For Today.
For Tomorrow.
For Life.
Whether you are beginning your investment journey, reimagining your retirement, or anything in between, you deserve a professional in your corner who knows your name. PAC Financial is a third-generation, family-owned financial advisory and insurance firm in Harrisburg, serving Central Pennsylvania families since 1972. One office, one team, one phone number that gets answered.
Rollover to PAC Financial!
Old 401(k)s from old jobs are the most common loose end in Central PA money. We put every account on one page, compare the fees both directions, and tell you the truth about whether a rollover helps, including when leaving it alone wins. Bring one statement; we handle the rest.
Pre-Retirees
The biggest decisions of your financial life happen in the five years around retirement. We build the income plan before you need it.
Small Business Owners
Retirement plans that help you keep good people, with federal credits that can offset the cost of starting one.
Working Professionals
Make the money work as hard as you do: consolidated accounts, real allocation, direct advisor access.
Families
Life insurance, estate coordination, and protecting what you built for the people you built it for.
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Retirement Focused
Personalized retirement plans built around your actual life: income, taxes, and the accounts you already have.
Call or stop by the office to set up your free, no obligation consultation. Current clients can view their full picture anytime through the eMoney portal below.
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Wealth Management
Strategies designed to grow and protect your wealth, with clarity about what you own, what it costs, and why.
Managed portfolios for the foundation, custom portfolio management for clients who want a more active approach on a portion of their assets, and a team you can actually reach.
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Life Insurance Agents
PAC Financial is a third-generation, family-owned team that puts your family's needs first.
As independent agents, we compare term, whole, and universal policies from multiple highly rated carriers to fit your specific needs and budget. Get your quote today.