Best Financial Advisors in McMurray, PA

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List of Firms

McMurray, PA Fiduciary Financial Advisors

Maher Wealth Management LLC
Location 501 Valley Brook Rd #201, McMurray, PA 15317, USA
Phone (724) 260-0677
Directions
Botkin Family Wealth Management
SEC File# 801-72060
CRD# 155216
4 out of 5
Location 2948 Washington Rd, McMurray, PA 15317, USA
Phone (724) 941-1737
Directions
John Kiblin - Thrivent
Location 119 Stonegate Dr, McMurray, PA 15317, USA
Phone (724) 941-0799
Directions
Edward Jones - Financial Advisor: Jared M Meek
SEC File# 801-3297
CRD# 250
Location 3035 Washington Rd Ste 1, McMurray, PA 15317, USA
Phone (724) 260-0597
Directions
SEC File# 801-120711
CRD# 311980
Location 732 E McMurray Rd, McMurray, PA 15317, USA
Phone (724) 271-8801
Directions
SEC File# 801-77097
CRD# 123255
Location 3402 Washington Rd Suite 301, McMurray, PA 15317, USA
Phone (412) 347-5508
Directions
Financial Advisors in McMurray, PA

Where Certified Financial Advisors in McMurray, PA Serve

McMurray, PA is a charming suburban town located in Washington County, Pennsylvania. The town is home to a variety of landmarks, including the Peters Township Community Recreation Center, the Peterswood Park, and the Montour Trail. Additionally, McMurray is known for its top employers, which include the South Hills Village Mall, the UPMC Health System, and the Peters Township School District. Major highways and streets in the area include Route 19, Route 50, and Valley Brook Road. Finally, McMurray is comprised of several distinct neighborhoods, including Venetia, Peterswood, and McMurray Woods. Overall, McMurray offers a unique blend of small-town charm and modern amenities, making it an ideal place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of McMurray, PA could benefit greatly from the help of a financial advisor in a number of ways. For example, many people in this area may be looking to invest in real estate, given the booming housing market in the region. A financial advisor could help these individuals to navigate the complexities of real estate investing, ensuring that they make smart choices that will yield long-term financial benefits. Additionally, with many residents of McMurray working in industries such as healthcare and education, a financial advisor could help them to maximize their retirement savings and plan for the future, so that they can enjoy a comfortable retirement. Overall, a financial advisor can provide invaluable guidance and support to residents of McMurray, helping them to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of McMurray, PA can greatly benefit from the services of an insurance broker. With the town being located in a flood-prone area, an insurance broker can help residents find the best flood insurance policies to protect their homes and belongings. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that meet their specific needs. With the cost of healthcare constantly on the rise, having an insurance broker on your side can save you both time and money. An insurance broker can also help residents navigate the complex world of auto insurance, finding them the best coverage at the most affordable rates. Overall, an insurance broker can provide invaluable assistance to residents of McMurray, PA, helping them protect their assets and ensuring they have the coverage they need when they need it most.

Retirement Planning

Residents of McMurray, PA can benefit greatly from the services of a retirement planner. Retirement planners can help individuals and families in McMurray plan for their future by developing a comprehensive retirement plan that takes into account their unique financial situation and goals. Retirement planners can help residents of McMurray navigate the complex world of retirement planning, including managing investments, creating a budget, and maximizing Social Security benefits. Additionally, retirement planners can help residents of McMurray plan for unexpected expenses, such as medical emergencies or long-term care needs. With the help of a retirement planner, residents of McMurray can feel confident that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of McMurray, PA can benefit greatly from the expertise of a wealth manager. With a wealth manager, residents can receive personalized financial planning, investment advice, and estate planning services. Specifically, McMurray is a growing community with a high number of families and individuals looking to secure their financial future. A wealth manager can provide guidance on retirement planning, college savings plans, and investment strategies tailored to the unique needs of each individual or family. Additionally, McMurray is home to many small business owners who can benefit from the expertise of a wealth manager to help them grow and protect their business assets. With the help of a wealth manager, residents of McMurray can feel confident in their financial decisions and work towards achieving their long-term financial goals.

Mortgage Loan Officer

Residents of McMurray, PA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home, refinance an existing mortgage, or take out a home equity loan. With the current housing market in McMurray, PA, a mortgage loan officer can provide valuable guidance on the best loan options available to residents. They can also help residents navigate the sometimes complicated process of applying for a mortgage, ensuring that they meet all the necessary requirements and providing support throughout the entire process. Additionally, a mortgage loan officer can offer advice on how to improve credit scores and financial standing, which can help residents secure better loan terms and rates. Overall, the expertise of a mortgage loan officer can be invaluable to residents of McMurray, PA looking to achieve their homeownership goals.

Tax Services

Residents of McMurray, PA can benefit greatly from the guidance of a tax advisor. With a population of just over 4,000, McMurray is a small community that is home to many families and small businesses. A tax advisor can assist residents with a variety of financial matters, including tax planning, preparation, and filing. They can also provide advice on ways to reduce tax liabilities and maximize deductions, which can be particularly helpful for those who are self-employed or own a small business. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring that they remain in compliance with all applicable rules and regulations. Overall, the expertise of a tax advisor can be invaluable for residents of McMurray, PA, helping them to make informed financial decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of McMurray, PA can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in helping individuals plan for the future and ensure that their assets are distributed according to their wishes. One specific way that residents of McMurray could be helped is by creating a trust to protect their assets from potential creditors. McMurray is a growing community with many small business owners and entrepreneurs, and having a trust in place can provide peace of mind and protect their hard-earned assets. An estate planning lawyer can also assist with creating a will, establishing power of attorney, and setting up healthcare directives. These services are essential for anyone looking to plan for their future and ensure that their loved ones are taken care of.

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