Financial advisors in Mcmurray, PA

21 match

Brian Robinette
Financial advisor at Fragasso Financial Advisors
Fragasso Financial Advisors · $2.83B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Ziants
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corey Taylor
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Russo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Krikorian
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Weimer
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jackson Elizondo
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Tabaka
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Montagazzi
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Loren Fiffik
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Kimmich
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Pirosko
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Touscany
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Morgan Lee
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Garcia
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Neil Rongaus
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Frey
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samantha Sheetz
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Botkin
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Winkeler
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachery Saunders
Financial advisor at Confluence Financial Partners
Confluence Financial Partners · $7.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Mcmurray, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Mcmurray, PA.

How this list works

Before you hire an advisor in Mcmurray, PA