4000 Market Street
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial confidence for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.
Founder & Managing Partner
E: email@example.comP: 717-857-6586
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I was born and raised in Central Pennsylvania. My mother worked two jobs while attending college and raising me on her own. I know and understand what it takes for a middle class family to get ahead which is why I decided to pursue a career in financial planning. My modest upbringing, certifications and almost 19 years of experience have fueled my passion to help others. Having earned the Certified Financial Planner® designation, my primary responsibilities are to help you work towards improving the lives of your family, business and the surrounding community. I may be the right advisor for you if you are in need of a professional to help you pursue your financial goals and objectives.
*Series 7 registration held through LPL Financial
Saint Katharine Drexel Church, MechanicsburgBig Brothers Big Sisters – Board MemberHampden, Middlesex & Monroe Soccer U8 & U6 Head CoachHampden Youth Baseball Association Instructional Head Coach
E: firstname.lastname@example.orgP: 717-857-6595
As one of the owners and partners of Polaris Advisors, Justin’s goal is to help lead an organization that strives to provide the highest degree of client service, integrity, and professionalism. With disciplined investment strategies that emphasize risk-adjusted returns, cost, and tax efficiency, his objective is to help the individuals, families, corporations, and nonprofit organizations that he works with to pursue their financial goals. As a LPL Financial Advisor, Justin works closely with his clients to articulate their goals and implement a plan that seeks to fulfill these objectives. Justin has a passion for the qualified retirement plan space, which includes ERISA and non-ERISA plans. Justin helps with the design, implementation, participant education, financial wellness, and service provider selection. With over 15 years of experience working WITH clients to create sound financial strategies you can rest assured you are getting an experienced, creative, and ethical advisor to walk you down your financial journey.
Background and credentialsJustin began his career in the financial services industry in 2005 with Wienken & Associates, which later changed to uFinancial Group. In 2015 Justin became a partner with Corey Basehore, and Polaris Advisors.
Justin is a 2002 graduate of Penn State University, and over the course of his career, he has attained the Certified 401k Professional (C(k)P), and Accredited Investment Fiduciary (AIF) designations.
Away from the officeJustin spends his free time with his wife Jennifer and their dogs Harvey, Walter, and Zeus. Justin enjoys sports of all kinds, is an avid golfer, a fitness enthusiast, and (unfortunately according to most) a big NY Mets fan. Justin is involved in several charitable organizations including sitting on the board of the American Heart Association, participant in the Real Men Wear Pink campaign, and supporter of Bethesda Mission.
E: email@example.comP: 717-857-6593
*Series 7 and 66 registrations held through LPL Financial
Otterbein United Methodist ChurchBig Brothers Big SistersVickie’s Angel Walk
E: firstname.lastname@example.orgP: 717-857-6592
I grew up on a chicken and produce farm(Oak Grove Farms) in Mechanicsburg, PA. At a young age I learned the value of hard work and the importance of saving. Working alongside and listening to my Dad, I developed a strong interest in growing my money and planning for my future. Playing sports(especially basketball) was my competitive outlet. After graduating from Grove City College and living in Pittsburgh for a year, I returned to Mechanicsburg and worked in medical sales for 20 years- 10 of those with Medtronic. In 2017 I decided to make the jump and pursue my true passion and become a financial advisor with Polaris Advisors. I enjoy working closely with the team here helping my clients feel confident about their financial future. I focus on helping my clients make sure they’re putting their hard earned dollars in the right places today so they can come down the mountain safely and confidently in retirement. Having been a client myself of an advisor for many years and also having managed my finances on my own for over a decade- I feel like I have a great understanding of a client’s thoughts and views. I am also aware of the gaps in my own planning over the years as well as those of many of my medical sales colleagues and physician customers. If you’re not totally confident in your personal financial planning, I would be happy to discuss your situation and see if I may be able to help.
Children: Katherine, JJ, and PaigeHobbies: Reading, Golf, and SportsCumberland Valley Youth Basketball Head CoachCumberland Valley Youth Rugby Head Coach
Director, Financial Consultant
E: email@example.comP: 717-857-6591
A true gift my parents gave me was to have me pay for my college education. While majoring in Finance at Shippensburg University, I not only studied banking, lending, taxation and investing for businesses and individuals, I was living that aspect of finance that we all do: how I spent my money to meet my obligations and how I saved it for the future. Summer jobs were important to help meet the upcoming semester. I interned at Polaris Advisors and fell in love with the entire process of working with clients to seek to financially protect their families, or plan for their first house, a child’s education and their own long-term retirement or estate planning goals. I joined Polaris Advisors full time in 2017 and continue to serve clients’ needs through sound financial planning and investments.
E: firstname.lastname@example.orgP: 717-775-8061
Understanding investing and personal finance has been one of my life's passions and hobbies since I was young. I am addicted to finding a financial advantage in an ever-changing market, and my clients benefit from my passion every day!
My singular goal is to create a practice built around the highest degree of customer service for my clients. The people that I work with are like-minded individuals who strive to be leaders in their respective industries and communities. They have worked hard and have made sacrifices to provide a better life for the people who depend on them, including their families and employees. If you believe this describes you, I would love to meet to discuss how I can help work with you to pursue your goals.
I was raised in Mechanicsburg Pennsylvania where I attended Cumberland Valley Highschool, later followed by Bentley University in Boston, MA. Outside of the office, I enjoy playing competitive golf and creating art. If you are interested in seeing what I like to create, my art portfolio can be found at www.robfalconerart.com
Areas where I best help my clients: