Best Financial Advisors in Allison Park, PA

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List of Firms

Allison Park, PA Fiduciary Financial Advisors

Hardy & Co LLC
Location 2378 Ferguson Rd, Allison Park, PA 15101, USA
Phone (412) 562-9061
Directions
William Kinmonth
Location 4761 State Hwy 8, Allison Park, PA 15101, USA
Phone (412) 487-7130
Directions
Alan Caulkins - Thrivent
SEC File# 801-29618
CRD# 18387
Location 1736 Ferguson Rd, Allison Park, PA 15101, USA
Phone (412) 533-7070
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
John F. Schempp & Associates
Location 8874 Royal Manor Dr APT 104, Allison Park, PA 1510, USA
Phone (412) 253-0079
Directions
Legend Financial Advisors, Inc.®
SEC File# 801-44704
CRD# 108207
Location 5700 Corporate Dr Suite 350, Pittsburgh, PA 15237, USA
Phone (412) 635-9210
Directions
Megan L Spear - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5700 Corporate Dr Ste 600, Pittsburgh, PA 15237, USA
Phone (412) 635-5800
Directions
Lou D'Angelo - Raymond James
Location 9380 McKnight Rd, McKnight, PA 15237, USA
Phone (412) 366-8740
Directions
Amity Financial Planning
Location 103 N Harleston Dr, Pittsburgh, PA 15237, USA
Phone (412) 407-5255
Directions
Cypress Financial
Location 105 Glenn Ave, Glenshaw, PA 15116, USA
Phone (412) 486-3507
Directions
Paragon Financial Advisors
SEC File# 801-67813
CRD# 143721
Location 770 Powers Dr, Wexford, PA 15090, USA
Phone (412) 366-1450
Directions
Eric Docherty
Location 8050 Peebles Rd, Pittsburgh, PA 15237, USA
Phone (724) 941-8581
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George Spilka & Associates
Location 4284 William Flinn Hwy # 301, Allison Park, PA 15101, USA
Phone (412) 486-8189
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Maloney Robert G
Location 9689 Shirley Dr, Allison Park, PA 15101, USA
Phone (412) 364-5400
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Wehrheim Financial Services
Location 805 McKnight Park Dr, Pittsburgh, PA 15237, USA
Phone (412) 367-7725
Directions
Edward Jones - Financial Advisor: Joe Ford III, AAMS™
SEC File# 801-3297
CRD# 250
Location 4960 William Flinn Hwy Ste 7, Allison Park, PA 15101, USA
Phone (724) 443-1910
Directions
RPS Financial Solutions
5 out of 5
Location 5061 William Flinn Hwy, Gibsonia, PA 15044, USA
Phone (724) 443-5720
Directions
Thrivent Financial - Al Todd
SEC File# 801-29618
CRD# 18387
Location 1736 Ferguson Rd, Allison Park, PA 15101, USA
Phone (412) 492-1788 ext. 102
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 9401 McKnight Rd Suite 303B, Pittsburgh, PA 15237, USA
Phone (412) 635-2400
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Kenneth Jarvis
Location 1704 Mt Royal Blvd, Glenshaw, PA 15116, USA
Phone (412) 487-5810
Directions
Robert Chamberlain
Location 9401 McKnight Rd STE 306, Pittsburgh, PA 15237, USA
Phone (412) 635-2400
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Frank Deshantz
Location 4761 State Hwy 8, Allison Park, PA 15101, USA
Directions
James Stossel - LPL Financial
Location 6000 Babcock Blvd Suite #1009-B, Pittsburgh, PA 15237, USA
Phone (412) 364-6446
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Hampton Wealth Management
1 out of 5
Location 6021 Wallace Rd Extension Suite 200, Wexford, PA 15090, USA
Phone (412) 600-2725
Directions
Bradley Delozier
SEC File# 801-111055
CRD# 158043
Location 4761 State Hwy 8, Allison Park, PA 15101, USA
Directions
Rush N Hodgin - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5500 Corporate Dr Ste 215, Pittsburgh, PA 15237, USA
Phone (412) 318-2300
Directions
Remo Financial
Location 4075 William Flinn Hwy, Allison Park, PA 15101, USA
Phone (412) 684-0022
Directions
Christine Sonson - Thrivent
Location 1736 Ferguson Rd, Allison Park, PA 15101, USA
Phone (724) 316-0895
Directions
DS Financial Advisors
3 out of 5
Location 902 Perry Hwy, Pittsburgh, PA 15229, USA
Phone (412) 366-0900
Directions
Touchstone Capital Inc
Location 1001 McKnight Park Dr, Pittsburgh, PA 15237, USA
Phone (724) 933-8388
Directions
North Star Strategic Wealth Partners
5 out of 5
Location 3000 McKnight E Dr #101, Pittsburgh, PA 15237, USA
Phone (412) 528-1850
Directions
Financial Advisors in Allison Park, PA

