Retirement Planning in McMurray, PA

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List of Firms

Top Retirement Planners in McMurray, PA

The Waters of McMurray
5 out of 5
Location 441 Valley Brook Rd, McMurray, PA 15317, USA
Phone (724) 942-8150
Language https://www.thewaters.com/locations/the-waters-mcmurray
Directions
Pittsburgh Financial Consultants
Location 205 E McMurray Rd, McMurray, PA 15317, USA
Phone (724) 731-0120
Language https://www.pittsburghfinancial.com/
Directions
Southpointe Financial Services
Location 400 Southpointe Blvd # 430, Canonsburg, PA 15317, USA
Phone (724) 746-4100
Language http://www.southpointefin.com/
Directions
Securities America Inc
5 out of 5
Location 3001 Waterdam Plaza Dr # 180, Canonsburg, PA 15317, USA
Phone (724) 969-0277
Directions
Berthold Capital
Location 61 McMurray Rd # 105, Pittsburgh, PA 15241, USA
Phone (412) 835-5450
Language http://bertholdcapital.com/
Directions
Wright Associates
SEC File# 801-62560
CRD# 121300
5 out of 5
Location 61 McMurray Rd Suite #204, Pittsburgh, PA 15241, USA
Phone (412) 854-2100
Language https://kswrightassociates.com/
Directions
Chris Zurich - Prudential Financial
5 out of 5
Location 3901 Washington Rd Suite 205, McMurray, PA 15317, USA
Phone (724) 941-2099
Language http://www.prudential.com/financial-advisors/pa/mcmurray/chris-zurich
Directions
Kenneth Raymond - Prudential Financial
Location 161 Waterdam Rd Suite 240, McMurray, PA 15317, USA
Phone (724) 260-0815
Language http://www.prudential.com/us/k.raymond
Directions
Retirement Advisors Inc
Location 538 Valley Brook Rd, Canonsburg, PA 15317, USA
Phone (724) 941-8691
Directions
Celtic Financial Services, LLC
Location 3025 Washington Rd #104, McMurray, PA 15317, USA
Phone (724) 260-5487
Language http://www.celticfinancialservices.com/
Directions
Confluence Financial Partners
SEC File# 801-120711
CRD# 311980
Location 732 E McMurray Rd, McMurray, PA 15317, USA
Phone (724) 271-8801
Language http://www.confluencefp.com/
Directions
Eric Gregory - RBC Wealth Management Financial Advisor
Location 2400 Ansys Dr Suite 301, Canonsburg, PA 15317, USA
Phone (724) 745-8180
Language https://us.rbcwealthmanagement.com/gregoryclackson?utm_source=GMB&utm_medium=Yext
Directions
FOCUS4Financial
Location 1000 Noble Energy Dr, Canonsburg, PA 15317, USA
Phone (412) 429-4015
Language https://www.focus4financial.com/
Directions
Bernadette Collins - Prudential Financial
Location 3055 Washington Rd #301, McMurray, PA 15317, USA
Phone (724) 942-2150
Language http://www.prudential.com/us/bernadette.collins
Directions
Retirement Planning in McMurray, PA

About McMurray, PA for Those Planning to Retire

McMurray, PA is a charming suburban community located in the southwestern region of Pennsylvania. The area is known for its beautiful parks, top-notch schools, and diverse range of businesses. One of the most notable landmarks in McMurray is the Peters Township Community Recreation Center, which offers a variety of recreational activities for residents of all ages. Additionally, the area is home to several major employers, including the Peters Township School District, UPMC, and Giant Eagle. When it comes to transportation, major highways such as I-79 and Route 19 run through the area, making it easy for residents to travel to neighboring cities. Some of the most popular streets in McMurray include Valley Brook Road, East McMurray Road, and Waterdam Road. Finally, the area is divided into several distinct neighborhoods, each with its own unique character and charm. These include Peters Township, McMurray Heights, and Lindenwood, among others. Overall, McMurray is a vibrant and welcoming community that offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of McMurray, PA could benefit from a bank in a variety of ways. For instance, many residents may be looking to purchase a home in the area, and a bank could help them secure a mortgage loan. Additionally, McMurray is a growing community, and small business owners may need a loan to start or expand their operations. A bank could also offer financial planning services to help residents save for their future or plan for retirement. Furthermore, McMurray is located in a region that experiences harsh winters, and a bank could provide assistance to residents who may need to repair or replace their heating systems. Overall, a bank could provide valuable resources and support to residents of McMurray, PA in a variety of ways.

