Wealth Management in Hermitage, PA

We did the hard work of finding trustworthy partners in Hermitage, PA. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Hermitage, PA Wealth Management Firms

Matune Basile Advisors
SEC File# 801-114359
CRD# 168073
5 out of 5
Location 295 N Kerrwood Dr #102, Hermitage, PA 16148, USA
Phone (724) 301-1209
Language http://www.matunebasile.com/
Directions
Raymond James Financial Services/Ristvey Investment Group
4 out of 5
Location 499 N Hermitage Rd, Hermitage, PA 16148, USA
Phone (724) 342-3388
Language https://www.raymondjames.com/ristveyinvestmentgroup
Directions
Storehouse Investments LLC
Location 3021 Wilmington Rd, New Castle, PA 16105, USA
Phone (724) 202-6900
Language http://www.storehouseinvestments.net/
Directions
Willow Wealth Management LLP
Location 3110 Highland Rd # 101, Hermitage, PA 16148, USA
Phone (724) 347-7767
Directions
Olde Hickory Financial Services LLC
Location 3545 E State St, Hermitage, PA 16148, USA
Phone (724) 981-2112
Language http://www.oldehickoryfinancial.com/
Directions
Sankey Financial Services
Location 7221 W Market St, Mercer, PA 16137, USA
Phone (724) 381-2120
Language http://www.sankeyfinancial.com/
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 850 S Hermitage Rd suite c, Hermitage, PA 16148, USA
Phone (724) 983-0400
Language https://home.wellsfargoadvisors.com/001_A224?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA01755240
Directions
Wealth Management in Hermitage, PA

Where Wealth Management Advisors in Hermitage, PA Serve

Nestled in the heart of Mercer County, Pennsylvania lies the charming town of Hermitage. This town boasts a plethora of landmarks that are sure to captivate any visitor. Take a stroll through Buhl Park, a 300-acre park that features a lake, gardens, and walking trails. Or, visit the Shenango River Lake for a day of fishing and boating. As for top employers, Hermitage is home to several major corporations, including Joy Cone, Inc., a leading manufacturer of ice cream cones, and F.N.B. Corporation, a financial services company. Additionally, the Sharon Regional Medical Center is a major healthcare provider in the area. When it comes to major highways and streets, Interstate 80 and Interstate 79 both run through the town, making it easily accessible from surrounding areas. State Route 18 is also a major road in the area, connecting Hermitage to nearby towns and cities.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hermitage, PA can benefit from a bank's services in several ways. Firstly, a bank can provide financial assistance to small businesses in the area, which is essential for the local economy. For example, a bank could offer loans to a local entrepreneur who wants to start a new business in Hermitage, PA, or to an existing business that needs to expand. Additionally, a bank can offer personal loans to residents who need to make a large purchase, such as a car or a home. This is particularly useful for Hermitage, PA residents, as the area is known for its high cost of living. Furthermore, a bank can provide financial education to local residents, which is essential for building a strong financial foundation. For instance, a bank could offer workshops on budgeting and saving, which can help residents manage their finances more effectively. Overall, a bank can play a vital role in helping residents of Hermitage, PA achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Hermitage, PA can benefit from the expertise of an insurance broker in various ways. Firstly, an insurance broker can help individuals and businesses in Hermitage to navigate the complex insurance market and choose policies that meet their unique needs. With the town's proximity to the Ohio border, residents may require specialized coverage for cross-border travel or business transactions. Additionally, an insurance broker can assist residents in finding affordable health insurance plans, which is particularly important given the high rates of chronic disease in the area. Furthermore, an insurance broker can provide guidance on disaster insurance, given the town's history of severe weather events such as tornadoes and floods. Overall, an insurance broker can offer invaluable support to residents of Hermitage, PA, helping them to protect their assets and plan for the future.

Retirement Planning

Residents of Hermitage, PA can greatly benefit from the guidance of a retirement planner. With the town's population of approximately 16,000, many residents may not have the financial knowledge or resources to plan for their retirement effectively. A retirement planner can provide expert advice on how to save for retirement, which investment options are best suited for each individual's needs, and how to maximize Social Security benefits. Additionally, Hermitage, PA has a higher than average percentage of elderly residents, with 20.5% of the population over the age of 65. A retirement planner can help these residents navigate the complex world of Medicare and healthcare costs in retirement, ensuring they have access to the care they need without breaking the bank. Overall, a retirement planner can provide valuable support to the residents of Hermitage, PA as they plan for their future.

