Office: (570) 586-2885
214 Front Street
Clarks Summit, PA 18411
At the Stockdale Financial Group we take the time to hear your story and explain your options in clear language. Together, we will build a plan for what you anticipated, and we will help you navigate life’s surprises.
You worked hard to prepare for retirement, we help you build a custom plan to enjoy it.
ADVISORS WHO DON'T LISTENSome advisors don’t take the time to hear your dreams before putting you into a cookie-cutter plan.
INFLEXIBLE PLANSA static plan doesn’t take into account the changing market or your changing needs.
CONFUSION & WORRYIt makes sense to worry without a clear plan and ongoing advice.
Our team of financial experts will review your situation, listen to your hopes, and then build a custom plan to help you enjoy your retirement. We will be there to advise you as your plans change and the market shifts.
Yes, we are licensed Investment Advisors, Broker Agents, and Insurance Agents in more than 30 states.
But we are also spouses, parents, and people who care about our loved ones. We dream about providing for them, spending time with them, and making the most of life.
That is why we will work closely with you to develop a flexible financial plan that takes your passions and makes them possible.
And when life throws you a curve ball, we’ll be there to help you knock it out of the park.
STEP ONESchedule a Free Listening Appointment
STEP TWOGet Your Custom Financial Strategy & Ongoing Expert Advice
STEP THREEEnjoy Your Life with Financial Peace of Mind
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
Your Custom Plan Includes
We listen to your goals and evaluate your financial situation.
Tailor-made investments that turn your passions into a clear plan.
We help you choose an investment strategy that matches your goals, time horizon, and risk comfort.
Do you want to make it possible for your kids, grandkids, or yourself to go to school? We will help you make it happen.
For those looking for a guaranteed income option as part of their retirement plan.
We help you make sure your loved ones are taken care of—no matter what happens.
We know that understanding your financial future can feel overwhelming. In fact, it can feel a lot like traveling to a foreign culture where you don’t know the language or where to go!
But a good travel guide will show you what to avoid and the best places to go. That’s what we do. We are your guides to help you avoid the pitfalls and get to the desired destination.
You want to know:
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."