Wealth Management in Allison Park, PA

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List of Firms

Allison Park, PA Wealth Management Firms

Bradley Delozier
Location 4761 State Hwy 8, Allison Park, PA 15101, USA
Cynthia Plazek - Thrivent
Location 1736 Ferguson Rd, Allison Park, PA 15101, USA
Phone (412) 748-0625
Edward Jones - Financial Advisor: Joe Ford III, AAMS™
Location 4960 William Flinn Hwy Ste 7, Allison Park, PA 15101, USA
Phone (724) 443-1910
Tompkins Consulting Group LLC
Location 1414 Fernledge Dr, Allison Park, PA 15101, USA
Phone (412) 445-6376
Amity Financial Planning
Location 103 N Harleston Dr, Pittsburgh, PA 15237, USA
Phone (412) 407-5255
Wealth Management in Allison Park, PA

Where Wealth Management Advisors in Allison Park, PA Serve

Allison Park, PA is a charming suburb located just north of Pittsburgh. With a population of over 21,000, this town is home to a variety of landmarks, top employers, major highways and streets, and neighborhoods. One of the most notable landmarks in Allison Park is the Wildwood Highlands Family Fun Center, a popular spot for families to enjoy go-karts, mini-golf, and arcade games. Another landmark is the North Park Boathouse, which offers boat rentals and scenic views of the lake. Top employers in Allison Park include UPMC St. Margaret Hospital, Giant Eagle, and Hampton Township School District. These organizations provide job opportunities for many residents in the area. Major highways and streets in Allison Park include Route 8, Route 910, and Duncan Avenue. These roads provide easy access to Pittsburgh and other neighboring towns. Allison Park is also home to several unique neighborhoods, including Hampton Township, which features beautiful homes and a highly-rated school district.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Allison Park, PA can benefit from the services provided by a bank in a multitude of ways. For instance, a bank can assist in financing home purchases, which is particularly important in Allison Park, PA, given its high median home value of $262,000. Additionally, banks can offer residents investment opportunities to help grow their wealth and plan for retirement. With the variety of businesses in Allison Park, PA, banks can also provide small business loans and other financial services to help entrepreneurs start or expand their businesses. Furthermore, banks can offer residents access to credit cards and other financial products that can help them build and maintain their credit scores. Overall, a bank's services can be invaluable to residents of Allison Park, PA, providing them with the financial tools they need to achieve their goals and secure their financial futures.

Insurance Broker

Residents of Allison Park, PA could benefit greatly from the services of an insurance broker. With its proximity to Pittsburgh, there are a variety of industries and job opportunities in the area that require different types of insurance coverage. Additionally, Allison Park is located in Allegheny County, which has some of the highest car insurance rates in the state. An insurance broker could help residents find the most affordable and comprehensive auto insurance policies. Furthermore, with the unpredictable weather in Western Pennsylvania, homeowners insurance is a must-have for residents of Allison Park. An insurance broker could assist in finding the right coverage to protect against potential damages from severe storms or other natural disasters. Overall, an insurance broker can provide valuable guidance and support for residents of Allison Park in navigating the complex world of insurance.

Retirement Planning

Residents of Allison Park, PA can greatly benefit from the services of a retirement planner in various ways. One of the most common ways is by creating a comprehensive financial plan that takes into account their retirement goals, current financial situation, and any unique circumstances. With a retirement planner's expertise, they can develop a personalized strategy that maximizes their retirement income and minimizes taxes. Additionally, Allison Park, PA residents can benefit from a retirement planner's knowledge of the local economy and job market. This can be especially helpful for those who plan to continue working part-time during retirement or who want to start a small business. A retirement planner can also provide guidance on healthcare costs, which can be a significant expense for retirees in Allison Park, PA, where healthcare costs are higher than the national average. Overall, working with a retirement planner can help Allison Park, PA residents achieve financial security and peace of mind during their retirement years.

Financial Advisor

Residents of Allison Park, PA could benefit from the guidance of a financial advisor in a multitude of ways. With a variety of industries in the area, including healthcare and technology, a financial advisor could assist individuals in navigating the complexities of their employee benefits and retirement plans. Additionally, with the median household income in Allison Park being higher than the national average, a financial advisor could help residents make informed decisions about investing and growing their wealth. Furthermore, with the cost of living in Allison Park also being higher than the national average, a financial advisor could provide advice on budgeting and managing debt to ensure financial stability. Overall, a financial advisor could offer valuable insights and strategies tailored to the unique financial needs of Allison Park residents.

Mortgage Loan Officer

Residents of Allison Park, PA would greatly benefit from the expertise of a mortgage loan officer in a variety of ways. With a population of just over 21,000, Allison Park is a tight-knit community that values homeownership and stability. A skilled mortgage loan officer can help residents navigate the complex world of mortgages, from determining the best type of loan for their unique financial situation to securing the lowest interest rates possible. Additionally, the officer can provide guidance on the specific nuances of the Allison Park housing market, such as the prevalence of older homes in need of renovation and the popularity of certain neighborhoods. By working with a mortgage loan officer, residents can feel confident in their ability to achieve their dreams of homeownership and build a secure financial future for themselves and their families.

Tax Services

Residents of Allison Park, PA can greatly benefit from the expertise of a tax advisor. With the town's close proximity to Pittsburgh, many residents may have complex tax situations due to commuting or working in the city. Additionally, Allison Park has a higher median household income than the surrounding areas, which can lead to more complicated tax filings. A tax advisor can assist with maximizing deductions and credits, navigating the tax code, and ensuring compliance with state and federal regulations. Furthermore, with the recent changes to tax laws, a tax advisor can provide valuable insight into how these changes may impact residents of Allison Park specifically. Overall, working with a tax advisor can alleviate stress and provide peace of mind for residents of Allison Park during tax season.

Estate Planning Lawyer

Residents of Allison Park, PA can greatly benefit from the services of an estate planning lawyer. With the average household income higher than the national average, Allison Park residents often have more assets to protect and distribute. An estate planning lawyer can assist in creating a will or trust to ensure that these assets are distributed according to the client's wishes. Additionally, Allison Park is home to many retirees who may need assistance with Medicaid planning or long-term care planning. An estate planning lawyer can help navigate the complex regulations and laws surrounding these issues. Overall, the expertise of an estate planning lawyer can provide peace of mind for Allison Park residents knowing their assets and legacy are protected.


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