Ocker Financial Services, LLC

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.

A few strategies that may help you maximize your Social Security income.
09/07/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
09/04/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Even if you’re young and single, you should still consider protecting yourself with insurance.
09/02/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

08/31/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

With increasing wealth comes unique financial challenges.
08/28/2026

With increasing wealth comes unique financial challenges.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
08/26/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
08/24/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Explore how inflation has affected purchasing power over the decades with this historical tool.
08/21/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

With great wealth comes even greater questions. Learn more in our article.
08/19/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
08/17/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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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