Retirement Planning in Greensburg, PA

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Top Retirement Planners in Greensburg, PA

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Kirk Perry - Thrivent
Location 161 E Otterman St Ste 3, Greensburg, PA 15601, USA
Phone (724) 836-7772
Directions
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Waddell & Reed Financial Services
Location 531 Turney St, Greensburg, PA 15601, USA
Phone (724) 420-5752
Directions
SEC File# 801-120211
CRD# 283626
Location Youngwood, PA 15697, USA
Directions
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Derek P. Herrington - Morgan Stanley
Location 520 Pellis Rd, Greensburg, PA 15601, USA
Phone (724) 853-2803
Directions
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The Henry Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 232 W Otterman St, Greensburg, PA 15601, USA
Phone (724) 600-0170
Directions
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Trustmont Financial Group Inc
SEC File# 801-30694
CRD# 106015
3 out of 5
Location 200 Brush Run Rd # A, Greensburg, PA 15601, USA
Phone (724) 468-5665
Directions
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Edward Jones - Financial Advisor: Jeff Ward, AAMS®
SEC File# 801-3297
CRD# 250
3 out of 5
Location 206 N Main St Suite 1, Greensburg, PA 15601, USA
Phone (724) 834-1800
Directions
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Douglas Walter Comin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 258 Frye Farm Rd, Greensburg, PA 15601, USA
Phone (724) 337-4410
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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Wealth Enhancement Group
SEC File# 801-60749
CRD# 116407
Location 132 S Main St Suite 300, Greensburg, PA 15601, USA
Phone (724) 837-1130
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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Investors Resources
Location 316 S Maple Ave, Greensburg, PA 15601, USA
Phone (724) 853-4355
Directions
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Varner Financial Group
Location 1001 Tower Way, Greensburg, PA 15601, USA
Phone (724) 837-8722
Directions
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Miller & Bertolino
Location 585 Rugh St # 101, Greensburg, PA 15601, USA
Phone (724) 853-8536
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 1225 S Main St Suite 401, Greensburg, PA 15601, USA
Phone (724) 830-8328
Directions
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Keystone Benefits Group Inc
4 out of 5
Location 314 Old Rte 30, Greensburg, PA 15601, USA
Phone (724) 838-8900
Directions
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Wayne Washowich - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 E Pittsburgh St, Greensburg, PA 15601, USA
Phone (724) 471-3849
Directions
SEC File# 801-57434
CRD# 11025
1 out of 5
Location 530 Pellis Rd Suite 5000, Greensburg, PA 15601, USA
Phone (724) 850-6310
Directions
Retirement Planning in Greensburg, PA

About Greensburg, PA for Those Planning to Retire

Nestled in the rolling hills of western Pennsylvania, Greensburg is a vibrant city with a rich history and thriving economy. From its iconic courthouse to its bustling downtown district, Greensburg is home to a wealth of landmarks that showcase its unique character and charm. Some of the city's top employers include Excela Health, Westmoreland County, and the University of Pittsburgh at Greensburg, all of which contribute to the area's robust economy. Major highways and streets, including Route 30 and Route 66, provide easy access to nearby cities and attractions, while Greensburg's many neighborhoods offer a variety of housing options for residents and visitors alike. From the historic homes of the South Side to the modern developments of North Greensburg, there's something for everyone in this vibrant and dynamic city. Whether you're looking for a place to call home or just passing through, Greensburg is a must-see destination that offers a unique blend of history, culture, and modernity.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Greensburg, PA can benefit from a bank in several ways. For instance, a bank can offer financial assistance to residents who want to start or expand their businesses. Greensburg is a small city with a population of about 14,000 people, and many residents may struggle to secure loans or funding from larger banks. A local bank can provide personalized financial solutions that cater to the unique needs of Greensburg residents. Additionally, a bank can offer investment opportunities to residents who want to grow their wealth. Greensburg is home to several historic landmarks, such as the Westmoreland County Courthouse and the Greensburg Train Station, which could attract tourists and investors. A bank can help residents invest in these landmarks and other local businesses, which can boost the city's economy and create job opportunities. Overall, a bank can provide vital financial services that can help Greensburg residents achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Greensburg, PA can benefit from the services of an insurance broker in a variety of ways. With its population of over 14,000, Greensburg is a city with a diverse range of insurance needs. An insurance broker can help residents navigate the complexities of the healthcare system, find affordable and comprehensive coverage for their homes and vehicles, and protect their businesses from liability. Additionally, given Greensburg's location in southwestern Pennsylvania, residents may face unique risks related to natural disasters such as floods or severe weather. An insurance broker can help residents assess their risk and find appropriate coverage to protect their homes and belongings from these potential hazards. Overall, an insurance broker can provide valuable assistance to Greensburg residents in navigating the often-complicated world of insurance and ensuring they have the coverage they need to protect themselves and their assets.

