Broker Check

<br />.<br /><br /><br />

Now is the time when you need the strength and flexibility of Willowbranch Financial Group

Why "Willowbranch?"
Client Safety and Health

On behalf of our whole Willowbranch team, we want to express our deep concern for everyone negatively affected by the Corona Virus Epidemic. We are closely following the news, CDC, PA Dept of Health and health care officials about the virus response and recommendations. We are taking all recommended precautions to support the community effort to reduce the spread of the virus. The health of our clients, team members and their families is our top concern.

Our physical offices are temporarily closed as part of Governor Wolf’s Shutdown of non-essential businesses. We are working remotely and checking email and phone messages on a regular basis. All client meetings will be conducted by phone until our offices reopen. If you have any questions, do not hesitate to contact us. We’re here to help.

We hope the extra time with family brings you some joy during this challenging situation. Our sincere wishes of good health.


<br />Experience - Our Team

WILLOWBRANCH FINANCIAL GROUP is a team of award-winning financial advisors offering financial advice, financial planning and many investment/insurance options through Waddell & Reed.  Our mission is to help clients fund their life goals and dreams. We strive to do this by creating and following a customized financial plan for them. Through the plan and our experienced advice, our clients gain the confidence to make well informed financial decisions in all aspects of their lives. 

Learn more
Our vision for Willowbranch is happening!&#160; After a lot of searching, we've found the perfect place to continue our mission.&#160; We are thrilled to announce that our new office is located at 3906 Market Street in Camp Hill, just 3 miles from our former office.&#160;

We're celebrating our first anniversary in our Market Street office!  It's hard to believe it's been a year since we moved in.  We still think it's the perfect place to continue our mission.  

"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett

WHY CHOOSE US

Our Values.
Experience.  Knowledge.  Transparency.  Guidance.  

Learn more

OUR PEOPLE

Years of experience have prepared us to guide you through your life transitions.

Learn more

SERVICES

In addition to financial planning, we offer an array of services to meet your financial needs.

Learn more

RESOURCES

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Free Consultation

We offer a free, no pressure or obligation, consultation meeting.

Schedule a Consultation