Find a Financial Advisor in Cambria County, PA

 

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

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We Only Work With The Best Cambria County 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 Cambria County, PA


  • Financial Advisor Close to Cambria County, 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 Cambria County, 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 Cambria County, PA

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

  • Population: 133,009
  • % of Population 62 Years and Over: 27%
  • Average Home Value: $106,800
  • Average Monthly Housing Cost: $635
  • Average Household Income: $60,457
  • 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 Cambria County, PA

 

NEXT FINANCIAL GROUP, INC.

Website

(814) 942-0514

423 Marina Rd

Patton, PA 16668

SEC#: 801-56786
Years in Business: 22 years

 


Cambria County, PA Financial Advisor FAQs

Financial advisors generally charge a variety of fees depending on what they're offering. In general, you'll pay a percentage of your assets for the service, although that will depend on the strategy and advice offered by the advisor.
From an investor's perspective, it is hard to know how to invest without professional guidance. Your investment goals for the short-term future could feel very different from your goals for retirement. That's why it is best to seek consultation with an advisor who has experience in balancing potential gains with potential losses.
The role of a financial advisor is to help you manage your personal finances and provide advice that ensures you pursue prosperity by managing risk and making investments.
How long have you been providing financial advice? What are your certifications, licenses, trainings, and affiliations?