Best Financial Advisors in Ligonier, PA

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Ligonier, PA Fiduciary Financial Advisors

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Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
5 out of 5
Location 121 E Main St 2nd floor, Ligonier, PA 15658, USA
Phone (724) 238-6684
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Loyalhanna Wealth Advisors
Location 121 E Main St, Ligonier, PA 15658, USA
Phone (800) 922-9882
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PNC Private Bank
Location 204 E Main St, Ligonier, PA 15658, USA
Phone (724) 238-3327
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First Savings Financial Services
Location 232 N Market St, Ligonier, PA 15658, USA
Phone (724) 238-3806
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Financial Advisors in Ligonier, PA

Where Certified Financial Advisors in Ligonier, PA Serve

Nestled in the picturesque rolling hills of western Pennsylvania, Ligonier is a charming small town that boasts a rich history and a vibrant community. From its quaint Main Street lined with boutique shops and restaurants to its stunning natural beauty, Ligonier is a destination that offers something for everyone. At the heart of the town lies the Ligonier Diamond, a historic public square that serves as a gathering place for locals and visitors alike. Surrounding the Diamond are a number of notable landmarks, including the Ligonier Valley Rail Road Museum, the Fort Ligonier Museum, and the Diamond Theatre. Ligonier is also home to a number of top employers, including Excela Health, Ligonier Valley School District, and Ligonier Country Market. These companies provide a diverse range of job opportunities for residents and contribute to the town's strong economy.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ligonier, PA could benefit greatly from the assistance of a financial advisor. With a population of just over 1,500 people, many individuals may not have access to the resources or knowledge needed to make informed financial decisions. A financial advisor can provide guidance on a variety of topics, including investing, retirement planning, and debt management. Additionally, given Ligonier's location in the Laurel Highlands region of Pennsylvania, residents may have unique financial considerations related to the area's tourism industry. A financial advisor can help individuals navigate these specific challenges and create a personalized plan to achieve their financial goals.

Insurance Broker

Residents of Ligonier, PA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance market and find policies that meet their unique needs and budget. For instance, in Ligonier, where the weather can be unpredictable and severe, an insurance broker can help residents find comprehensive homeowners' insurance that covers damages caused by natural disasters. Additionally, an insurance broker can help residents understand the fine print of their insurance policies and ensure that they are getting the coverage they need. This can be particularly helpful for residents who may not have a lot of experience with insurance or who may have unique insurance needs, such as business owners or freelancers. Ultimately, an insurance broker can provide peace of mind to residents of Ligonier by helping them protect their homes, businesses, and assets from unexpected events.

Retirement Planning

Residents of Ligonier, PA can benefit greatly from the services of a retirement planner. With its picturesque scenery and small-town charm, Ligonier is a popular retirement destination for many individuals. A retirement planner can help residents navigate the complexities of retirement planning, including creating a comprehensive financial plan, managing investments, and developing strategies to minimize taxes. Additionally, a retirement planner can help residents understand the unique challenges and opportunities of retiring in Ligonier, such as the cost of living, healthcare options, and local resources for seniors. By working with a retirement planner, residents of Ligonier can feel confident that they are making informed decisions about their financial future and enjoying a comfortable retirement in this beautiful community.

Wealth Management

Residents of Ligonier, PA could benefit greatly from the guidance and expertise of a wealth manager. With its small town charm and proximity to the Laurel Highlands, Ligonier is a popular destination for retirees and second-home owners. A wealth manager could help these individuals navigate the complexities of retirement planning, including managing their assets and creating a sustainable income stream. Additionally, with the town's strong ties to the arts and culture community, a wealth manager could assist in creating a philanthropic plan that supports local organizations and causes. Overall, a wealth manager could provide valuable financial guidance to residents of Ligonier, helping them achieve their financial goals and giving them peace of mind for the future.

Mortgage Loan Officer

Residents of Ligonier, PA could benefit greatly from the expertise of a mortgage loan officer. With the town's charming historic district and proximity to the Laurel Highlands, many residents may be interested in purchasing a home or refinancing their current mortgage. A mortgage loan officer can provide guidance on the best loan options for each individual's unique financial situation and help navigate the complex process of obtaining a mortgage. Additionally, with Ligonier's small town feel, a local mortgage loan officer can offer personalized service and a deep understanding of the local real estate market. Overall, a mortgage loan officer can be a valuable resource for residents of Ligonier looking to achieve their homeownership goals.

Tax Services

Residents of Ligonier, PA can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help Ligonier residents is by providing guidance on local tax laws and regulations. Ligonier is a small town with a population of just over 1,500 people, and the tax laws and regulations can be complex and confusing for many residents. A tax advisor can help residents understand the tax laws and regulations specific to Ligonier, including property taxes, sales taxes, and income taxes. Additionally, a tax advisor can help residents with tax planning, filing tax returns, and resolving any tax-related issues that may arise. With the help of a tax advisor, Ligonier residents can ensure that they are in compliance with local tax laws and regulations and can avoid any potential tax issues in the future.

Estate Planning Lawyer

Residents of Ligonier, 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 drafting a will that ensures an individual's assets are distributed according to their wishes after their passing. This is especially important in Ligonier, a small town with a rich history and strong sense of community. An estate planning lawyer can also assist with establishing trusts, which can provide for the care of loved ones or support charitable causes. Additionally, they can help with planning for long-term care, which is crucial as Ligonier's population ages. Overall, an estate planning lawyer can provide peace of mind and ensure that an individual's legacy is protected.

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