Find a Financial Advisor in Oakmont, PA

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Financial Planning Firms in Oakmont, PA

SagePoint Financial

3 out of 5

Location 420 Allegheny River Blvd, Oakmont, PA 15139, USA
Phone (412) 967-6092
Language http://www.sagepointfinancial.com/
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
Directions
Edward Jones - Financial Advisor: Kyle Baker, CFP®
Location 529 Allegheny Ave, Oakmont, PA 15139, USA
Phone (412) 828-2209
Language https://www.edwardjones.com/us-en/financial-advisor/kyle-baker
Directions
Dinnin & Parkins - Insurance & Financial Services

5 out of 5

Location 300 Allegheny River Blvd, Oakmont, PA 15139, USA
Phone (412) 828-5122
Language http://www.dpainsurance.com/
Directions
James Wallisch - FC Financial Services
Location 1090 Freeport Rd Ste 150, Pittsburgh, PA 15238, USA
Phone (412) 967-9272
Language https://foxchapelfinancialservices.com/
Directions
First Command Financial Advisor - Rob Wilson
Location 1370 Old Freeport Rd Suite 2A, Pittsburgh, PA 15238, USA
Phone (412) 406-7769
Language https://advisor.firstcommand.com/us/pa/pittsburgh/rjwilson
Directions
Guyasuta Investment Advisors
Location 2814, 285 Kappa Dr suite 220, Pittsburgh, PA 15238, USA
Phone (412) 447-4560
Language http://www.guyasuta.com/
Directions
Oakmont Investment Advisors
Location 731 S Aiken Ave, Pittsburgh, PA 15232, USA
Phone (412) 802-8358
Directions
Centerview Wealth Advisors
Location 139 Freeport Rd, Aspinwall, PA 15215, USA
Phone (412) 532-8111
Directions
Wealth Management Strategies, Inc. - Aspinwall

4 out of 5

Location 17 Brilliant Ave Suite 302, Pittsburgh, PA 15215, USA
Phone (412) 781-7100
Language https://www.mywealthmgmt.com/
Directions
Horizon Financial Advisors
SEC File# 801-30694
CRD# 106015

5 out of 5

Location Jonnet Building 4099, William Penn Hwy, Monroeville, PA 15146, USA
Phone (412) 856-7300
Language http://www.horizonfinancialadvisors.com/
Directions
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About Oakmont, PA

Oakmont, Pennsylvania is a borough in Allegheny County, located northeast of downtown Pittsburgh. The borough is home to Oakmont Country Club, which has hosted several major golf tournaments, including the U.S. Open. Other notable landmarks in Oakmont include the Hulton Bridge and the Frey Mansion. Major employers in the area include PNC Bank and Westinghouse Electric. Several major highways and streets run through Oakmont, including PA Route 28 and PA Route 65. The neighborhoods of Oakmont are largely residential, with a mix of single-family homes and townhouses.

Related Services

Banks and Credit Unions

Oakmont, PA residents have several banking options to choose from. Banks can provide a variety of services such as checking and savings accounts, loans, mortgages, and credit cards. Residents can also use banks to invest their money in stocks, bonds, and mutual funds. Banks can also provide financial planning services to help people save for retirement or other goals.

Insurance Broker

Oakmont, PA residents can benefit from the help of insurance brokers in order to make sure they are getting the best rates and coverage available. Insurance brokers have access to a variety of plans and policies from a number of different carriers, which means that they can compare rates and find the perfect plan for each individual or family. In addition, insurance brokers are experts on insurance, so they can help Oakmont residents understand their policies and make sure they are getting the most out of their coverage.

Retirement Planning

Oakmont, PA residents are preparing for retirement in a variety of ways, including working with financial advisors. Financial advisors can help retirees make the most of their money by creating a plan tailored to their specific needs and goals. Advisors can also provide guidance on when to start withdrawing from retirement accounts and how much to withdraw each year. This expert advice can help Oakmont residents avoid common mistakes that can lead to financial difficulty during retirement.

Wealth Management

Oakmont, PA is a small town with a population of just over 5,000 people. It's located in the Allegheny Mountains, about an hour and a half from Pittsburgh. The town has seen better days; the steel industry that was once the backbone of the local economy has all but disappeared. But there is hope for Oakmont. Thanks to its proximity to Pittsburgh, it's becoming a popular bedroom community for people who work in the city, and businesses are starting to take notice.The problem is that many of these new residents and businesses are not from Oakmont, and they don't know much about the town or its history. They're looking for someone who can help them navigate the local landscape and find the right opportunities. That's where wealth management comes in. Wealth management firms can provide valuable insights into the local market and connect business owners with potential partners and customers. They can also help residents make smart financial decisions that will benefit both themselves and their community.

Estate Planning Lawyer

Estate planning lawyers in Oakmont, PA can help residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your assets are distributed according to your wishes after you die. They can also help you set up power of attorney and healthcare directives, which will allow you to designate someone to make decisions for you if you become unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Oakmont, PA can help residents by providing them with the best information on mortgages. They can also help residents find the best mortgage for their needs and budget. In addition, mortgage loan officers can help residents understand the terms of their mortgage contract and explain any confusing points.

Tax Services

Oakmont, PA residents can benefit from the services of tax accountants.Tax accountants can help Oakmont, PA residents save money on their taxes. They can also help them file their taxes correctly and on time. Tax accountants can also help Oakmont, PA residents with other financial matters such as estate planning and retirement planning.