Ocker Financial Services, LLC

Ocker Financial Services, LLC 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:

• Investment management*
• Cash flow and debt management
• Family risk management/Insurance planning
• Retirement planning
• Education planning
• Legacy and estate planning
• Business retirement planning
• Business succession planning

We have access to an abundance of resources through one of the top broker/dealers in the industry

, Avantax Investment ServicesSM, which provides us access to unparalleled products, services, technology, and the support required to serve your individual needs effectively. Our focus is on you, our client, which helps ensure that our advice supports your vision and our service exceeds your expectations. Along with fair and honest counsel, we believe in the confidentiality of your personal information and the transparency of our fees and services. Our goal is to provide the best assistance possible as we help you pursue your financial goals. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Discover how insurance can play a vital role in managing and protecting your wealth. From liability exposure to tax cons...
06/03/2026

Discover how insurance can play a vital role in managing and protecting your wealth. From liability exposure to tax considerations, learn about the sophisticated tools that support estate planning goals and generational wealth growth.

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/01/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
05/29/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
05/27/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Here are 5 facts about Social Security you absolutely need to know.
05/25/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/22/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
05/20/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

We’re excited to share that Greg recently attended Cetera’s Circle of Excellence trip in Hawaii — an honor awarded to th...
05/19/2026

We’re excited to share that Greg recently attended Cetera’s Circle of Excellence trip in Hawaii — an honor awarded to the Top 100 advisors in the nation, recognizing exceptional dedication to clients and a commitment to excellence.

This experience provided opportunities to connect with industry leaders, exchange ideas, discuss market trends, and bring back valuable insights that help us continue delivering exceptional service to those we serve.

We’re incredibly grateful for the trust and confidence our clients place in our team each day. Thank you for being part of our journey and allowing us to do what we love.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/18/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
05/15/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Address

858 Lincoln Way East
Chambersburg, PA
17201

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+17172633316

Website

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