The Wealth Factory

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The Wealth Factory Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The Wealth Factory, 21 Kristi Road, Suite 1, Muncy, PA.

Financial Advisors and Insurance Professionals proudly serving Northcentral PA with financial services including Retirement Planning, Investment Management, Insurance Review, Estate Planning, and more.

10/22/2026

We had a lot of ideas for Uncon. Some ambitious, some weird, and some that sounded better in our heads than they did out loud.

But we had people willing to believe in them.

To every single one of our Uncon sponsors, thank you. Your support helped us create a day full of conversations, new friendships, unexpected ideas, and a whole lot of fun.

You didn't just help us put on an event. You helped bring a community together, and that's something we're incredibly grateful for.

Thanks for saying yes to our weird little idea. We think it turned out pretty great.

Here’s this week’s Weekly Market Commentary from LPL Financial!Let us know what you think 💭
10/20/2026

Here’s this week’s Weekly Market Commentary from LPL Financial!

Let us know what you think 💭

TODAY’S THE DAY📢 Medicare Annual Enrollment is OPEN!Have questions about your Medicare options? We’re here to help! 💙❤️R...
10/15/2026

TODAY’S THE DAY

📢 Medicare Annual Enrollment is OPEN!

Have questions about your Medicare options? We’re here to help! 💙❤️

Reach out to our team—we’re happy to help you navigate your options!

🥳 Medicare Annual Enrollment Period opens this Thursday! 🎉Are you ready?
10/13/2026

🥳 Medicare Annual Enrollment Period opens this Thursday! 🎉

Are you ready?

Know your ABCs before ! Medicare Part A is Hospital Insurance. Part B is Medical Insurance. Medicare Advantage Plans are Part C, and Part D is prescription drug coverage.
Learn more: https://go.medicare.gov/3QWhqke.

Check out this week’s Weekly Market Commentary from LPL Financial
10/12/2026

Check out this week’s Weekly Market Commentary from LPL Financial

🗓️ ONE WEEK until our Medicare Educational Event at Bucktail Medical Center!Are you turning 65 or new to Medicare?Not su...
10/08/2026

🗓️ ONE WEEK until our Medicare Educational Event at Bucktail Medical Center!

Are you turning 65 or new to Medicare?
Not sure where to start or what you need to know?

Join us October 15th at 10 AM for an educational event covering the basics of Medicare. You’ll also have an opportunity to speak with our Medicare specialist and get your questions answered.

📍 Bucktail Medical Center
🗓️ October 15th | 10 AM

Come learn, ask questions, and get a better understanding of your Medicare options!

Join us at the Covation Center for their 2026 Uncon!
10/08/2026

Join us at the Covation Center for their 2026 Uncon!

Business owners spend a lot of time investing in their businesses.

Sometimes the best investment is getting them out of those businesses for a day.

Thank you to Wealth Factory for sponsoring Uncon and helping us create a day for exactly that.

https://masterclass.covationcenter.org/unconference
The Wealth Factory

10 Days! The countdown is on for Medicare Open Enrollment! Preview and compare your Medicare options and make sure you h...
10/06/2026

10 Days!
The countdown is on for Medicare Open Enrollment!
Preview and compare your Medicare options and make sure you have the best coverage for your needs.

While it’s too soon to make plan changes, you can start on the Medicare website so you’re ready for Open Enrollment on October 15.

Here is this week’s Weekly Market Commentary from LPL Financial!
10/06/2026

Here is this week’s Weekly Market Commentary from LPL Financial!

👋 Hey, what happened to your retirement account?If you’ve recently been laid off, terminated, or left a job, what are yo...
10/02/2026

👋 Hey, what happened to your retirement account?

If you’ve recently been laid off, terminated, or left a job, what are you doing with your 401(k)?

🤔 Leaving it where it is?
🔄 Rolling it over?
😬 Still figuring it out?

Address

21 Kristi Road, Suite 1
Muncy, PA
17756

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+18883472080

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