Retirement Planning in Monroeville, PA

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List of Firms

Top Retirement Planners in Monroeville, PA

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Berer Financial Management
Location 4044 Monroeville Blvd, Monroeville, PA 15146, USA
Phone (412) 373-7667
Language http://www.bererfinancial.com/
Directions
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Matthew Orman - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Phone (412) 646-1834
Language https://www.ameripriseadvisors.com/matthew.d.orman/?cid=IP_local_google
Directions
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David Rich - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3824 Northern Pike Ste 850, Monroeville, PA 15146, USA
Phone (412) 374-7400
Language https://www.ameripriseadvisors.com/david.j.rich/?cid=IP_local_google
Directions
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Darren Smith - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Phone (412) 646-1834
Language https://www.ameripriseadvisors.com/Darren.Smith/?cid=IP_local_google
Directions
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The Scoletti-Dandrea-Sidary Group - Morgan Stanley
Location 1 Monroeville Center Suite 1010, Monroeville, PA 15146, USA
Phone (412) 373-3100
Language https://advisor.morganstanley.com/the-scoletti-dandrea-sidary-group?y_source=1_MTA4MjIyOTctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Horizon Financial Advisors
SEC File# 801-30694
CRD# 106015
5 out of 5
Location Jonnet Building 4099, William Penn Hwy, Monroeville, PA 15146, USA
Phone (412) 856-7300
Language http://www.horizonfinancialadvisors.com/
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
Directions
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Daniel Sloane - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Phone (412) 646-1834
Language https://www.ameripriseadvisors.com/Daniel.Sloane/?cid=IP_local_google
Directions
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Northwestern Mutual
Location 2790 Mosside Blvd f4, Monroeville, PA 15146, USA
Phone (412) 858-7110
Language https://www.northwesternmutual.com/financial-professional-locator?address=3824%20Northern%20Pike%20#%20330,15146?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
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Thrivent Financial
SEC File# 801-60701
CRD# 115785
Location 1165 Colgate Dr, Monroeville, PA 15146, USA
Phone (724) 836-6890
Language https://www.thrivent.com/
Directions
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Matthew Eisenhuth - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Phone (724) 519-7526
Language https://www.ameripriseadvisors.com/matthew.w.eisenhuth/?cid=IP_local_google
Directions
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Barry E Numerick - Morgan Stanley
Location 1 Monroeville Center Suite 1010, Monroeville, PA 15146, USA
Phone (412) 380-8036
Language https://advisor.morganstanley.com/barry.e.numerick?y_source=1_MTA4Mjc2NjItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Jon L Amodeo
Location 2790 Mosside Blvd, Monroeville, PA 15146, USA
Phone (412) 858-7110
Directions
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Robert A Caldwell - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4055 Monroeville Blvd Ste 430, Monroeville, PA 15146, USA
Phone (800) 439-6094
Language https://www.ameripriseadvisors.com/robert.a.caldwell/?cid=IP_local_google
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 – 1:00 PM Saturday: Closed Sunday: Closed
Directions
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Gardner & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3824 Northern Pike Ste 850, Monroeville, PA 15146, USA
Phone (412) 374-7400
Language https://www.ameripriseadvisors.com/team/gardner-associates/?cid=IP_local_google
Directions
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John Sporar
Location 4210 William Penn Hwy, Monroeville, PA 15146, USA
Phone (412) 431-2273
Directions
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Morgan Stanley Financial Advisors
3 out of 5
Location 1 Monroeville Center Suite 1010, Monroeville, PA 15146, USA
Phone (412) 373-3100
Language https://advisor.morganstanley.com/monroeville-branch?y_source=1_MjM2MTkzOS03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
Directions
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Michael William Figurelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 4055 Monroeville Blvd Ste 430, Monroeville, PA 15146, USA
Phone (412) 374-9515
Language https://www.ameripriseadvisors.com/michael.w.figurelli/?cid=IP_local_google
Directions
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Santori & Peters, Inc.
SEC File# 801-110482
CRD# 105978
Location 3824 Northern Pike #450, Monroeville, PA 15146, USA
Phone (412) 373-6904
Language http://santoriandpeters.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Oppenheimer & Co. Inc.
SEC File# 801-887
CRD# 249
Location 2790 Mosside Blvd #210, Monroeville, PA 15146, USA
Phone (412) 858-7300
Language https://www.oppenheimer.com/branch/monroeville.aspx?utm_source=Google&utm_medium=GMB&utm_campaign=TrackingGMBTraffic
Directions
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Advisors LLC
SEC File# 801-107981
CRD# 284173
Location 3875 Franklintowne Ct #130, Murrysville, PA 15668, USA
Phone (724) 733-7333
Language http://www.theadvisorsllc.com/
Directions
Retirement Planning in Monroeville, PA

