Best Financial Advisors in Lawrence County, PA

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List of Firms

Lawrence County, PA Fiduciary Financial Advisors

Diversified Advisor Group LLC
Location 10 N Mill St, New Castle, PA 16101, USA
Phone (724) 654-5559
Directions
Capital A Wealth Management
5 out of 5
Location 312 N Jefferson St, New Castle, PA 16101, USA
Phone (724) 658-4211
Directions
Edward Jones - Financial Advisor: Lee D Schmidt, AAMS™
5 out of 5
Location 2948 E State St, Hermitage, PA 16148, USA
Phone (724) 981-3556
Directions
SEC File# 801-7258
CRD# 463
Location 101 Nesbitt Rd Suite 100, New Castle, PA 16105, USA
Phone (724) 656-4400
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
Taylor & Associates - Ameriprise Financial Services, LLC
5 out of 5
Location 313 N Market St, New Wilmington, PA 16142, USA
Phone (724) 946-3271
Directions
Capital A Financial & Insurance Associates
5 out of 5
Location 312 N Jefferson St, New Castle, PA 16101, USA
Phone (724) 658-4211
Directions
SEC File# 801-67640
CRD# 143323
Location 2599 Wilmington Rd, New Castle, PA 16105, USA
Phone (724) 200-7540
Directions
Kelly & Associates
Location 850 S Hermitage Rd, Hermitage, PA 16148, USA
Phone (724) 346-0645
Directions
Jack Henry & Associates Inc
Location Portersville, PA 16051, USA
Phone (724) 368-9700
Directions
AXA Advisors: Joshua R Powell
Location 420 Wayne Ave, Ellwood City, PA 16117, USA
Phone (724) 674-8385
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 850 S Hermitage Rd suite c, Hermitage, PA 16148, USA
Phone (724) 983-0400
Directions
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 313 N Market St, New Wilmington, PA 16142, USA
Phone (724) 946-3271
Directions
Financial Advisors in Lawrence County, PA

Where Certified Financial Advisors in Lawrence County, PA Serve

Lawrence County, PA is a vibrant and bustling area located in the western part of the state. It is home to a variety of landmarks, including the stunning Moraine State Park, which features over 16,000 acres of outdoor recreation space, including hiking trails, fishing spots, and boating opportunities. Additionally, the county is home to the Lawrence County Historical Society, which showcases the rich history and culture of the area. When it comes to top employers, Lawrence County has a diverse range of companies and industries. Some of the largest employers in the area include Ellwood Group, Inc., a leading manufacturer of steel and other metal products, as well as Westminster College, a prestigious liberal arts college that attracts students from all over the country. Major highways and streets in Lawrence County include Interstate 376, which runs through the southern part of the county, as well as U.S.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lawrence County, PA can greatly benefit from the guidance and expertise of a financial advisor. With a median household income of $50,000, many families in the area struggle to make ends meet and plan for their financial future. A financial advisor can help residents create a budget, manage debt, and save for long-term goals such as retirement or college education. Additionally, Lawrence County has a significant population of retirees, and a financial advisor can help them navigate the complexities of Social Security, Medicare, and other retirement benefits. By working with a financial advisor, residents of Lawrence County can gain peace of mind and confidence in their financial decisions, allowing them to focus on what matters most in their lives.

Insurance Broker

Residents of Lawrence County, PA can benefit greatly from the services of an insurance broker. With a population of just over 80,000 people, the county is home to a diverse range of individuals with unique insurance needs. An experienced broker can help residents navigate the complexities of the insurance industry and find coverage that meets their specific needs and budget. For example, many residents in the county work in manufacturing or agriculture, which can come with unique risks that require specialized insurance coverage. A broker can help these individuals find policies that provide adequate protection for their businesses and assets. Additionally, with the county's location in western Pennsylvania, residents may face specific weather-related risks, such as flooding or severe winter storms. An insurance broker can help residents understand their options for coverage in these situations, ensuring that they are adequately protected in the event of a disaster.

Retirement Planning

Residents of Lawrence County, PA can benefit greatly from the guidance of a retirement planner. With a population that is primarily made up of middle-aged and older adults, many individuals in Lawrence County are likely approaching retirement or already retired. A retirement planner can help these individuals navigate the complex world of retirement planning, including determining their retirement goals, creating a savings plan, and identifying potential sources of income. Additionally, a retirement planner can provide valuable advice on tax strategies, estate planning, and healthcare costs, all of which can have a significant impact on an individual's retirement savings. With the help of a retirement planner, residents of Lawrence County can feel confident that they are on track to achieving a comfortable and secure retirement.

Wealth Management

Residents of Lawrence County, PA could benefit greatly from the guidance and expertise of a wealth manager. With a population of just over 85,000 people, Lawrence County is a tight-knit community where many families have deep roots. A wealth manager can help these families navigate complex financial decisions, such as retirement planning, investment management, and estate planning. They can also provide guidance on tax planning and help residents maximize their charitable giving. For many residents of Lawrence County, working with a wealth manager can provide peace of mind and help them achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Lawrence County, PA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, including helping residents secure financing for a new home purchase or refinancing an existing mortgage. With a deep understanding of the local real estate market and lending options available in Lawrence County, PA, mortgage loan officers can provide valuable guidance and advice to help residents make informed decisions about their financial future. Additionally, they can help residents navigate the complex process of applying for a mortgage, ensuring that they have all the necessary documentation and information to secure the best possible loan terms. Whether residents are first-time homebuyers or seasoned homeowners, a mortgage loan officer can provide the support and expertise needed to achieve their financial goals in Lawrence County, PA.

Tax Services

Residents of Lawrence County, PA could benefit from the expertise of a tax advisor in a number of ways. One specific example is the fact that Lawrence County has a relatively high number of small businesses, many of which are family-owned. A tax advisor could help these businesses navigate the complex tax laws and regulations that apply to them, ensuring that they are able to maximize their deductions and minimize their tax liability. Additionally, a tax advisor could help individual residents of Lawrence County with their personal tax returns, providing advice on deductions and credits that they may be eligible for. Overall, a tax advisor can be an invaluable resource for residents of Lawrence County, helping them to save money and navigate the often-confusing world of taxes.

Estate Planning Lawyer

Residents of Lawrence County, PA can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their passing. This is especially important in Lawrence County, where many families have deep roots and significant assets tied up in the community. An estate planning lawyer can also assist with creating a plan for long-term care, which is particularly important for Lawrence County's aging population. Additionally, an estate planning lawyer can help with minimizing taxes and ensuring that beneficiaries receive the maximum amount of their inheritance. Overall, an estate planning lawyer can provide peace of mind and security for residents of Lawrence County, PA.

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