Retirement Planning in Washington County, PA

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List of Firms

Top Retirement Planners in Washington County, PA

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Beaconsfield Financial Services
5 out of 5
Location 160 Technology Dr # 101, Canonsburg, PA 15317, USA
Phone (724) 745-6800
Language http://www.beaconsfieldfinancial.com/
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Hefren-Tillotson
SEC File# 801-55083
CRD# 53
5 out of 5
Location 121 Champion Way Suite 200, Canonsburg, PA 15317, USA
Phone (724) 597-7990
Language https://www.hefren.com/
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 – 4:30 PM Saturday: Closed Sunday: Closed
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Edward Michael Poach - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 227 Demar Blvd, Canonsburg, PA 15317, USA
Phone (724) 916-2233
Language https://www.ameripriseadvisors.com/edward.m.poach/?cid=IP_local_google
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W.E. Griffith & Associates, LLC
Location 1150 Washington Rd, Washington, PA 15301, USA
Phone (724) 228-3440
Language http://www.wegriffith.com/
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Christine Saitta - RBC Wealth Management Financial Advisor
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8268
Language https://us.rbcwealthmanagement.com/christine.saitta?utm_source=GMB&utm_medium=Yext
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David Galardini - RBC Wealth Management Financial Advisor
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8235
Language https://us.rbcwealthmanagement.com/david.galardini?utm_source=GMB&utm_medium=Yext
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Pittsburgh Financial Consultants
Location 205 E McMurray Rd, McMurray, PA 15317, USA
Phone (724) 731-0120
Language https://www.pittsburghfinancial.com/
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Hutchison Whitehead Wealth Management, LLC
Location 100 Houston Square #100, Canonsburg, PA 15317, USA
Phone (724) 873-8755
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Wantje Financial
Location 2351 Hidden Timber Dr, Pittsburgh, PA 15241, USA
Phone (412) 491-2989
Language http://wantje.com/
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Stein Wealth Advisors
SEC File# 801-79876
CRD# 171351
Location 1700 Ashwood Dr Suite 1701, Canonsburg, PA 15317, USA
Phone (724) 260-0491
Language http://www.steinwealth.com/
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Emerick Financial Planning, LLC
Location 1580 McLaughlin Run Rd #210, Pittsburgh, PA 15241, USA
Phone (412) 419-1905
Language http://www.emerickfinancial.com/contact.html
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The Bondi Friday Wealth Management Group
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8167
Language https://us.rbcwealthmanagement.com/bondifridaywmgroup?utm_source=GMB&utm_medium=Yext
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The Virany Brown Group - Morgan Stanley
Location 2600 Old Washington Rd, Upper St Clair, PA 15241, USA
Phone (412) 833-0310
Language https://advisor.morganstanley.com/the-virany-brown-group?y_source=1_MTA4MzE1MjQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Marley Financial Group
5 out of 5
Location 1056 PA-519, Eighty Four, PA 15330, USA
Phone (724) 884-1496
Language http://www.marleyfg.com/
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Kurt Kharouf - RBC Wealth Management Financial Advisor
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8219
Language https://us.rbcwealthmanagement.com/kurt.kharouf?utm_source=GMB&utm_medium=Yext
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Coleman Financial Services LLC
SEC File# 801-62331
CRD# 120894
5 out of 5
Location 61 McMurray Rd # 200, Pittsburgh, PA 15241, USA
Phone (412) 835-8003
Language https://colemanfinancialservicesllc.com/
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 4160 Washington Rd # 1, Canonsburg, PA 15317, USA
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Creative Planning Solutions
Location 370 Southpointe Blvd # 200, Canonsburg, PA 15317, USA
Phone (724) 743-6127
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Kades Margolis Corporation
Location 1720 Washington Rd, Washington, PA 15301, USA
Phone (724) 743-4022
Language http://www.4kmc.com/
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Fragasso Financial Advisors
SEC File# 801-77097
CRD# 123255
Location 3402 Washington Rd Suite 301, McMurray, PA 15317, USA
Phone (412) 347-5508
Language http://www.fragassoadvisors.com/
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Sten Arne
5 out of 5
Location 150 W Beau St, Washington, PA 15301, USA
Phone (724) 222-6409
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Janet F. Kirk - RBC Wealth Management Financial Advisor
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8226
Language https://us.rbcwealthmanagement.com/thekirkgroup?utm_source=GMB&utm_medium=Yext
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Capital Retirement Plan Services, Inc.
Location 4000 Town Center Blvd # 250, Canonsburg, PA 15317, USA
Phone (724) 743-1010
Language http://capitalretirement.com/
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Morgan Stanley Financial Advisors
Location 2600 Old Washington Rd, Upper St Clair, PA 15241, USA
Phone (412) 833-0310
Language https://advisor.morganstanley.com/upper-st-clair-branch?y_source=1_MjM2MjE3MS03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
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Retirement Planning in Washington County, PA

