Find a Financial Planner
National Registry of 5 Star Rated Financial Planners Near You. Free!
www.PaladinRegistry.com
National Registry of 5 Star Rated Financial Planners Near You. Free!
www.PaladinRegistry.com
Financial Advisors
Certified Financial Planner™ Professionals - Free Consultation
www.ameriprise.com
Certified Financial Planner™ Professionals - Free Consultation
www.ameriprise.com
BPU Investment Management
A full service investment firm Invested in your interests
www.bpuinvestments.com
A full service investment firm Invested in your interests
www.bpuinvestments.com
OppenheimerFunds
Discover New Strategies to Help You Re-Connect With Clients.
www.OppenheimerFunds.com
Discover New Strategies to Help You Re-Connect With Clients.
www.OppenheimerFunds.com
Financial planning
Understand Your Planning Needs. A Trusted Name In Financial Planning.
www.LincolnFinancial.com
Understand Your Planning Needs. A Trusted Name In Financial Planning.
www.LincolnFinancial.com
Find A Financial Advisor
Our free service matches you to financial advisors in your area.
www.wiseradvisor.com
Our free service matches you to financial advisors in your area.
www.wiseradvisor.com
Financial planning
Straightforward Pricing. Powerful Tools.Winner Forbes Best of the Web
www.FolioInvesting.com
Straightforward Pricing. Powerful Tools.Winner Forbes Best of the Web
www.FolioInvesting.com
Local Financial Planners
Find Independent Financial Planners Pre-Screened to Match Your Needs
Financial-Planners.respond.com
Find Independent Financial Planners Pre-Screened to Match Your Needs
Financial-Planners.respond.com
Get A Financial Planner
Certified and Registered Advisor Let's Have A Conversation Today
www.stevemazda.com
Certified and Registered Advisor Let's Have A Conversation Today
www.stevemazda.com
Find a Financial Planner
Free Service to Connect You with the Right Qualified Finance Planner
www.MoneyManager.com/Financial
Free Service to Connect You with the Right Qualified Finance Planner
www.MoneyManager.com/Financial
Financial Planners
Find Your Retirement Number Now & Let ING Help You Plan Your Future
INGYourNumber.com
Find Your Retirement Number Now & Let ING Help You Plan Your Future
INGYourNumber.com
Related Business Topics
A
Addish and Hill
Provider of financial services and investment consultation and management.
www.addishill.com
Provider of financial services and investment consultation and management.
www.addishill.com
Albig Associates Investment Management
Provider of financial services, investment and asset management and consultation.
www.albigassociates.com
Provider of financial services, investment and asset management and consultation.
www.albigassociates.com
Allegheny Investments
Provider of financial services, including investment management, estate planning and research.
www.alleghenyinvestments.com
Provider of financial services, including investment management, estate planning and research.
www.alleghenyinvestments.com
The Aranda Group
Provider of financial services and investment and asset management.
www.arandagroup.com
Provider of financial services and investment and asset management.
www.arandagroup.com
Executive Financial Services
Provider of financial services, including investment management and advice.
www.assetcoach.com
Provider of financial services, including investment management and advice.
www.assetcoach.com
B
Batchelor and Company
Provider of financial services, specializing in business management and consultation.
www.batchelorco.com
Provider of financial services, specializing in business management and consultation.
www.batchelorco.com
Bertz and Company
Provider of financial services, including audit services, bookkeeping, tax planning and financial statements.
www.bertzcpa.com
Provider of financial services, including audit services, bookkeeping, tax planning and financial statements.
www.bertzcpa.com
BlackRiver Financial Services
Provider of financial services, including bookkeeping, asset management, business consulting and financial planning.
www.blackriverfinancial.com
Provider of financial services, including bookkeeping, asset management, business consulting and financial planning.
www.blackriverfinancial.com
C
Capital Planning Advisory Group
Provider of financial services, including investment management and long-term planning.
www.cpaginc.com
Provider of financial services, including investment management and long-term planning.
