Best Financial Advisors in Allegheny County, PA

We did the hard work of finding trustworthy partners in Allegheny County, PA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Allegheny County, PA Fiduciary Financial Advisors

Allegheny Financial Group
SEC File# 801-12566
CRD# 104690
4 out of 5
Location 811 Camp Horne Rd, Pittsburgh, PA 15237, USA
Phone (412) 367-3880
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Kyle Baker, CFP®
Location 529 Allegheny Ave, Oakmont, PA 15139, USA
Phone (412) 828-2209
Edward Jones - Financial Advisor: Richard Olszewski
Location 5548 William Flinn Hwy Suite 3, Gibsonia, PA 15044, USA
Phone (724) 939-6740
Edward Jones - Financial Advisor: Gregg T Defilippi, CFP®|AAMS™
5 out of 5
Location 2207 Freeport Rd, Natrona Heights, PA 15065, USA
Phone (724) 224-1328
LPL Financial
Location 1378 Freeport Rd # 3A, Pittsburgh, PA 15238, USA
Phone (412) 967-1600
Paul J Lecker II - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4489 Mt Royal Blvd, Allison Park, PA 15101, USA
Phone (412) 753-1001
Rush N Hodgin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 5500 Corporate Dr Ste 215, Pittsburgh, PA 15237, USA
Phone (412) 318-2300
Edward Jones - Financial Advisor: Seth D Thompson, AAMS™
Location 201 Allegheny Ave Suite 2, Oakmont, PA 15139, USA
Phone (412) 828-2437
David Salgarolo - Financial Advisor, Ameriprise Financial Services, LLC
Location 5700 Corporate Dr Ste 600, Pittsburgh, PA 15237, USA
Phone (412) 635-5811
Wealth Management Strategies, Inc. - Aspinwall
4 out of 5
Location 17 Brilliant Ave Suite 302, Pittsburgh, PA 15215, USA
Phone (412) 781-7100
Edward Jones - Financial Advisor: Patrick Byrne, CFP®|AAMS™
5 out of 5
Location 9066 Perry Hwy, Pittsburgh, PA 15237, USA
Phone (412) 364-8261
SEC File# 801-60424
CRD# 112139
Location 200 Pinewood Ln Suite 204, Warrendale, PA 15086, USA
Phone (724) 934-8200
First Command Financial Advisor - Kristy McCormick
Location 1370 Old Freeport Rd Suite 2A, Pittsburgh, PA 15238, USA
Phone (412) 406-7769
Financial Advisors in Allegheny County, PA

Where Certified Financial Advisors in Allegheny County, PA Serve

Allegheny County, Pennsylvania is located in the southwestern part of the state and is home to the city of Pittsburgh. The county has a population of over 1.2 million people and is the second most populous county in Pennsylvania. Some of the major landmarks in Allegheny County include Heinz Field, PNC Park, and the Andy Warhol Museum. The county's top employers are UPMC, Walmart, and the University of Pittsburgh. Major highways and streets in Allegheny County include I-279 and PA-28. The county's neighborhoods include Shadyside, Lawrenceville, and Mt. Lebanon.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of our economy, and they provide a number of essential services to their customers. In Allegheny County, PA, residents can rely on banks to help them save money, borrow money, and manage their finances. Here are just a few of the ways banks can help people in this area:1. Banks offer savings accounts that allow customers to store money safely and earn interest on their deposits. This is a great way for people to save up for emergencies or long-term goals like retirement.2. Banks offer loans to borrowers who need money for a variety of reasons, such as buying a home or starting a business. Borrowers can typically get loans at lower interest rates than they would from other lenders.3. Banks provide checking accounts which allow customers to easily access their funds and make payments with ease. This is a great option for people who don't want to carry around large sums of cash or who need to make regular payments like rent or utilities.

Insurance Broker

Residents of Allegheny County, PA can benefit from the services of insurance brokers. Insurance brokers are experts in helping people find the best insurance policies for their needs. They can help residents compare rates and choose the right policy for their situation. Brokers can also help residents file claims and get the money they deserve after an accident or other event. Residents of Allegheny County should consider hiring an insurance broker to help them protect their finances.

Retirement Planning

In Allegheny County, PA, as in most places around the country, people are living longer. That's great news, but it also means that retirement planning is more important than ever. Financial advisors can help residents create a plan that will allow them to enjoy their golden years without worry.One of the most important things financial advisors can do is help people figure out how much money they will need to retire comfortably. Many people underestimate how long they will live and how much money they will need to support themselves. Advisors can help residents make sure they have enough saved up to cover all their costs, including health care expenses.Advisors can also help retirees manage their investments. This is especially important in today's economy, when stock markets are so volatile. Advisors can work with retirees to create a portfolio that will provide stability and growth potential over time.

Wealth Management

Residents of Allegheny County, PA have a lot to gain from wealth management. Wealth management can help residents save money, make more money, and pay less in taxes. Here are three ways that wealth management can help Allegheny County residents: 1) Wealth management can help residents save money. 2) Wealth management can help residents make more money. 3) Wealth management can help residents pay less in taxes.

Estate Planning Lawyer

Estate planning lawyers in Allegheny County, PA can help residents create wills and trusts to protect their assets and ensure their loved ones are taken care of after they die. They can also help residents establish powers of attorney and healthcare directives to make sure their wishes are carried out even if they are no longer able to make decisions for themselves.

Mortgage Loan Officer

Mortgage loan officers in Allegheny County, PA can help residents to find the best mortgage products for their needs. By providing a variety of options and working with borrowers to find the best rates and terms, mortgage loan officers can help people to get into the homes they want without breaking the bank. In addition, mortgage loan officers can also work with homeowners who are having trouble making their monthly payments, helping them to find solutions that will keep them in their homes.

Tax Services

Residents of Allegheny County, PA can benefit from the help of a tax accountant to ensure they are getting the most out of their tax return. Tax accountants are experts in helping people save money on their taxes and can often find deductions and credits that the average person would not know about. They can also help taxpayers file their returns correctly, which can save them time and hassle down the road.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Allegheny County, PA