Wealth Management in Allegheny County, PA

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Allegheny County, PA Wealth Management Firms

Allegheny Financial Group
SEC File# 801-12566
CRD# 104690
4 out of 5
Location 811 Camp Horne Rd, Pittsburgh, PA 15237, USA
Phone (412) 367-3880
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Core Wealth Management
SEC File# 801-69645
CRD# 148399
Location 6031 Wallace Rd Extension suite 110, Wexford, PA 15090, USA
Phone (724) 371-8090
Lions Gate Wealth Management, LLC
Location 1000 Stonewood Dr #101, Wexford, PA 15090, USA
Phone (724) 918-4400
Wealth Management in Allegheny County, PA

Where Wealth Management Advisors in Allegheny County, PA Serve

Allegheny County is located in Western Pennsylvania and is home to the city of Pittsburgh. The county is made up of 90 municipalities, including the city of Pittsburgh. Some of the major landmarks in Allegheny County include the Point State Park, Heinz Field, and the Andy Warhol Museum. The top employers in Allegheny County are UPMC, Allegheny County, and PNC Bank. Major highways and streets in Allegheny County include Interstate 279 and Pennsylvania Route 28. The neighborhoods in Allegheny County vary greatly in terms of socioeconomic status.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Allegheny County, PA offer a variety of services to their customers. These services can include checking and savings accounts, loans, mortgages, and other financial products. In addition to these products and services, banks can also provide their customers with credit cards, debit cards, and investment advice.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Allegheny County, PA. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

Tax accountants in Allegheny County, PA can help business owners and individuals navigate the complex tax code of the United States. They can help with everything from preparing tax returns to representing clients during audits. In addition, many tax accountants also offer other services such as bookkeeping, estate planning, and financial consulting.

Financial Advisor

A financial advisor in Allegheny County, PA helps individuals and businesses make sound financial decisions. They can provide guidance on investments, retirement planning, insurance, and tax planning. Financial advisors work with clients to create a plan that meets their specific needs and goals.

Insurance Broker

An insurance broker is a professional who helps individuals, families and businesses obtain insurance. They work with clients to find the best policies for their needs, and also help them file claims and navigate the complex world of insurance. In Allegheny County, PA, there are many brokers to choose from, so it is important to do your research before selecting one. Ask friends and family for recommendations, or check online reviews. Once you have narrowed down your choices, interview each of them to find out what services they offer and what rates they charge. Once you have chosen a broker, be sure to keep in touch with them throughout the year to make sure your coverage is still adequate.

Mortgage Loan Officer

Mortgage loan officers in Allegheny County, PA work with clients to help them secure mortgages. They work with a variety of lenders to find loans that meet the needs of their clients. They also help clients understand the terms of their mortgages, and work with them to ensure that they make timely payments. Mortgage loan officers in Allegheny County, PA are an important part of the mortgage process, and help ensure that homeowners can secure the financing they need to purchase a home.

Estate Planning Lawyer

An estate planning lawyer in Allegheny County, PA helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


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