Retirement Planning in Ligonier, PA

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List of Firms

Top Retirement Planners in Ligonier, PA

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Jp Financial Services
Location 145 Powder Mill Rd, Rector, PA 15677, USA
Phone (724) 593-2102
Directions
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Covington Investment Advisors
SEC File# 801-62139
CRD# 127270
Location 301 E Main St, Ligonier, PA 15658, USA
Phone (724) 238-0151
Language http://covingtoninvestment.com/
Directions
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McCoy Wealth Management Group of Janney Montgomery Scott
Location 121 E Main St 2nd floor, Ligonier, PA 15658, USA
Phone (724) 238-6684
Language https://advisor.janney.com/mccoywealthmanagementgroup?utm_medium=yext&utm_source=gmb
Directions
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A Dennis Muia Financial Planning
Location 1118 Griffith Rd, Ligonier, PA 15658, USA
Phone (724) 238-8446
Directions
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Kelley Asset Management - Prudential Financial
Location 132 W Main St #6, Ligonier, PA 15658, USA
Phone (724) 600-2121
Language https://www.prudential.com/advisor/edward-kelley
Directions
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Estate Assurance Inc
5 out of 5
Location 1300 Ligonier St, Latrobe, PA 15650, USA
Phone (724) 532-1884
Directions
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Legacy Wealth Solutions, Inc.
SEC File# 801-107414
CRD# 167610
Location 243 W Main St, Ligonier, PA 15658, USA
Phone (724) 238-7700
Directions
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Ligonier Gardens Personal Care & Retirement Home
4 out of 5
Location 2018 US-30, Ligonier, PA 15658, USA
Phone (724) 238-3517
Language https://bethlen.com/our-locations/ligonier-gardens/
Directions
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Bethlen Communities
4 out of 5
Location 125 Kalassay Dr, Ligonier, PA 15658, USA
Phone (724) 238-2235
Language http://www.bethlen.com/
Directions
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John L. Fiore of Janney Montgomery Scott LLC
Location 121 E Main St, Ligonier, PA 15658, USA
Phone (724) 238-6684
Language http://www.johnlfiore.com/location.cfm
Directions
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Reynolds Financial Group, LLC
5 out of 5
Location 216 Chaucer Dr, Irwin, PA 15642, USA
Phone (724) 863-5005
Directions
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Arbor Gate Associates
Location 501 W Main St, Ligonier, PA 15658, USA
Phone (724) 238-2803
Directions
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Timothy D Lint - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 244 W Main St Ste B, Ligonier, PA 15658, USA
Phone (724) 238-0234
Language https://www.ameripriseadvisors.com/timothy.d.lint/?cid=IP_local_google
Directions
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Boyer Financial Planning
4 out of 5
Location 107 Georgian Pl, Somerset, PA 15501, USA
Phone (814) 444-9070
Directions
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Flack Financial Group Inc.
Location 2840 Ligonier St, Latrobe, PA 15650, USA
Phone (724) 537-6425
Language http://www.flackfinancialgroup.com/
Directions
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Bethlen Home Skilled Nursing and Rehabilitation
4 out of 5
Location 66 Carey School Rd, Ligonier, PA 15658, USA
Phone (724) 238-6711
Language https://bethlen.com/our-locations/bethlen-home/
Directions
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Thrivent Financial-Lutherans
Location 701 Spring St, Latrobe, PA 15650, USA
Language https://www.thrivent.com/
Directions
Retirement Planning in Ligonier, PA

About Ligonier, PA for Those Planning to Retire

Ligonier, PA is a charming and historic town nestled in the rolling hills of western Pennsylvania. Its quaint streets are lined with unique shops and restaurants, and its vibrant community is home to a number of landmarks and top employers. One of the most notable landmarks in Ligonier is Fort Ligonier, a reconstructed 18th-century fort that played a key role in the French and Indian War. Visitors can explore the fort's barracks, cannons, and museum exhibits to learn about the area's rich history. In addition to its historical attractions, Ligonier is also home to a number of top employers, including the Excela Health System and the Ligonier Valley School District. These organizations provide jobs and economic stability to the community, helping to ensure its continued growth and prosperity. When it comes to transportation, Ligonier is conveniently located near several major highways, including the Pennsylvania Turnpike and Route 30.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Ligonier, PA can benefit from a bank in numerous ways. For example, small business owners in Ligonier can take advantage of business loans to expand their operations and hire more employees. Additionally, families in Ligonier can benefit from mortgages and personal loans to purchase homes and make necessary repairs. With the town's rich history and vibrant tourism industry, a bank can also provide investment opportunities for those interested in supporting local businesses and attractions. Furthermore, Ligonier's rural location may make it difficult for some residents to access financial services, but a bank can provide online banking and mobile apps to make banking more convenient. Overall, a bank can play a crucial role in helping residents of Ligonier achieve their financial goals and support the growth of the town's economy.

