Print Page  |  Contact Us  |  Sign In  |  Register
Professional Advisors
Share |

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.


2020 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

Fulton Private Bank                             a division of Fulton Bank
 30 S. George Street
 York, PA 1740
1                                                    (717) 771-4224

Lori L. S. Brodbeck, VP/ Wealth Advisor

Nancy Klahold, VP/ Wealth Advisor

Erin J. Miller, VP/ Wealth 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                                                                                           Anna Lamond, VP & Relationship Mgr

Certified Public Accountants

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

  W. Robert Berkebile, CPA                                Amy Heim                                                      G. Scott Myers, CPA                                     

 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

Brian D. Selby, CFA                                            Jason A. Yonkovitch   

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®

Harvest Rock Advisors, LLC

230 North George Street

York, PA 17401

(717) 814-5115

Timothy H. Sutherland, CFP, CPA

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

 

     

 RKL Wealth Management                   3501 Concord Road, Suite 250                          PO Box 21439                                                        York, PA 17402                                                                                                                                David M. Morais, CFP                                                                                                                             

 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.


Community Search
Sign In


Calendar

10/22/2020 » 10/23/2020
Bench Bar 2020 - CHCHCHCHANGES#2020

Latest News
Featured Members

Copyright © 2013. York County Bar Association and Bar Foundation of Pennsylvania, USA. All Rights Reserved