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Financial Advisors in Monroeville, PA

How to choose a financial advisor in Monroeville

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Paul Rossi

Financial Advisor

ROSSI FINANCIAL ASSOCIATES, INC.

Monroeville, PA

ProfileNo contact yet

Craig Cacini

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Monroeville, PA

ProfileNo contact yet

Jared Dykes

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Monroeville, PA

ProfileNo contact yet

Gregg Garrity

Financial Advisor

Northwestern Mutual Investment Services, Llc

Monroeville, PA

ProfileNo contact yet

Scott Coy

Financial Advisor

COY CAPITAL MANAGEMENT

Monroeville, PA

ProfileNo contact yet

Elgeva Valentine

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Monroeville, PA

ProfileNo contact yet
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