organization
- Accountability
- Proactivity
- Education
- Partnership
The Tools of Today
Our team uses today's sophisticated financial, education, and retirement planning tools to complement our boutique services and personalized attention. These agile, high-tech tools, such as retirement calculators and investment trackers, allow us to put more time and resources into you and your goals and timelines. We are here to help you prepare for the future. To learn more about our services or request a consultation, contact us today. Please submit your message via our secure online form or call us at 717- 506-2100.