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21 Kristi Rd Unit 1, Muncy, PA 17756

(888) 347-2080
team@twfplan.com
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Our financial advisors strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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Are you retirement ready?

At The Wealth Factory, our financial advisors serve you as a source of support. We are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.  We have built our practice on the foundation of close relationships and personalized recommendations combined with our years of experience.  We proudly serve Muncy, Central PA, and beyond.

Wealth management

Wealth management

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Investment Management

Investment Management

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Retirement planning

Retirement planning

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Risk Management

Risk Management

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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financial education

Our financial advisors have compiled these articles, videos, and more for client education, so that you can be financially savvy. 

more about our firm

more about our services

more about our approach

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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