Best Financial Advisors in Harmony, PA

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List of Firms

Harmony, PA Fiduciary Financial Advisors

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Lincoln Financial Group
Location 175 Orchard Dr, Prospect, PA 16052, USA
Phone (724) 865-2235
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Residential Financial Services
Location 307 W New Castle St, Zelienople, PA 16063, USA
Phone (412) 377-1175
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David McGinley
SEC File# 801-119845
CRD# 43276
Location 251 S Main St, Zelienople, PA 16063, USA
Phone (724) 909-7215
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
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Toni Ondek - Raymond James
Location 800 Cranberry Woods Dr, Cranberry Twp, PA 16066, USA
Phone (878) 208-1275
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R Douglas Falk CFP Financial
5 out of 5
Location 310 S Main St, Zelienople, PA 16063, USA
Phone (724) 452-7484
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The Monongahela All Cap Value Fund
Location 223 Mercer St, Harmony, PA 16037, USA
Phone (855) 392-9331
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Michael M. McDonough, Inc.
Location 2009 Mackenzie Way #100, Cranberry Twp, PA 16066, USA
Phone (724) 720-9317
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Raymond James
SEC File# 801-119845
CRD# 43276
Location 251 S Main St, Zelienople, PA 16063, USA
Phone (724) 452-6655
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Rodgers Brothers Inc
SEC File# 801-61034
CRD# 16197
5 out of 5
Location 223 Mercer St, Harmony, PA 16037, USA
Phone (724) 473-4003
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Michael Condron - RBC Wealth Management Financial Advisor
5 out of 5
Location 1605 Carmody Ct Suite 200, Sewickley, PA 15143, USA
Phone (724) 933-4422
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Patrick Tobin - RBC Wealth Management Financial Advisor
Location 1605 Carmody Ct Suite 200, Sewickley, PA 15143, USA
Phone (724) 933-4405
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Edward Jones - Financial Advisor: Dan Chittock
SEC File# 801-3297
CRD# 250
Location 110 N Main St, Zelienople, PA 16063, USA
Phone (724) 453-3180
Directions
SEC File# 801-10418
CRD# 705
Location 800 Cranberry Woods Dr Ste 200, Cranberry Twp, PA 16066, USA
Phone (878) 208-1275
Directions
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Allstate Personal Financial Representative: James Paterson
5 out of 5
Location 220 S Main St, Zelienople, PA 16063, USA
Phone (724) 473-0717
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PRESTIGE Wealth Strategies
Location 20397 US-19 #238, Cranberry Twp, PA 16066, USA
Phone (800) 476-9150
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Centauri Advisory Group, Inc.
Location 310 S Main St, Zelienople, PA 16063, USA
Phone (724) 716-1234
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Gregory Casten - Raymond James
Location 800 Cranberry Woods Dr Ste 200, Cranberry Twp, PA 16066, USA
Phone (878) 208-1275
Directions
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Edward Jones - Financial Advisor: James R Tepke
5 out of 5
Location 532A Northpointe Cir, Seven Fields, PA 16046, USA
Phone (724) 779-0080
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Vance Neal Financial Services
5 out of 5
Location 202 N Main St, Zelienople, PA 16063, USA
Phone (724) 452-1744
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Edward Jones - Financial Advisor: Brian W Jodon
SEC File# 801-3297
CRD# 250
Location 110 N Main St, Zelienople, PA 16063, USA
Phone (724) 453-3180
Directions
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Secure Money Advisors
SEC File# 801-100512
CRD# 175083
5 out of 5
Location 504 S Main St, Zelienople, PA 16063, USA
Phone (724) 382-1298
Directions
Financial Advisors in Harmony, PA