About Washington County, PA for Those Planning to Retire

Nestled in the southwestern region of Pennsylvania lies Washington County, a charming county known for its rich history and breathtaking landscapes. From the majestic Monongahela River to the rolling hills of the Appalachian Mountains, Washington County boasts a plethora of landmarks that are sure to leave a lasting impression on visitors. Some of the most notable landmarks in the county include the Meadowcroft Rockshelter and Historic Village, a National Historic Landmark that showcases the region's prehistoric past, and the Pennsylvania Trolley Museum, which offers visitors a chance to step back in time and ride vintage trolleys through the countryside. Washington County is also home to a diverse range of top employers, including Range Resources, a leading natural gas company, and the Washington Health System, a renowned healthcare provider. Other major employers in the area include the Washington County School District, the County Government, and the Southpointe Business Park, which houses a variety of businesses in the technology and energy sectors.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Washington County, PA can benefit from a bank in various ways. For instance, a bank can provide financial assistance to residents who may need to apply for loans to purchase homes or start businesses. It can also offer savings accounts and other investment opportunities to help residents save and grow their money. In addition, a bank can provide access to financial education resources and financial planning services to help residents make informed decisions about their money. Specifically, Washington County, PA is known for its thriving agricultural industry, and a bank can help farmers and other agricultural businesses with specialized financial services such as crop loans and agricultural insurance. With a bank's support, residents of Washington County, PA can achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Washington County, PA can benefit from the services of an insurance broker in a variety of ways. One of the most common ways is by helping individuals navigate the complex and ever-changing healthcare system. Specifically, in Washington County, PA, where there is a high prevalence of chronic diseases such as heart disease and diabetes, an insurance broker can assist residents in finding the right health insurance plan that covers the necessary treatments and medications. Additionally, an insurance broker can help residents understand the intricacies of Medicare and Medicaid, which are essential programs for many elderly and low-income individuals in the county. With their expertise in the insurance industry, brokers can also help residents save money by finding them the most cost-effective plans that suit their needs. Overall, the services of an insurance broker can be invaluable for the residents of Washington County, PA, who may face unique challenges when it comes to accessing affordable and comprehensive healthcare.

Wealth Management

Residents of Washington County, PA could benefit from the expertise of a wealth manager in several ways. For instance, a wealth manager could help them navigate the complex tax laws that apply to the county, which vary from those in neighboring counties. Additionally, residents could benefit from a wealth manager's guidance on investment strategies that take into account the unique economic conditions of the county. With its mix of urban and rural areas, Washington County presents a complex investment landscape that requires careful consideration of factors such as industry trends, population growth, and infrastructure development. A wealth manager could help residents make informed decisions about where to allocate their resources, whether it be in real estate, stocks, or other investment vehicles. Furthermore, a wealth manager could provide guidance on estate planning and philanthropy, helping residents leave a lasting legacy in their community.

Financial Advisor

Residents of Washington County, PA can benefit greatly from the services of a financial advisor. With a population of over 200,000 people, many individuals may struggle to navigate the complex financial landscape. A financial advisor can provide guidance on a range of issues, including retirement planning, investment strategies, and debt management. In particular, residents of Washington County, PA may face unique challenges related to the local economy. The region has a strong history in the coal and steel industries, but has undergone significant economic changes in recent years. As a result, many individuals may be seeking advice on how to adapt to these changes and make smart financial decisions in an uncertain environment. A skilled financial advisor can help residents of Washington County, PA navigate these challenges and achieve their financial goals.

Mortgage Loan Officer

Residents of Washington County, PA can benefit from the expertise of a mortgage loan officer in various ways. Firstly, a mortgage loan officer can assist residents in navigating the complexities of the local real estate market. Washington County, PA is known for its diverse housing options, ranging from historic homes to modern apartments. A knowledgeable loan officer can guide residents through the intricacies of the home buying process, including obtaining pre-approval for a mortgage, selecting the right loan program, and securing a competitive interest rate. Additionally, a mortgage loan officer can help residents understand the unique financial challenges that may arise in Washington County, such as property taxes and insurance costs. By providing personalized guidance and support, a mortgage loan officer can help residents achieve their dream of homeownership in Washington County, PA.

Tax Services

Residents of Washington County, PA could greatly benefit from the assistance of a tax advisor in a variety of ways. One specific aspect of Washington County that a tax advisor could help with is navigating the local tax laws and regulations. With complex tax codes and frequent changes, it can be difficult for residents to stay up-to-date and avoid costly mistakes. A tax advisor can provide guidance on local tax requirements, such as the county's Earned Income Tax and Local Services Tax, which can be confusing for residents. Additionally, a tax advisor can help residents maximize their deductions and credits, potentially saving them money on their tax bill. With the help of a tax advisor, residents of Washington County can feel confident that they are meeting their tax obligations while also taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Washington County, PA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after death. This is particularly important in Washington County, PA, where the population is aging rapidly, and many residents have significant assets tied up in real estate and other investments. An estate planning lawyer can also help residents minimize their tax liability, protect their assets from creditors, and ensure that their healthcare and financial needs are taken care of in the event of incapacitation. Additionally, an estate planning lawyer can assist with the administration of an estate, which can be a complex and time-consuming process, especially in Washington County, PA, where probate laws can be particularly challenging to navigate. Overall, the services of an estate planning lawyer can provide Washington County, PA residents with peace of mind and financial security for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Washington County, PA can be comprehensive and tailored to the unique needs of each client. These services can include an analysis of current retirement savings and investments, as well as a plan for future contributions and allocation of assets. The retirement planner can also provide guidance on Social Security benefits and Medicare options, taking into account the specific regulations and resources available in Washington County, PA. Additionally, the planner can assist with estate planning, including drafting wills and trusts, and can provide advice on tax-efficient strategies for transferring wealth to future generations. With the complexity of retirement planning and the unique characteristics of Washington County, PA, a retirement planner can offer bursty and nuanced advice to help clients achieve their retirement goals.

Washington County, PA is the perfect place to get a retirement planner because of its unique blend of urban and rural communities. With a population of over 200,000 people, the county boasts a diverse range of financial planning professionals who have experience working with clients from all walks of life. Whether you're looking for a traditional retirement plan or something more tailored to your specific needs, there's a planner in Washington County who can help. Additionally, the county's close proximity to Pittsburgh provides access to some of the best financial institutions in the country, making it an ideal location for those who want to maximize their retirement savings. With its combination of small-town charm and big-city amenities, Washington County is the perfect place to start planning for your golden years.