Best Financial Advisors in Beaver County, PA

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List of Firms

Beaver County, PA Fiduciary Financial Advisors

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Brown, Corradi & Guandolo Wealth Management of Janney Montgomery Scott
1 out of 5
Location 1337 3rd St, Beaver, PA 15009, USA
Phone (724) 987-6790
Directions
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Pontis Wealth Advisors of Janney Montgomery Scott
5 out of 5
Location 1337 3rd St, Beaver, PA 15009, USA
Phone (724) 728-0400
Directions
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Spanos Group of Raymond James
5 out of 5
Location 1069 3rd St, Beaver, PA 15009, USA
Phone (724) 371-2001
Directions
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Merrill Lynch Wealth Management Advisor Samantha Burke
Location 417 Thorn St, Sewickley, PA 15143, USA
Phone (412) 749-7947
Directions
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Financial Curves, Inc.
Location 1413 3rd St, Beaver, PA 15009, USA
Phone (724) 728-6820
Directions
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Edward Jones - Financial Advisor: Tyson Smith
SEC File# 801-3297
CRD# 250
3 out of 5
Location 2554 Darlington Rd, Beaver Falls, PA 15010, USA
Phone (724) 846-1824
Directions
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Keystone Financial Systems
Location 3087 Woodland Rd, Ambridge, PA 15003, USA
Phone (724) 847-7820
Directions
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San Capital LLC
Location 1 Campus Dr, Monaca, PA 15061, USA
Phone (724) 774-2898
Directions
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Fortune Financial Services, Inc.
1 out of 5
Location 3582 Brodhead Rd #202, Monaca, PA 15061, USA
Phone (724) 846-2488
Directions
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DiNuzzo Wealth Management
SEC File# 801-57384
CRD# 112778
4 out of 5
Location 1501 3rd St, Beaver, PA 15009, USA
Phone (877) 728-6564
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Newtz Financial Corporation
Location 700 Turnpike St, Beaver, PA 15009, USA
Phone (724) 728-8143
Directions
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C & L Financial Services LLC
Location 419 35th St, Beaver Falls, PA 15010, USA
Phone (412) 478-9852
Directions
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Pete Loncar - Raymond James
5 out of 5
Location 446 3rd St, Beaver, PA 15009, USA
Phone (724) 987-6755
Directions
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Merrill Lynch Wealth Management
Location 501 3rd St, Beaver, PA 15009, USA
Phone (724) 770-9874
Directions
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Berthold Capital
Location 640 4th St, Beaver, PA 15009, USA
Phone (724) 770-9800
Directions
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Dinuzzo Investment Advisors In
Location Rochester, PA 15074, USA
Phone (724) 728-2264
Directions
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Forte Financial, Inc.
SEC File# 801-101485
CRD# 174328
3 out of 5
Location 1010 3rd Ave A, New Brighton, PA 15066, USA
Phone (724) 846-0147
Directions
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Cottrill Arbutina Wealth Management Group
SEC File# 801-119394
CRD# 307480
Location 535 3rd St, Beaver, PA 15009, USA
Phone (724) 683-3450
Directions
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Fragasso Financial Advisors
SEC File# 801-77097
CRD# 123255
5 out of 5
Location 433 State Ave, Beaver, PA 15009, USA
Phone (724) 775-9642
Directions
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Merrill Lynch Wealth Management Advisor John W. Powell Jr.
Location 417 Thorn St, Sewickley, PA 15143, USA
Phone (412) 855-6402
Directions
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Stifel
Location 274 3rd St, Beaver, PA 15009, USA
Phone (724) 728-0436
Directions
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Family Financial Solutions
SEC File# 801-80223
CRD# 172725
Location 1106 Ohio River Blvd STE 603, Sewickley, PA 15143, USA
Phone (412) 741-5556
Directions
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Secure Money Advisors
5 out of 5
Location 504 S Main St, Zelienople, PA 16063, USA
Phone (724) 382-1298
Directions
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LTC Financial Partners
Location 3340 River Rd, Beaver, PA 15009, USA
Phone (570) 578-6874
Directions
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Milestones Financial Group
Location 4104 Cork Bocktown Rd, Clinton, PA 15026, USA
Phone (724) 544-2489
Directions
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Flick Financial
5 out of 5
Location 2674 Darlington Rd, Beaver Falls, PA 15010, USA
Phone (724) 359-2500
Directions
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American Financial Advisors
SEC File# 801-56857
CRD# 108530
Location 1040 3rd St, Beaver, PA 15009, USA
Phone (724) 775-9210
Directions
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Merrill Lynch Wealth Management Advisor John V Maggio
Location 417 Thorn St One Theater Square, Sewickley, PA 15143, USA
Phone (412) 749-7929
Directions
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Edward Jones - Financial Advisor: Candice M Frantz
SEC File# 801-3297
CRD# 250
Location 2554 Darlington Rd, Beaver Falls, PA 15010, USA
Phone (724) 846-1824
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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First Consultants
Location 1413 3rd St, Beaver, PA 15009, USA
Phone (724) 728-6820
Directions
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Jumet Financial
SEC File# 801-107762
CRD# 283545
Location 621 7th Ave Unit 1, Beaver Falls, PA 15010, USA
Phone (724) 944-0159
Directions
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FamilyWealth Management Group
Location 337 3rd St Suite B, Beaver, PA 15009, USA
Phone (724) 888-2646
Directions
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Financial Security
Location 1007 Main St, Aliquippa, PA 15001, USA
Phone (724) 375-7901
Directions
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Beaver Financial Group
Location 1176 3rd St, Beaver, PA 15009, USA
Phone (724) 923-9017
Directions
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Gratton & Kerr Financial Group
SEC File# 801-30694
CRD# 106015
4 out of 5
Location 110 Blackhawk Rd, Beaver Falls, PA 15010, USA
Phone (724) 513-9911
Directions
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Srs Capital Advisors
SEC File# 801-67165
CRD# 133535
Location 434 Beaver St, Sewickley, PA 15143, USA
Phone (724) 385-0274
Directions
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Norman M Ballard - Financial Advisor, Ameriprise Financial Services, LLC
Location 2 Pittsburgh Cir, Ellwood City, PA 16117, USA
Phone (724) 752-5252
Directions
Financial Advisors in Beaver County, PA

