Retirement Planning in Harmony, PA

We did the hard work of finding trustworthy partners in Harmony, PA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Harmony, PA

generic_business-71
Fortune Financial Services, Inc.
SEC File# 801-101485
CRD# 174328
Location 1010 3rd Ave, New Brighton, PA 15066, USA
Phone (724) 846-0147
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
generic_business-71
Lions Gate Wealth Management, LLC
SEC File# 801-72037
CRD# 155344
Location 1000 Stonewood Dr #101, Wexford, PA 15090, USA
Phone (724) 918-4400
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 7:00 PM Saturday: 9:00 AM – 12:00 PM Sunday: Closed
Directions
generic_business-71
GA Investment Management
SEC File# 801-108211
CRD# 283816
Location 310 Seven Fields Blvd Suite 161, Seven Fields, PA 16046, USA
Phone (724) 353-1800
Directions
generic_business-71
Hampton Wealth Management
1 out of 5
Location 6021 Wallace Rd Extension Suite 200, Wexford, PA 15090, USA
Phone (412) 600-2725
Directions
generic_business-71
Harper & Hodge
SEC File# 801-61068
CRD# 119890
Location 510 Pittsburgh St, Mars, PA 16046, USA
Phone (724) 687-0760
Directions
generic_business-71
ROBERT L JAVENS - FINANCIAL ADVISOR
5 out of 5
Location 902 Beaver Dr, DuBois, PA 15801, USA
Phone (814) 372-4840
Directions
generic_business-71
Edward Jones - Financial Advisor: Tyler D Bream, AAMS™
SEC File# 801-3297
CRD# 250
Location 506 S Main St Suite 2203, Zelienople, PA 16063, USA
Phone (724) 473-4141
Directions
generic_business-71
Prudential Financial : Shannon Fidler
Location 2009 Mackenzie Way Suite 100, Cranberry Twp, PA 16066, USA
Phone (724) 766-0714
Directions
SEC File# 801-10970
CRD# 6413
Location 100 Northpointe Cir # 301, Seven Fields, PA 16046, USA
Phone (724) 602-0307
Directions
generic_business-71
Harper & Hodge
SEC File# 801-61068
CRD# 119890
Location 1221 3rd St, Beaver, PA 15009, USA
Phone (724) 775-4222
Directions
generic_business-71
FamilyWealth Management Group, LLC; Ralph Linarelli Team
Location 2200 Georgetowne Dr STE 100, Sewickley, PA 15143, USA
Phone (724) 940-6319
Directions
generic_business-71
Your Own Retirement, LLC
5 out of 5
Location 20397 US-19 #300, Cranberry Twp, PA 16066, USA
Phone (412) 872-2151
Directions
generic_business-71
Capital A Wealth Management
SEC File# 801-107319
CRD# 282580
5 out of 5
Location 8050 Rowan Rd Suite 602, Cranberry Twp, PA 16066, USA
Phone (724) 658-4211
Directions
generic_business-71
Bridgeview Wealth, Inc.
SEC File# 801-62058
CRD# 112266
Location 435 Swanson Ln, Wexford, PA 15090, USA
Phone (724) 940-6321
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
generic_business-71
Baird Private Wealth Management
Location 51 Dutilh Rd Suite 320, Cranberry Twp, PA 16066, USA
Phone (724) 741-6330
Directions
generic_business-71
Plans to Prosper, LLC
Location 109 Gateway Ave # 201, Wexford, PA 15090, USA
Phone (724) 935-5553
Directions
generic_business-71
Norman M Ballard - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Pittsburgh Cir, Ellwood City, PA 16117, USA
Phone (724) 752-5252
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
generic_business-71
Axios Advisory Group Ltd
Location 115 VIP Drive STE 120, Wexford, PA 15090, USA
Phone (724) 935-0100
Directions
generic_business-71
The Simakas Group - Morgan Stanley
Location 1603 Carmody Ct Suite 100, Sewickley, PA 15143, USA
Phone (724) 933-1460
Directions
generic_business-71
CONNOLLY FINANCIAL SERVICES LLC
SEC File# 801-68010
CRD# 141413
5 out of 5
Location 12300 Perry Hwy Suite 307, Wexford, PA 15090, USA
Phone (724) 940-1833
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
generic_business-71
Spectrum Financial Planning Group
Location 2000 Creekview Cir, Cranberry Twp, PA 16066, USA
Phone (724) 316-0959
Directions
generic_business-71
Chris Benec - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2100 Georgetowne Dr Ste 202, Sewickley, PA 15143, USA
Phone (724) 935-0200
Directions
generic_business-71
Jennefer Bartholomew - UBS Financial Services Inc.
Location 2200 Georgetowne Dr #600, Sewickley, PA 15143, USA
Phone (724) 799-2551
Directions
generic_business-71
Medallion Wealth Management Inc.
Location 2605 Nicholson Rd #2103, Sewickley, PA 15143, USA
Phone (724) 934-8600
Directions
SEC File# 801-29235
CRD# 133561
Location 107 Mt Nebo Pointe Dr Suite 200, Pittsburgh, PA 15237, USA
Phone (412) 630-6000
Directions
generic_business-71
Muhlenkamp & Company, Inc.
Location 5000 Stonewood Dr Suite 300, Wexford, PA 15090, USA
Phone (877) 935-5520
Directions
generic_business-71
Elevate Private Wealth Advisors
Location 2009 Mackenzie Way Suite 100, Cranberry Twp, PA 16066, USA
Phone (724) 437-3222
Directions
generic_business-71
Pennsylvania Financial Group
5 out of 5
Location 2591 Wexford Bayne Rd Suite 202, Sewickley, PA 15143, USA
Phone (724) 934-3800
Directions
generic_business-71
ATI Financial Svc LLC
Location 1000 Brooktree Rd, Wexford, PA 15090, USA
Phone (724) 933-9790
Directions
generic_business-71
Leonard Advisory Group
Location 8150 Perry Hwy #210, Pittsburgh, PA 15237, USA
Phone (412) 998-7526
Directions
generic_business-71
Harmony Road Advisors
Location 35 Honeysuckle Ct, Elizabethtown, PA 17022, USA
Phone (717) 433-3594
Directions
generic_business-71
Daniel Kruper
Location 400 Adams Shoppes, Mars, PA 16046, USA
Phone (724) 857-1784
Directions
generic_business-71
Individual Financial Services
Location 1000 Stonewood Dr #100, Wexford, PA 15090, USA
Phone (724) 935-3770
Directions
generic_business-71
Franklin Madison Advisors
Location 2009 Mackenzie Way Suite 100, Cranberry Twp, PA 16066, USA
Phone (412) 204-6711
Directions
generic_business-71
Katherine R Morris - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7500 Brooktree Rd Ste 205, Wexford, PA 15090, USA
Phone (724) 719-2888
Directions
generic_business-71
Principal Financial Group
Location 107 E New Castle St, Zelienople, PA 16063, USA
Phone (724) 916-0469
Directions
SEC File# 801-118126
CRD# 306504
Location 2200 Georgetown Dr Ste 400, Sewickley, PA 15143, USA
Phone (724) 934-3798
Directions
generic_business-71
Seven Fields Wealth Management
Location 100 Northpointe Cir # 301, Seven Fields, PA 16046, USA
Phone (724) 602-9751
Directions
generic_business-71
Benchmark Financial Advisors
4 out of 5
Location 2605 Nicholson Rd #3200, Sewickley, PA 15143, USA
Phone (724) 719-3278
Directions
generic_business-71
George Financial
Location 115 Annie Ln, Zelienople, PA 16063, USA
Phone (724) 452-0481
Directions
generic_business-71
Lincoln Financial Group
5 out of 5
Location 8050 Rowan Rd # 501, Cranberry Twp, PA 16066, USA
Phone (724) 742-3213
Directions
generic_business-71
River's Edge Wealth Management
SEC File# 801-120840
CRD# 313711
Location 295 3rd St Suite #130, Beaver, PA 15009, USA
Phone (412) 526-8554
Directions
Retirement Planning in Harmony, PA

