Irwin, PA Financial Advisors and Resources



Financial Advisor Firms in Irwin, PA


DUNCAN FINANCIAL PLANNING ADVISORS

Website

(724) 863-3420

311 Main St.

Irwin, PA 15642

SEC#: 801-119284
Years in Business: 0 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(724) 493-5554

100 Pennsylvania Avenue
Suite 4
Irwin, PA 15642

SEC#: 801-21527
Years in Business: 37 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(724) 493-5554

100 Pennsylvania Avenue
Suite 4
Irwin, PA 15642

SEC#: 801-21527
Years in Business: 37 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(724) 863-3287

311 Main Street

Irwin, PA 15642

SEC#: 801-63930
Years in Business: 16 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(724) 493-5554

100 Pennsylvania Avenue
Suite 4
Irwin, PA 15642

SEC#: 801-21527
Years in Business: 37 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(724) 863-3287

311 Main Street

Irwin, PA 15642

SEC#: 801-63930
Years in Business: 16 years


How Retirement-Friendly is Irwin, PA?

  • Population: 3,797
  • % of Population 62 Years and Over: 23.9%
  • Average Home Value: $156,500
  • Average Monthly Housing Cost: $816
  • Average Household Income: $60,769
  • 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.)


Irwin, PA Financial Advisor FAQs

A financial advisor is someone who helps people manage their money. They develop personalized financial plans, recommend investments that work for you, and help you reach your goals by developing long-term strategies meant to provide security and protection.
It is important for anyone making significant investments to have some knowledge of the principles of finance, they must be informed about factors that influence investment decisions and the best ways to manage assets, diversify portfolios, understand risk tolerance, handle taxes. If you are not knowledgeable in these aspects then it is advised that you find an advisor who is educated in these topics.
It's important to choose a financial advisor who is registered with the Financial Industry Regulatory Association (FINRA), or who works for an investment company that has strong, ethical regulatory standards.
Financial advisors get paid by trading and commission fees.