Find a Financial Advisor in Beaver, PA

 

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We did the hard work of finding trustworthy partners in Beaver, PA.

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We Only Work With The Best Beaver Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Beaver, PA


  • Financial Advisor Close to Beaver, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Beaver, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Beaver, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Beaver financial advisors.
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How Retirement-Friendly is Beaver, PA?

  • Population: 4,334
  • % of Population 62 Years and Over: 31%
  • Average Home Value: $188,800
  • Average Monthly Housing Cost: $960
  • Average Household Income: $78,575
  • 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.)



The Top Financial Advisor Firms in Beaver, PA

 

THREE CORD TRUE WEALTH MANAGEMENT, LLC

Website

(724) 683-3456

535 Third Street

Beaver, PA 15009

SEC#: 801-119394
Years in Business: 1 years

DINUZZO PRIVATE WEALTH, INC.

Website

(724) 728-6564

1501 3rd St.

Beaver, PA 15009

SEC#: 801-57384
Years in Business: 21 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(724) 680-0806

447 Third Street
2nd Floor
Beaver, PA 15009

SEC#: 801-60183
Years in Business: 20 years

FRAGASSO FINANCIAL ADVISORS INC.

Website

(724) 775-9642

433 State Avenue

Beaver, PA 15009

SEC#: 801-77097
Years in Business: 9 years

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Website

(724) 775-4222

1221 Third Street

Beaver, PA 15009

SEC#: 801-61068
Years in Business: 19 years

FRAGASSO FINANCIAL ADVISORS INC.

Website

(724) 775-9642

433 State Avenue

Beaver, PA 15009

SEC#: 801-77097
Years in Business: 9 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(724) 680-0806

447 Third Street
2nd Floor
Beaver, PA 15009

SEC#: 801-60183
Years in Business: 20 years

 


Beaver, PA Financial Advisor FAQs

Make sure the advisor has a CFP certification, if they don't they may not be as qualified as you think.
A financial advisor can help set up savings plans for you, help invest your money, and determine how much you should withdraw from your investments each month to cover fundamental living expenses.
Depending on the advisor's specialty, a financial advisor can either work in a commission-based or fee-for-service basis.
Financial advisors are needed because they help people assess their current situation to determine what steps they need to take in order to achieve financial security.