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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Conneaut Lake
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Conneaut Lake,
Pennsylvania
have an average of
16
years of experience.
NOTE: The list of vetted financial
advisors in
Conneaut Lake,
Pennsylvania
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Conneaut Lake, Pennsylvania.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC 1605 Carmody Court, Building IV, Suite 100, Sewickley, PA 15143 |
16 Years | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1605 Carmody Court,
Building IV, Suite 100,
Sewickley,
PA
15143
Phone Number
724-900-2927
Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Financial advisors listed on our directory for the state of Pennsylvania provide a variety of financial services such as investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and more. Do check the "Advisory Services Provided" section to confirm which services are provided by each advisor. To further explore how a financial advisor can support you in your specific financial situation read who financial advisors are and what they do.
Financial advisors in Pennsylvania may charge for their services in several ways, including:
Fee-only: Charging a flat fee, or a percentage of assets under management for their services.
Fee-based: Charging a combination of fees and commissions.
Commission-based: Earning a commission on the financial products they sell to clients.
It's important to understand how your financial advisor is compensated, as this can affect their recommendations and potentially create conflicts of interest. To better understand how our network of financial advisors may charge for their services, read more on what are the costs of hiring a financial advisor.
When choosing a financial advisor in Pennsylvania, it's important to conduct initial research. Consider their experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to a code of ethics. It is also important to check for any disciplinary actions or complaints using the FINRA BrokerCheck tool to evaluate financial advisors for any disciplinary actions or complaints. Follow our guide on using BrokerCheck to research an advisor. For further information, refer to the guide on choosing the best financial advisor in Pennsylvania.
Our directory for the state of Pennsylvania features various types of financial advisors, including:
Investment advisors and portfolio managers: These advisors specialize in managing investment portfolios and offer personalized advice tailored to your financial goals.
Wealth managers: They provide comprehensive financial services, including investment management and estate planning to help you build and protect your wealth.
Financial planners: These advisors assist with financial areas such as budgeting, saving, and goal planning. They help create a holistic financial plan to guide your financial decisions.
Retirement planners: These advisors provide guidance on retirement savings, income streams, and investment strategies to help individuals achieve a secure retirement.
Robo-advisors: Utilizing technology-driven platforms, these advisors offer automated investment solutions. They leverage algorithms and algorithms to manage and optimize your investment portfolio.
And more. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
Financial advisors and financial coaches in Pennslyvania differ in the services that they offer. Financial advisors offer financial services, including investment management, retirement planning, wealth management, etc., while financial coaches prioritize a client's mindset and behavior related to money. Instead of providing financial advice or services, coaches help clients develop healthier financial habits and try to transform the client's relationship with money for overall well-being.
Before hiring a financial advisor in Pennsylvania, it's important to ask the right questions to ensure that they are a good fit for your needs and goals. Some questions to consider asking include:
1. What are your qualifications and credentials?
2. How do you charge for your services?
3. What types of clients do you typically work with?
4. Can you provide references or testimonials from current or past clients?
5. How will you communicate with me and how often?
6. What is your approach to risk management?
To further narrow down your list of potential advisors best suited to your financial needs, consider using these eight additional questions to ask financial advisors.