Insurance Broker

Residents of Ligonier, PA can benefit from the services of an insurance broker in a multitude of ways. Firstly, an insurance broker can help residents navigate the complexities of the healthcare system, ensuring they have the appropriate coverage for their needs. Additionally, an insurance broker can assist residents in finding the most cost-effective auto insurance policies, taking into account the unique driving conditions of Ligonier's winding rural roads. Furthermore, an insurance broker can help residents protect their homes from natural disasters, such as flooding and severe weather, which are common occurrences in the area. With their expertise and knowledge of the insurance industry, an insurance broker can provide invaluable guidance to the residents of Ligonier, PA, helping them secure the coverage they need to protect themselves and their families.

Wealth Management

Residents of Ligonier, PA would greatly benefit from the services of a wealth manager. With its quaint charm and rural setting, Ligonier may not seem like a hub of financial activity, but it is home to a diverse range of individuals with unique financial needs. A wealth manager can help residents navigate the complexities of investment portfolios, retirement planning, and estate planning. For example, many residents of Ligonier may have inherited land or property from their ancestors, which can be a valuable asset but also comes with its own set of challenges. A wealth manager can provide guidance on how to manage and maximize the value of these assets, while also ensuring that they are passed down to future generations in a tax-efficient manner. Additionally, with the rise of remote work and the gig economy, many residents may have unconventional income streams that require specialized financial planning. A wealth manager can help these individuals create a comprehensive financial plan that takes into account their unique circumstances and goals.

Financial Advisor

Residents of Ligonier, PA can benefit greatly from the services of a financial advisor. With the town's economy heavily reliant on tourism, many residents may struggle to maintain a steady income throughout the year. A financial advisor can assist with budgeting and saving strategies to help residents prepare for the seasonal fluctuations in income. Additionally, with Ligonier's history as a hub for the railroad industry, many residents may have pensions or retirement plans tied to those companies. A financial advisor can help navigate the complexities of these plans and ensure that residents are maximizing their benefits. Furthermore, as Ligonier is a small town, residents may have limited access to investment opportunities. A financial advisor can provide guidance on alternative investment options, such as mutual funds or real estate, to help residents diversify their portfolios and increase their financial security.

Mortgage Loan Officer

Residents of Ligonier, PA may seek the assistance of a mortgage loan officer for a variety of reasons. One of the most common reasons is to secure a mortgage for a home purchase. Ligonier is a small town located in the Laurel Highlands region of western Pennsylvania, known for its historic charm and natural beauty. As such, many residents may be looking to purchase a home in the area to take advantage of its picturesque scenery and quaint atmosphere. A mortgage loan officer can help guide these individuals through the complex process of securing a mortgage, ensuring they find the best rates and terms to fit their unique needs. Additionally, a loan officer can also assist with refinancing existing mortgages, helping residents save money on their monthly payments and potentially even pay off their loans sooner. With the help of a knowledgeable and experienced mortgage loan officer, residents of Ligonier can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Ligonier, PA could benefit from the expertise of a tax advisor in numerous ways. For instance, the town's residents could be assisted in navigating the complex tax laws and regulations that are specific to Pennsylvania. This includes understanding the state's tax code, which has various exemptions and deductions that could help residents reduce their tax liability. Moreover, Ligonier is home to many small businesses, and a tax advisor could help these businesses with tax planning and compliance. This would ensure that these businesses are not overpaying taxes and are taking advantage of all available tax breaks. Additionally, many residents in Ligonier have retirement accounts, and a tax advisor could help them manage these accounts effectively, including understanding the tax implications of withdrawing funds from these accounts. Overall, a tax advisor could be a valuable asset to Ligonier's residents, helping them navigate the complexities of the tax system and minimize their tax liability.

Estate Planning Lawyer

Residents of Ligonier, PA could be assisted by an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important in Ligonier, PA, where many residents own historic properties that may have unique legal considerations. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities. They can also assist with healthcare directives and long-term care planning, which is especially important as Ligonier has a large elderly population. By working with an estate planning lawyer, residents of Ligonier can ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Ligonier, PA encompass a wide range of financial and investment strategies that are tailored to meet the unique needs of individuals approaching their golden years. From assessing retirement goals to creating a comprehensive plan to achieve them, the planner takes into account various factors such as income, expenses, assets, liabilities, and risk tolerance. In Ligonier, PA, the planner may also consider the impact of local taxes, inflation rates, and cost of living on the retirement plan. The planner can offer guidance on retirement income sources such as Social Security, pensions, and annuities. Additionally, the planner can provide advice on investment options such as stocks, bonds, mutual funds, and real estate. The planner can also help with estate planning, including wills, trusts, and powers of attorney. With the retirement planner's help, individuals in Ligonier, PA can feel more confident about their financial future and enjoy a fulfilling retirement.

Ligonier, PA is the ideal place to find a retirement planner due to its rich history and diverse community. The town's picturesque surroundings and quaint charm make it an attractive destination for retirees seeking a peaceful and fulfilling lifestyle. With its proximity to major cities like Pittsburgh and Philadelphia, Ligonier offers the perfect balance of small-town living and modern conveniences. Additionally, the town is home to a variety of financial institutions and advisors, providing retirees with a wealth of options when it comes to planning for their future. Whether you're looking for a financial planner who specializes in estate planning or someone who can help you navigate the complexities of Social Security, Ligonier has it all. So if you're looking for a retirement planner who can help you achieve your financial goals and enjoy the best that life has to offer, look no further than Ligonier, PA.