Wealth Management in Oakmont, PA

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List of Firms

Oakmont, PA Wealth Management Firms

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Mosaic Wealth Consulting - Richard J. Smith, Jr.
Location 508 Allegheny River Blvd #201, Oakmont, PA 15139, USA
Phone (412) 435-6625
Language http://mosaicwealthconsulting.com/page/Richard-smith
Directions
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Intune Business Advisors LLC
Location 706 Woodland Dr, Pittsburgh, PA 15238, USA
Phone (412) 963-9638
Language http://getintune.com/
Directions
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GreenRose Wealth Management
Location 2000 Smallman St Suite 203A, Pittsburgh, PA 15222, USA
Language http://greenrosewm.com/
Directions
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Wealth Management Strategies, Inc. - Aspinwall
4 out of 5
Location 17 Brilliant Ave Suite 302, Pittsburgh, PA 15215, USA
Phone (412) 781-7100
Language https://www.mywealthmgmt.com/
Directions
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GPRES Property Management
5 out of 5
Location 91 Pennsylvania Ave Suite 200, Oakmont, PA 15139, USA
Phone (412) 685-4733
Language http://www.gprespm.com/
Directions
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PNC Wealth Management
1 out of 5
Location 249 Fifth Ave, Pittsburgh, PA 15222, USA
Phone (412) 762-2900
Language https://www.pnc.com/
Directions
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Fairview Capital Investment Management
Location 103 Brilliant Ave # A, Pittsburgh, PA 15215, USA
Phone (412) 963-9160
Language http://www.fairviewcap.com/
Directions
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Kathy Corrales - RBC Wealth Management Financial Advisor
Location One, PPG Place, Suite 2900, Pittsburgh, PA 15222, USA
Phone (412) 201-7237
Language https://us.rbcwealthmanagement.com/thekpcinvestmentgroup?utm_source=GMB&utm_medium=Yext
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Service Wealth Management
Location 4020 PA-130, Irwin, PA 15642, USA
Phone (724) 744-7400
Language http://www.servicewm.com/
Directions
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Herman, Starr, & Barth Wealth Management
Location 2200 Georgetown Dr Ste 400, Sewickley, PA 15143, USA
Phone (800) 833-2020
Language https://advisor.janney.com/hsbwealthmanagement/
Directions
Wealth Management in Oakmont, PA

Where Wealth Management Advisors in Oakmont, PA Serve

Oakmont, PA is a charming borough located in Allegheny County. This picturesque town boasts a plethora of landmarks, including the Oakmont Country Club, which is home to the U.S. Open golf tournament. Other notable landmarks include the Oakmont Carnegie Library, the Oakmont Bakery, and the Hulton Bridge. The top employers in Oakmont include the Oakmont Borough School District, the Oakmont Country Club, and the Oakmont Yacht Club. These institutions provide valuable jobs and contribute to the local economy. Major highways that run through Oakmont include Route 28 and the Pennsylvania Turnpike. These highways provide easy access to nearby cities such as Pittsburgh and Greensburg. Oakmont is divided into several neighborhoods, including the Hulton District, the Riverside District, and the Oakmont Heights District. Each neighborhood has its own unique character and charm, making Oakmont a diverse and vibrant community. Overall, Oakmont, PA is a wonderful place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Oakmont, PA would greatly benefit from the services provided by a bank. With a population of just over 6,000, Oakmont is a small town that is home to many families and retirees. One specific way that a bank could help is by providing access to affordable loans for home renovations. Many of the homes in Oakmont were built in the early 1900s and require updates and repairs to maintain their historic charm. A bank could offer residents competitive rates and flexible payment options to make these renovations more feasible. Additionally, a bank could provide financial education and resources to help residents plan for their future and achieve their financial goals. With the support of a bank, residents of Oakmont could feel more confident and secure in their financial decisions.

Insurance Broker

Residents of Oakmont, PA can benefit from the expertise of an insurance broker in various ways. The town's location along the Allegheny River makes it prone to flooding, and an insurance broker can help residents secure flood insurance policies to protect their homes and belongings. Additionally, Oakmont is home to many small businesses, and an insurance broker can assist these entrepreneurs in finding the right commercial insurance coverage to safeguard their assets and employees. Moreover, with the town's proximity to Pittsburgh, residents may face higher auto insurance premiums due to the increased traffic and population density. An insurance broker can help residents navigate the complex world of auto insurance and find affordable policies that provide adequate coverage. Overall, an insurance broker can be an invaluable resource for Oakmont residents looking to protect their homes, businesses, and vehicles from unexpected events.

