Wealth Management in Canonsburg, PA

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List of Firms

Canonsburg, PA Wealth Management Firms

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Lincoln Financial Advisors
SEC File# 801-42530
CRD# 3978
5 out of 5
Location 370 Southpointe Blvd # 200, Canonsburg, PA 15317, USA
Phone (724) 743-2980
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
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Wells Fargo Advisors
5 out of 5
Location 2400 Ansys Dr Suite 304, Canonsburg, PA 15317, USA
Phone (412) 922-9090
Directions
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Southpointe Financial Services
Location 400 Southpointe Blvd # 430, Canonsburg, PA 15317, USA
Phone (724) 746-4100
Directions
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Anne Hassenfeldt
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8227
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Scwabb Charles
Location 1900 Main St Suite 219, Canonsburg, PA 15317, USA
Phone (724) 745-4800
Directions
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Braun-Bostich & Associates, Inc.
SEC File# 801-110570
CRD# 288336
5 out of 5
Location 1600 Ashwood Dr Suite 1601, Canonsburg, PA 15317, USA
Phone (724) 942-2639
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 2:00 PM Saturday: Closed Sunday: Closed
Directions
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Astyr Wealth
Location 370 Southpointe Blvd Suite 200, Canonsburg, PA 15317, USA
Phone (724) 743-6165
Directions
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FOCUS4Financial
Location 1000 Noble Energy Dr, Canonsburg, PA 15317, USA
Phone (412) 429-4015
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Raymond James Financial Services
Location 125 Technology Dr #106, Canonsburg, PA 15317, USA
Phone (724) 745-5041
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Justabout Wealth Management - Financial Advisory Firm
5 out of 5
Location 375 Southpointe Blvd Suite 360, Canonsburg, PA 15317, USA
Phone (724) 754-1440
Directions
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Canonsburg, PA Branch Office - UBS Financial Services Inc.
5 out of 5
Location 4000 Town Center Blvd Suite 100, Canonsburg, PA 15317, USA
Phone (724) 416-6020
Directions
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Chris Clackson - RBC Wealth Management Financial Advisor
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8322
Directions
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Charles Schwab
5 out of 5
Location 1900 Main St Suite 219, Canonsburg, PA 15317, USA
Phone (800) 646-4710
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The Sullivan Group
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8269
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Networth Advisors, LLC.
5 out of 5
Location 135 Technology Dr #100, Canonsburg, PA 15317, USA
Phone (724) 746-3585
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Johnston and Associates - Dana Lee Johnston
Location 400 Southpointe Blvd Ste 210, Canonsburg, PA 15317, USA
Phone (724) 338-8900
Directions
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Anthony Pol - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 227 Demar Blvd, Canonsburg, PA 15317, USA
Phone (724) 916-2233
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
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The McNamara Investment Group of Janney Montgomery Scott
Location 375 Southpointe Blvd 3rd floor, Canonsburg, PA 15317, USA
Phone (724) 743-3301
Directions
SEC File# 801-70242
CRD# 150488
Location 1500 Ashwood Dr Suite 1504, Canonsburg, PA 15317, USA
Phone (412) 235-1105
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
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David Liguori - UBS Financial Services Inc.
Location 4000 Town Center, Canonsburg, PA 15317, USA
Phone (724) 416-6025
Directions
SEC File# 801-43095
CRD# 106980
Location 380 Southpointe Blvd, Canonsburg, PA 15317, USA
Phone (412) 257-8060
Directions
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Richard Weiss - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 227 Demar Blvd, Canonsburg, PA 15317, USA
Phone (724) 916-2233
Directions
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H Financial Management
SEC File# 801-69665
CRD# 148209
Location 400 Southpointe Blvd # 420, Canonsburg, PA 15317, USA
Phone (724) 745-9406
Directions
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Goldman Sachs Personal Financial Management Pittsburgh - Carnegie
SEC File# 801-113277
CRD# 143194
1 out of 5
Location 375 Southpointe Blvd Suite 130, Canonsburg, PA 15317, USA
Phone (724) 271-7017
Directions
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Global Wealth Advisors
Location 2400 Ansys Dr Suite 102, Canonsburg, PA 15317, USA
Phone (412) 914-8292
Directions
Wealth Management in Canonsburg, PA

