Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Greensburg is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Greensburg & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Greensburg, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Greensburg, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Greensburg, Pennsylvania have an average of 28 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
TRUSTMONT ADVISORY GROUP, INC. Scenic Drive Professional Center, 200 Brush Run Road, Suite A Greensburg, PA, 15601 | 106015 | $722,784,317 | 4660 | A Percentage of AUM, Hourly charges, Fixed Fees |
CHAPEL HILL INVESTMENT ANALYSTS INC 126 Mathews Street, Suite 1600, Greensburg, PA, 15601-6913 | 109511 | $269,612,392 | 3321 | A Percentage of AUM, Hourly charges |
THOR FINANCIAL TECHNOLOGIES 327 W. Pittsburgh St., Greensburg, PA, 15601 | 310362 | $124,457,939 | 1 | A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS) |
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