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. 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 20 years of experience as an Everence consultant and planner. Located in the Mount Joy, Pennsylvania office, he is part of a team of trusted financial professionals in Central Penn, with offices in Belleville, Ephrata, Lincoln Highway E., Mount Joy and Mechanicsburg. He represents the Everence Trust Company, is an Investment Advisor Representative, and is licensed for life and health insurance products, fee-based investment planning and general securities.

error

This field is required

success

Lead collection form

Ask questions or schedule an appointment

Send Tim a message, and expect to connect in the next two days to schedule an appointment or have a conversation about your financial goals.

Please correct the issues below to continue..
Your message was successfully sent!
Loading...
  • error

    Full name is required

    success

  • error

    Email address missing or incorrect format

    success

  • error

    Subject is required

    success

  • error

    Message is required

By sending this message, I am authorizing your agency to contact me at the email address I've provided regarding matters related to me and/or my family, even if I have previously registered on a Do Not Call registry. If I want to withdraw this authorization, I may do so at any time by submitting a request in writing.

Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.


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.