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Financial Planners in Mountain Top, PA: 2026 rankings

37 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Mountain Top: Bankers Life, RFA Score 69/100; 4.0★ from 27 Google reviews.

  2. 10

    Most-reviewed: Fidelity Bank - Scranton Branch, 41 Google reviews at 3.7★, the most of 37 ranked; ranked #10.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

37 Mountain Top financial planners are ranked here by RFA Score, from eight published factors. 19 open Saturdays, based on posted hours. The median Google rating is 4.0★ across 37 rated firms.

Top 10 financial planners in Mountain Top at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Mountain Top at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Bankers Life694.0★ (27)Wilkes-Barre, 7 mi away—Top score
2JAG Financial Boutique685.0★ (12)Wilkes-Barre, 3 mi away——
3Peoples Security Bank & Trust674.3★ (15)Nanticoke, 7 mi awaySat—
4NBT Bank674.0★ (15)Wilkes-Barre, 5 mi awaySat—
5Peoples Security Bank & Trust673.9★ (15)Wilkes-Barre, 5 mi away——
6Fidelity Bank674.3★ (25)Scranton, 16 mi awaySat—
7Fidelity Bank665.0★ (12)Back Mountain, 12 mi awaySat—
8Fidelity Bank663.1★ (23)Kingston, 7 mi awaySat—
9Abington Financial Group665.0★ (21)Scranton, 23 mi away——
10Fidelity Bank - Scranton Branch663.7★ (41)Scranton, 19 mi awaySatMost reviews

All 37 financial planners in Mountain Top, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Mountain Top

    #1 Bankers Life

    Based in Wilkes-Barre, 7 mi away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    613 Baltimore Dr, Wilkes-Barre, PA 18702
    View profile for Bankers Life(570) 822-3149

  2. #2 JAG Financial Boutique

    Based in Wilkes-Barre, 3 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    54 S Walnut St, Wilkes-Barre, PA 18706
    View profile for JAG Financial Boutique(570) 931-3326

  4. #4 NBT Bank

    Based in Wilkes-Barre, 5 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    171 Wilkes-Barre Blvd, Wilkes-Barre, PA 18702
    View profile for NBT Bank(570) 823-4200

  6. #6 Fidelity Bank

    Based in Scranton, 16 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.3★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 25 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4010 Birney Ave, Moosic, PA 18507
    View profile for Fidelity Bank(570) 504-0789

  7. #7 Fidelity Bank

    Based in Back Mountain, 12 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 12 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2363 Memorial Hwy, Dallas, PA 18612
    View profile for Fidelity Bank(570) 675-3332

  8. #8 Fidelity Bank

    Based in Kingston, 7 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.1★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 23 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    247 Wyoming Ave, Kingston, PA 18704
    View profile for Fidelity Bank(570) 338-0119

  9. #9 Abington Financial Group

    Based in Scranton, 23 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    200 Abington Executive Park Ste 207, Clarks Summit, PA 18411
    View profile for Abington Financial Group(570) 586-1013

  11. #11 NBT Bank

    Based in Kingston, 6 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.1★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    455 Market St, Kingston, PA 18704
    View profile for NBT Bank(570) 288-7070

  12. #12 Hazleton, Michelle CPA

    Based in Nanticoke, 5 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8 AM–7 PM · Sat 8 AM–2 PM · Sun closed
    Address
    696 Front St, Nanticoke, PA 18634
    View profile for Hazleton, Michelle CPA(570) 735-0418

  13. #13 Fidelity Bank

    Based in Wilkes-Barre, 6 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    64 N Franklin St, Wilkes-Barre, PA 18701
    View profile for Fidelity Bank(272) 229-9875

  16. #16 Fidelity Bank

    Based in Scranton, 21 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.6★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 39 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    111 Green Ridge St, Scranton, PA 18509
    View profile for Fidelity Bank(570) 342-5532

  18. #18 Fidelity Bank

    Based in Scranton, 20 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 19 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    507 Linden St, Scranton, PA 18503
    View profile for Fidelity Bank(800) 388-4380

