Best Financial Advisors in Sewickley, PA

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List of Firms

Sewickley, PA Fiduciary Financial Advisors

The Kelley Financial Group
5 out of 5
Location 1605 Carmody Ct #301, Sewickley, PA 15143, USA
Phone (412) 528-1920
Merrill Lynch Wealth Management
Location 417 Thorn St, Sewickley, PA 15143, USA
Phone (412) 749-0220
Matthew Mervosh - Financial Advisor, Ameriprise Financial Services, LLC
Location 1603 Carmody Ct Ste 400, Sewickley, PA 15143, USA
Phone (724) 799-2801
Cawley Financial
Location 2605 Nicholson Rd #3200, Sewickley, PA 15143, USA
Phone (724) 719-3284
Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
Location 2200 Georgetown Dr Suite 400, Sewickley, PA 15143, USA
Phone (724) 934-1888
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
Compass Wealth Management
SEC File# 801-72172
CRD# 156482
Location 2605 Nicholson Rd Suite 3200, Sewickley, PA 15143, USA
Phone (724) 719-3288
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Gail Stulberg Costa
Location 417 Thorn St, Sewickley, PA 15143, USA
Phone (412) 749-7915
Michael Lintelman - RBC Wealth Management Financial Advisor
Location 1605 Carmody Ct Suite 200, Sewickley, PA 15143, USA
Phone (724) 933-4400
Armin Hooman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2100 Georgetowne Dr Ste 202, Sewickley, PA 15143, USA
Phone (724) 935-0200
Stirling Wealth Management
Location 2200 Georgetown Dr Suite 400, Sewickley, PA 15143, USA
Phone (724) 934-2953
Jameson Viljaste - UBS Financial Services Inc.
Location 2200 Georgetowne Dr #600, Sewickley, PA 15143, USA
Phone (724) 799-2574
The Simakas Group - Morgan Stanley
Location 1603 Carmody Ct Suite 100, Sewickley, PA 15143, USA
Phone (724) 933-1460
Financial Advisors in Sewickley, PA

Where Certified Financial Advisors in Sewickley, PA Serve

Sewickley, Pennsylvania is located in Allegheny County and is situated along the Allegheny River. The borough is home to several notable landmarks, including the Sewickley Bridge, the Sewickley Heights Country Club, and the Quaker Meeting House. Top employers in Sewickley include Mylan Pharmaceuticals, Bayer Corporation, and Alcoa. Major highways and streets in Sewickley include PA Route 65 and PA Route 51. The borough's neighborhoods include Glen Osborne, Edgeworth, Sewickley Heights, and Sewickley Hills.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are not just places where you deposit your paycheck and withdraw cash when you need it. Banks offer a wide variety of services to their customers, many of which can be quite beneficial. For example, banks can help their customers save money by offering them special savings accounts with high interest rates. They can also provide loans for cars, homes, or businesses, and they can offer lines of credit that allow their customers to borrow money when they need it. Banks can also help their customers stay safe online by providing them with special software that protects their information and by teaching them how to avoid being scammed. And finally, banks can provide valuable financial planning advice that can help their customers achieve their long-term goals.

Insurance Broker

Residents of Sewickley, PA can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can assist residents with filing claims and resolving any issues that may arise.

Retirement Planning

Sewickley, PA residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors can help you create a plan that will meet your specific needs and goals. They can also offer advice on how to save for retirement, what investments to make, and how to protect your assets. If you are nearing retirement age, it is important to start planning now so that you can enjoy a comfortable retirement. Contact a financial advisor in Sewickley, PA today to get started on your retirement plan.

Wealth Management

Residents of Sewickley, PA can take advantage of wealth management services to help them grow their money and protect it from taxes. Wealth management is a process that involves creating and implementing a plan for the management of your wealth. It can include everything from investing and saving to estate planning and tax strategy. Working with a wealth manager can help you make the most of your money and keep more of it in your pocket.

Estate Planning Lawyer

Estate planning lawyers can help Sewickley, PA residents create a will and estate plan that meets their specific needs. A well-crafted estate plan can provide peace of mind in knowing that your loved ones will be taken care of after you die. Estate planning lawyers can also help you set up trusts, designate beneficiaries, and make other important decisions about your estate. If you live in the Sewickley area and are interested in creating an estate plan, contact an estate planning lawyer today to learn more about your options.

Mortgage Loan Officer

Mortgage loan officers in Sewickley, PA can help residents by providing them with the best mortgage options available. They can work with residents to find a mortgage that fits their budget and that will allow them to purchase the home they want. In addition, mortgage loan officers can help residents understand the terms of their mortgage and explain the process of obtaining a mortgage.

Tax Services

Residents of Sewickley, PA can benefit from the help of tax accountants in order to make sure they are taking advantage of all the tax breaks available to them. Tax accountants can also help residents prepare their income taxes, making the process much easier and less stressful.

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FAQs About Personal Financial Advisors in Sewickley, PA