Best Financial Advisors in Washington County, PA

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List of Firms

Washington County, PA Fiduciary Financial Advisors

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Stein Wealth Advisors
Location 1700 Ashwood Dr Suite 1701, Canonsburg, PA 15317, USA
Phone (724) 260-0491
Directions
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Edward Jones - Financial Advisor: Jared M Meek
Location 3035 Washington Rd Ste 1, McMurray, PA 15317, USA
Phone (724) 260-0597
Directions
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Kurt Kharouf - RBC Wealth Management Financial Advisor
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8219
Directions
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Edward Jones - Financial Advisor: Ian Z Mayhaus, CFP®
Location 2535 Washington Rd Bldg 1100 Suite 1121, Pittsburgh, PA 15241, USA
Phone (412) 344-0197
Directions
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Shale Advisor, LLC
Location 8 E Pine Ave, Washington, PA 15301, USA
Phone (724) 503-6100
Directions
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Ivana Liberatore CPA, CFP® & Associates
4 out of 5
Location 228 E McMurray Rd, McMurray, PA 15317, USA
Phone (724) 942-3340
Directions
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JC Morrow - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 Adios Dr Ste 1121, Washington, PA 15301, USA
Phone (412) 638-3446
Directions
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Fortify Private Wealth Management - Ameriprise Financial Services, LLC
Location 227 Demar Blvd, Canonsburg, PA 15317, USA
Phone (724) 916-2233
Directions
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Waddell & Reed, Inc. - Financial Advisors
Location 540 Broad Ave # 3, Belle Vernon, PA 15012, USA
Phone (724) 929-3959
Directions
Financial Advisors in Washington County, PA

Where Certified Financial Advisors in Washington County, PA Serve

Washington County, PA is a bustling region located in the southwestern part of Pennsylvania. The county is home to a number of notable landmarks, including the Meadowcroft Rockshelter and Historic Village, which is considered one of the oldest archaeological sites in North America. Additionally, the county boasts the Tanger Outlets, a popular shopping destination for locals and tourists alike. Washington County is also home to several top employers, including the Washington Health System, Range Resources, and the Giant Eagle grocery store chain. These companies offer a variety of job opportunities and contribute significantly to the local economy. The county is easily accessible via several major highways and streets, including I-70, I-79, and Route 19. These thoroughfares make it easy for residents and visitors to travel throughout the area and beyond. There are several vibrant neighborhoods in Washington County, each with its own unique character and charm. Some of the most popular neighborhoods include Canonsburg, McMurray, and Washington.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Washington County, PA can benefit greatly from the services of a financial advisor. With a population of over 200,000 people, many individuals in the county are likely to have complex financial situations that require expert guidance. One specific challenge faced by residents of Washington County is the high property tax rates, which can make it difficult to save for retirement or invest in a business. A financial advisor can help residents navigate these challenges by providing personalized advice on budgeting, investing, and tax planning. By working with a financial advisor, residents of Washington County can feel confident that they are making informed decisions about their money and securing their financial future.

Insurance Broker

Residents of Washington County, PA can benefit greatly from the services of an insurance broker. With the county's diverse population and unique needs, an insurance broker can help residents find the right coverage for their specific situation. For example, those living in rural areas may require different types of coverage than those in more urban areas. Additionally, an insurance broker can help residents navigate the complex world of insurance, ensuring that they are not overpaying for coverage or missing out on important benefits. Overall, an insurance broker can provide peace of mind to residents of Washington County, PA by helping them find the right coverage at the right price.

Retirement Planning

Residents of Washington County, PA could greatly benefit from the expertise of a retirement planner. With a population that is aging rapidly and a median age of 45 years old, many individuals are looking for guidance on how to prepare for retirement. A retirement planner can help residents of Washington County, PA by providing personalized advice on how to save for retirement, choose the right investment strategies, and navigate the complexities of Social Security and Medicare. Additionally, with a significant portion of the population working in industries such as healthcare and education, which often have unique retirement plans, a retirement planner can help ensure that individuals are maximizing their benefits and making informed decisions about their future.

Wealth Management

Residents of Washington County, PA would benefit from a wealth manager in several ways. Firstly, a wealth manager can help residents to create a personalized financial plan that aligns with their goals and objectives. This is particularly important in Washington County, where residents are faced with unique financial challenges such as high property taxes and limited job opportunities. Secondly, a wealth manager can provide guidance on investment strategies that can help residents to build wealth and achieve financial stability. With the help of a wealth manager, residents can make informed decisions about their finances and feel confident about their financial future. Overall, a wealth manager can be a valuable resource for residents of Washington County, helping them to navigate the complex financial landscape and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Washington County, PA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream home, whether it's a cozy bungalow in Canonsburg or a sprawling estate in McMurray. With their expertise in the lending industry, mortgage loan officers can guide residents through the complex process of applying for a mortgage and help them find the best rates and terms for their unique financial situation. For residents of Washington County, PA, who may be looking to purchase property in a rural area, a mortgage loan officer can also provide information on USDA loans, which offer 100% financing for eligible properties in certain areas. With a mortgage loan officer on their side, residents of Washington County, PA can feel confident and empowered as they navigate the exciting journey of homeownership.

Tax Services

Residents of Washington County, PA can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on deductions and credits that are specific to the county. For example, Washington County residents may be eligible for tax breaks related to the Marcellus Shale industry, which is a significant economic driver in the area. Additionally, a tax advisor can assist with navigating complex state and local tax laws, ensuring that residents are in compliance and minimizing their tax liability. With the help of a knowledgeable tax advisor, Washington County residents can feel confident in their financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Washington County, PA can benefit greatly from the services of an estate planning lawyer. These professionals specialize in helping individuals and families plan for the future by creating wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. One specific way that a Washington County resident might be helped by an estate planning lawyer is by creating a plan that takes into account the unique challenges of the area. For example, the county is home to many small family-owned businesses, and an estate planning lawyer can help these businesses create succession plans that ensure they continue to thrive after the owner's passing. Additionally, Washington County has a large aging population, and an estate planning lawyer can help seniors create plans that protect their assets and ensure they receive the care they need in their later years.

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