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Become a Professional Advisor Partner

The work of Leave A Legacy® benefits professional advisors, nonprofits and individuals in York County. With your support, this valuable alliance will continue to assist and sustain programs in our community.

Professional adviser partner benefits:

  • Inclusion in the partner booklet disseminated to the public, nonprofit and professional adviser partners
  • Name and link to your website on Leave A Legacy® website
  • Valuable networking opportunities at network luncheon events
  • Position yourself as an expert in planned giving
  • Deepen your client relationships through enhanced values

To become a professional advisor partner, please fill out the form and mail to Leave A Legacy® York County.


2019 Professional Advisor Partners

Attorneys

       Barley Snyder, LLP
        100 East Market Street
        York, PA 17401
        (717) 846-8888

       Jeffrey D. Lobach, Esquire

      Alex E. Snyder, Esquire 

Kearney Galloway Graybill, LLC
940 South Queen Street
York, PA 17403

(717) 345-3494

Jennifer A. Galloway, Esquire

Jack L. Graybill II

Blakey, Yost, Bupp & Rausch, LLP
135 North George Street
York, PA 17401
(717) 848-4900

 David A. Mills, Esquire

        Law office of Amanda Snoke Dubbs
        294 Dew Drop Road
        York, PA 17402
        (717)430-6730

         Amanda Snoke Dubbs, Esquire

      CGA Law Firm
      135 North George Street
        York, PA 17401

       (717) 848-4900

        Timothy J. Bupp, Esquire

        Frank H. Countess, Esquire

        Richard K. Konkel, Esquire

Stock and Leader
221 W. Philadelphia St., Suite E600
York, PA 17401
(717) 846-9800

MacGregor J. Brillhart, Esquire

Kristen R. McGuire, Esquire

Thomas M. Shorb, Esquire

 Estate & Elder Law Firm of Erik       Spurlin
 2997 Cape Horn Road, A-6
 Red Lion, PA 17356
 (717) 501-4009

Erik D. Spurlin, Esquire, CELA, LL.M.

The Elder Law Firm of Robert Clofine
340 Pine Grove Commons
York, PA 17403
(717) 747-5995

Robert Clofine, Esquire

Banks/Trust Departments

Clermont Wealth Strategies, a               division of Fulton Bank
 30 S. George Street
 York, PA 1740
1                                                    (717) 771-422

 Lori L. S. Brodbeck, VP/ Sr. Fiduciary Advisor 

Nancy Klahold, VP/ Sr. Fiduciary Advisor 

Erin J. Miller, VP/ Sr. Fiduciary Advisor 

   PeoplesBank Wealth Management
   105 Leader Heights Road
   York, PA 17402
    (717) 747-1585

   Stephen Altland, Sr. VP Wealth Mgmt

   Bonnie Grizzell, VP & Relationship Mgr

   Michael Haun, CFA, CFP, VP Investment                  Strategist

    Anna Lamond, VP & Relationship Mgr

Certified Public Accountants

RKL LLP
3501 Concord Road, Suite 250
York, PA 17402
(717) 843-3804

W. Robert Berkebile, LPA/PFS, CFP, CPA,          Partner

G. Scott Myers, CPA, CSEP

 Stambaugh Ness
 2600 Eastern Blvd., Suite 101
 York, PA 17402
 (717)757-6999

James K. Bergdoll, CFP/PFS

Financial Advisors

Counsel Trust Company
224 St. Charles Way, Suite 100
York, PA 17402
(717) 718-1600

 Wanda M. Chilcoat

Brian D. Selby, CFA

Smith Wealth Advisory Group of               Janney Montgomery Scott
2315 N. Susquehanna Trail, Suite A
York, PA 17404
(717) 779-2769

Kevin J. Smith, CFP®, ChFC®, CLU®CAP®

       Domani Wealth
       118 Carlisle Street, Suite 301
       Hanover, PA 17331
       (717)632-2725

       221 W Philadelphia Street, Suite 303                       York, PA 17401                                                          (717) 846-6214

       Scott D. Michael, CFP, AIF

       Christopher M. Stock, MBA, CFP

 The Financial Advisory Group
  45 Wyntre Brooke Drive
  York, PA 17403
  (717) 741-3665

  Damien P. Lynch, MBA, CFP®

  Diana L. Mohn, CFP®

  Brad D. Stein, CFP®

Northwestern Mutual
224 Saint Charles Way, Suite 250
York, PA 17402
(717) 843-5511

Jim Gano, ChFC, Financial Advisor     

Daniel E. McGarry, Jr., CLU, ChFC, Financial       Advisor

M. Paul Torchia, CFP, ChFC, CLU, CASL,            Wealth Management Advisort

Wells Fargo Advisors
221 W Philadelphia Street, Suite 112 East
York, PA 17401
(717) 849-1058

Robert A. Bowen, First Vice President, Investment Officer

 

  


 

*Disclaimer

Leave A Legacy® York County does not endorse or recommend persons or organizations participating in the Professional Advisers Referral Program.

Your decision to hire a professional adviser should not be based solely on this referral. Ask the adviser for written information about qualifications, experience and references.

Leave A Legacy® York County disavows any and all knowledge or opinion on the qualifications, credentials or competency of the persons or organizations participating in the Professional Advisers Referral Program.


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