Retirement Planning in Allegheny County, PA

We did the hard work of finding trustworthy partners in Allegheny County, PA. Fill out the form to get connected.

Get Help with Planning for Retirement

As Seen In

List of Firms

Top Retirement Planners in Allegheny County, PA

Allegheny Financial Group
SEC File# 801-12566
CRD# 104690
4 out of 5
Location 811 Camp Horne Rd, Pittsburgh, PA 15237, USA
Phone (412) 367-3880
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
SEC File# 801-55083
CRD# 53
4 out of 5
Location 308 Seventh Ave, Pittsburgh, PA 15222, USA
Phone (412) 434-0990
Safety First Retirement
5 out of 5
Location 3058 Leechburg Rd, New Kensington, PA 15068, USA
Phone (412) 772-8575
Amity Financial Planning
Location 103 N Harleston Dr, Pittsburgh, PA 15237, USA
Phone (412) 407-5255
RPS Financial Solutions
5 out of 5
Location 5061 William Flinn Hwy, Gibsonia, PA 15044, USA
Phone (724) 443-5720
Retirement Planning in Allegheny County, PA

About Allegheny County, PA for Those Planning to Retire

Allegheny County is located in the southwestern part of Pennsylvania. The county seat is Pittsburgh, which is also the largest city in the county. Other major cities in Allegheny County include Fox Chapel, Mount Lebanon, and Bethel Park. Allegheny County is home to a number of landmarks, including the Duquesne Incline, Point State Park, and the Andy Warhol Museum. The county is also home to a number of major employers, including UPMC, PNC Bank, and Boeing. Major highways and streets in Allegheny County include Interstate 79 and the Pennsylvania Turnpike. The neighborhoods of Allegheny County vary in terms of demographics and socioeconomic status.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Allegheny County, PA have a number of banks and credit unions to choose from when it comes to their finances. While this may seem like a benefit, it can also be overwhelming trying to decide which institution is right for you. Here are some things to keep in mind when choosing a bank or credit union:Banks typically offer more products and services than credit unions, including mortgages, car loans, and investment products. Credit unions often have lower fees and rates than banks. Credit unions are owned by their members, while banks are owned by shareholders. This means that credit unions tend to put the needs of their members first.

Estate Planning Lawyer

If you live in Allegheny County, PA, and have not yet worked with an estate planning lawyer, you are missing out on a number of important benefits. An estate planning lawyer can help you to create a will or trust, designate power of attorney, and plan for your funeral arrangements. By taking these steps, you can ensure that your loved ones are taken care of after your death.

Mortgage Loan Officer

Living in Allegheny County, PA comes with a lot of benefits. One of those benefits is the chance to work with a mortgage loan officer. Mortgage loan officers can help residents get the best deals on mortgages, and they can also help residents find the right type of mortgage for their needs. Residents who are looking for a new mortgage or who want to refinance their current mortgage should consider working with a mortgage loan officer.

Wealth Management

Living in Allegheny County, PA comes with a lot of benefits, but it's important to make sure you're taking advantage of every possible opportunity. A wealth manager can help you do just that, by providing guidance and advice on how to best manage your finances. They can help you save money, invest for the future, and plan for retirement. If you're looking for someone to help you make the most of your money, a wealth manager is the perfect solution.

Financial Advisor

Living in Allegheny County, PA can be expensive. Between the cost of living and the high taxes, it can be hard to make ends meet. That's where a financial advisor comes in. A financial advisor can help you save money on your taxes, invest your money wisely, and plan for retirement. They can also help you with estate planning and insurance needs. If you live in Allegheny County, PA, it's a good idea to work with a financial advisor.

Insurance Broker

If you live in Allegheny County, PA, working with an insurance broker can help you find the best deals on insurance. An insurance broker can compare rates from multiple insurers to find the one that offers the best coverage for your needs at the lowest price. Brokers can also help you file claims and provide other assistance if you need it.

Tax Services

If you live in Allegheny County, PA, and you're looking for ways to save money on your taxes, you may want to consider working with a tax accountant. Tax accountants have the expertise and experience necessary to help you find every possible deduction and credit available to you. They can also help you prepare your tax return, so that you can be sure it is accurate and complete. And if you ever have any questions or problems with your taxes, a good tax accountant will be there to help you out.


Retirement Income Planning FAQs