Greensburg, PA Financial Advisors and Resources



Financial Advisor Firms in Greensburg, PA


TRUSTMONT ADVISORY GROUP, INC.

Website

(724) 468-5665

Scenic Drive Professional Center
200 Brush Run Road, Suite A
Greensburg, PA 15601

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

CHAPEL HILL INVESTMENT ANALYSTS INC

Website

(724) 830-2600

126 Mathews Street, Suite 1600

Greensburg, PA 15601

SEC#: 801-57548
Years in Business: 21 years

PWA WEALTH MANAGEMENT

Website

(412) 931-2700

542 Rugh Street
Suite 1000
Greensburg, PA 15601

SEC#: 801-62312
Years in Business: 18 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(724) 837-1130

132 South Main Street, Suite 300

Greensburg, PA 15601

SEC#: 801-60749
Years in Business: 19 years

WEALTH MANAGEMENT STRATEGIES, INC.

Website

(724) 836-7001

One Northgate Square
Suite 104
Greensburg, PA 15601

SEC#: 801-117711
Years in Business: 1 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(724) 837-3553

1225 South Main Street
Suite 107
Greensburg, PA 15601

SEC#: 801-108114
Years in Business: 5 years

VERITY ASSET MANAGEMENT, INC.

Website

(724) 837-9300

1602 Broad Street

Greensburg, PA 15601

SEC#: 801-66730
Years in Business: 15 years

HEFREN-TILLOTSON, INC.

Website

(724) 838-0990

540 Pellis Road

Greensburg, PA 15601

SEC#: 801-55083
Years in Business: 23 years

HEFREN-TILLOTSON, INC.

Website

(724) 838-0990

540 Pellis Road

Greensburg, PA 15601

SEC#: 801-55083
Years in Business: 23 years


How Retirement-Friendly is Greensburg, PA?

  • Population: 14,290
  • % of Population 62 Years and Over: 23.3%
  • Average Home Value: $136,900
  • Average Monthly Housing Cost: $709
  • Average Household Income: $55,105
  • 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.)


Greensburg, PA Financial Advisor FAQs

Start by evaluating how much money you have to invest. If your financial advisors fees are going to eat up a sizable portion of what you have, then it's probably not a good idea. If your advisor is providing investment advice, check that he or she has at least three years worth of experience and place an emphasis on their current portfolio.
Financial advisors provide ongoing counsel for clients throughout their lifetimes. They help individuals plan, save and invest for all stages of life, from retirement to college to buying a home. By partnering with a financial advisor, individuals can tap into the expertise and experience required to achieve long-term financial success no matter what stage each person is at in their lives or what challenges they may face during those stages.
Financial advisors get paid in a variety of ways. They may get free trade commissions, use a fee-based model, or make money from annuities and mutual funds. Different financial advisor salaries vary depending on the work they are doing.
A fee-only financial planner can take on myriad roles, including educator, counselor and coach. Many independent advisors work closely with one or more trustees to make sure an individual's finances are in order before handing off their client for investment management purposes only.