Retirement Planning in Lawrence County, PA

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List of Firms

Top Retirement Planners in Lawrence County, PA

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Genkinger Financial Team
Location 101 Nesbitt Rd Suite 100, New Castle, PA 16105, USA
Phone (724) 656-4400
Directions
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Norman M Ballard - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Pittsburgh Cir, Ellwood City, PA 16117, USA
Phone (724) 752-5252
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-56857
CRD# 108530
Location 1040 3rd St, Beaver, PA 15009, USA
Phone (724) 775-9210
Directions
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Signature Financial Planning
5 out of 5
Location 1301 Grandview Ave, Pittsburgh, PA 15211, USA
Phone (412) 390-2800
Directions
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Stephanie McCarty - Thrivent
Location 46 S Main St, Poland, OH 44514, USA
Phone (330) 668-4720
Directions
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Mrozek Financial
5 out of 5
Location 2210 W State St A, New Castle, PA 16101, USA
Phone (724) 658-6392
Directions
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Melissa L Cogswell - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 313 N Market St, New Wilmington, PA 16142, USA
Phone (724) 946-3271
Directions
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Gould Financial- Northwestern Mutual
5 out of 5
Location 160 S Broad St, Grove City, PA 16127, USA
Phone (724) 458-7056
Directions
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C & L Financial Services LLC
Location 419 35th St, Beaver Falls, PA 15010, USA
Phone (412) 478-9852
Directions
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Harper & Hodge
Location 1221 3rd St, Beaver, PA 15009, USA
Phone (724) 775-4222
Directions
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Dynasty Financial Solutions - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 212 Enclave Dr, New Castle, PA 16105, USA
Phone (724) 652-7556
Time Monday: 10:00 AM – 3:00 PM Tuesday: 10:00 AM – 3:00 PM Wednesday: 10:00 AM – 3:00 PM Thursday: 10:00 AM – 3:00 PM Friday: 10:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Jon C Denman
Location 26 Nesbitt Rd Suite 103, New Castle, PA 16105, USA
Phone (724) 598-6210
Directions
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Beth Verterano - Financial Advisor, Ameriprise Financial Services, LLC
Location 235 Beechwood Rd Ste 1, New Wilmington, PA 16142, USA
Phone (724) 946-0300
Directions
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Flick Financial
5 out of 5
Location 2674 Darlington Rd, Beaver Falls, PA 15010, USA
Phone (724) 359-2500
Directions
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Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 313 N Market St, New Wilmington, PA 16142, USA
Phone (724) 946-3271
Directions
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Benchmark Financial Advisors
4 out of 5
Location 2605 Nicholson Rd #3200, Sewickley, PA 15143, USA
Phone (724) 719-3278
Directions
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Matesich Financial Services
5 out of 5
Location 1235 S Center St Ext, Grove City, PA 16127, USA
Phone (724) 458-4405
Directions
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Cottrill Arbutina Wealth Management Group
Location 535 3rd St, Beaver, PA 15009, USA
Phone (724) 683-3450
Directions
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Forte Financial, Inc.
3 out of 5
Location 1010 3rd Ave A, New Brighton, PA 15066, USA
Phone (724) 846-0147
Directions
Retirement Planning in Lawrence County, PA

About Lawrence County, PA for Those Planning to Retire

Lawrence County, PA is a beautiful area nestled in the western part of the state. It is home to many landmarks and attractions that draw visitors from far and wide. One of the most notable landmarks is the Lawrence County Courthouse, which is a stunning example of neoclassical architecture. Other notable landmarks include the New Castle Public Library and the Scottish Rite Cathedral. The top employers in Lawrence County include Ellwood Group, FirstEnergy, and the City of New Castle. These companies provide a variety of jobs for residents of the area, from manufacturing and engineering to public service and administration. Major highways and streets in Lawrence County include I-376, US-422, and PA-18. These roads connect the area to nearby cities and towns, making it easy for residents and visitors to travel to and from Lawrence County. There are many neighborhoods in Lawrence County, each with its own unique character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lawrence County, PA can benefit from a bank in numerous ways. For instance, banks can provide financial assistance to small businesses, which are a vital component of the Lawrence County economy. Additionally, banks can offer personal loans to residents who need to finance major purchases, such as a home or a car. This is particularly important in Lawrence County, where the median household income is lower than the state average. Furthermore, banks can help residents save for their future, whether it's through traditional savings accounts or investment opportunities. With the cost of living in Lawrence County being relatively low, it's essential for residents to have access to financial resources that can help them achieve their long-term financial goals. Lastly, banks can provide educational resources to help residents improve their financial literacy and make informed decisions about their money.

