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.
Irwin has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Irwin, 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 | 311 Main St., Irwin, PA, 15642 | $0 | 0 | 19 | Hourly charges, Fixed fees, Other (REFERRAL FEES FROM ANOTHER RIA FIRM) |
QualificationsFirm CRD# 309454
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
DUNCAN FINANCIAL PLANNING ADVISORS is a financial advisory firm situated in Irwin, Pennsylvania. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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