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Welcome to Transition Advisor Group

Transition Advisor Group is a family of companies that provides financial expertise to individuals and businesses in central Pennsylvania.  Our family includes Transition Financial Services, a fee-based register investment advisor; Transition Planning Associates, an insurance brokerage firm; and US Service Benefits, a firm that provides assistance to veterans.

Our mission is to provide individuals and businesses we serve with innovative financial strategies, solutions, and planning that result in positive financial health, independence, and clarity. Strong commitments to our clients and building life-long relationships are tenets of success at Transition Advisor Group, LLC.

June Oppman & John Toomey Social Security Maximization
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