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Financial Services


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Allstate Insurance Company

www.allstate.com/TMcShane

Tim McShane Agency Inc.
605 Cornwall Rd
Lebanon, PA 17042-7006

717-272-6062
Fax: 717-272-4570
Email

  • Insurance
  • Financial Services

Profile

Ameriprise Financial Services, Inc.

ameripriseadvisors.com

A private wealth advisory practice of Ameriprise Financial Services, Inc. Advisors are licensed/registered to do business with U.S. Residents only in the states of AK, DE, FL, MD, NJ, NY, PA & VA.

1536 Cornwall Rd
Lebanon, PA 17042-7403

717-270-6937
Fax: 717-270-8893
Email

  • Financial Advisors
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Edward Jones; Cheryl Batdorf

www.edwardjones.com

1501 E Cumberland Street Ste 4
Lebanon, PA 17046
Map

717-277-5138
Email

  • Financial Advisors
  • Financial Services
  • Retirement Planning
  • Stock & Bond Brokers
  • Insurance

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Edward Jones

33 E Main St
Palmyra, PA 17078-1711

717-838-8892
Fax: 888-749-7934
Email

  • Financial Advisors
  • Financial Services
  • Retirement Planning
  • Stock & Bond Brokers

Profile

Edward Jones

www.edwardjones.com

113 W Main Ave
Myerstown, PA 17067-1020

717-866-2747
Fax: 877-225-6289
Email

  • Financial Advisors
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  • Retirement Planning
  • Stock & Bond Brokers

Profile

Envision Financial Group

envisionfingroup.com

718 Poplar Street
Suite H
Lebanon, PA 17042

717-954-8630
Fax: 717-798-3011
Email

  • Financial Advisors
  • Financial Services
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  • Retirement Planning
  • Stock & Bond Brokers

Profile

First National Bank - Harrisburg Regional Office

www.fnb-online.com

101 N. 2nd Street
Harrisburg, PA 17101

717-412-6202
Email

  • Banks
  • Financial Advisors
  • Financial Services

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First National Bank - Lebanon Office

http://www.fnb-online.com/

2120 Cumberland St
Lebanon, PA 17042-4467

717-376-0480
Fax: 717-376-0484
Email

  • Banks
  • Financial Advisors
  • Financial Services

Profile

First National Bank - Lebanon Office

http://www.fnb-online.com/

115 Bowman St
Lebanon, PA 17046-8184

717-376-1100
Fax: 717-376-1104
Email

  • Banks
  • Financial Advisors
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Profile

First National Bank - Palmyra Office

http://www.fnb-online.com/

903 E Main St
Palmyra, PA 17078-1915

717-832-0800
Fax: 717-832-3075
Email

  • Banks
  • Financial Advisors
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Fulton Bank - Lebanon Valley Division

www.fultonbank.com

1333 E Lehman St
Lebanon, PA 17046-8337

717-274-6520
Fax: 717-274-6075
Email

  • Banks
  • Financial Services

Profile

Fulton Bank - Lebanon Valley Division

www.fultonbank.com

555 Willow St
PO Box 1283
Lebanon, PA 17046

717-274-6854
Fax: 717-274-6888
Email

  • Banks
  • Financial Advisors
  • Financial Institutions - Agricultural
  • Financial Services

Profile

Gerhart Financial Services, Inc.

www.gerhartfinancial.com

523 Cumberland St
Lebanon, PA 17042-5353

717-274-8790
Fax: 717-274-2488
Email

  • Financial Advisors
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  • Investments
  • Retirement Planning
  • Insurance

Profile

J. Richard Morrett Insurance Agency, Inc.

www.dickmorrett.net

548 Maple St
Lebanon, PA 17046-2961

717-273-8821
Fax: 717-273-9151
Email

  • Insurance
  • Financial Services
  • Investments

Profile

Palanzo Financial Services

1249 Cocoa Ave Ste 190
Hershey, PA 17033-1715

717-298-1169
Fax: 717-298-1213
Email

  • Financial Services
  • Insurance

Profile

Retire-Wise Financial Services, Inc.

819 Chestnut St
Lebanon, PA 17042-5227

717-272-6886
Fax: 717-272-2663
Email

  • Insurance
  • Financial Advisors
  • Retirement Planning
  • Financial Services
  • Stock & Bond Brokers

Profile

State Farm Insurance - Bob Phillips

www.bobphillips.biz

832 Chestnut St
Lebanon, PA 17042-5229

717-273-0545
Fax: 717-273-4114
Email

  • Insurance
  • Financial Services
  • Investments

Profile

State Farm Insurance - Kelly J. Parks

www.kellyparks.net

99 W Lincoln Ave
Myerstown, PA 17067-1028

717-866-6551
Fax: 717-866-9395
Email

  • Insurance
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Profile

Thrivent Financial

https://connect.thrivent.com/jim-gill/

I develop long-term financial relationships with my clients by carefully listening to their individual goals and concerns, and then customizing personalized solutions to address them. By first educating my clients with clear and straightforward language and illustrations, I help them move from positions of uncertainty and concern to optimism and confidence. At Thrivent Financial, we call it "The Journey to Surplus".

My primary area of focus is helping pre-retirees to address the key financial risks of retirement: Market Volatility, Inflation, Healthcare Expenses, Tax Law Changes, and Outliving their Money. While these risks affect us all, thorough and proper planning can greatly reduce the potential impacts to both our financial security and our quality of life.

I also help individuals and families to implement sound solutions that address their other financial goals and protect them against setbacks along the way. Whether it’s ensuring your family’s financial security in the event of a disability or premature death, saving for college without sacrificing your retirement, or optimizing the tax-free gift you leave to your family or favorite charity, we’ll work together to design strategies that help you to be wise with money and live generously.

320 East Main Street
Annville, PA 17003

717-867-1500
Fax: 717-867-1501
Email

  • Financial Advisors
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