Ocker Financial Services, LLC

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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.

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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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