Financial Planners in Monessen, Pennsylvania

Charles K. Clark

CFP^®

Chairman 21.19 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Clark & Chamberlin LLC

603 Stanwix St, Ste 375 Two Gateway Center
Pittsburgh, PA 15222-1425

(412) 281-4666

Donald A. McDade

CFP^®, ChFC, CRPC

Private Wealth Advisor 19.79 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Mosaic Wealth Consulting

7467 State Route 22
New Alexandria, PA 15670

(724) 668-7900

Edward M. Gallagher, III

CFP^®

Wealth Management Advisor 20.99 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Northwestern Mutual Financial NetworkUS Steel Tower

600 Grant St, Ste 3550
Pittsburgh, PA 15219

(412) 288-2382

Samuel D. Kramer

CFP^®, CPA

20.56 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Kramer Fiduciary Services

1500 Ardmore Blvd, Ste 205
Pittsburgh, PA 15221

(412) 351-2150

Nancy L. Skeans

CFP^®, CPA

Partner 21.23 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Schneider Downs Wealth Management Advisors, LP

One PPG Pl, Ste 1700
Pittsburgh, PA 15222

(412) 697-5376

David W. Hoffmann

CFP^®, AIF^®

CEO 18.19 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Justabout Wealth Management

375 Southpointe Blvd, Ste 360
Canonsburg, PA 15317

(724) 754-1440

CONNECT WITH David

Thomas A. Geisler, Jr.

CFP^®

18.68 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Thomas A. Geisler & Co., P.C.

278 Beverly Rd
Pittsburgh, PA 15216

(412) 343-4880

Janelle M. Woods

CFP^®, MBA

Regional Managing Director 20.95 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

CooksonPeirce Wealth Management

4040 Embassy Pkwy, Ste 140
Akron, OH 44333

(877) 745-1700

+1 More Number

(330) 664-9500

Edward E. Kavo

CFP^®, CLU

15.79 Miles

Specialties: Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

The Duncan Financial Group

311 Main St
Irwin, PA 15642

(724) 863-3287 x3106

R. Philip Hilf, Jr.

CFP^®

Financial Advisor 21.11 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

HTG ADVISORS

2790 Mosside Blvd, Suite 170
Monroeville, PA 15146-2757

(412) 600-8147

James W. Zalenka

CFP^®

President 22.48 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

The Baran James Co.

Manor Oak Two 1910 Cochran Rd, Ste 365
Pittsburgh, PA 15220

(412) 531-1233

Sarah J. Amey

CFP^®, CIMA^®

Senior Lead Advisor 20.98 Miles

Specialties:

Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

JFS Wealth Advisors, LLC

6 PPG Pl, Ste 1250
Pittsburgh, PA 15222

(412) 281-4567

Lisa A. Brooks

CFP^®

Financial Advisor 24.1 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Ameriprise Financial Services, LLC

1570 Omega Drive
Pittsburgh, PA 15205

(412) 922-7700

Barry Cox

CFP^®

Owner 19.62 Miles

Specialties: Business Taxes, Estate Planning, Retirement, Personal Taxes

Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

BP Cox and Company, PLLC

406 Arcadia Court, 9370 McKnight Road
Pittsburgh, PA 15237

(724) 977-4730

Jeramy E. Genaway

CFA^®, CFP^®

Senior Investment Advisor 21.01 Miles

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management...More

Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Hawthorn, PNC Family Wealth

300 Fifth Avenue, 27th Floor
Pittsburgh, PA 15222

+ 1 More Address

Hawthorn, PNC Family Wealth

503 Tara Court
Cranberry Township, PA 16066

(412) 762-3877

Amy J. Braun-Bostich

MSFS, CFP^®, APMA^®

CEO, Private Wealth Advisor 16.35 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Braun-Bostich & Associates, Inc.

1600 Ashwood Drive, Suite 1601
Canonsburg, PA 15317

(724) 942-2639

CONNECT WITH Amy

Michael S. Marion

CFP^®

Managing Partner - Financial Adviser 21.11 Miles

Specialties:

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Marion Wealth Management

2790 Mosside Blvd, Ste 640
Monroeville, PA 15146

(412) 372-3849

Brian F. Paluso

CFP^®,CLU^®,AIF^®,RICP^®

Financial Planner 18.53 Miles

Specialties: Comprehensive Financial Planning, Annuities, Banking, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

HPK Provident Advisors

100 Emerson Lane, Ste 1509
Bridgeville, PA 15017

(724) 463-1331

CONNECT WITH Brian

Roselyn Wilkinson

MBA, CFP^®

Registered Representative 20.04 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

MD&A Financial Management Co.

