Find a Financial Advisor in Delmont, PA

 

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

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We Only Work With The Best Delmont 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 Delmont, PA


  • Financial Advisor Close to Delmont, 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 Delmont, 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 Delmont, PA

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

  • Population: 2,563
  • % of Population 62 Years and Over: 30.3%
  • Average Home Value: $192,700
  • Average Monthly Housing Cost: $883
  • Average Household Income: $81,391
  • 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 Delmont, PA

 

MACDOUGALL FINANCIAL COUNSELING

Website

(724) 468-1300

2364 Route 66

Delmont, PA 15626

SEC#: 801-33838
Years in Business: 32 years

 


Delmont, PA Financial Advisor FAQs

Check their qualifications and experience. Ask them how much they charge and how to cancel the contract in case you're not satisfied with their service. If possible, get a recommendation from a family member or friend, but remember that every provider will only be good at different things.
A financial advisor will assist you in managing your finances by developing an integrated plan for retirement, insurance, investments, taxes, and estate succession planning.
You want somebody who is trustworthy and understands the difficulties of managing money. Once you find an advisor talk before any investment is made about strategies and what they expect from you after the initial meeting. If the person does not present at least three different options of investments then he or she has not done their research which means they could be trying to make a quick buck by pitching investments tailored for people at your stage in life which will cost more in fees than other investments would have initially cost.
Yes. You need a financial advisor because they help you make sure that your finances are organized and nurtured by someone with the education and expertise to do so, they're able to identify common mistakes people without advisors often make, and it can be as simple as filling out forms for insurance policies or as complicated as deciding when to pull the plug on one's mortgage.