Welcome to Our New Partners!
Last week we welcomed our new partners to the AAA Central Penn family. AAA Wealth Advisors is a first-of-its-kind service for our club, with the intent to provide members with convenient access to financial planning services.
About Central Penn Wealth Advisors
Central Penn Advisors are independent advisors who are trained, licensed, and experienced to assist members with financial planning, insurance, investments, and retirement. Their team can provide a framework to understand your financial life as it is today and offer tailored solutions to each members’ individual goals.
Services they Provide
With over 100 years of collective industry experience, Central Penn Wealth Advisors provide a personal approach to help you achieve what matters most to you. Services include:
• Comprehensive Financial Planning
• Retirement Planning
• Social Security Distribution Planning
• Wealth Management & Portfolio Growth
• Personal and Asset Protection
• Business Continuity & Retirement Planning
• Education Planning
• Multi-Generational & Estate Planning
• Charitable Gifting Strategies
• Stocks, Bonds & Mutual Funds
• Investment Strategies & Advice
• Personal & Business Investments
• Employee Benefits
• Health & Long-Term Care Insurances
• Annuities
• Advisory Services
How to Setup an Appointment
Advisors are available by appointment with offices in the Camp Hill, Harrisburg, and Lancaster AAA branches. You can also reach them by phone at 717-745-8680 or by visiting this link on our website to fill out a contact form. You don’t need to be a AAA member to work with an advisor.
AAA Central Penn and ACPWA, LLC are not clients of Central Penn Wealth Advisors or Cambridge Investment Research Advisors, Inc and are being compensated for sharing their opinion and/or experience. Any compensation creates a conflict of interest and comments made by representatives of AAA Central Penn and ACPWA, LLC may not be representative of any other person's experience with Central Penn Wealth Advisors or Cambridge Investment Research Advisors, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. AAA Central Penn, Central Penn Wealth Advisors, ACPWA, LLC, and Cambridge are non-affiliated separate legal entities. Mailing Address: 2009 Market Street Camp Hill, PA 17011.
