Services
Overview
At Harding’s Wealth Managers, we work on a fee basis, which means that you don’t pay us commission as we adjust your investment portfolio to meet your changing needs and market situations. We are proud to work with clients throughout Gilbert, PA and the rest of the country, providing a wide range of investment and retirement services to help you reach your goals. By staying updated and educated on all of the fluctuations occurring in the national and international financial markets, we can provide our clients with objective, reliable guidance on their investment portfolios.
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Our Wealth Management Services
Customized investment portfolios designed to meet your short- and long-term goals
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Easy-to-understand performance reporting
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Continuous reliable, professional advice, up-to-date information on international investment markets, and assessments of your account
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Adjustments to your portfolio completed as needed, without commission
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Fee-based portfolio management with TD Ameritrade
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Retirement budget planning
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Cash flow analysis
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Portfolio second opinion services
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Income for life planning
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Fixed and fixed indexed annuities for tax-deferred capital growth
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Frequently Asked Questions
Covid Financial Information
As the coronavirus pandemic continues to develop worldwide, we at Harding’s Wealth Managers are monitoring its ongoing effect on the markets and on our communities.
How Wealthy People Use Professional Money Management
Six Best & Worst IRA Rollover Decisions
For Those Who Want To Prosper & Thrive in Retirement
Get Started Today
For more information, or to schedule an appointment, contact us today at 570-977-7417. We look forward to giving you the financial guidance that helps you reach your dreams!
Harding’s Wealth Managers
1310 US-209 #102
Gilbert, PA 18331
Phone: 570-977-7417
Email: glenhwm@gmail.com
Hours:
Monday – Friday
9:00 AM – 4:00 PM
By Appointment