Best Financial Advisors in Greensburg, PA

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List of Firms

Greensburg, PA Fiduciary Financial Advisors

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Park Avenue Wealth Management
Location 143 Hartman Rd suite 9, Greensburg, PA 15601, USA
Phone (724) 858-1122
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Kelly Perry - Thrivent
Location 161 E Otterman St Suite 3, Greensburg, PA 15601, USA
Phone (724) 836-7772
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Gaskey & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 258 Frye Farm Rd, Greensburg, PA 15601, USA
Phone (724) 337-4410
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
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Albig Investment Management
SEC File# 801-117711
CRD# 305481
Location 1 Northgate Sq, Greensburg, PA 15601, USA
Phone (724) 836-7001
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Wctf Pa
Location 585 Rugh St, Greensburg, PA 15601, USA
Phone (724) 216-5924
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AmeriServ Trust & Financial Services Company
Location 140 S Main St, Greensburg, PA 15601, USA
Phone (800) 837-2265
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Eaglehouse Services Co LLC
2 out of 5
Location 4000 Hempfield Blvd #915, Greensburg, PA 15601, USA
Phone (724) 834-4510
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Bpu Investment Group
Location 132 S Main St, Greensburg, PA 15601, USA
Phone (724) 837-1130
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Stifel
5 out of 5
Location 100 S Main St, Greensburg, PA 15601, USA
Phone (724) 837-2300
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Premier Financial
Location 104 Heritage Vlg, Greensburg, PA 15601, USA
Phone (724) 691-0738
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Edward Gaskey - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 258 Frye Farm Rd, Greensburg, PA 15601, USA
Phone (724) 337-4410
Directions
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Donna Bailey - Thrivent
Location 161 E Otterman St Ste 3, Greensburg, PA 15601, USA
Phone (724) 836-7772
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Robert Evans & Associates
5 out of 5
Location 662 N Main St, Greensburg, PA 15601, USA
Phone (724) 850-7535
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Eaglehouse Services Co Inc
SEC File# 801-100512
CRD# 175083
Location 4000 Hempfield Blvd #915, Greensburg, PA 15601, USA
Phone (724) 834-1162
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Hirtie Callaghan & Co
Location 931 Country Club Dr, Greensburg, PA 15601, USA
Phone (724) 836-6566
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Wells Fargo Advisors
1 out of 5
Location 530 Pellis Rd Suite 5000, Greensburg, PA 15601, USA
Phone (724) 850-6310
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TracyCo - C.B. Tracy & Associates, Inc.
5 out of 5
Location 506 Pellis Rd, Greensburg, PA 15601, USA
Phone (724) 834-1090
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Edward Jones - Financial Advisor: Chad Rosensteel, ChFC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2040 Frederickson Pl, Greensburg, PA 15601, USA
Phone (724) 219-3019
Directions
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Merrill Lynch Wealth Management Advisor Ryan M. Purvis
Location 1225 S Main St Suite 401, Greensburg, PA 15601, USA
Phone (724) 830-8325
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Edward Jones - Financial Advisor: Adam J Riggle
SEC File# 801-3297
CRD# 250
Location 206 N Main St, Greensburg, PA 15601, USA
Phone (724) 834-1800
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Keystone Benefits Group Inc
Location 1002 Tower Way, Greensburg, PA 15601, USA
Phone (724) 838-8900
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Edward Jones - Financial Advisor: Adam J Riggle, AAMS®
SEC File# 801-3297
CRD# 250
Location 137 Mathews St Suite 2100, Greensburg, PA 15601, USA
Phone (724) 832-1031
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
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Brooks Financial Services Inc
Location 932 St Clair Way, Greensburg, PA 15601, USA
Phone (724) 600-0154
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Peter DiSanza - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 232 W Otterman St, Greensburg, PA 15601, USA
Phone (724) 600-0170
Directions
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Nicole Szakos - Thrivent
Location 161 E Otterman St Ste 3, Greensburg, PA 15601, USA
Phone (724) 836-7772
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Thrivent Insurance-Lutherans
Location 1117 Woodward Dr, Greensburg, PA 15601, USA
Phone (724) 837-1945
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Financial Advisory Corporation
Location Westmoreland Company Building, 863 Georges Station Rd, Greensburg, PA 15601, USA
Phone (724) 832-3737
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Knight Capital Management, LLC.
Location 528 Stirrup Dr #100, Greensburg, PA 15601, USA
Phone (724) 871-7605
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Northwest Mutual
Location 40 N Pennsylvania Ave # 410A, Greensburg, PA 15601, USA
Phone (724) 836-1605
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Derek P. Herrington - Morgan Stanley
Location 520 Pellis Rd, Greensburg, PA 15601, USA
Phone (724) 853-2803
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Opst & Associates, LLC
Location Wellington Square, 1225 S Main St #102, Greensburg, PA 15601, USA
Phone (724) 832-6401
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Fetsco Financial LLC
5 out of 5
Location 500 Rugh St Suite 150, Greensburg, PA 15601, USA
Phone (724) 420-5389
Directions
Financial Advisors in Greensburg, PA

