Edward Jones - Financial Advisor: Todd Dietrich, CFP

Edward Jones - Financial Advisor: Todd Dietrich, CFP Certified Financial Planner™ | 401k/ IRA Options | Investments | Wealth Strategies | Asset Allocation I'm a Central Pennsylvania native and I received my B.A.

I started in the financial services industry 16 years ago at the end of 2007, right as the "Great Recession" was taking hold. Although it was a very challenging time to start in this field, I believe it has positively shaped my approach to working with clients in many ways, including understanding the necessity of proactively assessing risk. Throughout my years of guiding clients through the ups a

nd downs of turbulent markets, I've been committed to delivering a consistent investment strategy process and communicating with clients with candor, honesty and empathy. At Edward Jones, I leverage the vast intellectual and technological resources available and combine them with my knowledge and experience as a CFP® professional to help you establish, monitor and modify your strategy to ensure we're staying on track to achieving your goals. Serving my clients' best interest, without exception, is a responsibility I take very seriously. I take my time to get to know each client's goals, needs and current financial situation before making recommendations. I meet them where they are and on their own terms – all while keeping them focused on what is most important to them, especially in times of stress or major life changes. from and played football for Lebanon Valley College. I currently reside in Mechanicsburg with my wife, Kim, and our two children, Daniel and Mikayla. On evenings and weekends, you'll likely find me on the baseball field or basketball court fulfilling my other passion, coaching Daniel and Mikayla along with the other kids in our youth organizations. Member SIPC.
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As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress towa...
10/25/2023

As 2023 winds down, how do you feel about your financial situation? Did you meet your yearly goals or make progress toward your long-term goals?

Let's work together to ensure your strategies and time horizon are up-to-date and incorporate any new life events.

As 2023 winds down, how do you feel about your financial situation? Check out these year-end moves to help keep your strategy on track.

It's not all work and no play around here- had a great time coaching these guys this weekend and supporting their 9u Mec...
10/04/2023

It's not all work and no play around here- had a great time coaching these guys this weekend and supporting their 9u Mechanicsburg Wildcats hit-a-thon.

They had a blast too!

Here are five lessons retirees wish they knew before they retired.
09/28/2023

Here are five lessons retirees wish they knew before they retired.

Ever wish you had a crystal ball to know what retirement would be like and how you should plan? Here are five lessons retirees wish they knew before they retired.

Find out more about my CFP®️ certification.
09/25/2023

Find out more about my CFP®️ certification.

Whether retiring or changing jobs, you typically have four options for your old 401(k) retirement plan. See the options ...
08/31/2023

Whether retiring or changing jobs, you typically have four options for your old 401(k) retirement plan. See the options available to you, and we can make a plan based on your needs.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Address

3780 Trindle Road
Camp Hill, PA
17011

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