TOP 30 Individual investment strategies in Ligonier, Pennsylvania

8 results found

Covington Investment Advisors is a boutique finance institution located at 301 East Main Street in Ligonier, Pennsylvania. With a focus on building successful investment strategies from a planning perspective, our team guides clients through the stages of retirement, helping them accumulate, preserve, and enjoy their wealth. Whether facing expected or unexpected life events, we offer personalized solutions to help clients stay organized and gain financial clarity. Our unbundled approach allows us to create low-cost, customized retirement plans tailored to individual goals. Established in 2003, Covington Investment Advisors is a fee-only independent Federally Registered Investment Advisor, providing comprehensive wealth management services in the beautiful Laurel Highlands region. Our dedicated team, led by President and Lead Financial Advisor Patrick R. Wallace, includes experienced professionals in portfolio management, research analysis, and client services.

PNC Private Bank is a prestigious financial institution located at 204 East Main Street in Ligonier, Pennsylvania, United States. As a leading provider of private banking services, PNC Private Bank offers personalized financial solutions to high-net-worth individuals and families. With a team of experienced wealth management professionals, PNC Private Bank provides tailored investment strategies, estate planning services, and comprehensive wealth management solutions to help clients achieve their financial goals. Visit PNC Private Bank today to experience the benefits of personalized private banking services.

SecondHalf Coach Wealth Management is a leading finance institution located at 2519 Ligonier Street in Latrobe, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping individuals navigate the complexities of wealth management in the second half of their lives. Whether you are planning for retirement, managing your investments, or looking to secure your financial future, our experts are here to provide personalized guidance and support. Trust SecondHalf Coach Wealth Management to help you achieve your financial goals and secure a prosperous future.

Mark J Vulcan, a financial advisor at Ameriprise Financial Services, LLC, is located at 244 West Main Street in Ligonier, Pennsylvania, United States. With a focus on your individual goals and risk tolerance, Mark provides investment, asset allocation, and portfolio recommendations tailored to your needs. Regular meetings are held to review progress, update strategies, and track your financial journey. Through secure online access, you can monitor your investments, track your goals, and communicate with Mark anytime, anywhere. Background and qualifications can be verified on FINRA's BrokerCheck website, and a Client Relationship Summary Disclosure is available. Mark helps clients navigate common retirement questions and challenges, offering insights into market impacts, income sustainability, and inflation concerns through tools like Retirement InteractiveSM.

Janney Montgomery Scott LLC is a finance institution located at 121 East Main Street in Ligonier, Pennsylvania, United States. With a strong reputation for providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your family's future, the experienced professionals at Janney Montgomery Scott LLC are here to guide you every step of the way. Trustworthy, reliable, and dedicated to client satisfaction, Janney Montgomery Scott LLC is a top choice for individuals seeking expert financial advice.

Timothy D Lint - Financial Advisor at Ameriprise Financial Services, LLC, located at 244 West Main Street, Ligonier, Pennsylvania, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Timothy D Lint aims to provide a sound financial strategy for clients. Background and qualification information can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure. Whether clients are saving for a major purchase or planning for retirement, Timothy D Lint can help navigate the ups and downs of the market and address common retirement concerns such as income longevity and inflation impact. The Retirement InteractiveSM tool allows clients to explore important retirement income issues. Ameriprise Financial Services, LLC offers initial consultations for individuals seeking financial planning guidance in the United States. Investment products involve risks and may result in loss of principal. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Timothy D Lint is registered to conduct securities business in certain states. Future financial results cannot be guaranteed by Ameriprise Financial. Privacy and security measures are in place to protect client information. Referrals are welcome, and Timothy D Lint looks forward to helping friends and family members achieve their financial goals.

Richard B Guskiewicz Associates is a reputable accounting and finance institution located at 1013 Ligonier Street in Latrobe, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their personalized approach and attention to detail ensure that clients receive top-notch financial advice tailored to their specific needs. Whether you are an individual looking to optimize your tax situation or a business seeking comprehensive financial solutions, Richard B Guskiewicz Associates is dedicated to helping you achieve your financial goals.

Richard B Guskiewicz Associates: Guskiewicz Laura A CPA is a reputable accounting and finance institution located at 1013 Ligonier Street in Latrobe, Pennsylvania, United States. Led by the experienced CPA Laura A Guskiewicz, the institution offers a wide range of financial services to individuals and businesses. With a commitment to providing personalized and high-quality financial solutions, Richard B Guskiewicz Associates is a trusted partner for all your accounting needs. Contact them today for expert advice and assistance with your financial matters.