Washington, PA Financial Advisors and Resources

Financial Advisor Firms in Washington, PA



(724) 745-2300

1720 Washington Rd

Washington, PA 15301

SEC#: 801-7190
Years in Business: 50 years

How Retirement-Friendly is Washington, PA?

  • Population: 13,532
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $104,000
  • Average Monthly Housing Cost: $737
  • Average Household Income: $52,287
  • 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, PA Financial Advisor FAQs

The role of a financial advisor is to educate you with all your investment needs. This includes providing timely information on personal finance, investing for retirement and college, helping to set up an estate plan, and more.
Absolutely. A person can get advice from a financial advisor to help assess their income and assets, set goals and find out what insurance products to use.
Feel free to weigh in using factors such as cost and distance from office when making your final decisions on how to proceed.
Start with why you would need to find a financial advisor.