TOP 30 Retirement planning advice in White Oak, Pennsylvania

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White Oak Wealth Partners, located at 100 State Street in Erie, Pennsylvania, specializes in creating financial plans and sophisticated tax strategies for business owners, executives, and affluent families. If you're unsure about when you can retire and what lifestyle you'll be able to support, their team of independent advisors can help. They will assess your resources for retirement, determine how much you'll need, when you can retire, and what rate of return you should aim for on your investable assets. Their tax-focused approach aims to minimize asset erosion due to taxation. Please note that specific individualized tax advice is not provided, and it is recommended to discuss your specific tax issues with a qualified tax advisor. White Oak Wealth Partners' transparent fee structure aligns their compensation with your long-term goals, allowing them to create highly sophisticated strategies while delivering exceptional service.

George Perinis - State Farm Insurance Agent is a professional and knowledgeable insurance agency located at 1807 Lincoln Way in White Oak, Pennsylvania. Just a half mile from the intersection of Route 48 and Lincoln Way, our agency offers a personal touch to insurance services. Whether you're looking to compare your current coverage, add new vehicles, or update your policies, we are here to help. We offer a wide range of insurance options including auto, home, life, renters, business, boat, motorcycle, and pet insurance. Our agency focuses on creating personalized policies that fit your household, budget, and needs. Our team of insurance professionals is dedicated to providing top-notch service with a personal touch. We offer notary public services and a cozy reception area where you can enjoy coffee, tea, soft drinks, and snacks during your visit. We also have games for children and a welcoming atmosphere for all. Our goal is to form relationships with our customers and treat them like family. We are available 24/7 to assist you with your insurance needs.

DiGiorgio Financial Group, located at 1232 Lincoln Way in White Oak, Pennsylvania, is a full service accounting and payroll firm. They specialize in helping small business owners navigate the complexities of accounting and payroll in compliance with laws and IRS regulations. In addition, they offer disciplined investing strategies and a straightforward perspective to help clients manage market volatility. If you are in need of expert financial guidance, DiGiorgio Financial Group is the place to go.