Allison Park, PA Financial Advisors and Resources



Financial Advisor Firms in Allison Park, PA


OAK GROVE CAPITAL, LLC

Website

(412) 515-8899

2689 Oak Hill Drive
Carriage Building
Allison Park, PA 15101

SEC#: 801-112059
Years in Business: 3 years

CITIZENS SECURITIES, INC.

Website

(412) 488-3409

4761 Route 8
Mailstop: 15B-0084
Allison Park, PA 15101

SEC#: 801-61902
Years in Business: 18 years

CITIZENS SECURITIES, INC.

Website

(412) 488-3409

4761 Route 8
Mailstop: 15B-0084
Allison Park, PA 15101

SEC#: 801-61902
Years in Business: 18 years

TRUSTMONT ADVISORY GROUP, INC.

Website

(412) 487-5123

3707 Aurelia Dr.

Allison Park, PA 15101

SEC#: 801-30694
Years in Business: 33 years


How Retirement-Friendly is Allison Park, PA?

  • Population: 23,092
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $239,000
  • Average Monthly Housing Cost: $1,145
  • Average Household Income: $108,101
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)


Allison Park, PA Financial Advisor FAQs

Deciding who to trust with managing your finances can be a daunting task. So you have two options to help narrow this down for you. 1) Ask friends and family who they would recommend (although keep in mind what the average person knows about investing, retirement, etc varies widely). Option 2) If you don't know anyone or if it's not safe to do so based on the people around you, talk to potential advisors by email or phone first before meeting with them in person (and again ask around for referrals).
It's important to be clear on what it is that you're looking for from a financial advisor before choosing them, as that will dictate how best to look for one. For example, if your priority is investing in the future then researching investment advisors who specifically focus on long-term investments may be your best option. An alternative would be finding an advisor who specializes in retirement planning and other people's wealth management needs.
A financial advisor is an individual who interviews clients to help them plan for retirement, review investments and insurance policies, recommend a financial strategy, and/or manage their finances. The cost of hiring a financial advisor can vary depending on the firm, what services are being offered, as well as the specific results the client wants from their advisor. In order to find an estimate from a particular advisory or brokerage firm it would be advisable to contact them directly.
Yes, it is worth hiring a financial advisor because they are able to answer questions that you may not know the answers to. When making major decisions, it is best to consult an expert before playing with your finances. A specialist in this field will be able to put your mind at ease about risks that are unknowingly being taken or red flags that are occurring without you knowing about them.