The team behind Transition Advisor Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
June Oppman is the founder, president and CEO of Transition Advisor Group as well as Transition Planning Associates, an insurance brokerage firm. June has insurance licenses in Maryland, North Carolina, Pennsylvania and Virginia. She has a strong desire to help families establish a plan for their life goals and takes time to truly listen to her clients and understand their individual circumstances.
June works with her clients to build, manage and protect their assets through their life transitions. Her services include retirement, Social Security, final expenses, and tax and income strategies to help create prosperity through effective planning.
John has been helping clients pursue their financial goals for over a decade. He truly cares about his clients and believes the cornerstone of financial planning is the recognition that everyone’s economic and life situations are unique. When working with clients, he uses risk management and tries to help clients eliminate emotion in the investing process so he can help guide them toward financial success.
An Investment Adviser Representative, John has a fiduciary responsibility to his clients and always puts their best interests before his own. Previously, he was the key financial and investment decision-maker for various corporations. John believes everyone deserves objective advice, free from conflicts of interest, and understands that personalized planning is essential when matching clients with the right strategy, tools and services.
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
Give us a call at (717) 718-5790
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Transition Advisor Group is a family of companies that provides financial expertise to individuals and business in central Pennsylvania. Our family includes Transition Financial Services, a fee-based Registered Investment Advisor, and Transition Planning Associates, an insurance brokerage firm.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.