Wealth Management in Harmony, PA

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List of Firms

Harmony, PA Wealth Management Firms

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The Monongahela All Cap Value Fund
Location 223 Mercer St, Harmony, PA 16037, USA
Phone (855) 392-9331
Directions
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Michael Condron - RBC Wealth Management Financial Advisor
5 out of 5
Location 1605 Carmody Ct Suite 200, Sewickley, PA 15143, USA
Phone (724) 933-4422
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Merrill Lynch Wealth Management Advisor Samantha Burke
Location 417 Thorn St, Sewickley, PA 15143, USA
Phone (412) 749-7947
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Freedom Financial Corporation - Financial Advisors
5 out of 5
Location 210 Wallace Rd, Wexford, PA 15090, USA
Phone (724) 933-7222
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Michael Dukovich - RBC Wealth Management Financial Advisor
Location 1605 Carmody Ct Suite 200, Sewickley, PA 15143, USA
Phone (724) 933-4446
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River's Edge Wealth Management
Location 295 3rd St Suite #130, Beaver, PA 15009, USA
Phone (412) 526-8554
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Merrill Lynch Wealth Management Advisor William H. Brown Jr.
Location 417 Thorn St, Sewickley, PA 15143, USA
Phone (412) 749-7912
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DiNuzzo Wealth Management
4 out of 5
Location 1501 3rd St, Beaver, PA 15009, USA
Phone (877) 728-6564
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Brian Eagon - Morgan Stanley
Location 1603 Carmody Ct Suite 100, Sewickley, PA 15143, USA
Phone (724) 933-1469
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Rodgers Brothers Inc
5 out of 5
Location 223 Mercer St, Harmony, PA 16037, USA
Phone (724) 473-4003
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Merrill Lynch Wealth Management
Location 501 3rd St, Beaver, PA 15009, USA
Phone (724) 770-9874
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Lions Gate Wealth Management, LLC
Location 1000 Stonewood Dr #101, Wexford, PA 15090, USA
Phone (724) 918-4400
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GA Investment Management
SEC File# 801-77018
CRD# 153665
Location 310 Seven Fields Blvd Suite 161, Seven Fields, PA 16046, USA
Phone (724) 353-1800
Directions
Wealth Management in Harmony, PA

Where Wealth Management Advisors in Harmony, PA Serve

Harmony, PA is a charming town that boasts a rich history and a plethora of landmarks. From the Harmony Museum to the Harmony Inn, there is no shortage of cultural and historical attractions to explore. Top employers in the area include the Seneca Valley School District, the Butler Health System, and the Cranberry Township. These companies offer a range of employment opportunities in fields such as education, healthcare, and technology. Major highways and streets in Harmony include Route 68, Route 19, and Main Street. These thoroughfares provide easy access to neighboring towns and cities, as well as convenient transportation options for residents. Neighborhoods in Harmony are diverse and offer a range of housing options. From historic homes in the downtown area to modern developments on the outskirts of town, there is something for everyone in this vibrant community. Whether you are looking for a quaint cottage or a spacious estate, Harmony has it all.

Services Provided by Wealth Management Companies

Banks and Credit Unions

The residents of Harmony, PA would be helped by a bank in a multitude of ways. For instance, a bank could provide loans to small business owners who are looking to expand their operations in the town's historic district. This would not only benefit the business owners themselves, but it would also contribute to the town's economic growth and prosperity. Additionally, a bank could offer financial literacy classes to residents who may not have access to such resources elsewhere. Given that Harmony is a small town with a population of just over 1,000 people, it is likely that many residents may not have had the opportunity to learn about basic financial concepts like budgeting or saving. By offering these classes, a bank could empower residents to take control of their finances and make informed decisions about their future. Overall, a bank could play a vital role in supporting the residents of Harmony, PA and helping the town thrive.

