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Financial Planning Services Advisors in Greensburg, Pennsylvania
118 Results
Unclaimed

Equitable Advisors, LLC

location

GREENSBURG, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Bunting is a financial advisor registered with Equitable Advisors, LLC and has been in the industry since August 2020. Aaron is licensed to provide financial advice in Pennsylvania. Aaron specializes in a variety of financial services including retirement planning, investment management, and insurance planning. Aaron has also been a licensed insurance agent since August 2022. Aaron is committed to providing personalized financial guidance to help individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

GREENSBURG, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Adam Riggle is a financial advisor who has been in the industry since February 2012. Adam is currently registered with Edward Jones and has been with the firm since August 2012. Adam is also registered with FINRA. Adam offers financial planning, portfolio management for individuals and businesses, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Trustmont Advisory Group, Inc.

location

GREENSBURG, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Hart is a registered investment advisor representative with Trustmont Advisory Group, Inc., based in Greensburg, Pennsylvania. Alexander has been in the industry for over 10 years and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and other investors. Alexander holds a Series 63 and Series 65 license and is a registered representative in Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Trustmont Advisory Group, Inc. | CFC ® (Certifications)

location

GREENSBURG, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Alissa Conklin is a financial advisor with over 23 years of experience in the industry. She currently works for Trustmont Advisory Group, Inc., a financial firm based in Greensburg, Pennsylvania. Alissa holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. She is also a Chartered Financial Consultant. Alissa is a Registered Paraplanner and a registered tax return preparer. Alissa provides financial planning services to individuals and families. She also manages investment portfolios for individuals. Alissa's clients are primarily high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GREENSBURG, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Englert is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Amanda has been in the financial industry since 2013. Amanda has experience in the investment industry through previous positions at Wells Fargo Advisors, LLC and Morgan Stanley. Amanda is licensed in multiple states, including Pennsylvania, Texas, and California. Amanda holds a Series 7 and Series 66 license. Amanda is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Trustmont Advisory Group, Inc.

location

GREENSBURG, PA

0 Disclosures

ADVISOR BIO

Ana Harwood is a registered Investment Advisor Representative with Trustmont Advisory Group, Inc. Ana is active in the industry and provides financial planning, pension consulting, and portfolio management services to individuals and other investment advisors. Ana has over 8 years of experience in the financial services industry and holds a Series 65 license. Trustmont Advisory Group, Inc. is a registered investment advisor located in Greensburg, PA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Trustmont Advisory Group, Inc.

location

GREENSBURG, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Hladek is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA. Anthony has been working in the financial services industry since 1996. Anthony's experience includes working with individuals and families on a variety of financial planning needs. Anthony has a broad knowledge of the investment industry and specializes in Financial Planning, Pension Consulting and Selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

TCP Asset Management, LLC

location

Greensburg, PA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Varner is a financial advisor with TCP Asset Management, LLC. Ashley has been in the financial services industry since 1993 and has a broad range of experience, including working as a Vice President of Wealth Management at TCP Asset Management and as an agent for non-variable insurance. Ashley is a registered Investment Advisor Representative in Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

Greensburg, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Barry Testa is a financial advisor associated with LPL Financial LLC and has been in the industry for 2 years. Testa is registered in California, Maryland and Pennsylvania as both a broker-dealer and investment advisor. Testa holds the Series 7, Series 66, and SIE licenses. Testa is also a licensed Real Estate Agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

MML Investors Services, LLC

location

Greensburg, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brett Douglas Kovach is a financial advisor registered with MML Investors Services, LLC. Brett has been in the financial services industry since 2003 and is licensed to offer securities and investment advisory services in multiple states. Prior to joining MML Investors Services, LLC, Brett worked for Northwestern Mutual Investment Services, LLC, AXA Advisors, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Brett holds the Series 66, Series 7 and SIE licenses. Brett’s focus is on providing financial planning and investment advisory services for individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS

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