Investment options for seniors in Wexford, Pennsylvania

Pennsylvania Financial Group is a leading finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania. We specialize in providing a wide range of financial services to individuals, families, and businesses in the area. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Pennsylvania Financial Group is here to help. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Pearson Financial Planning, located at 100 Amber Court in Wexford, Pennsylvania, is a finance institution that specializes in helping women going through life transitions. As a financial advisor and Certified Financial Planner™ (CFP®), their mission is to educate and support women in identifying, defining, and achieving their financial goals. They provide financial education, investment management, and resources to empower women to make informed decisions about their financial future. Pearson Financial Planning focuses on working with widowed, divorced, and retirement-focused women, offering financial planning, investment management, and educational resources. Their collaborative approach involves partnering with clients to help them achieve financial freedom. To prepare for a meeting with a Financial Planner, clients are required to complete a short questionnaire, provide financial documents, schedule a complimentary "get acquainted" Zoom call, and if it's the right fit, sign on to work together to identify financial goals and create a personalized plan.

North Hills Financial, owned by Douglas Glenn, is a finance and insurance agency located at 12300 Perry Highway in Wexford, Pennsylvania. As you enter retirement, it's not the end but a new beginning filled with possibilities. Douglas Glenn offers a range of services to help you prepare for the future, including calculators and informative videos on his website. Budgeting, dealing with surprises, and managing finances after marriage or divorce are all important topics that Douglas Glenn can help you navigate. Licensed to sell insurance through New York Life Insurance Company, Douglas Glenn also offers securities products and services through NYLIFE Securities LLC. Remember, North Hills Financial is here to guide you, but always consult with a tax, legal, or accounting professional before making any decisions.

James Piotrowski - Prudential Financial is a reputable finance and insurance agency located at 5000 Stonewood Dr #210, Wexford, PA 15090, United States. This local business is dedicated to providing personalized financial services and insurance solutions to meet the diverse needs of individuals and families. With a focus on helping clients achieve financial security and peace of mind, James Piotrowski and his team offer a range of services including retirement planning, investment management, life insurance, and wealth preservation strategies. Their commitment to excellent customer service, combined with the extensive resources of Prudential Financial, ensures that clients receive expert advice and tailored solutions to achieve their financial goals. Whether you are planning for your future, protecting your assets, or seeking guidance on financial matters, James Piotrowski - Prudential Financial is your trusted partner in Wexford, PA.

S&T Bank, located at 12550 Perry Highway in Wexford, Pennsylvania, is your trusted local partner for all your banking and financial needs. As a full-service financial institution, S&T Bank offers a comprehensive range of services that include personal and business banking, loans, mortgages, and investment solutions. Whether you're looking to open a new account, secure a loan, or simply use their convenient ATM services, S&T Bank is committed to providing exceptional customer service and tailored financial solutions to meet your unique needs. With a strong emphasis on community and customer satisfaction, S&T Bank aims to help you achieve your financial goals with ease and confidence.

Michael Coco, Finance of America Mortgage LLC, situated at 3000 Stonewood Drive, Wexford, Pennsylvania 15090, is a distinguished financial services provider specializing in mortgage solutions. As a branch of Finance of America Mortgage LLC, this local business is dedicated to guiding clients through the intricate process of home financing with expertise and personalized service. Michael Coco and his team are committed to helping individuals and families secure the best mortgage options tailored to their unique needs, whether they are first-time homebuyers, looking to refinance, or investing in property. Renowned for their professional integrity and customer-centric approach, they strive to make the mortgage experience smooth, efficient, and stress-free, ensuring clients achieve their homeownership dreams with confidence.