Wealth Management in Butler, PA

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List of Firms

Butler, PA Wealth Management Firms

Seven Fields Wealth Management
Location 100 Northpointe Cir # 301, Seven Fields, PA 16046, USA
Phone (724) 602-9751
Executive Financial Group
Location 1322 N Main St Ext, Butler, PA 16001, USA
Phone (724) 283-2806
Michael Lintelman - RBC Wealth Management Financial Advisor
Location 1605 Carmody Ct Suite 200, Sewickley, PA 15143, USA
Phone (724) 933-4400
Elevate Private Wealth Advisors
Location 2009 Mackenzie Way Suite 100, Cranberry Twp, PA 16066, USA
Phone (724) 437-3222
Marsico Wealth Management, LLC
Location 1018 Pittsburgh Rd, Valencia, PA 16059, USA
Phone (724) 898-3555
Bridgeview Wealth, Inc.
Location 435 Swanson Ln, Wexford, PA 15090, USA
Phone (724) 940-6321
Wexford Wealth Advisors LLC
Location 11676 Perry Hwy, Wexford, PA 15090, USA
Phone (724) 934-7700
Nex Tier Wealth Management
Location 101 E Diamond St, Butler, PA 16001, USA
Phone (724) 285-8743
Diehl Accounting & Financial
5 out of 5
Location 703 W Old Rte 422, Butler, PA 16001, USA
Phone (724) 282-7557
Wealth Management in Butler, PA

Where Wealth Management Advisors in Butler, PA Serve

Butler, PA is a historic city located in the heart of western Pennsylvania. It is home to a variety of landmarks, including the Butler County Courthouse and the Butler County Historical Society. The city boasts a diverse economy, with top employers such as Armstrong World Industries and the Butler Health System. Major highways, including Interstate 79 and Route 422, provide easy access to surrounding cities and towns. Neighborhoods in Butler range from historic districts like the North Main Street District to modern developments like the Eagle's Ridge community. With its rich history and vibrant economy, Butler is a dynamic city that continues to grow and evolve.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Butler, PA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to locals who want to start their businesses. Butler, PA is home to several small businesses, and a bank can help them with loans and other financial services to help them grow. Additionally, a bank can offer residents access to financial education programs, which can help them manage their finances better. This is especially important in Butler, PA, where the median household income is lower than the national average. Moreover, a bank can provide residents with access to affordable housing loans, which is crucial in a city where the cost of living is relatively high. Lastly, a bank can help residents plan for their future by offering investment and retirement planning services. This is important in a city where the population is aging, and many residents are approaching retirement age.

Insurance Broker

Residents of Butler, PA can benefit from an insurance broker in a variety of ways. For instance, an insurance broker can help residents find the right coverage for their homes, businesses, and vehicles. In Butler, PA, where the weather can be unpredictable and severe, having the right insurance coverage can be crucial. Insurance brokers can also help residents navigate the complex world of health insurance and find policies that meet their specific needs. Additionally, an insurance broker can assist residents in understanding the various types of life insurance available and help them choose the best option for their family's financial future. With an insurance broker's expertise and guidance, residents of Butler, PA can have peace of mind knowing they are protected from life's unexpected events.

Retirement Planning

Residents of Butler, PA can benefit from the help of a retirement planner in several ways. First and foremost, a retirement planner can assist in creating a comprehensive financial plan tailored to the unique needs and goals of each individual. This plan may include strategies for maximizing retirement savings, managing debt, and minimizing taxes. Additionally, a retirement planner can provide guidance on investment options and help residents navigate the complex world of retirement planning. For example, in Butler, PA, a retirement planner may suggest investing in local businesses to support the community and potentially earn a higher return on investment. Furthermore, a retirement planner can help residents understand their Social Security options and how to optimize their benefits. By working with a retirement planner, residents of Butler, PA can feel confident and prepared for their future financial needs.

Financial Advisor

Residents of Butler, PA can benefit greatly from the expertise of a financial advisor. With a population of over 13,000, this small city in western Pennsylvania is home to many hardworking individuals who could use guidance in managing their finances. A financial advisor can help residents with a variety of tasks, such as creating a budget, saving for retirement, and investing wisely. Additionally, with Butler's economy heavily reliant on manufacturing and healthcare industries, a financial advisor can assist residents in navigating the unique financial challenges and opportunities that come with these industries. Furthermore, given the recent economic downturn caused by the COVID-19 pandemic, a financial advisor can help residents in Butler, PA develop a financial plan that can help them weather the storm and come out stronger on the other side.

Mortgage Loan Officer

Residents of Butler, PA can be helped in various ways by a mortgage loan officer. Firstly, they can assist in finding the right mortgage product that suits the resident's financial situation. Whether it is a fixed-rate mortgage or an adjustable-rate mortgage, a loan officer can help explain the differences and provide guidance on which is the best option. Secondly, a loan officer can help residents navigate the complex mortgage process. The loan officer can explain the documentation required, the timeline for underwriting and closing, and any other questions that may arise. Additionally, a loan officer can help residents understand the local real estate market in Butler, PA, which can be quite competitive. With their expertise, loan officers can help residents secure a mortgage that meets their needs and budget. Overall, the assistance of a mortgage loan officer can make the home buying process less stressful and more manageable for residents of Butler, PA.

Tax Services

Residents of Butler, PA can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help individuals and businesses in Butler, PA navigate the complex tax laws and regulations that are unique to the state of Pennsylvania. This includes understanding local tax codes, such as the Butler City Earned Income Tax and the Butler County Local Services Tax. Additionally, a tax advisor can provide guidance on tax planning strategies to help residents minimize their tax liabilities and maximize their refunds. This may involve advising on deductions and credits that are specific to Butler, PA, such as the Keystone Opportunity Zone Program, which provides tax incentives for businesses that locate in designated areas of the city. Overall, a tax advisor can be a valuable resource for residents of Butler, PA to ensure they are in compliance with local tax laws and regulations while optimizing their tax situation.

Estate Planning Lawyer

Residents of Butler, PA can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their death. This is particularly important in Butler, PA, where the population is aging and many people are nearing retirement age. An estate planning lawyer can also help residents of Butler, PA minimize their tax liability and protect their assets from creditors. Additionally, an estate planning lawyer can assist with setting up trusts, establishing guardianships, and creating powers of attorney. By working with an estate planning lawyer, residents of Butler, PA can ensure that their wishes are carried out and their loved ones are provided for after they pass away.


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