Tim Jantz, CFP®

Financial Planner

Mount Joy, PA

P: (717) 653-6662
T: (800) 653-9723
F: (717) 653-6214

Tim Jantz, Financial Planner

Tim Jantz, CFP®, Financial Planner, seeks to help clients achieve their goals through planning, coordinating and delivering comprehensive financial services rooted in their deepest values. His passion is to help clients clearly define what they want and develop a road map that will give them the opportunity to accomplish their goals. He then leads a team of specialists to help address all their financial needs and keep their financial houses in order. Tim’s areas of expertise include retirement income planning and risk management, individual and institutional investment management and the transfer of personal and charitable assets across generations.

Tim is a graduate of Goshen College and has more than 25 years of consulting experience, including 13 years as a financial consultant at Everence. Located in the Mount Joy, Pennsylvania office, he is part of a team of trusted financial professionals in Central Penn, with offices in Belleville, Chambersburg, Ephrata, Lincoln Highway E., Mount Joy and Mechanicsburg. He represents the Everence Trust Company, is an Investment Advisor Representative with Concourse Financial Group Advisors, and is licensed for life and health insurance products, fee-based investment planning and general securities.

Tim and his family live in Lancaster and are active participants in Pilgrim's Mennonite Church in Akron, Pennsylvania. 

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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS. 


Tim Jantz, CFP® is licensed to discuss and/or offer financial services and/or products to residents of FL, IL, IN, MD, MT, NC, NM, OH, OR, PA and VA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.