Where Certified Financial Advisors in Greensburg, PA Serve

Nestled in the rolling hills of southwestern Pennsylvania, Greensburg is a charming city with a rich history and vibrant community. From its stately courthouse to its bustling downtown, Greensburg is a city that never sleeps. The city's top employers include Westmoreland County, Excela Health, and the University of Pittsburgh at Greensburg. Major highways like Route 30 and the Pennsylvania Turnpike make it easy to get around town, while iconic streets like Main Street and Pittsburgh Street are home to some of the city's most beloved landmarks. Whether you're exploring the historic Academy Hill neighborhood or enjoying a day at Lynch Field Park, there's always something to see and do in Greensburg.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Greensburg, PA can greatly benefit from the guidance and expertise of a financial advisor. With a population of just over 14,000 people, Greensburg is a small city located in Westmoreland County, Pennsylvania. Many residents in this area may be looking to invest in their future, save for their children's education, or plan for their retirement. A financial advisor can help residents in Greensburg navigate the complex world of finance, providing them with personalized advice on how to achieve their financial goals. Whether it's creating a budget, investing in the stock market, or planning for taxes, a financial advisor can help residents in Greensburg make informed decisions that will set them up for success.

Insurance Broker

Residents of Greensburg, PA can benefit greatly from the services of an insurance broker. With the city's high risk of flooding due to its location near the Monongahela River, an insurance broker can help residents find the best flood insurance policies to protect their homes and belongings. Additionally, an insurance broker can assist residents in finding affordable health insurance plans, which is especially important given the rising costs of healthcare. With the help of an insurance broker, residents of Greensburg can feel confident that they have the right coverage to protect themselves and their families in the event of an unexpected event.

Retirement Planning

Residents of Greensburg, PA could benefit greatly from the guidance of a retirement planner. One specific way a retirement planner could help is by providing advice on how to maximize retirement income while minimizing taxes. Greensburg, PA is home to a large number of retirees, many of whom have worked for local companies for decades. A retirement planner could help these individuals navigate the complex tax laws and regulations to ensure they are making the most of their retirement savings. Additionally, a retirement planner could help Greensburg residents plan for unexpected expenses, such as medical bills or home repairs, which can be particularly daunting for those on a fixed income. By working with a retirement planner, residents of Greensburg can feel more confident and secure in their financial future.

Wealth Management

Residents of Greensburg, PA could benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager could be especially helpful is in navigating the local economy. As a smaller city with a population of just over 14,000 people, Greensburg may have unique challenges and opportunities when it comes to financial planning and investment strategies. A wealth manager who is familiar with the local landscape could provide valuable insights and guidance on everything from real estate investments to retirement planning. Additionally, a wealth manager could help residents of Greensburg navigate complex tax laws and regulations, ensuring that they are maximizing their financial potential while also staying compliant with the law. Overall, a wealth manager could be an invaluable resource for anyone in Greensburg who is looking to build and protect their wealth over the long term.

Mortgage Loan Officer

Residents of Greensburg, PA can greatly benefit from the services of a mortgage loan officer. With the city's growing population and thriving economy, many residents are looking to purchase their first home or upgrade to a larger one. A mortgage loan officer can assist in securing a loan that fits the specific needs and budget of each individual. Additionally, Greensburg has a unique mix of historic homes and new developments, which can present their own challenges when it comes to financing. A knowledgeable loan officer can navigate these complexities and provide tailored solutions. Furthermore, with the city's proximity to Pittsburgh and its many job opportunities, a mortgage loan officer can help residents take advantage of the area's growth and invest in their future.

Tax Services

Residents of Greensburg, PA can benefit from the expertise of a tax advisor in a number of ways. One of the most common is navigating the complex tax laws and regulations that apply to the city. As a small city in western Pennsylvania, Greensburg has unique tax requirements that may differ from those in other parts of the state or country. A knowledgeable tax advisor can help residents understand these requirements and ensure that they are in compliance with all applicable laws. Additionally, a tax advisor can help residents maximize their tax savings by identifying deductions and credits that they may not be aware of. By working with a tax advisor, residents of Greensburg can feel confident that they are making the most of their finances and avoiding any potential tax pitfalls.

Estate Planning Lawyer

Residents of Greensburg, PA can greatly benefit from the services of an estate planning lawyer. With the city being home to a large population of retirees and elderly individuals, having a comprehensive estate plan in place is crucial. An estate planning lawyer can assist in creating wills, trusts, and power of attorney documents to ensure that assets are distributed according to the individual's wishes and that their healthcare and financial decisions are made by trusted individuals. Additionally, an estate planning lawyer can provide guidance on minimizing tax liabilities and avoiding probate court. With the help of an estate planning lawyer, Greensburg residents can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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FAQs About Personal Financial Advisors in Greensburg, PA