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William P. McAndrew

William P. McAndrew

Senior Vice President and LPL Financial Advisor

Phone
570-504-2207
Email
bill.mcandrew at lpl dot com

Bill McAndrew is a Senior Vice President & LPL Financial Advisor. Bill graduated with a Bachelor of Science degree in Finance from the Smeal College of Business at Pennsylvania State University. He developed an extensive estate planning background graduating from the PBA Advance School of Trust at Bucknell University. Bill has more than 30 years of experience in the wealth management industry. His specialties include, Retirement Income Planning, including 401k’s and IRA’s, Liability-Driven Investing techniques, Structuring Tax Free Income Portfolios and Developing integrated Financial and Estate Plans.

Bill’s philosophy is to commit his energy, intellect and knowledge to attaining the financial objectives of his clients by providing the highest possible level of service by challenging himself to innovate and excel across a broad range of investment products. Bill’s highest priority is sustaining his clients’ trust and confidence and to put the financial well-being of his clients first by remaining responsive to the needs of his clients in a financial environment characterized by constant change.

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INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Fidelity Bank or Fidelity Asset Management. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank *may lose value. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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What our customers say:

We opened our daughter's first savings account at Fidelity. It was a pleasure from start to finish, not to mention the nice child themed "green team" items they supplied which really show the children how important it is to save. We love Fidelity!