www.cpaginc.com
Create Solutions
Provider of financial and business services, including Web design and development, management consulting and training.
www.createsolutions.com
Provider of financial and business services, including Web design and development, management consulting and training.
www.createsolutions.com
D
Dean Charles Associates
Provider of insurance packages, including life, auto, property and retirement insurance.
www.deancharles.com
Provider of insurance packages, including life, auto, property and retirement insurance.
www.deancharles.com
DJS Financial
Provider of financial services, including investment consultation and planning.
www.djsfinancial.com
Provider of financial services, including investment consultation and planning.
www.djsfinancial.com
Driscoll Insurance and Financial Services
Provider of financial services, including planning and insurance.
www.driscollfinancial.com
Provider of financial services, including planning and insurance.
www.driscollfinancial.com
Dale Wagner Insurance Agency
Full-service independent agency specializing in home, auto and life insurance needs.
www.dwi-ins.com
Full-service independent agency specializing in home, auto and life insurance needs.
www.dwi-ins.com
E
Engle-Hambright and Davies
Insurance provider specializing in personal, life, business and construction insurance.
www.ehd-ins.com
Insurance provider specializing in personal, life, business and construction insurance.
www.ehd-ins.com
The Ernharth Companies
Provider of financial advice, insurance and investment consultation.
www.ernharth.com
Provider of financial advice, insurance and investment consultation.
www.ernharth.com
F
Financial Voyages
Provider of financial services, specializing in college planning.
www.financialvoyages.com
Provider of financial services, specializing in college planning.
www.financialvoyages.com
G
Gallen Insurance
Provider of insurance, including life, health, home, auto and business.
www.galleninsurance.com
Provider of insurance, including life, health, home, auto and business.
www.galleninsurance.com
GDM Advisory Group
Provider of financial services, including investment consultation and tax planning.
www.gdmplan.com
Provider of financial services, including investment consultation and tax planning.
www.gdmplan.com
Guardian Financial Group
Provider of financial services, including investment and portfolio management and consultation.
www.guardianfinancialgroup.com
Provider of financial services, including investment and portfolio management and consultation.
www.guardianfinancialgroup.com
H
Hefren-Tillotson
Provider of financial services, including investment strategies, tax consultation and asset management.
www.hefren.com
Provider of financial services, including investment strategies, tax consultation and asset management.
www.hefren.com
I
Infininty Investment Advisors
Provider of financial services, planning services and investment consultation.
www.infinityadvisors.com
Provider of financial services, planning services and investment consultation.
www.infinityadvisors.com
Independent Tax and Financial Planners
Provider of financial services and tax preparation assistance.
www.itfp.com
Provider of financial services and tax preparation assistance.
www.itfp.com
J
Jazwinski Financial Services
Provider of financial services, including tax preparation, long-term planning and investment consultation.
www.jazwinski.com
Provider of financial services, including tax preparation, long-term planning and investment consultation.
www.jazwinski.com
M
Manchester Companies
Provider of financial services, specializing in investment consultation and insurance.
www.manchester-ltd.com
Provider of financial services, specializing in investment consultation and insurance.
www.manchester-ltd.com
Miller Hanover Insurance
Provider of financial services, including insurance, messenger services and tax preparation.
www.millerhanover.com
Provider of financial services, including insurance, messenger services and tax preparation.
www.millerhanover.com
N
The National Advisory Group
Provider of financial services, including consulting, mutual fund administration and accounting.
www.national-advisory.com
Provider of financial services, including consulting, mutual fund administration and accounting.
www.national-advisory.com
Northeastern Financial Consultants
Provider of financial services,including planning, asset and investment management and consultation.
www.nefci.com
Provider of financial services,including planning, asset and investment management and consultation.
www.nefci.com
The Niemeyer Group
Provider of financial services and access to financial news.
www.niemeyergroup.com
Provider of financial services and access to financial news.
www.niemeyergroup.com
O
P
Parks and Company
Provider of financial news and services, including investment and planning consultation.
www.parksandco.com
Provider of financial news and services, including investment and planning consultation.
