Best Financial Advisors in Lawrence County, PA

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List of Firms

Lawrence County, PA Fiduciary Financial Advisors

Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
Location 2599 Wilmington Rd, New Castle, PA 16105, USA
Phone (724) 200-7540
Taylor & Associates - Ameriprise Financial Services, LLC

5 out of 5

Location 313 N Market St, New Wilmington, PA 16142, USA
Phone (724) 946-3271
Diversified Advisor Group LLC
Location 10 N Mill St, New Castle, PA 16101, USA
Phone (724) 654-5559
Capital A Financial & Insurance Associates
SEC File# 801-107319
CRD# 282580

5 out of 5

Location 312 N Jefferson St, New Castle, PA 16101, USA
Phone (724) 658-4211
Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
Location 101 Nesbitt Rd Suite 100, New Castle, PA 16105, USA
Phone (724) 656-4400
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
Kelly & Associates
Location 850 S Hermitage Rd, Hermitage, PA 16148, USA
Phone (724) 346-0645
Jack Henry & Associates Inc
Location Portersville, PA 16051, USA
Phone (724) 368-9700
AXA Advisors: Joshua R Powell
Location 420 Wayne Ave, Ellwood City, PA 16117, USA
Phone (724) 674-8385
Wells Fargo Advisors
Location 850 S Hermitage Rd suite c, Hermitage, PA 16148, USA
Phone (724) 983-0400
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 313 N Market St, New Wilmington, PA 16142, USA
Phone (724) 946-3271
Capital A Wealth Management
SEC File# 801-107319
CRD# 282580

5 out of 5

Location 312 N Jefferson St, New Castle, PA 16101, USA
Phone (724) 658-4211
Edward Jones - Financial Advisor: Lee D Schmidt, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2948 E State St, Hermitage, PA 16148, USA
Phone (724) 981-3556
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About Lawrence County, PA

Lawrence County, PA is located in the southwestern part of the state and has a population of over 101,000 people. The county seat is New Castle and the largest city is Ellwood City. Some of the major highways and streets in Lawrence County are Route 19, Route 422, and Route 78. Some of the major landmarks in Lawrence County are the Shenango River, Moraine State Park, and Pymatuning Lake. The top employers in Lawrence County are Walmart, UPMC Horizon-Shenango Valley, and PPG Industries. Some of the neighborhoods in Lawrence County are Avalon Heights, Lawrenceville, and Youngstown.

Where Certified Financial Advisors in Lawrence County, PA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, which can include anything from deposits and withdrawals to loans and mortgages. In Lawrence County, PA, there are a number of banks that offer these services, and each bank has its own strengths and weaknesses. Some banks focus on providing personal service to their customers, while others may have more competitive interest rates on loans or mortgages. It's important for residents of Lawrence County to shop around for the best bank that meets their specific needs. Banks also offer a variety of other products and services, such as credit cards, investment advice, and online banking. So it's important for consumers to be familiar with all the offerings of the banks in their area in order to make the best decisions about their finances.

Insurance Broker

Insurance brokers can help Lawrence County, PA residents by providing them with the best rates for their car insurance, home insurance, and health insurance. They can also help residents file claims and get the money they deserve from their insurance companies.

Retirement Planning

Lawrence County, PA residents have a lot of options when it comes to retirement planning. They can choose to do it themselves, or they can work with a financial advisor. Here are some reasons why working with a financial advisor might be a good idea: 1) Advisors have access to resources that most people don't have, including investment products and information about tax laws and estate planning. 2) Advisors can help you stay on track with your retirement planning goals, and make adjustments when necessary. 3) Advisors can help you avoid common mistakes that people make when planning for retirement.

Wealth Management

Lawrence County, PA is a great place to live, with plenty of opportunity for growth. However, many residents find it difficult to manage their money wisely and end up falling into debt. Wealth management can help by providing guidance on how to save money, invest in assets wisely and protect one's finances.

Estate Planning Lawyer

Estate planning lawyers can help Lawrence County, PA residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning lawyers can help ensure that your property is distributed according to your wishes. They can also help you set up power of attorney and healthcare directives, which will allow someone you trust to make decisions for you if you become unable to do so yourself. If you live in Lawrence County, PA and would like more information about estate planning, please contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers can help Lawrence County, PA residents by providing them with the best home loans available. By working with a mortgage loan officer, residents will be able to get the best interest rates, and they will also have someone to help them through the process of getting a home loan.

Tax Services

Lawrence County, PA residents can benefit from the help of tax accountants in a number of ways. Tax accountants can help residents understand and take advantage of deductions and credits to which they are entitled, ensuring that they pay the lowest amount of taxes possible. In addition, tax accountants can help residents file their returns accurately and on time, reducing the chances that they will face penalties from the IRS. Finally, tax accountants can advise residents on how to plan for their financial future, including retirement planning and estate planning.


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