About Harmony, PA for Those Planning to Retire

Nestled in the picturesque landscape of Western Pennsylvania, Harmony is a quaint and charming borough that boasts a rich history and vibrant community. From its iconic landmarks to its bustling top employers, Harmony has something for everyone. At the heart of the town lies the Harmony Museum, a sprawling complex that chronicles the borough's past and present through a series of exhibits, artifacts, and interactive displays. Visitors can explore the town's early settlement, its role in the American Revolution, and the legacy of its famous resident, the composer Stephen Foster. Beyond the museum, Harmony is home to a diverse range of top employers, including the Seneca Valley School District, the Butler Health System, and the Armstrong Group of Companies. These organizations provide ample job opportunities for residents and contribute to the town's thriving economy. Navigating Harmony is a breeze thanks to its major highways and streets, including Route 68 and Route 19. The town is also dotted with charming neighborhoods, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Harmony, PA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance for those who want to start a business or invest in real estate. With the town's rich history and beautiful architecture, many residents may want to take advantage of the booming tourism industry and start their own bed and breakfast or open up a quaint shop. Additionally, a bank can offer loans for home renovations or repairs, which is especially important in Harmony where many of the homes are historic and may require upkeep. Furthermore, a bank can provide resources for financial planning and investment opportunities, allowing residents to make smart financial decisions for their future. With a bank's support, the residents of Harmony can continue to preserve and enhance the town's unique charm and character.

