Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Greensburg has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Greensburg, Pennsylvania have an average of 32 years of experience.
Michael Marion
CFP®
Marion Wealth Management
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Flat Fee, Based on Assets
Transparent Financial Solutions
CFP®, CLU®, ChFC®
Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | Scenic Drive Professional Center, 200 Brush Run Road, Suite A Greensburg, PA, 15601 | $919,449,401 | 5109 | 64 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 126 Mathews Street, Suite 1600, Greensburg, PA, 15601-6913 | $323,217,306 | 3514 | 3 | A percentage of AUM, Hourly charges |
3 | 327 W. Pittsburgh St., Greensburg, PA, 15601 | $113,903,619 | 2 | 5 | A percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS) |
QualificationsFirm CRD# 106015
Assets Under Management $919,449,401
No. Of Clients5109
Clients Per Financial Advisor80
TRUSTMONT ADVISORY GROUP, INC. is a financial advisory firm situated in Greensburg, Pennsylvania. With a nearly $919M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5109 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109511
Assets Under Management $323,217,306
No. Of Clients3514
Clients Per Financial Advisor1171
CHAPEL HILL INVESTMENT ANALYSTS INC is a financial advisory firm situated in Greensburg, Pennsylvania. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3514 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310362
Assets Under Management $113,903,619
No. Of Clients2
Clients Per Financial Advisor0
THOR FINANCIAL TECHNOLOGIES is a financial advisory firm situated in Greensburg, Pennsylvania. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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