Wealth Management

Residents of Greensburg, PA can benefit from the services of a wealth manager in various ways. Firstly, a wealth manager can help them create a comprehensive financial plan that aligns with their long-term goals, such as saving for retirement or buying a home. Secondly, a wealth manager can provide investment advice and help residents navigate the complex world of finance. This is particularly important in Greensburg, PA, where the local economy is heavily reliant on the healthcare industry. As a result, residents may need specialized investment strategies that take into account the unique risks and opportunities associated with this sector. Finally, a wealth manager can help residents with tax planning, estate planning, and other important financial tasks that can be overwhelming to manage on their own. With the help of a skilled wealth manager, residents of Greensburg, PA can achieve financial stability and security for themselves and their families.

Financial Advisor

Residents of Greensburg, PA would benefit from the guidance of a financial advisor in several ways. One specific area where a financial advisor could provide valuable assistance is in helping residents plan for retirement. With the median age in Greensburg being 45 years old, many individuals are likely beginning to think about their retirement options. A financial advisor could help these individuals evaluate their current financial situation, determine their retirement goals, and develop a plan to achieve those goals. This could include creating a budget, investing in retirement accounts, and exploring other investment options. Additionally, with the cost of living in Greensburg being slightly higher than the national average, a financial advisor could help residents navigate the unique financial challenges of the area and make informed decisions about their finances.

Mortgage Loan Officer

Residents of Greensburg, PA can benefit from the expertise of a mortgage loan officer in several ways. A mortgage loan officer can assist residents in securing a mortgage loan to purchase a home, refinance their current mortgage, or obtain a home equity loan. Greensburg, PA is a city with a diverse housing market, ranging from historic homes to new construction. A mortgage loan officer can help residents navigate the unique challenges of each type of property and find the best loan options available. Additionally, with the current low interest rates, a mortgage loan officer can help residents save money on their monthly mortgage payments and potentially even shorten the life of their loan. The mortgage loan process can be complex, and a loan officer can provide valuable guidance and support to ensure that residents make informed decisions and achieve their homeownership goals.

Tax Services

Residents of Greensburg, PA can greatly benefit from the assistance of a tax advisor in a number of ways. Firstly, with the recent growth in the city's economy, many residents may be uncertain about how to properly file their taxes and maximize their returns. A tax advisor can help them navigate the complex tax laws and regulations, ensuring that they receive all of the deductions and credits they are entitled to. Additionally, Greensburg is home to a large number of small businesses, many of which may not have the resources to keep up with changing tax laws and regulations. A tax advisor can help these businesses stay compliant with the law while also minimizing their tax liability. Finally, with the recent influx of new residents to the area, many may be unfamiliar with Pennsylvania's tax laws. A tax advisor can provide guidance and education on these laws, helping residents avoid costly mistakes and ensuring that they are in compliance with all applicable regulations.

Estate Planning Lawyer

Residents of Greensburg, PA can benefit from the services of an estate planning lawyer in a multitude of ways. One specific example is the lawyer's ability to assist with the creation of a comprehensive estate plan that takes into account the unique characteristics of Greensburg's local economy. With a population of just over 14,000, Greensburg is a small city that is home to a number of small businesses and family-owned enterprises. An estate planning lawyer can help these businesses to protect their assets and ensure that they are passed down to future generations in a tax-efficient manner. Additionally, the lawyer can help individuals to navigate the complexities of Pennsylvania's estate tax laws and develop a plan that minimizes the impact of these taxes on their heirs. Overall, the services of an estate planning lawyer can provide peace of mind for Greensburg residents and help them to ensure that their assets are protected for the future.

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