1001 East Entry Drive
Pittsburgh, PA 15216

(412) 571-3174

Brian Hill

CFP^®

20.86 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Strategic Path Wealth Management

102 Broadway Street, Suite 501
Carnegie, PA 15106-3617

(412) 489-5174

Karen A. Stollar

CFP^®

SVP, Senior Wealth Strategist 21.04 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Fee Only Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

PNC Hawthorn

300 Fifth Avenue, PNC Tower, 27th Floor
Pittsburgh, PA 15222

(412) 762-6322

Michelle Schubert

CFP^®

21 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

300 Fifth Avenue, PT-PTWR-31-1
Pittsburgh, PA 15222

(412) 389-2964

CONNECT WITH Michelle

Adam Wright

CFA, CFP^®

Owner and Senior Financial Adviser 15.63 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

61 McMurray Rd, Ste 204
Pittsburgh, PA 15241-1633

(412) 854-2100

CONNECT WITH Adam

Matthew Garasic

CFP^®

Founder & President 24.71 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Unrivaled Wealth Management

Serving, Clients Virtually
Pittsburgh, PA 15212-1580

(412) 459-7634

CONNECT WITH Matthew

Laura J. Abbott DeCarolis

CFP^®

President 21.14 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Estate Planning,...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Horizon Financial Advisors Inc

4099 William Penn Hwy, Ste 303
Monroeville, PA 15146-2513

(412) 856-7300

Robert Fragasso

CFP^®

CEO 21.05 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities,...More

Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Fragasso Financial Advisors

610 Smithfield St, Ste 400
Pittsburgh, PA 15222

(412) 227-3220

Michael W. Figurelli

CFP^®

Private Wealth Advisor 23.21 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Ameriprise Financial Services, LLC

7018 Fair Oaks Dr
Export, PA 15632

+ 1 More Address

Ameriprise Financial Services, LLC

Corporate One Office Park
Monroeville, PA 15632

(724) 327-1768

Gregory A. Furer

CFP^®

21.94 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Monessen, Pennsylvania and the surrounding communities.

Beratung Advisors

404 Foreland Street
Pittsburgh, PA 15212

+ 1 More Address

Beratung Advisors

645 Rodi Road
Pittsburgh, PA 15235

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Clark & Chamberlin LLC

CFP®, ChFC, CRPC

Mosaic Wealth Consulting

CFP®

Northwestern Mutual Financial NetworkUS Steel Tower

CFP®, CPA

Kramer Fiduciary Services

CFP®, CPA

Schneider Downs Wealth Management Advisors, LP

CFP®, AIF®

Justabout Wealth Management

CONNECT WITH David

CFP®

Thomas A. Geisler & Co., P.C.

CFP®, MBA

CooksonPeirce Wealth Management

CFP®, CLU

The Duncan Financial Group

CFP®

HTG ADVISORS

CFP®

The Baran James Co.

CFP®, CIMA®

JFS Wealth Advisors, LLC

CFP®

Ameriprise Financial Services, LLC

CFP®

BP Cox and Company, PLLC

CFA®, CFP®

Hawthorn, PNC Family Wealth

Hawthorn, PNC Family Wealth

MSFS, CFP®, APMA®

Braun-Bostich & Associates, Inc.

CONNECT WITH Amy

CFP®

Marion Wealth Management

CFP®,CLU®,AIF®,RICP®

HPK Provident Advisors

CONNECT WITH Brian

MBA, CFP®

MD&A Financial Management Co.

CFP®

Strategic Path Wealth Management

CFP®

PNC Hawthorn

CFP®

CONNECT WITH Michelle

CFA, CFP®

CONNECT WITH Adam

CFP®

Unrivaled Wealth Management

CONNECT WITH Matthew

CFP®

Horizon Financial Advisors Inc

CFP®

Fragasso Financial Advisors

CFP®

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

CFP®

Beratung Advisors

Beratung Advisors

CONNECT WITH Gregory

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CFP^®

CFP^®, ChFC, CRPC

CFP^®

CFP^®, CPA

CFP^®, CPA

CFP^®, AIF^®

CFP^®

CFP^®, MBA

CFP^®, CLU

CFP^®

CFP^®

CFP^®, CIMA^®

CFP^®

CFP^®

CFA^®, CFP^®

MSFS, CFP^®, APMA^®

CFP^®

CFP^®,CLU^®,AIF^®,RICP^®

MBA, CFP^®

CFP^®

CFP^®

CFP^®

CFA, CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®