About Monroeville, PA for Those Planning to Retire

Monroeville, PA is a bustling suburb located in Allegheny County, Pennsylvania. The town is home to numerous landmarks, including the Monroeville Mall, which gained notoriety as the filming location for George A. Romero's classic horror film, Dawn of the Dead. Other notable landmarks include the Monroeville Convention Center and the Monroeville Community Park West. The town boasts a diverse economy with top employers including UPMC East, Forbes Hospital, and the Monroeville Mall. Major highways and streets in the area include the Pennsylvania Turnpike, Route 22, and William Penn Highway. Monroeville is comprised of several distinct neighborhoods, including Garden City, Haymaker Village, and Holiday Park. Each neighborhood offers its own unique charm and character, making Monroeville a vibrant and exciting place to live. Whether you're looking for a quiet suburban retreat or a bustling urban center, Monroeville has something to offer everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Monroeville, PA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to small businesses that are prevalent in Monroeville. The town is home to a number of small businesses, such as restaurants, boutiques, and salons. Banks can offer loans, lines of credit, and other financial products to help these businesses grow and succeed. Additionally, banks can provide mortgages to residents who are looking to purchase homes in Monroeville. With the town's close proximity to Pittsburgh, many people are attracted to the area for its affordable housing options. A bank can offer competitive rates and flexible payment options to make homeownership more accessible. Lastly, a bank can provide financial education and resources to help residents manage their money and build their savings. With the cost of living in Monroeville being slightly higher than the national average, financial literacy is crucial to ensure residents can achieve their financial goals.

Insurance Broker

Monroeville, PA residents can benefit from an insurance broker in various ways. Firstly, an insurance broker can provide residents with personalized insurance policies that cater to their specific needs. This is particularly important in Monroeville, PA, where the weather can be unpredictable, and residents may require coverage for damages caused by natural disasters such as floods or tornadoes. Additionally, an insurance broker can help residents navigate the complex insurance market, providing them with valuable information on the different types of insurance policies available and helping them to choose the best coverage at the most affordable rates. Lastly, an insurance broker can assist residents with filing insurance claims, ensuring that they receive the maximum amount of compensation for their losses. With the help of an insurance broker, Monroeville, PA residents can have peace of mind knowing that they are fully protected against any unforeseen events that may occur.

Wealth Management

Residents of Monroeville, PA can greatly benefit from the assistance of a skilled wealth manager. With a population of over 28,000 people, Monroeville is a thriving community that offers numerous opportunities for investment and financial growth. A wealth manager can help residents navigate the complex world of finance, offering expert advice on investment strategies, retirement planning, and tax management. They can also provide guidance on estate planning, insurance, and other financial matters that are particularly important in a community where many residents own their own businesses or work in high-paying industries. By working with a wealth manager, residents of Monroeville can feel confident that their financial futures are in good hands, and that they are taking the necessary steps to achieve their long-term financial goals.

