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

Why "Willowbranch?"

Announcement:  LPL Financial Holdings Inc. and Macquarie Management Holdings, Inc. announced the signing of an agreement to jointly acquire Waddell & Reed Financial, Inc.  For more information, please click here.

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 Pandemic.

We are closely following the PA Dept of Health 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.

Since we are able, most of our team will continue to work remotely.  We will have at least one person working on-site during normal business hours.  Our whole team continues to be available for all client work and processing of business.  All phone calls, emails and snail mail are checked regularly.

We are continuing to conduct client meetings via phone and video conferencing.  We’ve streamlined this process to make it comfortable for you and easy to share documents and information.  Additionally, our locked drop box is just outside our front door for any physical transfer of documents. If you feel it important to meet in person, we can accommodate. 

If you have any questions, do not hesitate to contact us. We’re here to help.

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 realize 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. 

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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;

Our office is located at 3906 Market Street in Camp Hill, Pennsylvania.  It's hard to believe it's been two years since we moved in.  We still think it's the perfect place to continue our mission of helping clients realize their life goals and dreams. Click here to see interior photos. 

Our Primary Service Area includes all of Central PA including Camp Hill, Harrisburg, Hershey, Lancaster, York, Carlisle, Mechanicsburg, Lebanon, Chambersburg, Shippensburg, Dillsburg, Dauphin, Enola, Hanover, Hummelstown and everywhere in between.

Our Financial Advisors are licensed in Pennsylvania, Maryland, New Jersey and many other states.

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


Our Values.
Experience.  Knowledge.  Transparency.  Guidance.  

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

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

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

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Free Consultation

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

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