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PO Box 1221
York, PA 17405-1221
Home | Professional Advisors Referral Program | Steering Committee Members | Contributing Partners | Founding Funders
Professional Advisors Referral Program
The Professional Advisors Referral Program is a service of LEAVE A LEGACY® York County to connect individuals interested in making charitable gifts with professional advisors who understand LEAVE A LEGACY® and effective ways to accomplish charitable gift planning.
Advisors participating in the Professional Advisors Referral Program have participated in a LEAVE A LEGACY® orientation program and have subscribed to the Model Standards for the Charitable Gift Planner.
These advisors can be retained to consult with individuals who may not have a professional advisor or to serve as an additional resource for individuals and their advisors. Your decision to hire a professional advisor should not be based solely on this referral.*
Interested individuals should contact the professional advisor(s) of his/her choice. LEAVE A LEGACY® York County does not endorse or recommend persons or organizations participating in the Professional Advisors Referral Program.*
Attorneys
- Jeffrey D. Lobach, Esquire
Barley Snyder LLC
100 East Market Street
York, PA 17401
(717)-846-8888
- Paul G. Lutz, Esquire
Griffith, Strickler, Lerman, Solymos & Calkins
110 S. Northern Way
York, PA 17402
(717)-757-7602
- Erin J. Miller, Esquire
Stock and Leader
Susquehanna Commerce Center East
221 W. Philadelphia St., Suite E600
York, PA 17401
(717)-846-9800
- John J. Shorb, Esquire
Stock and Leader
Susquehanna Commerce Center East
221 W. Philadelphia St., Suite E600
York, PA 17401
(717)-846-9800
- Thomas M. Shorb, Esquire
Stock and Leader
Susquehanna Commerce Center East
221 W. Philadelphia St., Suite E600
York, PA 17401
(717)-846-9800
- Alex Snyder, Esq.
Barley Snyder LLC
100 East Market Street
York, PA 17401
717-846-8888
- Frederick S. Spangler, Esquire
Barley Snyder LLC
100 East Market Street
P.O. Box 15012
York, PA 17405
(717)-846-8888
- W. Bruce Wallace, Esquire
Stock and Leader
Susquehanna Commerce Center East
221 W. Philadelphia St., Suite E600
York, PA 17401
(717)-846-9800
Bank and Trust Services Officers
- Lori Brodbeck, Vice President
M&T Investment Group
21 E. Market Street
York, PA 17401
(717)-852-3051
- Stephen F. Feldmann, Vice President/Manager
M&T Investment Group
21 East Market Street
York, PA 17401
(717)-852-3077
- Carolyn Schaefer
York Traditions Bank
235 St. Charles Way
York, PA 17402
(717)-741-2615
Certified Public Accountants
- James K. Bergdoll, CPA/PFS
Bergdoll & Company, LLP
137 West Market Street
York, PA 17401
(717)-854-7894
- W. Robert Berkebile, CPA/PFS, CFP, Partner
Beard Miller Company, LLP
bmc Financial Advisors, LLP
221 W. Philadelphia Street, Suite E200
York, PA 17401
(717)-846-7000 ext. 1213
- Edward A. Stankowski, Jr.
Beard Miller Company LLP
bmc Financial Advisors, LLP
221 W. Philadelphia Street, Suite E200
York, PA 17401
(717)-846-7000
- Claire S. Weaver, CPA, CSEP
Seligman, Friedman & Company
96 South George Street, Suite 350
York, PA 17401
(717)-843-0040
Financial Representatives and Services
- Daniel E. McGarry, Jr., Financial Representative
Northwestern Mutual Financial Network
107 East Philadelphia Street
York, PA 17401
(717)-843-5511
- Todd Spahr, CPA/PFS, CFP
21st Century Wealth Management LLC
1601 S. Queen Street
York, PA 17403
(717)-812-9952
*Disclaimer
LEAVE A LEGACY® York County does not endorse or recommend persons or organizations participating in the Professional Advisors Referral Program.
Your decision to hire a professional advisor should not be based solely on this referral. Ask the advisor for written information about qualifications, experience and references.
LEAVE A LEGACY® York County disavows any and all knowledge or opinion on the qualifications, credentials or competency of the persons or organization participating in the Professional Advisors Referral Program. |
