Insurance Broker in Oakmont, PA

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Top Oakmont, PA Insurance Brokerages

Lisa Stello - Aflac Insurance Agent
Location 642 Grant St, Springdale, PA 15144, USA
Phone (412) 323-8855
Allegheny Valley Agency
Location 1310 Freeport Rd, Blawnox, PA 15238, USA
Phone (412) 963-1020
USA Insurance Brokers, LLC
4 out of 5
Location 304 Pittsburgh Mills Cir Suite 304, Tarentum, PA 15084, USA
Phone (724) 274-6364
Gary Bendik: Allstate Insurance
4 out of 5
Location 432 Allegheny River Blvd Ste 101, Oakmont, PA 15139, USA
Phone (412) 230-3022
John J Harford Insurance
5 out of 5
Location 208 9th St, Aspinwall, PA 15215, USA
Phone (412) 782-4120
Scott Black: Allstate Insurance
4 out of 5
Location 1154 Freeport Rd, Pittsburgh, PA 15238, USA
Phone (412) 967-7655
Insurance Brokers in Oakmont, PA

Where Oakmont, PA Auto, Life & Health Insurance Brokers Serve

Oakmont, PA is a charming borough located in Allegheny County, Pennsylvania. This historic town is home to a plethora of landmarks, including the Oakmont Country Club, which has hosted numerous U.S. Open Golf Championships. Additionally, the Oakmont Carnegie Library, built in 1901, is a beautiful architectural gem that is still in use today. Top employers in Oakmont include the Oakmont Bakery, which has been serving delicious baked goods since 1988, and the Oakmont YMCA, which offers a variety of programs and services for the community. Major highways that run through Oakmont include Route 909 and Route 28, making it easily accessible to neighboring towns and cities. Streets such as Allegheny Avenue and Hulton Road are popular thoroughfares that lead to various neighborhoods within the borough.

Oakmont, PA Insurance Broker Related Services

Banks and Credit Unions

Residents of Oakmont, PA can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to residents who may need to borrow money for personal or business purposes. Secondly, a bank can offer investment opportunities to residents, enabling them to grow their wealth over time. Additionally, a bank can provide financial education to residents, teaching them about personal finance and how to make sound financial decisions. One specific benefit of having a bank in Oakmont is that it can help residents navigate the unique challenges of living in a flood-prone area. Banks can provide flood insurance and assist residents with securing loans for home repairs and renovations to mitigate flood damage. With a bank's help, Oakmont residents can better prepare for and recover from the effects of flooding, ensuring their financial stability and security.

Retirement Planning

Residents of Oakmont, PA can greatly benefit from the assistance of a retirement planner, especially considering the town's aging population. With its close proximity to Pittsburgh, Oakmont offers retirees a peaceful and picturesque setting while still being within reach of city amenities. However, navigating retirement planning can be overwhelming for many seniors, particularly those who are unfamiliar with the intricacies of investment and tax laws. A retirement planner can help Oakmont residents make informed decisions about their retirement savings and create a personalized plan that takes into account their unique financial situation. They can also provide guidance on healthcare and long-term care options, which can be particularly important for seniors in Oakmont who may have limited access to medical facilities. Overall, a retirement planner can help Oakmont residents achieve peace of mind and financial security in their golden years.

Wealth Management

Residents of Oakmont, PA can benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning, especially considering that Oakmont has a higher-than-average median age of 46.8 years. A wealth manager can help residents create a comprehensive retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, Oakmont is located in Allegheny County, which has a higher-than-average cost of living. A wealth manager can assist residents in creating a budget and investment strategy that helps them achieve their financial goals while also accounting for the higher cost of living in the area. With the help of a wealth manager, Oakmont residents can feel confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Oakmont, PA could benefit from the services of a financial advisor in a variety of ways. One specific aspect of Oakmont that a financial advisor could assist with is the town's aging population. As many residents approach retirement age, they may have questions about how to best manage their finances in order to ensure a comfortable retirement. A financial advisor could provide guidance on topics such as social security, pension plans, and investment strategies that are tailored to the unique needs of Oakmont residents. Additionally, a financial advisor could help younger residents with financial planning for major life events such as buying a home or starting a family. By working with a financial advisor, Oakmont residents can gain peace of mind knowing that they are making informed decisions about their financial future.

Mortgage Loan Officer

Mortgage loan officers can be a valuable resource for Oakmont, PA residents who are looking to purchase a home or refinance their current mortgage. These professionals can provide guidance on the different types of mortgage loans available and help borrowers find the best rates and terms for their individual financial situation. They can also assist with the application process, ensuring that all necessary documents are submitted and that the borrower is informed of any potential issues or delays. Additionally, mortgage loan officers can offer advice on improving credit scores and managing debt, which can help borrowers qualify for better loan terms in the future. Overall, mortgage loan officers can play an important role in helping Oakmont residents achieve their homeownership goals and improve their financial well-being.

Tax Services

Residents of Oakmont, PA can benefit greatly from the expertise of a tax advisor. With the town's proximity to Pittsburgh, many residents may have complex tax situations related to income earned in the city. Additionally, Oakmont is home to many retirees who may have unique tax considerations related to Social Security and retirement income. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Furthermore, with Oakmont's rich history and many historic homes, residents may be eligible for tax breaks related to property renovations or preservation efforts. A tax advisor can assist in identifying these opportunities and maximizing their financial benefits. Overall, a tax advisor can provide invaluable guidance to Oakmont residents, helping them to navigate the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Oakmont, PA can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that ensures the protection of their assets and the smooth transfer of wealth to their chosen beneficiaries. Given that Oakmont, PA is a small town with a population of approximately 6,000 people, many residents own family businesses or have inherited significant assets from their ancestors. An estate planning lawyer can help them navigate the complex legal landscape of estate planning, including drafting wills, trusts, and power of attorney documents. Additionally, an estate planning lawyer can help Oakmont residents minimize their tax liabilities, ensure that their healthcare wishes are honored, and protect their assets from creditors and lawsuits. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Oakmont, PA, helping them secure their financial futures and protect their legacies for generations to come.


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