Financial Advisor

Residents of Monroeville, PA could benefit from the services of a financial advisor in various ways. One specific aspect that sets Monroeville apart is its growing population of retirees. A financial advisor could help these retirees plan for their future and manage their retirement funds, ensuring that they have enough to support themselves throughout their golden years. Additionally, a financial advisor could assist young families in Monroeville with creating a budget and saving for their children's education. With the cost of living in Monroeville being higher than the national average, a financial advisor could help residents navigate the high expenses and make informed financial decisions. Furthermore, small business owners in Monroeville could benefit from a financial advisor's expertise in managing their finances and maximizing profits. Overall, a financial advisor could provide valuable guidance and support to the diverse population of Monroeville, PA.

Mortgage Loan Officer

Residents of Monroeville, PA can benefit from the services of a mortgage loan officer in a number of ways. Firstly, the officer can provide expert guidance on the different types of mortgage loans available and help residents choose the one that best fits their financial situation and long-term goals. Additionally, the officer can assist in the application process, which can be complicated and time-consuming. For Monroeville residents, who are known for their love of outdoor recreation, a mortgage loan officer can help them secure a loan for a home with a spacious backyard or near one of the town's many parks. Finally, the officer can also provide advice on how to improve credit scores, which can help residents qualify for better loan terms and interest rates. Overall, a mortgage loan officer can be an invaluable resource for Monroeville residents looking to buy a home or refinance an existing mortgage.

Tax Services

Residents of Monroeville, PA can benefit from the expertise of a tax advisor in numerous ways. One specific way is by navigating the local tax laws and regulations. Monroeville, PA has its own unique tax laws, which can be confusing and overwhelming for residents. A tax advisor can assist with understanding these laws and ensuring compliance, which can ultimately save residents money and prevent legal issues. Additionally, a tax advisor can help residents with tax planning and preparation, maximizing deductions and credits, and minimizing tax liability. Furthermore, they can assist with resolving tax disputes and negotiating with the IRS on behalf of residents. Overall, a tax advisor can provide valuable assistance to residents of Monroeville, PA, ensuring their financial well-being and peace of mind.

Estate Planning Lawyer

Residents of Monroeville, PA can benefit from the expertise of an estate planning lawyer in numerous ways. One specific area where an estate planning lawyer can help Monroeville residents is by creating a comprehensive estate plan that considers the unique tax laws and regulations of Pennsylvania. This includes creating a will, establishing trusts, and ensuring that all assets are properly accounted for and distributed according to the client's wishes. Additionally, an estate planning lawyer can assist with healthcare directives and power of attorney documents, ensuring that clients' medical and financial decisions are made by trusted individuals in the event they are unable to make those decisions themselves. With the help of an estate planning lawyer, Monroeville residents can gain 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

Retirement planning services offered by a retirement planner in Monroeville, PA are comprehensive and tailored to individual needs. With a deep understanding of the local market, a retirement planner in Monroeville, PA can provide expert advice on investment options, tax planning, and estate planning. Monroeville, PA is known for its diverse population and thriving business community, making it an ideal location for retirement planning. The planner can help clients navigate the complex retirement landscape by providing personalized guidance on Social Security benefits, Medicare, and long-term care insurance. They can also help clients develop a retirement income strategy that takes into account their unique goals and risk tolerance. With a focus on client education and empowerment, a retirement planner in Monroeville, PA can help individuals and families achieve financial security and peace of mind in retirement.

Monroeville, PA is an exceptional place to get a retirement planner. With its diverse population and thriving economy, Monroeville offers a wealth of resources and expertise to help retirees plan for their golden years. One specific advantage of Monroeville is its proximity to Pittsburgh, a major financial hub with a plethora of financial institutions and professionals. This means that Monroeville residents have easy access to top-tier retirement planning services and can take advantage of the latest financial strategies and technologies. Additionally, Monroeville's close-knit community fosters a culture of support and collaboration, which can be invaluable for retirees seeking guidance and advice. Whether you're looking for a financial advisor, tax specialist, or estate planner, Monroeville has the resources and expertise you need to ensure a secure and comfortable retirement.