Where Certified Financial Advisors in Harmony, PA Serve

Nestled in the heart of Butler County, Harmony, PA is a quaint and historic town that boasts a rich culture and heritage. From the charming Harmony Museum to the iconic Harmony Inn, this town is full of landmarks that are sure to capture your imagination. Harmony is home to several top employers, including the Seneca Valley School District, the Borough of Harmony, and the Harmony Development Corporation. Major highways like I-79 and Route 19 make it easy to get around town, while streets like Main Street and Mercer Street offer plenty of shopping and dining options. With neighborhoods like Harmony Woods and Harmony Heights, there's something for everyone in this vibrant community.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Harmony, PA can greatly benefit from the guidance of a financial advisor. With a population of just over 1,000 people, many individuals in Harmony may not have access to the same financial resources as those in larger cities. A financial advisor can help residents create a personalized plan for managing their finances, including budgeting, investing, and saving for retirement. Additionally, Harmony is a small town with a tight-knit community, and a financial advisor can provide guidance on local investment opportunities and charitable giving options that align with residents' values. By working with a financial advisor, residents of Harmony can feel more confident and secure in their financial future.

Insurance Broker

Residents of Harmony, PA can benefit greatly from the assistance of an insurance broker. First and foremost, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best fits their unique needs. Harmony, PA is a small town with a tight-knit community, and an insurance broker can provide personalized service and a deep understanding of the local area. For example, an insurance broker may be able to recommend policies that are particularly well-suited for the types of risks that are common in the area, such as flood or tornado damage. Additionally, an insurance broker can help residents save money by identifying discounts and bundling policies to get the best possible rates. With the help of an insurance broker, residents of Harmony, PA can have peace of mind knowing that they are fully protected and prepared for any unexpected events.

Retirement Planning

Residents of Harmony, 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 Harmony, PA, where many retirees may have worked in industries that are no longer thriving, such as coal mining or steel production. A retirement planner can help these individuals navigate the challenges of retirement and ensure that they have enough income to support their lifestyle. Additionally, a retirement planner can provide guidance on important topics such as healthcare costs, long-term care planning, and estate planning, which can be particularly complex for residents of Harmony, PA who may own property or assets that have been passed down through generations. Overall, a retirement planner can provide invaluable support to residents of Harmony, PA as they navigate the challenges of retirement and plan for a secure financial future.

Wealth Management

Residents of Harmony, PA could benefit from the expertise of a wealth manager in a variety of ways. One common way is through retirement planning, which is especially important in a town where the median age is 47.5 years old. A wealth manager can help residents create a comprehensive plan to ensure they have enough savings to retire comfortably and achieve their financial goals. Additionally, Harmony is a small town with a tight-knit community, and a wealth manager can provide personalized advice and support to help residents navigate the unique financial challenges they may face. Whether it's saving for a child's education or managing an inheritance, a wealth manager can provide valuable guidance to help residents make informed decisions and achieve financial success.

Mortgage Loan Officer

Residents of Harmony, PA could greatly benefit from the expertise of a mortgage loan officer. These professionals are equipped to guide residents through the complex process of obtaining a mortgage loan, which can be a daunting task for many. Specifically, a mortgage loan officer in Harmony, PA can help residents navigate the unique housing market of the area. With its charming small-town feel and historic architecture, Harmony presents a unique set of challenges when it comes to purchasing a home. A mortgage loan officer can help residents understand the various loan options available to them and provide guidance on how to secure the best possible terms. Additionally, they can provide valuable insights into the local real estate market and help residents make informed decisions about their home purchase. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy a home in Harmony, PA.

Tax Services

Residents of Harmony, PA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help the residents of Harmony is by providing guidance and advice on tax planning. This includes strategies to minimize tax liability, identifying tax deductions and credits, and ensuring compliance with tax laws and regulations. Additionally, a tax advisor can assist residents in navigating complex tax issues such as inheritance taxes and estate planning. With its small-town charm and unique history as a National Historic Landmark District, Harmony presents its own set of tax challenges. A tax advisor can help residents of Harmony navigate these challenges and make informed decisions about their financial future.

Estate Planning Lawyer

Residents of Harmony, 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 assisting with the creation of a will or trust. This is especially important for Harmony residents who own property or have significant assets. An estate planning lawyer can help ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can also help with healthcare directives and power of attorney documents, which can be essential in the event of an unexpected illness or injury. With the help of an estate planning lawyer, residents of Harmony can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Harmony, PA