Insurance Broker

Residents of Lawrence County, PA could greatly benefit from the services of an insurance broker. With its diverse population and unique economic landscape, Lawrence County presents a complex insurance market that requires an expert's guidance. An insurance broker can help residents navigate the intricacies of the healthcare system, find affordable and comprehensive coverage, and understand the nuances of state and federal regulations. Additionally, an insurance broker can help residents protect their homes and businesses from unforeseen events such as natural disasters, accidents, and theft. With its rich history and vibrant community, Lawrence County deserves the best insurance coverage available, and an insurance broker can help residents achieve that goal.

Wealth Management

Residents of Lawrence County, PA could benefit from the services of a wealth manager in a multitude of ways. One specific example is the management of their retirement accounts. A wealth manager can help individuals in Lawrence County navigate the complexities of retirement planning, including selecting the appropriate investment vehicles, monitoring their accounts, and adjusting their strategy as needed. Additionally, a wealth manager can assist with estate planning, ensuring that assets are distributed in accordance with the individual's wishes and minimizing tax implications. With the unique economic landscape of Lawrence County, a wealth manager can also provide guidance on local investment opportunities and potential risks. By working with a wealth manager, residents of Lawrence County can feel confident in their financial future and make informed decisions about their investments.

Financial Advisor

Residents of Lawrence County, PA could greatly benefit from the guidance of a financial advisor in several ways. Firstly, Lawrence County is a predominantly rural area with a significant number of small businesses and family farms. A financial advisor can help these individuals navigate the complexities of managing their finances, including budgeting, tax planning, and retirement planning. Additionally, many residents in Lawrence County work in industries such as healthcare and education, which often come with unique financial considerations such as student loan debt and retirement benefits. A financial advisor can provide tailored advice to help these individuals make informed decisions about their finances. Lastly, the county has a growing population of retirees who may need assistance in managing their investments and ensuring their savings last throughout their retirement years. Overall, a financial advisor can provide valuable support to residents of Lawrence County, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lawrence County, PA can benefit from the expertise of a mortgage loan officer in numerous ways. With a population of over 85,000 people, Lawrence County is home to a diverse group of individuals with varying financial backgrounds. A mortgage loan officer can help these residents navigate the complex world of home financing, whether they are first-time homebuyers or seasoned real estate investors. The officer can assist in obtaining pre-approval for a mortgage, researching available loan options, and finding the best interest rates. Additionally, the mortgage loan officer can provide guidance on the specific laws and regulations that apply to home buying in Lawrence County, such as the county's unique property tax structure. With their knowledge and experience, a mortgage loan officer can make the home buying process smoother and more manageable for residents of Lawrence County.

Tax Services

Residents of Lawrence County, PA could benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can assist in navigating the complex tax laws and regulations specific to the county. Lawrence County, PA has a diverse economy, with industries such as healthcare, education, and manufacturing playing a vital role in the local economy. Therefore, a tax advisor can help residents in these industries to maximize their tax returns by identifying tax deductions and credits that are unique to their profession. Additionally, a tax advisor can help residents who own businesses in Lawrence County, PA to stay compliant with the tax laws and avoid penalties. Furthermore, a tax advisor can help residents who are planning to relocate to Lawrence County, PA to understand the tax implications of the move and how to minimize their tax burden. In summary, a tax advisor can provide invaluable assistance to residents of Lawrence County, PA by helping them to navigate the complex tax laws and regulations and maximize their tax returns.

Estate Planning Lawyer

Residents of Lawrence County, PA can benefit from the services of an estate planning lawyer in a variety of ways. One specific area where an estate planning lawyer can be helpful in Lawrence County is in the creation of trusts. Trusts can be an effective way to protect assets and provide for loved ones after death. For example, a trust can be set up to provide for the care of a disabled family member or to ensure that a child's education is paid for. An estate planning lawyer can also help residents of Lawrence County with the creation of a will, which can ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with the creation of a power of attorney, which can give someone the authority to make financial or medical decisions on behalf of the individual if they become incapacitated. By working with an estate planning lawyer, residents of Lawrence County can ensure that their assets are protected and their wishes are carried out after their passing.

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