www.parksandco.com
Patricia Brennan, Attorney at Law
Provider of financial and legal services, including financial planning and family law.
www.patriciabrennan.com
Provider of financial and legal services, including financial planning and family law.
www.patriciabrennan.com
Pennsylvania Financial Group
Provider of financial services, including accounting, estate planning and consultation.
www.pfginc.com
Provider of financial services, including accounting, estate planning and consultation.
www.pfginc.com
P.G. Corbin Group
Provider of financial services for federal, state and local governments and corporations.
www.pgcorbin.com
Provider of financial services for federal, state and local governments and corporations.
www.pgcorbin.com
Pittsburgh Brokerage Services
Provider of financial services, including life and annuity products.
www.pghbrokerage.com
Provider of financial services, including life and annuity products.
www.pghbrokerage.com
Primier Investment Advice
Provider of financial services, including investment advice and tax preparation.
www.premieradvice.com
Provider of financial services, including investment advice and tax preparation.
www.premieradvice.com
Premier Financial Group
Provider of financial services specializing in capital investment management.
www.premierfinancialgroup.com
Provider of financial services specializing in capital investment management.
www.premierfinancialgroup.com
Princeton Equity Advisors
Provider of financial services, including investment consultation and personal financial planning.
www.princeton-advisors.com
Provider of financial services, including investment consultation and personal financial planning.
www.princeton-advisors.com
Professional Financial Advisors
Provider of financial services, including research and portfolio planning.
www.profinadvinc.com
Provider of financial services, including research and portfolio planning.
www.profinadvinc.com
R
Rutherford, Brown and Catherwood
Provider of financial services, brokerage accounts and investment planning.
www.rbcinvest.com
Provider of financial services, brokerage accounts and investment planning.
www.rbcinvest.com
Reinsel and Company
Provider of financial services, portfolio evaluation and consulting services.
www.reinsel.com
Provider of financial services, portfolio evaluation and consulting services.
www.reinsel.com
John J. Riley Business Advisors
Accounting firm specializing in tax services, financial statements and consultation.
www.riley-accounting.com
Accounting firm specializing in tax services, financial statements and consultation.
www.riley-accounting.com
RKM Advisors
Provider of financial services, including tax planning and preparation, retirement and investment supervision.
www.rkmadvisors.com
Provider of financial services, including tax planning and preparation, retirement and investment supervision.
www.rkmadvisors.com
Rodgers and Associates
Provider of financial services, including money managment, retirement plans and estate planning.
www.rodgers-associates.com
Provider of financial services, including money managment, retirement plans and estate planning.
www.rodgers-associates.com
Pullman Financial
Provider of financial services, including wealth managment, executive compensation, estate planning and risk managment.
www.rpullman.com
Provider of financial services, including wealth managment, executive compensation, estate planning and risk managment.
www.rpullman.com
S
Greenville Financial Consultants
Provider of financial services, including insurance and retirement planning.
www.securewithgfc.com
Provider of financial services, including insurance and retirement planning.
www.securewithgfc.com
Susan L. Arnette Financial
Provider of financial services and retirement planning for divorced, widowed and professional women.
www.slafinancial.com
Provider of financial services and retirement planning for divorced, widowed and professional women.
www.slafinancial.com
Staar Investments
Provider of financial services, specializing in no-load mutual funds.
www.staarinvest.com
Provider of financial services, specializing in no-load mutual funds.
www.staarinvest.com
T
Prtner, O'Brien and Ortner
Provider of financial services, including planning for retirees and pre-retirees.
www.taxlegalfinancial.com
Provider of financial services, including planning for retirees and pre-retirees.
www.taxlegalfinancial.com
The Advisor Group
Provider of technology and financial services including Web hosting and ebusiness solutions.
www.theadvisorgroup.com
Provider of technology and financial services including Web hosting and ebusiness solutions.
www.theadvisorgroup.com
Triantafelow and Associates
Provider of financial services, including annuities, IRAs, education planning, banking solutions, government securities and estate planning.