Where Wealth Management Advisors in Canonsburg, PA Serve

Canonsburg, PA is a charming borough located in Washington County, Pennsylvania. It is home to several notable landmarks, including the Canonsburg Town Park, the Canonsburg Hospital, and the Canonsburg Borough Building. The town is also known for its vibrant downtown area, which features a variety of shops, restaurants, and entertainment venues. In terms of top employers, Canonsburg is home to several major companies, including Consol Energy, Mylan Pharmaceuticals, and Ansys. These companies provide high-paying jobs and contribute significantly to the local economy. When it comes to transportation, Canonsburg is conveniently located near several major highways and streets, including Interstate 79, Route 19, and Route 519. These roadways make it easy for residents and visitors to travel to and from the borough. Finally, Canonsburg is comprised of several unique neighborhoods, each with its own distinct character and charm. These neighborhoods include North Strabane, Cecil, and Houston, among others.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Canonsburg, PA can benefit from a bank in several ways. One of the most common ways is through personal banking services, such as checking and savings accounts, credit cards, and loans. A bank can also provide financial advice and planning services to help residents achieve their financial goals. For example, Canonsburg residents may benefit from the bank's knowledge of local real estate markets and the best mortgage options for buying a home in the area. Additionally, a bank can provide small business banking services, such as business checking and savings accounts, merchant services, and loans. This is particularly helpful for the many small businesses in Canonsburg, which contribute to the town's vibrant economy. Overall, a bank can provide invaluable financial support to the residents of Canonsburg, helping them to manage their finances, plan for the future, and achieve their goals.

Insurance Broker

Residents of Canonsburg, PA can benefit greatly from the services of an insurance broker. With the town's rich history as a hub for manufacturing and coal mining, many residents may have unique insurance needs related to these industries. An insurance broker can help navigate the complexities of workers' compensation insurance and liability coverage for businesses in these fields. Additionally, with the town's proximity to Pittsburgh and its bustling metropolitan area, residents may need assistance in finding affordable and comprehensive health insurance plans. An insurance broker can provide guidance on the various options available and help residents choose a plan that meets their specific needs and budget. In a town where community is valued and neighbors look out for one another, an insurance broker can serve as a trusted advisor, providing peace of mind and protection for families and businesses alike.

Retirement Planning

Residents of Canonsburg, PA can benefit from the expertise of a retirement planner in numerous ways. A retirement planner can help individuals in Canonsburg navigate the complexities of retirement planning, including tax laws, Social Security, and investment options. Specifically, with the recent economic downturn, many residents of Canonsburg may be concerned about the stability of their retirement savings. A retirement planner can provide guidance on how to adjust investments to mitigate risk and ensure that savings are protected. Additionally, with the cost of living in Canonsburg being higher than the national average, a retirement planner can assist individuals in creating a budget that accounts for these expenses and helps them maintain their desired lifestyle throughout retirement. Overall, a retirement planner can be an invaluable resource for residents of Canonsburg, helping them achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Canonsburg, PA can benefit from the guidance of a financial advisor in several ways. One of the most common ways is by creating a personalized financial plan that is tailored to their unique circumstances. With the town's median household income of $52,361, a financial advisor can help residents identify areas where they can save more money and invest wisely. Additionally, Canonsburg is home to many small businesses, and a financial advisor can provide valuable insight on how to manage business finances, create a retirement plan for employees, and navigate tax laws. Furthermore, with the town's proximity to Pittsburgh and the booming tech industry, a financial advisor can offer expert advice on investing in emerging technologies and startups. Overall, a financial advisor can help residents of Canonsburg, PA achieve their financial goals and secure a stable financial future.

Mortgage Loan Officer

Residents of Canonsburg, PA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can provide guidance on the best mortgage options available to residents, taking into account their unique financial situation and credit score. This is particularly important in Canonsburg, where the median household income is $54,000, and the cost of living is higher than the national average. Secondly, the loan officer can assist residents in navigating the complex mortgage application process, which can be overwhelming and confusing for first-time homebuyers. Finally, the loan officer can help residents secure favorable interest rates and terms, which can ultimately save them thousands of dollars over the life of their mortgage. With the help of a knowledgeable and experienced mortgage loan officer, residents of Canonsburg can achieve their dream of homeownership and build a strong financial foundation for their future.

Tax Services

Residents of Canonsburg, PA could benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor could assist residents in navigating the complexities of federal and state tax codes, ensuring that they are in compliance with all relevant regulations. In addition, a tax advisor could help residents to identify potential deductions and credits that they may be eligible for, ultimately reducing their tax burden. Given that Canonsburg is home to a number of small businesses, a tax advisor could also provide invaluable guidance to entrepreneurs looking to start or grow their businesses. By helping residents to optimize their tax strategies, a tax advisor could ultimately help to improve the financial well-being of individuals and families throughout Canonsburg.

Estate Planning Lawyer

Residents of Canonsburg, PA can greatly benefit from the services of an estate planning lawyer. With a population of just over 8,500, Canonsburg is a small town with a rich history and a close-knit community. However, many residents may not realize the importance of estate planning until it's too late. An estate planning lawyer can help residents ensure that their assets are distributed according to their wishes, minimize taxes, and avoid probate court. They can also assist with creating wills, trusts, and powers of attorney. Additionally, with Canonsburg being located in Washington County, an estate planning lawyer can provide guidance on state-specific laws and regulations. Overall, an estate planning lawyer can offer peace of mind to Canonsburg residents and their families by helping them plan for the future.

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