Best Financial Advisors in Oakmont, PA

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List of Firms

Oakmont, PA Fiduciary Financial Advisors

Dinnin & Parkins - Insurance & Financial Services
5 out of 5
Location 300 Allegheny River Blvd, Oakmont, PA 15139, USA
Phone (412) 828-5122
James Wallisch - FC Financial Services
Location 1090 Freeport Rd Ste 150, Pittsburgh, PA 15238, USA
Phone (412) 967-9272
Wealth Management Strategies, Inc. - Aspinwall
4 out of 5
Location 17 Brilliant Ave Suite 302, Pittsburgh, PA 15215, USA
Phone (412) 781-7100
Guyasuta Investment Advisors
SEC File# 801-47201
CRD# 108400
Location 2814, 285 Kappa Dr suite 220, Pittsburgh, PA 15238, USA
Phone (412) 447-4560
Horizon Financial Advisors
5 out of 5
Location Jonnet Building 4099, William Penn Hwy, Monroeville, PA 15146, USA
Phone (412) 856-7300
SagePoint Financial
SEC File# 801-64721
CRD# 133763
3 out of 5
Location 420 Allegheny River Blvd, Oakmont, PA 15139, USA
Phone (412) 967-6092
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 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
First Command Financial Advisor - Rob Wilson
Location 1370 Old Freeport Rd Suite 2A, Pittsburgh, PA 15238, USA
Phone (412) 406-7769
Oakmont Investment Advisors
Location 731 S Aiken Ave, Pittsburgh, PA 15232, USA
Phone (412) 802-8358
Centerview Wealth Advisors
Location 139 Freeport Rd, Aspinwall, PA 15215, USA
Phone (412) 532-8111
Financial Advisors in Oakmont, PA

Where Certified Financial Advisors in Oakmont, PA Serve

Oakmont, PA is a charming and historic town located in Allegheny County, Pennsylvania. Home to numerous landmarks, top employers, major highways and streets, and neighborhoods, Oakmont is a vibrant community with much to offer. One of the most notable landmarks in Oakmont is the Oakmont Country Club, a world-renowned golf course that has hosted numerous major championships, including the U.S. Open. Other notable landmarks include the Oakmont Carnegie Library, the Oakmont Bakery, and the Oakmont Historical Society. Top employers in Oakmont include the University of Pittsburgh Medical Center, Allegheny Health Network, and PPG Industries. These companies provide jobs for thousands of residents and contribute to the town's strong economy. Major highways and streets in Oakmont include Route 8, Route 28, and the Pennsylvania Turnpike. These highways provide easy access to neighboring towns and cities, including Pittsburgh.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Oakmont, PA can greatly benefit from the guidance of a financial advisor. With the town's proximity to Pittsburgh and its growing population of retirees, a financial advisor can help residents navigate complex financial decisions such as retirement planning, investment strategies, and tax planning. Additionally, Oakmont is known for its historic architecture and small-town charm, which can make it challenging for residents to find local investment opportunities. A financial advisor can offer expertise in finding and evaluating investment options both locally and nationally, ensuring that residents are making informed decisions about their financial future. Overall, a financial advisor can provide valuable support and guidance to Oakmont residents as they navigate the complexities of personal finance.

Insurance Broker

Residents of Oakmont, PA can benefit from the services of an insurance broker in a number of ways. One of the most common ways is by helping them navigate the complex world of health insurance. With so many different plans and options available, it can be difficult for residents to determine which one is right for them. An insurance broker can provide personalized guidance and recommendations based on a resident's unique needs and budget. Additionally, Oakmont, PA is a community that is prone to flooding, which can cause significant damage to homes and property. An insurance broker can help residents obtain flood insurance coverage to protect their assets in the event of a natural disaster. By working with an insurance broker, residents of Oakmont, PA can ensure that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Oakmont, PA can benefit greatly from the guidance of a retirement planner. Oakmont is a small town with a tight-knit community, and many of its residents are retirees or approaching retirement age. A retirement planner can help these individuals navigate the complexities of retirement planning, including managing their finances, creating a retirement income plan, and ensuring that their assets are protected. Additionally, a retirement planner can provide valuable advice on healthcare options, long-term care planning, and estate planning. With the help of a retirement planner, Oakmont residents can feel confident and prepared for their retirement years, knowing that they have a solid plan in place to support them.

Wealth Management

Residents of Oakmont, PA can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. Oakmont is a town with a high population of retirees, and a wealth manager can help them make the most of their retirement savings by creating a comprehensive plan that takes into account their current financial situation, their goals for the future, and the various investment options available to them. Additionally, a wealth manager can help Oakmont residents with estate planning, tax planning, and investment management, all of which can help them achieve their financial goals and secure their financial future. With the help of a skilled wealth manager, residents of Oakmont can feel confident that their finances are in good hands.

Mortgage Loan Officer

Residents of Oakmont, PA would greatly benefit from the expertise of a mortgage loan officer. With the town's proximity to Pittsburgh and the Allegheny River, many residents are looking to purchase homes or refinance their current mortgages. A mortgage loan officer can assist in finding the best loan options for each individual's financial situation and guide them through the often-complicated process of home buying or refinancing. Additionally, with the town's historic charm and desirable location, property values are on the rise, making it crucial to have a knowledgeable professional on your side to ensure you are getting the best deal possible. Overall, a mortgage loan officer can provide invaluable assistance to those looking to make one of the biggest financial decisions of their lives in Oakmont, PA.

Tax Services

Residents of Oakmont, PA could greatly benefit from the expertise of a tax advisor. With its proximity to Pittsburgh and the Allegheny River, Oakmont is home to many professionals and retirees who may have complex tax situations. A tax advisor can provide guidance on maximizing deductions, minimizing tax liabilities, and navigating the ever-changing tax code. Additionally, Oakmont has a large number of small businesses, and a tax advisor can assist with tax planning, compliance, and record-keeping. Whether it's navigating local tax laws or preparing for retirement, a tax advisor can provide valuable assistance to residents of Oakmont, PA.

Estate Planning Lawyer

Residents of Oakmont, PA can benefit greatly from the services of an estate planning lawyer. With a population of just over 6,000 people, Oakmont is a small town located in Allegheny County, Pennsylvania. An estate planning lawyer can help residents of Oakmont create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. This can include drafting wills and trusts, establishing powers of attorney, and minimizing tax liabilities. Additionally, an estate planning lawyer can assist with the complex legal issues that can arise during the probate process. With the help of an experienced estate planning lawyer, residents of Oakmont can have peace of mind knowing that their loved ones will be taken care of in the event of their passing.


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