Harmony, PA Financial Advisors and Resources



Financial Advisor Firms in Harmony, PA


MONONGAHELA CAPITAL MANAGEMENT

Website

(724) 473-4003

223 Mercer Street

Harmony, PA 16037

SEC#: 801-61034
Years in Business: 19 years


How Retirement-Friendly is Harmony, PA?

  • Population: 1,100
  • % of Population 62 Years and Over: 27.8%
  • Average Home Value: $215,800
  • Average Monthly Housing Cost: $1,016
  • Average Household Income: $87,343
  • 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.)


Harmony, PA Financial Advisor FAQs

This varies from advisor to advisor. Some advisors charge a percentage fee, while others charge an hourly rate or a specific fee for a specific service.
The best way to find a good advisor is to do your research. Make sure to ask friends, family, and coworkers for recommendations. Also mention any specific financial goals or needs you have so the professionals can provide you with an array of suitable advisors who are able to meet your requirements.
A financial advisor helps their clients make informed choices about the future and plan the most effective means of achieving their goals. Financial advisors can also provide a range of services, from investment strategies to retirement plans.
The first step should be to do a personal assessment of your financial situation, and determine what you should be doing with your money. A general rule would be to only go for professional help when it is either required or advantageous; in most cases, self-help works well enough but there are times when hands-off investments might provide better returns.