Social Security & IRMAA Medicare Advisors in Pennsylvania

Pennsylvania residents planning for retirement can connect with 28 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Bethlehem, Boiling Springs, York, Wayne, Pittsburgh, and King of Prussia, and communities across Pennsylvania.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified Pennsylvania advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

28 Advisors in Pennsylvania

Abby Vick

Registered Investment Advisor, United Retirement Advisor Group

Wayne, PA

NSSA®

Anthony Mascherino

Financial Advisor, AJM Financial Group

King of Prussia, PA

NSSA®

Ash Toumayants

President & Founder, Strong Tower Associates

PA

NSSA®

Brett Biggs

First Vice-President/ Wealth Management, Janney

Bethlehem, PA

NSSA®

Bryan Mccloskey

Investment Advisor, Retirement Advisor, National Social Security Certificate Holder, Revisionist Wealth Advisors, LLC

Downingtown, PA

NSSA®

Bryson Roof

Senior Wealth Advisor, Focus Partners Wealth

Harrisburg, PA

NSSA®IRMAACP™

Catherine Burns

owner, Glass and Burns Inc dba Burns Insurance Services

Muncy, PA

NSSA®

Constance Craig-Mason

CEO, Concierge Financial Advisory

York, PA

NSSA®

David Schleis

President\Accountant, DS Financial Advisors, Inc.

Pittsburgh, PA

NSSA®

Gregory Korn

President, K Financial

Philipsburg, PA

NSSA®

Gregory Lazarev

President, Liberty Medicare

PA

NSSA®

Jerrold Beck

Financial Professional, Kades-Margolis

City, PA

NSSA®

Joseph Hamoui

Financial Advisor, Abundant Streams Capital Group

Bethlehem, PA

NSSA®

Justin Brillhart

Financial Planner, Benchmark Investments & Insurance

Hanover, PA

NSSA®

Justin Pierce

Managing Partner, Wealth Advisor, Everstead Capital

York, PA

NSSA®

Kenneth Christian

Investment Advisor Representative (IAR), Maplewood Financial Group

Bala Cynwyd, PA

NSSA®

Laurie Bodisch

Founder & Chief Executive Officer, Her Wealth Coach®

Boiling Springs, PA

NSSA®

Lindsay Frabotta

Investment Adviser Representative, Capital A Wealth Management

Cranberry Township, PA

NSSA®

Melanie Brennan

Operations Manager, Wedgewood Investors, Inc.

PA

NSSA®

Michael Hermes

Market President, Wealth Advisor, Registered Representative, HORAN Wealth, LLC

Pittsburgh, PA

NSSA®

Natalie Harnish

Associate Director M1st Insurance Services,LLC, M1st Insurance Services, LLC

Enola, PA

NSSA®

Randy Shaffer

Shaffer Financial

Conneaut Lake, PA

NSSA®

Rick Diamond

RETIREMENT ADVISOR, THE ROI GROUP

Wayne, PA

NSSA®

Taylor Munoz

Financial Advisor, ASC Financial Group

Bartonsville, PA

NSSA®

Theresa Hutchinson

Senior Sales Executive/Financial Advisor, Medallion Wealth Management

Moon Township, PA

NSSA®

Thomas Sheaffer

Owner, Thomas J Sheaffer Agency

Boiling Springs, PA

NSSA®

Todd Valles

IRMAA AND SOCIAL SECURITY INSTRUCTOR, IRMAA CERTIFIED PLANNER

MILLVILLE, PA

NSSA®IRMAACP™

Ty McGilberry

Financial Advisor | CEO & Managing Partner, Pegasus Financial Planning

King of Prussia, PA

NSSA®

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