Best Financial Advisors in Westmoreland County, PA

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Westmoreland County, PA Fiduciary Financial Advisors

Douglas Walter Comin - Financial Advisor, Ameriprise Financial Services, LLC
Location 258 Frye Farm Rd, Greensburg, PA 15601, USA
Phone (724) 337-4410
Trustmont Financial Group Inc
3 out of 5
Location 200 Brush Run Rd # A, Greensburg, PA 15601, USA
Phone (724) 468-5665
Financial Advisors in Westmoreland County, PA

Where Certified Financial Advisors in Westmoreland County, PA Serve

Westmoreland County, PA is a county located in the U.S. state of Pennsylvania. As of the 2010 census, the population was 449,728. The county seat is Greensburg. The county was formed on September 26, 1773, from part of Bedford County and named for English statesman Thomas Westmoreland. Westmoreland County is home to several landmarks, including Fort Ligonier, Laurel Hill Mansion, and the Saint Vincent Archabbey. The county is also home to several major employers, including Exelon Corporation, Westinghouse Electric Company, and Walmart. Major highways and streets in the county include the Pennsylvania Turnpike and U.S. Route 30. The county's neighborhoods include Downtown Greensburg, Latrobe, and Youngwood.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Westmoreland County, PA residents have a number of banking options to choose from. Banks can provide a variety of services, such as checking and savings accounts, loans, and credit cards. They can also offer online banking and mobile banking to make it easy for customers to access their accounts from anywhere. Some banks also have ATMs located in the area for customers who need cash withdrawals or deposits.

Insurance Broker

Westmoreland County, PA residents need insurance brokers who can help them find the best possible rates and coverage. Insurance brokers are in a unique position to help people find the right insurance policy for their needs. They have access to a variety of policies from different providers, and they can compare rates and coverage to find the best deal. Brokers can also help people understand the complex language of insurance policies, so that consumers can make informed decisions about what policy is right for them. In Westmoreland County, PA, it is important to have an insurance broker you can trust to get the best possible deal on your policy.

Retirement Planning

Westmoreland County, PA residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents understand their options and make smart choices about how to save for retirement. Advisors can also help residents stay on track with their retirement savings goals and avoid common mistakes.

Wealth Management

Westmoreland County, PA residents who are looking for a way to manage their wealth can benefit from working with a wealth management company. Wealth management companies can help people by providing them with financial planning and investment services. This can help Westmoreland County, PA residents to make the most of their money and grow their wealth over time.

Estate Planning Lawyer

Westmoreland County, PA residents who want to make sure their loved ones are taken care of after they die can benefit from the help of an estate planning lawyer. An estate planning lawyer can help you create a will and other documents that will ensure your loved ones are taken care of after you die. They can also help you plan for contingencies and make sure your loved ones are taken care of in the event something happens to you. If you live in Westmoreland County, PA and want to make sure your loved ones are taken care of, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Westmoreland County, PA can help residents with a variety of services, including home buying, refinancing, and more. In addition to these services, mortgage loan officers can also provide advice and guidance to those who are looking to purchase their first home. This is an important service that can help residents in the area get on track for homeownership.

Tax Services

Westmoreland County, PA residents can benefit greatly from the help of a tax accountant. Here are three ways in which they can help: 1) Tax accountants can save you money by helping you file your taxes correctly. 2) They can help you plan for the future by advising you on what deductions to take and what investments to make. 3) They can act as a support system, providing emotional support and guidance throughout the year.


FAQs About Personal Financial Advisors in Westmoreland County, PA