#1Steffens Financial Corp
STEFFENS FINANCIAL CORP
Serves this area from NJ
Retirement Plan Advisors in Pike County, PA
The top-ranked retirement plan advisors serving Pike County, PA are Steffens Financial Corp, Sterling Financial Planning Inc and Orange Investment Advisors, Inc.. We list 4 retirement plan advisors serving Pike County, PA. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Pike County, PA. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Pike County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Steffens Financial Corp | SEC-registered investment adviser (CRD)#342546 | NJ | (973) 786-3696 |
| 2 | Sterling Financial Planning Inc | SEC-registered investment adviser (CRD)#108664 | NJ | (973) 729-1234 |
| 3 | Orange Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#107387 | Goshen, NY (37 mi) | (845) 294-6127 |
| 4 | Focused Wealth Management, Inc. | SEC-registered investment adviser (CRD)#154828 | Balmville, NY (55 mi) | (845) 691-4035 |
#2Sterling Financial Planning Inc
STERLING FINANCIAL PLANNING INCServes this area from NJ#3Orange Investment Advisors, Inc.
ORANGE INVESTMENT ADVISORS, INC.Serves this area from Goshen, NY (37 mi)#4Focused Wealth Management, Inc.
FOCUSED WEALTH MANAGEMENT, INC.Serves this area from Balmville, NY (55 mi)
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Frequently asked questions
How many retirement plan advisors serve Pike County?
We list 4 retirement plan advisors serving Pike County, PA: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Pike County?
The top-ranked retirement plan advisors serving Pike County, PA are Steffens Financial Corp, Sterling Financial Planning Inc, Orange Investment Advisors, Inc. and Focused Wealth Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Pike County are verified against official records?
4 of the top 4 match an active official record: Steffens Financial Corp (U.S. Securities and Exchange Commission), Sterling Financial Planning Inc (U.S. Securities and Exchange Commission), Orange Investment Advisors, Inc. (U.S. Securities and Exchange Commission) and Focused Wealth Management, Inc. (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Saw Creek, Hemlock Farms, Pocono Woodland Lakes, Pine Ridge, Matamoras, Gold Key Lake, Birchwood Lakes, Conashaugh Lakes, Sunrise Lake, Pocono Ranch Lands, Milford, Pocono Mountain Lake Estates, Fawn Lake Forest, Masthope, The Escape, Lake Wallenpaupack Estates