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.

Do you have a will? Is it updated?
07/22/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

The question everyone has: Will Social Security be around for you? Read this.
07/20/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Learn the language of life insurance.
07/17/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
07/15/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
07/13/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Business owners should consider a succession plan sooner rather than later.
07/10/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Some simple, inexpensive energy-saving tips that may help you save money.
07/08/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
07/06/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
07/03/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

What does it actually cost to raise a child? You might be surprised.
07/01/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

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

Alerts

Be the first to know and let us send you an email when Ocker Financial Services, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Ocker Financial Services, LLC:

Shortcuts

Share

Category