Our Services

Create a balanced portfolio and plan...

We practice complete diversification for the benefit of our clients. Stocks, bonds, and mutual funds are only one piece of the puzzle. We can offer a variety of products that can help create a more balanced portfolio. Products such as oil and gas, real estate investment trusts, and fixed indexed annuities to name a few.

Creating this balance will ensure a plan for any person to save each month for retirement with the following variables: years working, life expectancy, investment return, inflation rate, taxes, Social Security Benefits, health care costs, and long term care costs.

We are committed to helping you pursue your short and long-term financial goals. We take great care to ensure that our clients feel comfortable and clearly understand the recommendations we make. Understanding that no two situations are alike, we respect every person as a unique individual with specific goals to achieve.

Financial Advisors in Harrisburg, Hershey and Palmyra, PA - RickerSweigart & Associates