Retirement Planning

Residents of Oakmont, PA could greatly benefit from the services of a retirement planner. With its aging population and high median age of 51 years old, Oakmont is a community that is well-suited for retirement planning. A retirement planner can help residents navigate the complex world of retirement savings, investment, and income planning. This includes providing guidance on how to maximize Social Security benefits, creating a personalized retirement income plan, and developing a comprehensive estate plan. Additionally, a retirement planner can help Oakmont residents make informed decisions about healthcare costs, long-term care options, and tax planning. With its proximity to Pittsburgh and its many cultural and recreational opportunities, Oakmont is an attractive place to retire. A retirement planner can help ensure that residents can enjoy their retirement years without worrying about financial instability or uncertainty.

Financial Advisor

Residents of Oakmont, PA could benefit from the guidance of a financial advisor in a variety of ways. For example, with the town's median home value of $227,000, a financial advisor could help homeowners develop a plan to pay off their mortgage and build equity in their property. Additionally, with the town's proximity to Pittsburgh and its booming job market, a financial advisor could help residents maximize their retirement savings and plan for a comfortable future. Furthermore, with Oakmont's strong sense of community and support for small local businesses, a financial advisor could assist entrepreneurs in developing a business plan and securing funding to start or expand their ventures. Overall, a financial advisor could provide valuable expertise and support to residents of Oakmont, PA, helping them achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Oakmont, PA would benefit greatly from the expertise of a mortgage loan officer. With a population of just over 6,000, many residents are looking to purchase their first home or refinance their current mortgage. A loan officer can provide guidance on the various loan options available, including FHA and VA loans, as well as help residents navigate the complex application process. Furthermore, with Oakmont's proximity to Pittsburgh, many residents work in the city and require a loan officer who understands the unique challenges of securing a mortgage in a competitive market. A knowledgeable loan officer can also provide advice on how to improve credit scores and increase the chances of approval for a mortgage, which is especially important in a town where the median home value is over $300,000.

Tax Services

Residents of Oakmont, PA could greatly benefit from the expertise of a tax advisor in several ways. Firstly, due to the high property taxes in the area, a tax advisor could assist in finding deductions and credits to reduce the burden of these taxes on homeowners. Additionally, Oakmont has a large number of small businesses, and a tax advisor could provide guidance on tax planning and compliance for these businesses. Furthermore, with the recent changes to tax laws, a tax advisor could help residents navigate the complexities of these changes and ensure they are taking advantage of all available benefits. Overall, the knowledge and guidance of a tax advisor could greatly alleviate the stress and confusion surrounding taxes for residents of Oakmont, PA.

Estate Planning Lawyer

Residents of Oakmont, PA can benefit from an estate planning lawyer in several ways. One of the most common ways is by creating a will or trust to distribute their assets after they pass away. With a high median age of 47.8 years, many Oakmont residents are approaching retirement age and need to think about their legacy. An estate planning lawyer can also help with healthcare directives and power of attorney, which are essential documents for anyone facing a medical emergency. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate, which can be a complicated and time-consuming process. With its historic architecture and picturesque location along the Allegheny River, Oakmont is a unique community that deserves specialized legal services.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Oakmont, PA can encompass a wide range of offerings, tailored to the unique financial needs of each individual client. A skilled wealth manager in this area can provide comprehensive financial planning, investment management, and estate planning services, among others. Specifically in Oakmont, PA, a wealth manager may be well-versed in the intricacies of managing wealth for retirees, given the town's above-average median age of 51.7 years. This could involve creating a customized retirement plan that takes into account factors such as social security benefits, healthcare costs, and tax planning strategies. Additionally, a wealth manager in Oakmont may have experience working with clients in industries such as healthcare and education, given the town's proximity to major hospitals and universities in Pittsburgh. Overall, the wealth management services available in Oakmont, PA are designed to help clients achieve their financial goals and secure their financial future.

Oakmont, PA is an exceptional location to obtain a wealth manager due to its affluent community and the presence of several reputable financial institutions. With its picturesque setting, Oakmont exudes an air of sophistication and exclusivity that attracts high-net-worth individuals seeking expert financial advice. The town is home to several prestigious banks and investment firms, each with a team of seasoned wealth managers who possess a deep understanding of the complexities of financial planning. Moreover, Oakmont's proximity to Pittsburgh gives its residents access to a diverse range of investment opportunities and financial services. In short, Oakmont's vibrant financial landscape and its commitment to providing its residents with the best financial guidance make it an ideal destination for those seeking a wealth manager.