Phyllis J. Harmon,  CFP<sup>&reg;</sup> - Financial Advisor

Phyllis J. Harmon, CFP®

Chief Operating Officer

Letort Management & Trust Company

900 Bent Creek Blvd
Mechanicsburg, PA 17050-1860
(717) 761-7626 x204

General

Phyllis Harmon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Letort Management & Trust Company in Mechanicsburg, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Fixed annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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