www.triantafelowassociates.com
Provider of financial services, including annuities, IRAs, education planning, banking solutions, government securities and estate planning.
www.triantafelowassociates.com
V
Vestmark
Provider of financial services, including financial planning, home ownership, college tuition and retirement income.
www.vestmark.com
Provider of financial services, including financial planning, home ownership, college tuition and retirement income.
www.vestmark.com
W
The Weinder Group
Provider of financial services, including insurance planning and investment packages.
www.weidnergroup.com
Provider of financial services, including insurance planning and investment packages.
www.weidnergroup.com
Wienecke and Verrastro
Provider of financial services, including planning and investment consultation.
www.wieneckeverrastro.com
Provider of financial services, including planning and investment consultation.
www.wieneckeverrastro.com
Wienken and Associates
Provider of financial services, including long-term planning and investment consultation.
www.wienken.com
Provider of financial services, including long-term planning and investment consultation.
www.wienken.com
Find a Financial Planner
National Registry of 5 Star Rated Financial Planners Near You. Free!
www.PaladinRegistry.com
National Registry of 5 Star Rated Financial Planners Near You. Free!
www.PaladinRegistry.com
Financial Advisors
Certified Financial Planner™ Professionals - Free Consultation
www.ameriprise.com
Certified Financial Planner™ Professionals - Free Consultation
www.ameriprise.com
BPU Investment Management
A full service investment firm Invested in your interests
www.bpuinvestments.com
A full service investment firm Invested in your interests
www.bpuinvestments.com
Guide to Financial Planners in Pennsylvania
Work with financial planners in Pennsylvania for a strong business and personal portfolio
By Patti Richards
A financial planner in PA meets with clients at an initial conference to get an idea of where you’ve been, where you are and where you’re going in terms of your financial future. High quality financial planning in Pennsylvania involves meeting with your financial planner to provide the right information and answers to questions about your current situation and goals.
Personal financial planners in Pennsylvania work hard at making you feel comfortable with the relationship. As your certified Pennsylvania financial planner gets to know you better, she becomes the person you go to when making important financial decisions. Pennsylvania financial planning will:
1. Guide your financial decision making in the areas of investments, property and entering into contracts.
2. Help you build a personal financial strategy for both business and personal accounts through certified financial planners in Pennsylvania.
3. Prepare you and your loved ones for a secure financial future through complex financial planning in Pennsylvania.
Action Steps
The best contacts and resources to help you get it done
Work with personal financial planners in PA that specialize in diversified portfolio management
Your money needs to be in many different sectors for security and long-term growth. A Pennsylvania financial planner has a variety of products and options to keep your money growing in many different areas.
I recommend: Keystone Financial Planning of Macungie is a fee-only financial planning service that offers clients a variety of investment tools for a diversified approach. Lion Financial Planning of Greensburg provides comprehensive financial planning with a wide range of investment products.
Find a financial planner in Pennsylvania that offers financial products and personalized service
Good financial products without ongoing financial advice and personal service mean confusion for clients needing financial advice. Financial planners know the value of personal care and building a relationship with their clients.
I recommend: The Morley Group Inc., Accountants and Consultants of Morton and Navigate Financial Advisors of Sugarloaf provide personal service through financial planning, tax planning and preparation as well as retirement planning, estate planning and value based investing.
Use financial planners in PA offering ongoing support services for their clients
An initial meeting just isn't enough when preparing a financial portfolio. Look for certified financial planners in PA that offer annual financial checkups and as-needed meetings.
I recommend: Allegheny Financial Group of Pittsburgh provides ongoing support to its clients through asset management services. Ameriprise Financial prides itself in commitment to continuing customer service and has several agents throughout Pennsylvania.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Always combine financial planning in Pennsylvania with high quality estate planning. A good financial planner has a network of qualified estate planning attorneys to complete your plan through wills, trusts and powers of attorney. Your financial planner knows the importance of these documents when it comes to securing your financial future for yourself and your loved ones.
