Ocker Financial Services

Ocker Financial Services is a Financial Planner in Chambersburg, PA, located at 858 Lincoln Way E. The firm serves individuals, families, and small businesses with customized financial solutions. Specific services include investment management of stocks, bonds, ETFs, mutual funds, and real estate investment trusts; cash flow and debt management; family risk management and insurance planning including term, whole life, and permanent life insurance, long-term care strategies, and fixed, indexed, and variable annuities; retirement planning for individuals, including IRA, Roth IRA, and inherited IRA options, as well as business retirement planning with 401(k), Solo 401(k), Simple IRA, and SEP IRA structures; education planning featuring college funding calculations and 529 plans; and legacy and estate planning involving trusts. The firm operates on an asset-based fee structure rather than charging commissions, offering regular account review meetings, professional portfolio management, and advice on tax strategies. It is affiliated with Avantax Wealth ManagementSM, a broker/dealer providing access to products, services, and technology. The Chambersburg office is open Monday through Friday from 8:00 AM to 4:30 PM, with Saturday availability by appointment.

The team includes Greg Ocker, CFP®, Partner and Senior Financial Advisor, who brings nearly 25 years of experience and incorporates extensive tax knowledge into his solutions. Lacey Houck, CFP®, serves as Partner and Financial Advisor, and Luke Ocker, CFP®, is a Financial Advisor. Administrative support is provided by Melinda Ocker and Sue Bodner. The firm emphasizes confidentiality, transparency of fees, and a relationship-based approach to help clients pursue their financial goals. It holds a 5.00 rating based on 3 customer reviews.

Ocker Financial Services is known for its positive rating from the customers who have reviewed it.

The firm’s fee-based approach and experienced team provide reliable financial planning for Chambersburg residents.

Ocker Financial Services is situated on Lincoln Way East in Chambersburg, PA, just over a tenth of a mile from the highway. The office is also conveniently located near Andrew Buchanan Elementary School and Chambersburg Hospital, both within a short two-tenths of a mile.

BizScoreAI gives the firm a Technical score of 86 out of 100, which means the website is secure and easy for search engines to read without errors. The business also holds a Discoverability score of 75 out of 100, ensuring that AI crawlers can find every page so the firm can be recommended by AI assistants.