Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Steven Spong (CRD# 1477959) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Harrisburg, PA and has over 31 years of experience in the finance industry. Steven Spong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jonathan McKinzie (CRD# 5954282) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Camp Hill, PA and has over 5 years of experience in the finance industry.
J. Adam Swarr (CRD# 5993607) is an Financial Associate working at Thrivent Financial in Elizabethtown, PA and has over 5 years of experience in the finance industry.
Thrivent Financial is a not-for-profit, membership organization of Christians – and we're starting a new conversation about money. We see money as a tool, not a goal. Our unique approach to blending faith, finances and generosity helps our members thrive, but that's only part of our story. We also support programs that help build stronger families, churches and communities. You could call it a fresh way to think about money....
James Williams (CRD# 2922913) is an Investment Advisor Representative working at Ic Advisory Services, Inc. and a Registered Representative with The investment Center, Inc., a broker-dealer firm, in Lancaster, PA and has over 16 years of experience as an advisor and financial planner.
It can be hard to find the right financial advisor to work with. For sixteen years we have served the needs and wants of a diverse group of individuals, families, partners, business owners and their employees, both in the public and private sectors.
We do this by first getting to know our client's history...
Stephen Hetrick (CRD# 3057828) is an Investment Advisor Representative working at Retirement Collaborative LLC in Harrisburg, PA and has over 20 years of experience in the finance industry.