Insurance Broker

Residents of McMurray, PA can greatly benefit from the services of an insurance broker. With the town being located in Washington County, which is known for its high rate of natural disasters such as floods and tornadoes, an insurance broker can assist residents in finding the right coverage for their homes and properties. Additionally, with the town being home to many small businesses, an insurance broker can help these businesses navigate the complex world of commercial insurance, ensuring that they have the coverage they need to protect their assets and employees. Furthermore, with the ever-changing healthcare landscape, an insurance broker can assist residents in finding the right health insurance plan that meets their unique needs and budget. Overall, an insurance broker can provide invaluable assistance to the residents of McMurray, PA in navigating the complex world of insurance and ensuring that they have the coverage they need to protect themselves, their families, and their businesses.

Wealth Management

Residents of McMurray, PA could benefit greatly from the expertise of a wealth manager. With a population of just over 4,500, McMurray is a small but thriving community located in Washington County. A wealth manager can help residents of McMurray navigate the complexities of investment planning, retirement savings, and tax management. They can also provide guidance on estate planning, charitable giving, and risk management. In addition, a wealth manager can help residents of McMurray develop a personalized financial plan that takes into account their unique goals and circumstances. Whether it's planning for retirement, saving for a child's education, or building a diversified investment portfolio, a wealth manager can provide invaluable guidance and support to help residents of McMurray achieve their financial objectives.

Financial Advisor

Residents of McMurray, PA can benefit from the guidance of a financial advisor in various ways. One of the most common ways is by creating a personalized financial plan that aligns with their long-term goals and objectives. With the cost of living being 10% higher than the national average in McMurray, PA, a financial advisor can help residents navigate the high expenses of the area and make sound financial decisions. Additionally, a financial advisor can provide advice on investment strategies to help residents grow their wealth and prepare for retirement. This is especially important in McMurray, PA, where the median household income is $113,000, which is significantly higher than the national average. A financial advisor can also assist residents with tax planning, estate planning, and insurance needs to ensure they are protected against unexpected events. Overall, a financial advisor can provide valuable guidance to residents of McMurray, PA, helping them achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of McMurray, PA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan. This is especially important in McMurray, where the real estate market can be volatile and unpredictable. Additionally, a mortgage loan officer can help residents find the best possible interest rates and loan terms, which can save them thousands of dollars over the life of their loan. Furthermore, a mortgage loan officer can provide residents with valuable advice and guidance throughout the home-buying process, from selecting the right property to negotiating with sellers and closing the deal. In short, a mortgage loan officer can be a valuable ally for residents of McMurray, helping them to achieve their dreams of homeownership and financial stability.

Tax Services

Residents of McMurray, PA could benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that apply to the state of Pennsylvania, which vary from those of other states. Additionally, residents of McMurray, PA may have unique tax needs due to the town's location in the Pittsburgh metropolitan area. A tax advisor could help residents take advantage of any tax breaks or incentives that are specific to the region, such as those related to the energy industry. Furthermore, a tax advisor could help residents plan for their financial future by providing advice on retirement savings, estate planning, and other long-term financial goals. Overall, a tax advisor could be an invaluable resource for residents of McMurray, PA who want to make the most of their finances and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of McMurray, PA could greatly benefit from the services of an estate planning lawyer in a variety of ways. One specific example is that an estate planning lawyer can help residents navigate the complex Pennsylvania inheritance tax laws. With a tax rate of up to 15%, the inheritance tax can significantly impact the transfer of assets to heirs. An estate planning lawyer can assist residents in developing a comprehensive plan to minimize the tax burden on their loved ones. Additionally, an estate planning lawyer can help residents create wills, trusts, and powers of attorney to ensure their wishes are carried out in the event of incapacitation or death. By working with an estate planning lawyer, residents of McMurray, PA can have peace of mind knowing their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in McMurray, PA are comprehensive and tailored to the unique financial needs and goals of each client. The planner can help clients create a retirement plan that includes investment strategies, tax planning, and estate planning. Additionally, a retirement planner in McMurray, PA can provide advice on how to maximize social security benefits and navigate Medicare. With its proximity to Pittsburgh and its growing population, McMurray, PA has a diverse range of retirees with varying financial situations. Therefore, a retirement planner in McMurray, PA must have a deep understanding of the local economy and demographics to provide effective retirement planning services. The planner must also stay up-to-date with the latest financial trends and regulations to ensure that clients receive the best advice possible.

Nestled in the heart of Washington County, McMurray, PA is the perfect place to find a retirement planner. With its picturesque views and peaceful atmosphere, McMurray offers a plethora of options for those seeking financial guidance in their golden years. The town is home to a diverse range of financial advisors, each with their own unique approach to retirement planning. Whether you prefer a more traditional approach or are looking for innovative strategies, McMurray has something to offer. From tax planning to estate planning, the retirement planners in McMurray have the expertise to help you navigate the complex financial landscape of retirement. With its strong sense of community and commitment to excellence, McMurray is undoubtedly the best place to find a retirement planner that can help you secure your financial future.