Insurance Broker

Residents of Harmony, PA can benefit from the services of an insurance broker in a myriad of ways. For instance, an insurance broker can assist with finding the most suitable health insurance coverage for individuals and families, taking into account their unique medical needs and budget constraints. Moreover, an insurance broker can help business owners in Harmony, PA to navigate the complex world of commercial insurance, including liability, property, and workers' compensation coverage. Additionally, an insurance broker can provide guidance on life insurance policies, ensuring that residents of Harmony, PA have the necessary coverage to protect their loved ones in the event of an unexpected tragedy. With its rich history and charming small-town atmosphere, Harmony, PA is a unique community that requires tailored insurance solutions, and an insurance broker can provide the expertise and support needed to meet those needs.

Wealth Management

Residents of Harmony, PA could benefit greatly from the guidance of a wealth manager. With a population of just over 1,000, the town's economy is largely dependent on small businesses and agriculture. A wealth manager could assist these businesses in making smart investments and managing their finances to ensure long-term success. Additionally, many residents may be nearing retirement age and could benefit from advice on how to maximize their savings and plan for their future. The complexities of tax laws and estate planning can be overwhelming, but a wealth manager could provide valuable insight and support. Furthermore, Harmony, PA is located in a region that is prone to natural disasters, such as flooding and tornadoes. A wealth manager could help residents prepare financially for unexpected events and ensure they have the necessary insurance coverage. Overall, a wealth manager could provide crucial assistance to the residents of Harmony, PA in navigating the complexities of personal finance and investing.

Financial Advisor

Residents of Harmony, PA could benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor could provide assistance is in helping residents navigate the unique tax laws and regulations of Pennsylvania. With a state income tax rate of 3.07% and a local income tax rate that varies by municipality, understanding how to properly file taxes and take advantage of available deductions can be a complex and confusing process. Additionally, a financial advisor could help residents plan for retirement, create a budget, and invest wisely in order to achieve their financial goals. By working with a financial advisor, residents of Harmony, PA can gain the knowledge and tools necessary to make informed financial decisions and achieve financial security.

Mortgage Loan Officer

Residents of Harmony, PA could benefit from the assistance of a mortgage loan officer in several ways. Firstly, the officer could help residents navigate the complex and often confusing process of obtaining a mortgage. This is especially important in Harmony, PA, where the housing market can be highly competitive and fast-moving. Additionally, a mortgage loan officer could help residents identify and take advantage of any available government programs or incentives for homebuyers, such as tax credits or down payment assistance. Furthermore, the officer could help residents understand the various types of mortgages available to them and choose the one that best fits their financial situation and long-term goals. Overall, a knowledgeable and experienced mortgage loan officer could be an invaluable resource to residents of Harmony, PA looking to purchase a home.

Tax Services

Residents of Harmony, PA can greatly benefit from the expertise of a tax advisor in many ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to the state of Pennsylvania. This includes understanding local tax codes and regulations, such as the local earned income tax, which can be confusing and overwhelming for many residents. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, which can help residents save money and minimize their tax liability. Furthermore, a tax advisor can assist residents in preparing and filing their tax returns accurately and on time, avoiding costly penalties and fees. In Harmony, PA, where many residents are small business owners or self-employed, a tax advisor can provide valuable advice on business tax planning and compliance, helping them to stay on top of their tax obligations and avoid any potential legal issues.

Estate Planning Lawyer

Residents of Harmony, PA can benefit from the services of an estate planning lawyer in a multitude of ways. For instance, an estate planning lawyer can assist individuals in preparing wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. Additionally, they can help individuals establish powers of attorney and healthcare directives, which can be crucial in the event of incapacitation. In a town like Harmony, where many residents are small business owners, an estate planning lawyer can also help with business succession planning, ensuring that their business is passed down to the right person or entity. Furthermore, an estate planning lawyer can provide guidance on minimizing tax liabilities and protecting assets from creditors. 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 in the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs