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Find Retirement Advisors for Retirement Planning in Greensburg, Pennsylvania
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 you 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 registrations check. 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.
Finding the Best Retirement Planners in Greensburg, Pennsylvania
Last Updated - April 18, 2024Greensburg 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 24 years of experience.
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List of Qualified Retirement Planning Advisors in Greensburg, Pennsylvania
VERIFIEDMichael Marion
CFP®
Marion Wealth Management
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIED Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$150,000
Advisory Services:
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDRebecca Pawuk
Edelman Financial Engines, LLC
Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Greensburg, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | TRUSTMONT ADVISORY GROUP, INC. Scenic Drive Professional Center, 200 Brush Run Road, Suite A Greensburg, PA, 15601 | $722,784,317 | 4660 | 60 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | CHAPEL HILL INVESTMENT ANALYSTS INC 126 Mathews Street, Suite 1600, Greensburg, PA, 15601-6913 | $269,612,392 | 3321 | 3 | A Percentage of AUM, Hourly charges |
| 3 | THOR FINANCIAL TECHNOLOGIES 327 W. Pittsburgh St., Greensburg, PA, 15601 | $124,457,939 | 1 | 5 | A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS) |
Information on Top Retirement Planning firms in Greensburg, Pennsylvania
QualificationsFirm CRD# 106015
Assets Under Management $722,784,317
No. Of Clients4660
Clients Per Financial Advisor78
TRUSTMONT ADVISORY GROUP, INC. is a financial advisory firm situated in Greensburg, Pennsylvania. With a nearly $723M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4660 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 109511
Assets Under Management $269,612,392
No. Of Clients3321
Clients Per Financial Advisor1107
CHAPEL HILL INVESTMENT ANALYSTS INC is a financial advisory firm situated in Greensburg, Pennsylvania. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3321 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 310362
Assets Under Management $124,457,939
No. Of Clients1
Clients Per Financial Advisor0
THOR FINANCIAL TECHNOLOGIES is a financial advisory firm situated in Greensburg, Pennsylvania. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS)
Financial Planning Services
- Portfolio Management for Investment
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