Best Financial Advisors in Mercer County, PA

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List of Firms

Mercer County, PA Fiduciary Financial Advisors

Michael Bruno - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 E State St, Hermitage, PA 16148, USA
Phone (724) 652-7556
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Strategic Lifestyle Advisors
Location 269 Main St, Greenville, PA 16125, USA
Phone (724) 588-7091
Directions
Edward Jones - Financial Advisor: Andrew H Eshelman
SEC File# 801-3297
CRD# 250
5 out of 5
Location 100 Hadley Rd Suite 8, Greenville, PA 16125, USA
Phone (724) 589-0960
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
Sankey Financial Services
Location 7221 W Market St, Mercer, PA 16137, USA
Phone (724) 381-2120
Directions
Iron Point Financial, LLC
SEC File# 801-60628
CRD# 116021
5 out of 5
Location 4 Village Park Dr #170, Grove City, PA 16127, USA
Phone (724) 458-5090
Directions
Petros Financial LLC
Location PO Box 125, Mercer, PA 16137, USA
Phone (724) 662-9007
Directions
Legacy Financial Strategies, Inc.
SEC File# 801-107930
CRD# 283553
4 out of 5
Location 3087 Innovation Way, Hermitage, PA 16148, USA
Phone (724) 983-1617
Directions
Raymond James Financial Services
Location Canterbury Sq Ofc Condo480, N Kerrwood Dr, Hermitage, PA 16148, USA
Phone (724) 342-1000
Directions
Raymond James Financial Services/Ristvey Investment Group
4 out of 5
Location 499 N Hermitage Rd, Hermitage, PA 16148, USA
Phone (724) 342-3388
Directions
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 313 N Market St, New Wilmington, PA 16142, USA
Phone (724) 946-3271
Directions
Edward Jones - Financial Advisor: Marion G Bridegam
SEC File# 801-3297
CRD# 250
5 out of 5
Location 610 A W Main St, Grove City, PA 16127, USA
Phone (724) 458-1022
Directions
SEC File# 801-10970
CRD# 6413
Location 62 Clinton St, Greenville, PA 16125, USA
Phone (724) 588-0885
Directions
JFS Wealth Advisors
SEC File# 801-68333
CRD# 145051
5 out of 5
Location 1479 N Hermitage Rd, Hermitage, PA 16148, USA
Phone (724) 962-3200
Directions
Bryan Redmond - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2021 E State St, Hermitage, PA 16148, USA
Phone (724) 652-7556
Directions
The Wealth Advisory Group of DiLauro Wracher & Thomas
Location 480 N Kerrwood Dr Suite 101, Hermitage, PA 16148, USA
Phone (724) 342-1000
Directions
Beth Verterano - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 235 Beechwood Rd Ste 1, New Wilmington, PA 16142, USA
Phone (724) 946-0300
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
Directions
Greg Oman - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 1955 Shenango Valley Fwy, Hermitage, PA 16148, USA
Phone (724) 981-1488
Directions
Ameriprise Financial
Location 8419 Sharon-Mercer Rd, Mercer, PA 16137, USA
Phone (724) 662-3488
Directions
Orsinger Investment Group, Inc.
Location 41 Clinton St, Greenville, PA 16125, USA
Phone (724) 588-9067
Directions
Henegan Financial Services
Location 377 S Main St #102, Greenville, PA 16125, USA
Phone (724) 588-1800
Directions
Melissa L Cogswell - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 313 N Market St, New Wilmington, PA 16142, USA
Phone (724) 946-3271
Directions
Financial Advisors in Mercer County, PA