Where Certified Financial Advisors in Allison Park, PA Serve

Allison Park, PA is a quaint suburb located in Allegheny County, Pennsylvania. The area boasts a plethora of landmarks such as the North Park Boathouse, Wildwood Highlands Family Fun Center, and the Depreciation Lands Museum. The top employers in the area include UPMC, Giant Eagle, and PNC Financial Services. Major highways such as Route 8 and the Pennsylvania Turnpike are easily accessible, making travel a breeze. The streets are lined with charming homes and neighborhoods such as Hampton Township and Pine Township. With its rich history and natural beauty, Allison Park is a hidden gem in the heart of Pennsylvania.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Allison Park, PA can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. For example, with the cost of living in Allison Park being higher than the national average, a financial advisor can help residents develop a budget that accounts for the higher cost of living and identifies areas where they can save money. Additionally, a financial advisor can provide guidance on retirement planning, investment strategies, and debt management, all of which can help residents achieve long-term financial stability and security.

Insurance Broker

Residents of Allison Park, PA can benefit from the expertise of an insurance broker in a variety of ways. One specific area where an insurance broker can be especially helpful is in navigating the unique risks and challenges faced by homeowners in this area. With its location in the Pittsburgh metropolitan area, Allison Park is subject to a range of weather-related risks, from heavy snowfall in the winter to severe thunderstorms and tornadoes in the summer. An insurance broker can help homeowners in Allison Park understand their coverage options and select policies that provide the right level of protection against these and other risks, ensuring that they are prepared for whatever comes their way. Additionally, an insurance broker can help residents of Allison Park save money on their insurance premiums by identifying discounts and other cost-saving opportunities that they may be eligible for.

Retirement Planning

Residents of Allison Park, PA could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could help is by providing personalized advice on how to maximize retirement savings and investments. This is especially important for residents of Allison Park, as the cost of living in the area is higher than the national average. A retirement planner could also assist with creating a comprehensive retirement plan that takes into account factors such as healthcare costs, Social Security benefits, and potential long-term care needs. With the help of a retirement planner, residents of Allison Park can have peace of mind knowing that they are taking the necessary steps to secure a comfortable retirement.

Wealth Management

Residents of Allison Park, PA could benefit greatly from the services of a wealth manager. With a population of over 21,000 people, Allison Park is a growing community that is home to many families and individuals with diverse financial needs. A skilled wealth manager could help these residents with a variety of financial planning services, such as retirement planning, investment management, and tax planning. Additionally, with its proximity to Pittsburgh, Allison Park residents may have unique opportunities for investment and wealth building that a local wealth manager could help them take advantage of. Whether it's planning for a child's college education or navigating the complexities of estate planning, a wealth manager could provide valuable guidance to help Allison Park residents achieve their financial goals.

Mortgage Loan Officer

Residents of Allison Park, PA would greatly benefit from the assistance of a mortgage loan officer. With the cost of living in Allison Park being higher than the national average, many residents may struggle to secure a mortgage on their own. A mortgage loan officer can help residents navigate the complex mortgage process, find the best rates and terms, and ultimately secure the funding they need to purchase a home. Additionally, a loan officer can provide guidance on the various loan options available to residents, such as FHA or VA loans, and help them determine which option is best for their unique financial situation. With the help of a mortgage loan officer, residents of Allison Park can achieve their dream of homeownership with confidence and ease.

Tax Services

Residents of Allison Park, PA could benefit from a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complexities of Pennsylvania state tax laws. Additionally, a tax advisor could help residents identify deductions and credits they may be eligible for, such as the Keystone Opportunity Zone program which is available in certain areas of Allison Park. By working with a tax advisor, residents could potentially save money on their taxes and avoid costly mistakes. Furthermore, a tax advisor could help residents plan for their financial future by offering advice on retirement planning, investment strategies, and estate planning. Overall, a tax advisor could provide valuable guidance and support to the residents of Allison Park, PA.

Estate Planning Lawyer

Residents of Allison Park, PA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Allison Park, as it is home to many retirees who have spent their lives building up their assets and want to ensure they are passed down to their loved ones. An estate planning lawyer can also help residents minimize estate taxes, protect their assets from creditors, and establish trusts for their children or grandchildren. Overall, an estate planning lawyer can provide peace of mind to residents of Allison Park, knowing that their legacy and assets are protected.

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