Where Certified Financial Advisors in Beaver County, PA Serve

Beaver County, PA is a bustling area with a plethora of landmarks and top employers. From the iconic Beaver County Courthouse to the charming Beaver Station Cultural & Event Center, there's no shortage of sights to see. The county is home to major highways such as I-76 and I-376, making transportation a breeze. Some of the top employers in the area include Heritage Valley Health System, Penn State Beaver, and NOVA Chemicals. With neighborhoods like Aliquippa, Ambridge, and Beaver Falls, there's a diverse range of communities to explore. Whether you're a history buff or a foodie, Beaver County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Beaver 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 large portion of the population in Beaver County nearing retirement age, a financial advisor can help them create a plan to ensure they have enough savings to live comfortably in their golden years. Additionally, many residents in Beaver County work in industries that are vulnerable to economic downturns, such as manufacturing and mining. A financial advisor can help them create a diversified investment portfolio to protect against market volatility and provide long-term financial stability. Overall, a financial advisor can provide valuable insight and guidance to help residents of Beaver County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Beaver County, PA can benefit greatly from the services of an insurance broker. Beaver County is home to many working-class families who may not have the time or expertise to navigate the complex world of insurance. An insurance broker can help residents find the best policies and coverage options for their unique needs and budget. For example, many residents in Beaver County may work in industries that require specific types of insurance, such as construction or manufacturing. An insurance broker can help these individuals find policies that meet their industry-specific requirements. Additionally, Beaver County is known for its harsh winters, and an insurance broker can help residents find policies that provide comprehensive coverage for weather-related damage to their homes and vehicles. Overall, an insurance broker can be a valuable resource for residents of Beaver County, PA, helping them navigate the often-confusing world of insurance and find the best policies for their needs.

Retirement Planning

Residents of Beaver County, PA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This is especially important in Beaver County, where the cost of living is relatively high compared to other areas in Pennsylvania. A retirement planner can help residents navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. They can also provide guidance on how to maximize retirement income and minimize expenses, which is crucial for those living in Beaver County who may be facing higher living costs. Overall, a retirement planner can help residents of Beaver County, PA achieve their retirement goals and ensure a financially secure future.

Wealth Management

Residents of Beaver County, PA can benefit from the services of a wealth manager in several ways. One specific example is the high number of retirees in the county who may need assistance in managing their retirement funds. A wealth manager can help these individuals make informed decisions about their investments and create a personalized retirement plan that takes into account their unique financial situation. Additionally, with the county's strong manufacturing and healthcare industries, many residents may have employer-sponsored retirement plans or stock options that require guidance from a professional. A wealth manager can also provide estate planning services to help residents protect their assets and ensure their legacy is carried out according to their wishes. Overall, a wealth manager can provide valuable financial advice and support to help residents of Beaver County, PA achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Beaver County, PA can benefit from the expertise of a mortgage loan officer in a variety of ways. Firstly, they can help residents navigate the complex process of obtaining a mortgage loan, which can be particularly challenging in a county with a diverse range of housing options. Additionally, mortgage loan officers can help residents secure the best possible interest rates and loan terms, which can save them money over the life of their mortgage. They can also provide valuable advice on the local housing market and help residents find the right home for their needs and budget. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy a home in Beaver County, PA.

Tax Services

Residents of Beaver County, PA can greatly benefit from the expertise of a tax advisor. With the county's diverse economy, which includes industries such as healthcare, education, and manufacturing, residents may have complex tax situations that require professional guidance. Additionally, Beaver County has a large retired population, many of whom may need assistance with tax planning and maximizing their retirement savings. A tax advisor can also help residents navigate the ever-changing tax laws and regulations, ensuring they are taking advantage of all available deductions and credits. Overall, a tax advisor can provide valuable assistance and peace of mind for Beaver County residents as they navigate the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Beaver County, PA can benefit greatly from the services of an estate planning lawyer. These legal professionals specialize in helping individuals and families plan for the future, including the distribution of assets and property after death. In Beaver County, where the population is largely made up of middle-class families and retirees, an estate planning lawyer can provide guidance on creating wills, trusts, and other legal documents to ensure that assets are distributed according to the individual's wishes. Additionally, estate planning lawyers can help residents minimize tax liabilities, protect their assets from creditors, and plan for long-term care. With the help of an estate planning lawyer, residents of Beaver County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Beaver County, PA