Retirement Planning in Oakmont, PA

We did the hard work of finding trustworthy partners in Oakmont, 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 Oakmont, PA

SEC File# 801-64721
CRD# 133763
3 out of 5
Location 420 Allegheny River Blvd, Oakmont, PA 15139, USA
Phone (412) 967-6092
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Open plan group
Location 1330 Pennsylvania Ave, Oakmont, PA 15139, USA
Phone 086 821 9885
Directions
generic_business-71
Michael Anthony Carretta - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2790 Mosside Blvd Ste 620, Monroeville, PA 15146, USA
Phone (724) 519-7526
Directions
generic_business-71
Allstate Personal Financial Representative: Carol Bendik
Location 432 Allegheny River Blvd, Oakmont, PA 15139, USA
Phone (412) 230-3022
Directions
generic_business-71
gregory j. jacobs - voya financial advisors
1 out of 5
Location 634 Alpha Dr, Pittsburgh, PA 15238, USA
Phone (412) 967-2608
Directions
generic_business-71
Danielle Patterson
Location 837 Freeport Rd, Pittsburgh, PA 15238, USA
Phone (724) 857-1781
Directions
generic_business-71
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
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
generic_business-71
Safety First Retirement
5 out of 5
Location 3058 Leechburg Rd, New Kensington, PA 15068, USA
Phone (412) 772-8575
Directions
generic_business-71
Edward Jones - Financial Advisor: Seth D Thompson, AAMS™
Location 201 Allegheny Ave Suite 2, Oakmont, PA 15139, USA
Phone (412) 828-2437
Directions
generic_business-71
Wealth Management Strategies, Inc. - Aspinwall
4 out of 5
Location 17 Brilliant Ave Suite 302, Pittsburgh, PA 15215, USA
Phone (412) 781-7100
Directions
Retirement Planning in Oakmont, PA

About Oakmont, PA for Those Planning to Retire

Oakmont, PA is a charming borough located in Allegheny County, Pennsylvania, known for its rich history, stunning architecture, and lively community. Nestled along the banks of the Allegheny River, Oakmont boasts a wealth of landmarks that are both historic and contemporary, including the Oakmont Country Club, which has hosted numerous US Open Championships, and the Oakmont Carnegie Library, which was built in 1900 and is listed on the National Register of Historic Places. In terms of employment, Oakmont is home to several top employers, including UPMC St. Margaret Hospital, which provides quality healthcare services to the community, and the University of Pittsburgh, which is a major research institution that employs thousands of people in the area. Additionally, Oakmont is situated along several major highways and streets, including Route 28 and the Pennsylvania Turnpike, which provide easy access to the city of Pittsburgh and other nearby communities.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Oakmont, PA can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those looking to invest in property in the area. Oakmont is known for its picturesque views, and many residents are interested in purchasing homes with scenic views. A bank can provide loans and mortgages to help finance these purchases. Additionally, Oakmont is home to many small businesses, and a bank can offer business loans and lines of credit to help these businesses grow and succeed. Furthermore, many residents in Oakmont are retirees who may need assistance managing their finances. A bank can offer financial planning services and retirement accounts to help these individuals plan for their future. Overall, a bank can provide a wide range of financial services to help residents of Oakmont, PA achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Oakmont, PA could greatly benefit from the services of an insurance broker. With a population of just over 6,000 people, Oakmont is a small town located in Allegheny County, Pennsylvania. While the town may be small, its residents still face a variety of risks and uncertainties that can be mitigated through insurance coverage. An insurance broker can help residents navigate the complex world of insurance, providing them with expert advice and guidance on everything from home and auto insurance to life and health insurance. They can also help residents find the best policies and rates for their unique needs and circumstances, ensuring that they are adequately protected in the event of an accident, illness, or other unforeseen event. With the help of an insurance broker, residents of Oakmont can have peace of mind knowing that they are covered and protected no matter what life throws their way.

Wealth Management

Residents of Oakmont, PA can benefit from the expertise of a wealth manager in a multitude of ways. One of the most common ways is through estate planning, which can be particularly important for the aging population of Oakmont. With the median age of Oakmont residents being 51 years old, many are likely beginning to consider their legacy and how they want to distribute their assets. A wealth manager can help navigate the complexities of estate planning, including creating wills and trusts, minimizing taxes, and ensuring that assets are distributed according to the client's wishes. Additionally, with Oakmont's proximity to Pittsburgh and its vibrant business community, a wealth manager can provide guidance on investments and financial planning for small business owners and entrepreneurs in the area. Overall, a wealth manager can provide invaluable support and guidance to the residents of Oakmont, helping them to secure their financial future and achieve their long-term goals.

Financial Advisor

Residents of Oakmont, PA could benefit from the services of a financial advisor in a multitude of ways. With a population of just over 6,000, this suburban town is home to a diverse group of individuals, ranging from young families to retirees. A financial advisor could assist these individuals in a variety of areas, such as retirement planning, investment management, and tax preparation. Additionally, Oakmont is known for its historic charm and scenic beauty, with many residents owning homes that have been passed down through generations. A financial advisor could provide guidance on estate planning and help ensure that these properties are passed down to future generations in the most financially efficient way possible. Furthermore, Oakmont is located just a short drive from downtown Pittsburgh, making it an attractive location for commuters. A financial advisor could assist these individuals in managing their finances and investments in a way that allows them to take advantage of the city's economic growth and opportunities.

Mortgage Loan Officer

Residents of Oakmont, PA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist in finding the best mortgage rates and terms available in the market. This is particularly important in Oakmont, PA, where the real estate market is highly competitive and constantly fluctuating. A loan officer can also provide guidance and advice on the different types of mortgages available and help residents choose the one that best suits their financial situation and goals. Additionally, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage, including gathering all the necessary documentation, completing the application, and working with the lender to ensure a smooth and efficient closing process. Overall, the expertise and support of a mortgage loan officer can be invaluable to residents of Oakmont, PA looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Oakmont, PA can benefit greatly from the expertise of a tax advisor. With the town's close proximity to Pittsburgh and its thriving business community, tax laws and regulations can be complex and ever-changing. A skilled tax advisor can help Oakmont residents navigate these complexities and ensure that they are taking advantage of all available tax deductions and credits. Additionally, with Oakmont's picturesque location along the Allegheny River and its many historic homes and buildings, a tax advisor can provide guidance on tax implications related to property ownership and maintenance. Whether it's helping small business owners with tax planning or assisting individuals with estate planning, a tax advisor can be an invaluable resource for the residents of Oakmont, PA.

Estate Planning Lawyer

Residents of Oakmont, PA would greatly benefit from the services of an estate planning lawyer. With a population of over 6,000, Oakmont is a small yet vibrant community located in Allegheny County. An estate planning lawyer can assist residents in creating a comprehensive plan for the distribution of their assets and property upon their passing. This is especially important for the aging population of Oakmont, which has a median age of 50 years old. Additionally, an estate planning lawyer can help residents navigate the complex tax laws that apply to inheritance and estate planning in Pennsylvania. With the average home value in Oakmont being $228,000, it is crucial for residents to have a solid plan in place to protect their assets and ensure that their wishes are carried out after they are gone. An estate planning lawyer can provide peace of mind and security for the residents of Oakmont, PA.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs