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Find Retirement Advisors for Retirement Planning in Washington, 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 Washington, Pennsylvania

Last Updated - April 12, 2024

Washington has 2 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 Washington, Pennsylvania have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Washington, Pennsylvania

VERIFIED

Rebecca Pawuk
Edelman Financial Engines, LLC

Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

1605 Carmody Court,
Building IV, Suite 100,
Sewickley, PA 15143 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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VERIFIED

Sterling Heights Financial Group

Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$150,000

Address

104 Rodgers Dr,
Lower Burrell, PA 15068 See Details

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

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Top 1 Retirement Planning firms in Washington, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	ITS ASSET MANAGEMENT, L.P. 1720 Washington Rd, Suite 101 Washington, PA, 15301-8919	$285,758,456	1491	9	A Percentage of AUM

Information on Top Retirement Planning firms in Washington, Pennsylvania

ITS ASSET MANAGEMENT, L.P.

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QualificationsFirm CRD# 106977

Assets Under Management $285,758,456

No. Of Clients1491

Clients Per Financial Advisor166

ITS ASSET MANAGEMENT, L.P. is a financial advisory firm situated in Washington, Pennsylvania. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1491 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM

Financial Planning Services

Portfolio Management for Individuals
Portfolio Management for Business

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Retirement Planners Near You

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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