Wealth Management in Beaver County, PA

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List of Firms

Beaver County, PA Wealth Management Firms

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Fragasso Financial Advisors
SEC File# 801-77097
CRD# 123255
5 out of 5
Location 433 State Ave, Beaver, PA 15009, USA
Phone (724) 775-9642
Directions
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Spanos Group of Raymond James
5 out of 5
Location 1069 3rd St, Beaver, PA 15009, USA
Phone (724) 371-2001
Directions
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Beaver Financial Group
Location 1176 3rd St, Beaver, PA 15009, USA
Phone (724) 923-9017
Directions
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
1 out of 5
Location 650 Corporation St Suite 404, Beaver, PA 15009, USA
Phone (724) 728-5330
Directions
SEC File# 801-60871
CRD# 118364
Location 306 Meadow Ln, Sewickley, PA 15143, USA
Phone (412) 259-8208
Directions
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Merrill Lynch Wealth Management Advisor Lori Brinker
Location 417 Thorn St, Sewickley, PA 15143, USA
Phone (412) 749-7936
Directions
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Capital A Wealth Management
5 out of 5
Location 8050 Rowan Rd Suite 602, Cranberry Twp, PA 16066, USA
Phone (724) 658-4211
Directions
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Edward Jones - Financial Advisor: Tyson Smith
3 out of 5
Location 2554 Darlington Rd, Beaver Falls, PA 15010, USA
Phone (724) 846-1824
Directions
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River's Edge Wealth Management
SEC File# 801-120840
CRD# 313711
Location 295 3rd St Suite #130, Beaver, PA 15009, USA
Phone (412) 526-8554
Directions
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DiNuzzo Wealth Management
SEC File# 801-57384
CRD# 112778
4 out of 5
Location 1501 3rd St, Beaver, PA 15009, USA
Phone (877) 728-6564
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 – 4:30 PM Saturday: Closed Sunday: Closed
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Wealth Management in Beaver County, PA

Where Wealth Management Advisors in Beaver County, PA Serve

Nestled in the western region of Pennsylvania, Beaver County boasts a rich history and a thriving economy. From the iconic Beaver County Courthouse to the majestic Beaver River, there are several landmarks that make this county a must-visit destination. The top employers in the area include the Beaver Valley Nuclear Power Station, Heritage Valley Health System, and the Shell Chemicals Cracker Plant. Major highways such as I-376 and Route 65 provide easy access to neighboring cities like Pittsburgh and Youngstown. With neighborhoods like Beaver, Aliquippa, and Ambridge, there is something for everyone in Beaver County. Whether you want to explore the quaint streets of Sewickley or indulge in the natural beauty of Raccoon Creek State Park, Beaver County has it all.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Beaver County, PA can benefit from a bank in several ways. For instance, a bank can provide financial assistance to those looking to start or expand a business in the county, which is known for its strong industrial base. Additionally, a bank can help residents achieve their financial goals by offering a range of products and services, including savings accounts, checking accounts, loans, and investment options. Furthermore, with the county's proximity to Pittsburgh, a bank can help residents take advantage of the city's thriving job market by offering resources to help them find employment or education opportunities. Overall, a bank can play a crucial role in supporting the economic growth and financial well-being of Beaver County, PA and its residents.

Insurance Broker

Residents of Beaver County, PA could greatly benefit from the services of an insurance broker. Due to the county's proximity to Pittsburgh, many residents commute to the city for work, which can lead to unique insurance needs. An insurance broker can help residents navigate the complexities of finding the right auto insurance policy to cover them during their daily commute. Additionally, Beaver County has a significant aging population, which may require specialized insurance coverage for healthcare and long-term care. An insurance broker can assist in finding the right policies for these individuals, taking into account their specific needs and budget constraints. Furthermore, as a county with a diverse range of industries, including manufacturing and healthcare, businesses in Beaver County may require specialized insurance coverage to protect their assets and employees. An insurance broker can help business owners find the right policies to ensure their continued success.

Retirement Planning

Residents of Beaver County, PA would greatly benefit from the expertise of a retirement planner in a variety of ways. For instance, given that the county has a higher-than-average percentage of elderly citizens, a retirement planner would be able to provide tailored advice on how to maximize their Social Security benefits, navigate Medicare, and ensure they have sufficient savings to cover healthcare costs. Additionally, with the county's economy largely dependent on manufacturing and construction, a retirement planner could help residents in these industries plan for potential job loss or industry shifts. Furthermore, given the complex tax laws and regulations in Pennsylvania, a retirement planner could assist residents in minimizing their tax liabilities and maximizing their retirement income. Overall, a retirement planner would be an invaluable resource for Beaver County residents looking to secure a comfortable retirement.

Financial Advisor

Beaver County, PA residents could benefit greatly from the guidance of a financial advisor. With a median household income of $54,000, many families in the county struggle to make ends meet. A financial advisor could assist in creating a budget that would help residents save money and plan for the future. Additionally, with a poverty rate of 11.3%, many individuals in Beaver County may not have access to traditional banking services. A financial advisor could help these individuals navigate alternative financial services, such as credit unions or community development financial institutions, to ensure they are making sound financial decisions. Furthermore, Beaver County is home to many small businesses, which often face unique financial challenges. A financial advisor could provide guidance on business planning, budgeting, and investment strategies to help these businesses thrive. Overall, a financial advisor could provide invaluable support to the residents of Beaver County, helping them achieve financial stability and success.

Mortgage Loan Officer

Residents of Beaver County, PA would greatly benefit from the services provided by a mortgage loan officer. With a population of over 160,000, the county is home to a diverse community that includes both urban and rural areas. A mortgage loan officer can help residents navigate the complex process of securing a home loan, which can be particularly challenging in a county that has a mix of older, established neighborhoods and newer, developing areas. Additionally, a mortgage loan officer can provide valuable advice and guidance on the various types of loans available, such as conventional, FHA, and VA loans, and can help residents determine which option is best suited to their unique financial situation. Finally, a mortgage loan officer can help residents understand the local real estate market and provide insight into factors that may impact the value of their home, such as school districts, transportation options, and community amenities.

Tax Services

Residents of Beaver County, PA can benefit from the expertise of a tax advisor in many ways. For instance, tax advisors can help residents navigate the complex tax laws and regulations in Beaver County, which can be especially challenging for those who are self-employed or own a small business. Tax advisors can also help residents identify tax deductions and credits that they may have overlooked, potentially saving them thousands of dollars in taxes. Furthermore, tax advisors can help residents plan for their financial future by providing advice on retirement planning, estate planning, and investment strategies. Given the unique economic landscape of Beaver County, which is home to a mix of rural and urban areas and a diverse range of industries, tax advisors can provide invaluable guidance to residents who are looking to make the most of their financial resources.

Estate Planning Lawyer

Residents of Beaver County, PA can greatly benefit from the services of an estate planning lawyer. One of the most common ways that these lawyers can help is by creating a comprehensive estate plan that includes a will, power of attorney, and healthcare directives. This is particularly important in Beaver County, which has a large elderly population. An estate planning lawyer can help ensure that their clients' wishes are respected and their assets are distributed according to their wishes. Additionally, the lawyer can assist with navigating the complexities of Pennsylvania's inheritance laws and minimizing taxes on the estate. Overall, working with an estate planning lawyer can provide peace of mind and security for residents of Beaver County, PA.

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