Where Certified Financial Advisors in Mercer County, PA Serve

Mercer County, PA is a charming and vibrant area located in the northwestern part of the state. The county boasts a number of iconic landmarks, including the Mercer County Courthouse and the Shenango Dam. In addition, the region is home to a number of top employers, such as the Grove City Premium Outlets and the Thiel College. The major highways and streets that run through the area include I-79, US-62, and PA-18, making it easy to get around and explore all that Mercer County has to offer. Finally, the neighborhoods in Mercer County are diverse and varied, with something to offer for everyone from quaint small towns to bustling urban centers. Whether you're looking for a peaceful retreat or an exciting adventure, Mercer County is the perfect place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Mercer County, PA can benefit greatly from the guidance of a financial advisor. With a median household income of $52,000 and a poverty rate of 12.1%, many individuals and families in the area may struggle to make ends meet and plan for their financial future. A financial advisor can help residents create a budget, manage debt, and invest in their retirement. Additionally, with the county's proximity to Pittsburgh and Cleveland, residents may have unique opportunities for employment and investment that require specialized knowledge. A financial advisor can provide expertise in these areas and help residents make informed decisions about their financial goals. Overall, working with a financial advisor can provide peace of mind and a sense of security for residents of Mercer County, PA.

Insurance Broker

Residents of Mercer County, PA can benefit greatly from the services of an insurance broker. With the county's diverse population and varying insurance needs, an insurance broker can offer personalized advice and guidance on choosing the right insurance policies. For instance, residents of Mercer County who operate small businesses or farms may require specialized insurance coverage that is not readily available through standard insurance providers. An insurance broker can help them navigate the complex insurance market and find policies that meet their unique needs. Additionally, an insurance broker can provide valuable assistance during times of crisis, such as natural disasters or accidents, by helping residents file claims and receive the compensation they need to recover. Overall, an insurance broker can be a valuable asset to residents of Mercer County, PA, helping them protect their families, businesses, and assets.

Retirement Planning

Residents of Mercer County, PA could benefit greatly from the services of a retirement planner. With a population of over 110,000, many individuals in the county may not have a clear understanding of how to effectively plan for their retirement. A retirement planner can help residents in Mercer County by providing personalized guidance on how to save for retirement, how to maximize their social security benefits, and how to create a sustainable income stream during their retirement years. Additionally, a retirement planner can help residents navigate the unique challenges of living in a rural area like Mercer County, such as limited access to healthcare and a potentially lower cost of living. By working with a retirement planner, residents of Mercer County can feel confident in their ability to achieve their retirement goals and enjoy a comfortable and fulfilling retirement.

Wealth Management

Residents of Mercer County, PA can benefit from the expertise of a wealth manager in various ways. One of the most common ways is through retirement planning. Mercer County has a growing aging population, and many residents are concerned about having enough money to retire comfortably. A wealth manager can help residents develop a personalized retirement plan that takes into account their current financial situation, goals, and risk tolerance. Additionally, with the county's strong agricultural industry, a wealth manager can help farmers and other small business owners manage their finances and plan for the future. Overall, a wealth manager can provide valuable guidance and support to Mercer County residents, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Mercer County, PA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with securing financing for a new home or refinancing an existing mortgage. In Mercer County, there are many beautiful homes and properties available for purchase, but navigating the mortgage process can be overwhelming. A mortgage loan officer can help residents understand their options and find the best loan for their unique needs and financial situation. Additionally, with the county's diverse population and industries, a mortgage loan officer can provide specialized knowledge and guidance for those in specific fields such as healthcare or education. Overall, a mortgage loan officer can be an invaluable resource for residents of Mercer County looking to achieve their homeownership goals.

Tax Services

Residents of Mercer County, PA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax laws and regulations specific to Mercer County. For example, Mercer County has a local earned income tax that residents and businesses must pay, which can be confusing for those unfamiliar with the area. A tax advisor can help navigate these local tax requirements and ensure that residents are not overpaying or underpaying their taxes. Additionally, a tax advisor can assist with tax planning, helping residents to minimize their tax liabilities and maximize their deductions. With the help of a tax advisor, residents of Mercer County can feel confident that they are meeting their tax obligations while also saving money.

Estate Planning Lawyer

Residents of Mercer County, PA can benefit greatly from the services of an estate planning lawyer. This is especially true for those who own property or have significant assets in the area. An estate planning lawyer can help residents develop a comprehensive plan for the distribution of their assets upon their passing. This can include creating a will, establishing trusts, and identifying beneficiaries. Additionally, an estate planning lawyer can assist residents with healthcare directives, power of attorney arrangements, and other important legal matters. In Mercer County, PA, where the population is largely rural and aging, having a solid estate plan in place is essential for protecting one's legacy and ensuring that loved ones are taken care of after they are gone.

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