Insurance Broker

Residents of Harmony, PA can benefit greatly from the assistance of an insurance broker. With the wide range of insurance options available, it can be overwhelming for individuals to navigate and determine which policies best suit their needs. An insurance broker can provide expert guidance and advice, taking into account the unique characteristics of Harmony, PA. For example, residents may require special coverage for natural disasters such as flooding, as Harmony is situated near the Connoquenessing Creek. An insurance broker can also assist in finding affordable health insurance options, as the cost of healthcare in Pennsylvania is higher than the national average. The broker can help residents understand the intricacies of insurance policies and ensure they are adequately covered in the event of an unexpected event.

Retirement Planning

Residents of Harmony, PA can greatly benefit from the expertise of a retirement planner. With the town's population aging and many residents approaching retirement age, a retirement planner can provide guidance on how to maximize retirement savings and ensure a comfortable retirement. Additionally, with Harmony being a small town with limited job opportunities, a retirement planner can help residents navigate their options for generating income in retirement. This may include exploring part-time work, starting a small business, or investing in rental properties. Furthermore, a retirement planner can assist with estate planning and ensuring that assets are distributed according to the individual's wishes after they pass away. With the complexity of retirement planning and the unique challenges faced by residents of Harmony, PA, a retirement planner can provide invaluable support in achieving a secure and fulfilling retirement.

Financial Advisor

Residents of Harmony, PA can benefit from the expertise of a financial advisor in several ways. One specific area where a financial advisor can be helpful is in planning for retirement. Many residents of Harmony, PA work in industries that do not offer retirement benefits, leaving them responsible for saving and investing for their own retirement. A financial advisor can help individuals create a personalized retirement plan that takes into account their current financial situation, future goals, and potential risks. This may include setting up retirement accounts, such as IRAs or 401(k)s, and investing in a diversified portfolio that balances risk and reward. Additionally, a financial advisor can provide guidance on tax-efficient strategies for retirement savings and help individuals navigate the complex regulations surrounding retirement planning. Overall, a financial advisor can be an invaluable resource for residents of Harmony, PA looking to secure their financial future.

Mortgage Loan Officer

Residents of Harmony, PA would greatly benefit from the assistance of a mortgage loan officer in various ways. Firstly, with the town's population of just over 1,000 people, it is likely that many residents have limited knowledge and experience in the mortgage application process. A loan officer can provide guidance and support, helping residents navigate the complex world of mortgages and ensuring they make informed decisions. Additionally, Harmony is a small town with a limited job market, which can make it difficult for residents to secure steady income and build credit. A mortgage loan officer can help residents understand how to improve their credit score and increase their chances of being approved for a mortgage. Finally, with the town's close-knit community, a loan officer can provide personalized service and build long-lasting relationships with residents, ensuring they feel valued and supported throughout the entire mortgage process.

Tax Services

Residents of Harmony, PA can benefit greatly from the expertise of a tax advisor. With its rich history and thriving community, Harmony, PA offers unique opportunities and challenges when it comes to taxes. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. For example, the historic district of Harmony, PA may have specific tax incentives that a tax advisor can help residents utilize. Additionally, a tax advisor can assist residents with tax planning and preparation, helping them stay organized and on track throughout the year. Whether it's preparing for tax season or making strategic financial decisions, a tax advisor can provide invaluable guidance and support to the residents of Harmony, PA.

Estate Planning Lawyer

Residents of Harmony, PA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting wills and trusts that ensure the smooth transfer of assets to beneficiaries upon death. This is particularly important in Harmony, PA, a small town with a rich history and close-knit community, where many residents have deep ties to the area and wish to leave a legacy for their loved ones. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities, allowing them to preserve more of their hard-earned assets for future generations. Finally, an estate planning lawyer can provide guidance on healthcare directives and powers of attorney, ensuring that residents have a plan in place for medical emergencies and incapacitation. With the help of an estate planning lawyer, residents of Harmony, PA can gain peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

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