  19. #19 Fidelity Bank

    Based in Hazleton, 16 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.4★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 11 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    383 S Poplar St, Hazleton, PA 18201
    View profile for Fidelity Bank(570) 501-7001

  21. #21 NBT Bank

    Based in Dunmore, 23 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.8★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1230 Harry P O'Neill Hwy, Dunmore, PA 18512
    View profile for NBT Bank(570) 344-9701

  24. #24 NBT Bank

    Based in Scranton, 20 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.4★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 23 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    130 N Keyser Ave, Scranton, PA 18504
    View profile for NBT Bank(570) 341-8100

All 37 financial planners

#1 to #25 are shown in full above. Here are #26 to #37, in RFA Score order; each links to its profile.

financial planners in Mountain Top, ranks 26 to 37
RankBusinessRFA ScoreGoogle ratingDistance
26Fidelity Bank633.9★ (19)23 mi
27R J Financial Services635.0★ (3)5 mi
28NBT Bank633.8★ (19)24 mi
29Fortune Financial Group Inc624.9★ (10)22 mi
30Mid America Group Northeast623.0★ (4)5 mi
31Broaden Financial Group LLC615.0★ (3)11 mi
32Janney Montgomery Scott614.3★ (4)14 mi
33Peoples Security Bank & Trust612.8★ (15)22 mi
34Peoples Security Bank & Trust603.1★ (14)24 mi
35Mohammed Najib: Primerica - Financial Services595.0★ (15)7 mi
36Thomas Hauber - Private Wealth Advisor, Ameriprise Financial Services, LLC585.0★ (3)24 mi
37Peoples Security Wealth Advisors494.0★ (4)22 mi

Also serving Mountain Top

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Mountain Top
BusinessGoogle ratingDistance
Capstone Wealth Management Group, LLC5.0★ (2)22 mi
Chancellor Financial Group5.0★ (1)5 mi
Edward Jones - Financial Advisor: Francis Dalykas, CEPA®In Mountain Top
Edward Jones - Financial Advisor: Josh Perry, CEPA®|AFFP®In Mountain Top
Fazzini Financial GroupIn Mountain Top
Forthright Wealth Planning5.0★ (1)5 mi
Galade Consulting5.0★ (1)13 mi
Jacobi Capital Management LLC5.0★ (1)11 mi
Joyce M Hoban - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)11 mi
Mass Mutual Financial Group3.0★ (1)6 mi
Merrill Lynch Wealth Management5.0★ (1)7 mi
MF Advisers, Inc.In Mountain Top
Nuveen InvestmentsIn Mountain Top
PNC Private Bank3.0★ (2)5 mi
Premier Planning Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)6 mi
Raymond James Financial Services5.0★ (1)6 mi
Ryan Stephenson - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)6 mi
The Luzerne Foundation5.0★ (2)5 mi
Tier 1 Capital LLC5.0★ (1)11 mi
William Amesbury - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)6 mi

How we ranked Mountain Top financial planners

We scored 37 Mountain Top financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Mountain Top data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Mountain Top: frequently asked questions

Which financial planner has the highest RFA Score in Mountain Top?

By RFA Score, the highest-ranked financial planner in Mountain Top, PA is Bankers Life with an RFA Score of 69/100. It has 4.0★ from 27 Google reviews. JAG Financial Boutique (#2) and Peoples Security Bank & Trust (#3) follow. We ranked 37 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Mountain Top?

RankedFinancialAdvisors ranks 37 financial planners serving Mountain Top, PA. 1 of them is based in Mountain Top; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Mountain Top work on weekends?

19 of 37 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Peoples Security Bank & Trust (#3), NBT Bank (#4) and Fidelity Bank (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mountain Top financial planners have?

The median Google rating among 37 rated financial planners in Mountain Top is 4.0★, with a median of 15 reviews. Fidelity Bank - Scranton Branch has the most, 41 reviews, and ranks #10. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Mountain Top count in this ranking?

Yes, if they are within 25 mi of the Mountain Top city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Mountain Top ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Mountain Top a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Mountain Top

  1. November 2026: RFA Scores recalculated for 37 financial planners serving Mountain Top.

More financial planners and Mountain Top pages