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DETAILS

Everyone has a vision of what their successful financial future could be. Our goal at Ocker Financial Services is to help you achieve yours.

General Info
Ocker Financial Services is a full-service financial services provider committed to helping individuals, families, and small businesses succeed financially. We offer creative, customized solutions in the following areas of Investment management*, Cash flow and debt management, Family risk management/Insurance planning, Retirement planning, Education planning, Legacy and estate planning, Business retirement planning, and Business succession planning. Along with fair and honest counsel, we believe in the confidentiality of your personal information and the transparency of our fees and services. Our focus is always on you, our client, which ensures that our advice supports your vision and our service exceeds your expectations. We look forward to discussing your situation and helping you continue your journey to financial success!
Extra Phones

Fax: 717-263-5460

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Social Links
Categories
Financial Planning Consultants, Financial Services, Investment Advisory Service, Retirement Planning Services
Services/Products
  • Estate Planning
  • Diversification
  • Elder Care Planning
  • Employee Benefit Plans
  • Equity Investments
  • Trust Management
  • Financial Management
  • Fee-Based Financial Planning
  • Investment Planning
  • Asset & Portfolio Management
  • IRA Rollovers
  • Trading Strategies
  • Securities Brokers
  • Savings Plans
  • Investment Advisors
  • Retirement Planning
  • Trusts
  • Tax Planning
  • Financial Consultants
  • Stock Investments
  • Insurance Planning
  • Brokerage Services
  • Estate Management
  • Financial Advisors
  • Business Planning
  • Investment Research
  • Inheritance Planning
  • Family Financial Planning
  • Asset Management
  • Charitable Trusts
  • SEP Individual Retirement Accounts
  • Annuities
  • Investments
  • Bonds
  • Mutual Funds
  • Government Bonds
  • Individual Retirement Accounts
  • Roth Individual Retirement Accounts
  • Index Funds
Accreditation

CFP (r) , ChFC

Data provided by one or more of the following: DexYP, Data Axle, Yext.