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Welcome to Lone Oak Financial Services

Lone Oak Financial Services 

Benjamin Wilhelm offers a variety of financial services.

As a respected financial advisor in the Susquehanna Valley, his reputation thrives on personal relationships and customer satisfaction. Ben knows he has done his job when his clients are truly confident in their financial stability. 

From growing your wealth to planning for your family’s future, Benjamin Wilhelm at Lone Oak Financial Services wants to help you plan your financial strategy.

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Meet the Lone Oak Financial Services Team

Benjamin Wilhelm CRPC®, AAMS®, CKA®  Owner / Financial Advisor 

We create strategies that are tailored to your needs and goals.

     John Shipman           CIC, LUTCF        Insurance Advisor

Years of experience have prepared us to guide you through your life transitions.

Brooke Landis Administrative Assistant/ Medicare Specialist

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

    Rick Shoch, JD               Attorney            Shoch Law, P.C.

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Clients Like You

Enjoy the fruits of your labor. Benjamin Wilhelm will help plan for your retirement and excite you for what’s to come.

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How I Work With You

I firmly believe that I am purposed with helping you succeed, knowing that my reward is more than just monetary gain and that my business will flourish most when you are completely satisfied.

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Find What is Important to You

This is the moment you’ve been waiting for – an opportunity to spend more time with your family, travel to your favorite destinations, or dedicate yourself to the hobbies you love. Are you prepared?

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Is it time for you to have a conversation about your retirement plans? Email me to set up a free consultation:

*Services offered are free of cost and persons are under no obligation to continue beyond the scope of this offer

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