Wealth Management in Westmoreland County, PA

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List of Firms

Westmoreland County, PA Wealth Management Firms

Diversified Planners, Inc.
Location 241 Tollgate Hill Rd, Greensburg, PA 15601, USA
Phone (724) 836-6907
Morgan Stanley Financial Advisors

5 out of 5

Location 520 Pellis Rd, Greensburg, PA 15601, USA
Phone (724) 853-9750
Hefren-Tillotson
SEC File# 801-55083
CRD# 53

4 out of 5

Location 540 Pellis Rd #1000, Greensburg, PA 15601, USA
Phone (724) 838-0990
Kattan Ferretti Financial, LP
Location 1002 Tower Way, Greensburg, PA 15601, USA
Phone (724) 875-4625
McCoy Wealth Management Group of Janney Montgomery Scott
Location 121 E Main St 2nd floor, Ligonier, PA 15658, USA
Phone (724) 238-6684
21:5 Wealth Management
SEC File# 801-78089
CRD# 167658
Location 535 Lloyd Ave, Latrobe, PA 15650, USA
Phone (724) 327-6693
PWA Wealth Management
SEC File# 801-62193
CRD# 175112

5 out of 5

Location 542 Rugh St, Greensburg, PA 15601, USA
Phone (724) 830-8800
Merrill Lynch Wealth Management Advisor Julie L Heckmann
Location 1225 S Main St Suite 401, Greensburg, PA 15601, USA
Phone (724) 830-8328
Wealth Preservation Management
Location 311 Main St, Irwin, PA 15642, USA
Phone (724) 863-3412
Wealth Management Strategies, Inc. Greensburg
SEC File# 801-117711
CRD# 305481
Location One Northgate Square, # 104, Greensburg, PA 15601, USA
Phone (724) 836-7001
CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 542 Rugh St #1000, Greensburg, PA 15601, USA
Phone (724) 830-8800
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Professional Money Management LLC
Location 605 N Church St, Mt Pleasant, PA 15666, USA
Phone (724) 547-0988
Ryan Sharrer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 309 Main St, Irwin, PA 15642, USA
Phone (724) 978-2751
John Michael Onufro - Morgan Stanley
Location 520 Pellis Rd, Greensburg, PA 15601, USA
Phone (724) 853-2809
Nicole Szakos - Thrivent
Location 161 E Otterman St Ste 3, Greensburg, PA 15601, USA
Phone (724) 836-7772
Marion Wealth Management Group
SEC File# 801-122279
CRD# 315730

5 out of 5

Location 2790 Mosside Blvd #640, Monroeville, PA 15146, USA
Phone (412) 372-3849
The Wealth Advisory Group of DiLauro Wracher & Thomas
Location 463 Brush Run Rd Suite 200, Greensburg, PA 15601, USA
Phone (724) 727-9653
Merrill Lynch Wealth Management Advisor Ryan M. Purvis
Location 1225 S Main St Suite 401, Greensburg, PA 15601, USA
Phone (724) 830-8325
RAMwright Consulting Company, LLC
Location 610 Westchester Dr, Greensburg, PA 15601, USA
Phone (281) 889-7175
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About Westmoreland County, PA

Westmoreland County is located in the southwestern corner of Pennsylvania. The county is home to numerous landmarks, including the Laurel Highlands, Fort Necessity National Battlefield, and the Frank Lloyd Wright-designed Kentuck Knob. The county's top employers include the U.S. Department of Defense, Westinghouse Electric Company, and Walmart. Major highways and streets in the county include the Pennsylvania Turnpike and Route 30. The county's neighborhoods include Latrobe, Greensburg, and Jeannette.

Where Wealth Management Advisors in Westmoreland County, PA Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Westmoreland County, PA offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks provide a variety of other services such as online banking, bill pay, and mobile banking. They also offer a wide variety of products for their customers to choose from. This makes it easy for customers to find the products and services that best meet their needs.

Retirement Planning

Westmoreland County, PA is a great place to retire. There are many wonderful retirement communities and plenty of activities to keep you busy. However, in order to make the most of your retirement years, it's important to plan ahead. Here are some tips on how to do just that.

Tax Services

A tax accountant in Westmoreland County, PA can help individuals and businesses file their state and federal taxes. They can also offer advice on how to reduce one's taxable income. Additionally, tax accountants can help people resolve any disputes with the IRS.

Financial Advisor

A financial advisor in Westmoreland County, PA helps people save for their future. They offer advice on how to invest money and plan for retirement. They work with individuals and families to create a plan that fits their needs and budget. A financial advisor can help make sure you are on track to meet your financial goals.

Insurance Broker

An insurance broker in Westmoreland County, PA is a professional who helps people find the best insurance policies for their needs. They work with a variety of clients, including businesses and individuals, to help them choose the coverage that is right for them. Insurance brokers are licensed and regulated by the state, and they must meet certain requirements in order to practice. They typically have a lot of experience in the industry, and they know how to find the best deals on insurance policies.

Mortgage Loan Officer

Mortgage loan officers in Westmoreland County, PA help people get mortgages. They work with banks and other lenders to find loans that fit the buyer's needs, and they help people through the process of getting a mortgage. They also work with buyers to find the best deal on a mortgage, and they can help buyers understand the terms of their loan.

Estate Planning Lawyer

An estate planning lawyer in Westmoreland County, PA helps you to create a will and other legal documents that dictate how your estate will be handled after you die. This includes designating who will receive your property and money, setting up trusts, and creating guardianship arrangements for any children or pets you may have. In addition to wills, estate planning lawyers can also help with Living Wills and Powers of Attorney.

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