Use the contact form below to get in touch with Conrad Siegel Actuaries and request additional information or schedule a meeting.

         

Capital Region Office
501 Corporate Circle
Harrisburg, PA 17110-0900

P: 717-652-5633
F: 717-540-9106
E: info@conradsiegel.com

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Lancaster Office
201 Granite Run Drive
Lancaster, PA 17601

P: 717-727-7500
F: 717-540-9106
E: info@conradsiegel.com

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Investment Services

Conrad Siegel Investment Advisors, Inc., is an SEC-registered investment advisory firm that offers a full range of investment advisory and financial planning services for individual clients on a fee-for-service basis. Our goal is to exceed client service expectations and provide independent, clear solutions on a continual basis. We are committed to maintaining the highest standards of integrity and ethics. As fiduciaries, we are devoted to developing and maintaining long-term relationships with our clients and serve as their trusted advisor.

Investment Advisory Services:
  • Ongoing, Personal Relationship: Regular meetings to review goals, risk tolerance, asset allocation, and portfolio performance
  • Customized Investment Advice: Develop and maintain a comprehensive and diversified investment portfolio based on the client's goals, risk tolerance, and unique financial situation
Financial Planning Services:
  • Independent Planning: Ability to provide independent, third party, comprehensive financial planning services or a la carte planning
  • Areas of Analysis: Retirement & Financial Independence, Investment, Risk Management, College Savings, Estate

COMPLIMENTARY FINANCIAL CONSULTATION

To schedule a no-obligation complimentary consultation, contact:

Capital Region Office: Tom Terhaar

Lancaster Office: Brooke Petersen

We Service

  • Tracy S. Burke, CFP, ChFC

    Tracy S. Burke, CFP®, ChFC®

    Bio

  • Stephan Troy, CFA

    Stephan Troy, CFA

    Bio

  • David Lytle

    David P. Lytle, FSA

    Bio

  • Melissa Hoch

    Melissa L. Hoch

    Client Relationship Specialist

  • Thomas J. Terhaar, CFP

    Thomas J. Terhaar, CFP®, ChFC®

    Bio

  • Tara L. Mashack-Behney, CFP, ChFC

    Tara L. Mashack-Behney, CFP®, ChFC®

    Bio

  • Nick Frankenstein

    Nicholas Frankenstein

    Investment Analyst

  • Mark Dixon

    Mark A. Dixon

    Client Relationship Specialist

  • Brooke Petersen

    Brooke S. Petersen

    Bio

  • Robert J. Mrazik, FSA

    Robert J. Mrazik, FSA

    Bio

  • Mike Hoyle

    Michael R. Hoyle

    Client Relationship Specialist

See All Consultants