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Routing Number: 031315036
How It Works
Learn how Orrstown Financial Advisors can help clients understand their options and navigate important financial decisions.
How We Work With Clients
Financial planning starts with a conversation and evolves as financial needs and priorities change over time. The OFA team is committed to helping clients understand their options, make informed decisions, and build a relationship with an advisor who takes the time to understand what matters most to them.
Step 1: Let's Start the Conversation
Every relationship starts with a conversation. The OFA team takes the time to learn about each client's financial circumstances, priorities, and goals. Whether preparing for retirement, planning for a major life event, or considering future opportunities, this discussion helps establish a clear understanding of individual needs and objectives.
Step 2: Explore Your Options
The OFA team reviews each client's situation and discusses available strategies, services, and considerations that may be relevant to their objectives. The focus is on helping clients understand their options, addressing questions, and providing information to support informed decision-making.
Step 3: Develop and Implement Your Strategy
Based on a client's financial circumstances, time horizon, and risk tolerance, an OFA advisor can help develop a strategy aligned with their objectives. When clients decide to move forward, the OFA team can help coordinate next steps, which may include establishing accounts, transferring assets, or adjusting investment allocations when appropriate.
Step 4: Monitor and Adjust Over Time
Financial planning is an ongoing process. As a client's life, financial circumstances, and objectives evolve, the OFA team remains available to review strategies and discuss adjustments that may be appropriate. Regular reviews can help ensure financial plans continue to reflect current needs and priorities.
Not Sure Where To Start?
You don't need to have everything figured out before speaking with an OFA advisor. Orrstown Financial Advisors can answer questions, help clients explore available options, and discuss next steps based on their goals and priorities.
Complete the form below and a member of the OFA team will contact you to continue the conversation.
Meet the Orrstown Financial Advisor Team
Meet the financial professionals of Orrstown Financial Advisors serving communities throughout Pennsylvania and Maryland and learn how the OFA team supports clients through different stages of life.
Resources from Orrstown Financial Advisors
Explore educational resources designed to help you better understand retirement planning, investing, insurance, taxes, estate planning, and other important financial topics.
Retirement Planning
Learn about retirement savings, income planning, and retirement planning topics.
Investments
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All Resources
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