Washington County, PA Financial Advisors and Resources



Financial Advisor Firms in Washington County, PA


GRANT STREET ASSET MANAGEMENT INC

Website

(412) 257-8060

380 Southpointe Blvd
South Pointe Plaza Ii Suite 315
Canonsburg, PA 15317

SEC#: 801-43095
Years in Business: 28 years

BRAUN-BOSTICH & ASSOCIATES INC.

Website

(724) 942-2639

1600 Ashwood Drive
Ste 1601
Canonsburg, PA 15317

SEC#: 801-110570
Years in Business: 4 years

H FINANCIAL MANAGEMENT

Website

(724) 745-9406

400 Southpointe Blvd.
Plaza One, Suite 420
Canonsburg, PA 15317

SEC#: 801-69665
Years in Business: 12 years

BRYAN ADVISORY SERVICES, LLC

Website

(724) 746-4004

125 Technology Drive
Suite 105
Canonsburg, PA 15317

SEC#: 801-116672
Years in Business: 2 years

VENATOR MANAGEMENT LLC

Website

(412) 586-3749

4000 Town Center Boulevard
Suite 150
Canonsburg, PA 15317

SEC#: 801-119414
Years in Business: 1 years

CONFLUENCE FINANCIAL PARTNERS, INC.

Website

(724) 271-8801

1000 Noble Energy Dr
Suite 240
Canonsburg, PA 15317

SEC#: 801-120711
Years in Business: 0 years

HEFREN-TILLOTSON, INC.

Website

(724) 597-7990

121 Champion Way

Canonsburg, PA 15317

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

LINCOLN FINANCIAL SECURITIES CORPORATION

Website

(800) 836-4897

1700 Ashwood Drive
Suite 1703
Canonsburg, PA 15317

SEC#: 801-23151
Years in Business: 36 years

LINCOLN FINANCIAL ADVISORS CORPORATION

Website

(724) 743-2980

370 Southpointe Boulevard
Suite 200
Canonsburg, PA 15317

SEC#: 801-42530
Years in Business: 29 years


How Retirement-Friendly is Washington County, PA?

  • Population: 207,212
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $184,200
  • Average Monthly Housing Cost: $849
  • Average Household Income: $85,387
  • 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.)


Washington County, PA Financial Advisor FAQs

A financial advisor provides advice about money. The most skilled advisors will guide you through many different options and help you decide what's right for your long-term security.
A financial advisor can provide a variety of services for you – from simplifying your investment strategy and retirement plan, to helping you take advantage of tax benefits like college tuition savings accounts. They also help protect your investments by making sure they're spread among different types of assets that will provide the right balance between risk and reward over time.
Ask your family and friends for referrals. Look for someone that has been in business at least 10 years with a solid success record of helping clients reach their goals, who is NCPA certified, and who offers personalized service by with-holding investment decisions from people up front. Compare fees charged with the services offered to ensure you're getting reasonable value for what you're paying up front and on an ongoing basis.
Financial advisors are typically compensated with a mix of commissions or transaction fees, hourly fee, or retainer.