Best Financial Advisors in Allegheny County, PA

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List of Firms

Allegheny County, PA Fiduciary Financial Advisors

SEC File# 801-60424
CRD# 112139
Location 200 Pinewood Ln Suite 204, Warrendale, PA 15086, USA
Phone (724) 934-8200
Directions
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Paul J Lecker II - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4489 Mt Royal Blvd, Allison Park, PA 15101, USA
Phone (412) 753-1001
Directions
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Edward Jones - Financial Advisor: Kyle Baker, CFP®
Location 529 Allegheny Ave, Oakmont, PA 15139, USA
Phone (412) 828-2209
Directions
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Edward Jones - Financial Advisor: Richard Olszewski
Location 5548 William Flinn Hwy Suite 3, Gibsonia, PA 15044, USA
Phone (724) 939-6740
Directions
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Edward Jones - Financial Advisor: Gregg T Defilippi, CFP®|AAMS™
5 out of 5
Location 2207 Freeport Rd, Natrona Heights, PA 15065, USA
Phone (724) 224-1328
Directions
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LPL Financial
Location 1378 Freeport Rd # 3A, Pittsburgh, PA 15238, USA
Phone (412) 967-1600
Directions
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Rush N Hodgin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 5500 Corporate Dr Ste 215, Pittsburgh, PA 15237, USA
Phone (412) 318-2300
Directions
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Wealth Management Strategies, Inc. - Aspinwall
4 out of 5
Location 17 Brilliant Ave Suite 302, Pittsburgh, PA 15215, USA
Phone (412) 781-7100
Directions
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Edward Jones - Financial Advisor: Seth D Thompson, AAMS™
Location 201 Allegheny Ave Suite 2, Oakmont, PA 15139, USA
Phone (412) 828-2437
Directions
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Edward Jones - Financial Advisor: Patrick Byrne, CFP®|AAMS™
5 out of 5
Location 9066 Perry Hwy, Pittsburgh, PA 15237, USA
Phone (412) 364-8261
Directions
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First Command Financial Advisor - Kristy McCormick
Location 1370 Old Freeport Rd Suite 2A, Pittsburgh, PA 15238, USA
Phone (412) 406-7769
Directions
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Allegheny Financial Group
SEC File# 801-12566
CRD# 104690
4 out of 5
Location 811 Camp Horne Rd, Pittsburgh, PA 15237, USA
Phone (412) 367-3880
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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David Salgarolo - Financial Advisor, Ameriprise Financial Services, LLC
Location 5700 Corporate Dr Ste 600, Pittsburgh, PA 15237, USA
Phone (412) 635-5811
Directions
Financial Advisors in Allegheny County, PA

Where Certified Financial Advisors in Allegheny County, PA Serve

Allegheny County, located in southwestern Pennsylvania, is a bustling hub of activity and culture. From the iconic skyline of Pittsburgh to the rolling hills of the countryside, this area is home to a diverse range of landmarks, top employers, major highways and streets, and neighborhoods. One of the most recognizable landmarks in Allegheny County is the PPG Paints Arena, home to the NHL's Pittsburgh Penguins. Other notable landmarks include the Carnegie Museums of Pittsburgh, the Pittsburgh Zoo and PPG Aquarium, and the Andy Warhol Museum. As for top employers, Allegheny County has a strong presence in industries such as healthcare, education, and technology. Some of the largest employers in the area include the University of Pittsburgh Medical Center, Highmark Health, and PNC Financial Services. Major highways and streets in Allegheny County include I-376, I-279, and the Pennsylvania Turnpike. These thoroughfares provide easy access to neighboring counties and other parts of the state.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Allegheny County, PA can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With a high percentage of the population nearing retirement age, many individuals in Allegheny County are seeking advice on how to maximize their savings and investments to ensure a comfortable retirement. Additionally, with the cost of living in Pittsburgh and surrounding areas being higher than the national average, many residents are looking for ways to manage their finances and budget effectively. A financial advisor can provide personalized advice on managing debt, creating a savings plan, and investing wisely to help residents in Allegheny County achieve their financial goals.

Insurance Broker

Residents of Allegheny County, PA can benefit greatly from the services of an insurance broker. With a population of over 1.2 million people, Allegheny County is home to a diverse range of individuals, families, and businesses, each with unique insurance needs. An insurance broker can help residents navigate the complex world of insurance by providing expert advice, comparing policies from multiple providers, and finding coverage that meets their specific needs and budget. For example, residents of Allegheny County who live in flood-prone areas may require specialized flood insurance, which can be difficult to obtain without the help of a broker. Additionally, businesses in Allegheny County may require liability insurance to protect against lawsuits, which can be especially important in a litigious state like Pennsylvania. Overall, an insurance broker can be a valuable resource for residents of Allegheny County, helping them to protect their assets and achieve greater peace of mind.

Retirement Planning

Residents of Allegheny County, PA can benefit from the expertise of a retirement planner in several ways. First and foremost, a retirement planner can help individuals create a comprehensive retirement plan that takes into account their unique financial situation and goals. This can include strategies for maximizing retirement savings, minimizing taxes, and managing investments. Additionally, a retirement planner can provide guidance on navigating the complex landscape of Social Security benefits and Medicare enrollment. In Allegheny County specifically, a retirement planner can help residents take advantage of the many resources available to seniors, such as local senior centers and community programs. With the help of a retirement planner, residents of Allegheny County can feel confident that they are on track to achieve a secure and fulfilling retirement.

Wealth Management

Residents of Allegheny County, PA can benefit from the expertise of a wealth manager in a number of ways. One specific area where a wealth manager can be particularly helpful is in navigating the unique tax landscape of the county. Allegheny County has a complex tax system that includes property taxes, sales taxes, and wage taxes, among others. A wealth manager can help residents understand how these taxes impact their overall financial picture and develop strategies to minimize their tax burden. Additionally, a wealth manager can provide guidance on retirement planning, investment management, and estate planning, helping residents achieve their long-term financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Allegheny County, PA can benefit greatly from the expertise and guidance of a mortgage loan officer. With a deep understanding of the local real estate market and lending options, a loan officer can help residents secure a mortgage that fits their unique financial situation and goals. In particular, the diverse neighborhoods and housing options in Allegheny County present a range of challenges and opportunities for homebuyers. A knowledgeable loan officer can help residents navigate these complexities, from understanding the different types of mortgages available to identifying potential government-funded assistance programs. Whether residents are purchasing their first home or refinancing an existing mortgage, a loan officer can provide valuable insight and support throughout the process.

Tax Services

Residents of Allegheny County, PA can benefit greatly from the services of a tax advisor. One specific way they can be helped is by navigating the county's complex tax laws and regulations. Allegheny County has a unique tax structure, with various taxes levied on different types of property and income. A tax advisor can help residents understand which taxes apply to them and how to minimize their tax liability. Additionally, a tax advisor can assist with filing tax returns, identifying deductions and credits, and resolving any tax-related issues that may arise. With the help of a tax advisor, residents of Allegheny County can ensure that they are in compliance with all tax laws and regulations, while also maximizing their tax savings.

Estate Planning Lawyer

Residents of Allegheny County, PA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their death. This is especially important in Allegheny County, as it is home to many high-net-worth individuals and families who may have complex financial situations. Additionally, an estate planning lawyer can assist with creating powers of attorney and healthcare directives, which can ensure that a person's wishes are carried out if they become incapacitated. Overall, an estate planning lawyer can provide peace of mind and help ensure that a person's legacy is protected in Allegheny County, PA.

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FAQs About Personal Financial Advisors in Allegheny County, PA