Financial Advisor

Residents of Hermitage, PA can benefit from the guidance and expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor can be helpful is in navigating the local economy. Hermitage, PA is a small town with a population of just over 16,000 people. While the town has a rich history and strong community ties, it can be challenging for residents to find high-paying jobs and build wealth. A financial advisor can help residents identify investment opportunities and develop a long-term financial plan that takes into account the unique challenges and opportunities presented by the local economy. Additionally, a financial advisor can provide guidance on retirement planning, estate planning, and tax strategies to help residents maximize their wealth and achieve their financial goals.

Mortgage Loan Officer

Residents of Hermitage, PA would greatly benefit from the services of a mortgage loan officer. Given the town's proximity to the Ohio border, many residents commute to work across state lines. A mortgage loan officer could help these individuals secure financing for a home purchase, potentially saving them time and money on their daily commute. Additionally, with a population of just over 16,000, Hermitage is a tight-knit community where word of mouth is a powerful tool. A mortgage loan officer who provides exceptional service could quickly build a positive reputation, leading to increased business and referrals. Furthermore, with the current economic climate, many residents may be struggling to make ends meet. A mortgage loan officer could offer guidance on refinancing options or debt consolidation, helping residents to better manage their finances. Overall, the services of a mortgage loan officer could greatly benefit the residents of Hermitage, PA in a variety of ways.

Tax Services

Residents of Hermitage, PA could greatly benefit from the expertise of a tax advisor. With the city's diverse economy, which includes manufacturing, healthcare, and retail industries, there are a multitude of tax implications that residents may not be aware of. For example, the city's proximity to the Ohio border means that many residents may work in Ohio and need assistance with filing taxes in two different states. Additionally, Hermitage's aging population may require specialized tax planning for retirement accounts and estate planning. A tax advisor can provide guidance on deductions and credits that residents may not be aware of, such as the Pennsylvania Property Tax/Rent Rebate program. Overall, a tax advisor can help residents of Hermitage navigate the complex world of taxes and potentially save them money in the process.

Estate Planning Lawyer

Residents of Hermitage, PA can benefit greatly from the services of an estate planning lawyer. This is especially true for those who own family businesses or have complex family dynamics. In Hermitage, PA, where the population is largely made up of families with multiple generations living in the same community, an estate planning lawyer can help navigate the intricacies of passing down assets and property to heirs. Additionally, an estate planning lawyer can assist with creating wills, trusts, and other legal documents that ensure a person's wishes are carried out after their passing. With the help of an estate planning lawyer, residents of Hermitage, PA can have peace of mind knowing that their legacy is protected and their loved ones are taken care of.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Hermitage, PA can provide a range of services to help clients manage their wealth effectively. These services may include investment management, retirement planning, estate planning, tax planning, and more. One specific aspect of Hermitage, PA that a wealth manager may take into account is the city's thriving business community. With numerous successful businesses operating in the area, a wealth manager can help clients invest in local companies and take advantage of the opportunities presented by the bustling economy. Additionally, the wealth manager may also consider the unique tax implications of living and investing in Hermitage, PA, ensuring that clients are making the most of their financial resources while minimizing their tax burden. Overall, a skilled wealth manager in Hermitage, PA can provide invaluable guidance and support to clients looking to build and protect their wealth over the long term.

Hermitage, PA is the ultimate destination for those seeking a wealth manager. The city's financial landscape is characterized by an intricate web of investment opportunities that require the expertise of a skilled professional to navigate. With its diverse economy that spans across various sectors, Hermitage presents a unique challenge for wealth managers, who must be well-versed in a broad range of investment options. From real estate to technology, Hermitage's investment portfolio is as complex as it is promising. As such, the ideal wealth manager must possess a deep understanding of the city's financial ecosystem, coupled with an ability to identify and capitalize on emerging trends. With a wealth manager from Hermitage, investors can rest assured that their financial goals are in capable hands.