Top financial advisors in Warren, PA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Warren, PA when you're planning how to draw income from your retirement savings without paying state income tax after reaching eligible retirement age. A common mistake is not accounting for the timing and sources of income, which can affect your tax situation and cash flow.
- Retirement income sequencing. Ask how they plan the order of withdrawals to minimize taxes and maintain steady income.
- Tax-exempt income knowledge. Confirm they understand Pennsylvania's rules on retirement income tax exemptions.
- Longevity risk management. Inquire how they prepare for the possibility of outliving your savings.
- Social Security strategy. Check if they integrate Social Security claiming decisions with your overall retirement income plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amee W
Series 63, Series 65
Warren, PA
LPL Financial
Amee Wright's 19 years of experience and Series 63 and 65 licenses position her well to address retirement income sequencing and tax-exempt income considerations in Warren, PA. Affiliated with LPL Financial, a large firm offering diverse investment options and flat-fee financial planning, she serves a broad client base including high-net-worth households, which may provide a comprehensive approach compared to smaller firms.
Experience: 19 years
Avg account: $399,489
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Paul C
Series 63, Series 66
Warren, PA
Wells Fargo Clearing
Paul Cardinale in Warren, PA, brings 27 years of experience and works at Wells Fargo Clearing, a large firm known for retirement plan consulting and an IPS-driven advisory process. His flat-fee structure and focus on high-net-worth clients differentiate him from others, offering access to a broad investment menu including insurance and bank deposit options.
Experience: 27 years
Avg account: $475,575
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Daniel H
Series 63, Series 65
Warren, PA
Kestra Advisory
Daniel Halle's 27 years of experience and role at Kestra Advisory equip him to address retirement income sequencing and tax-exempt income knowledge relevant to Warren, PA retirees. His expertise in retirement plans for business owners and business exit strategies, combined with flat-fee options and affiliation with a large firm, distinguish him from other advisors in the area.
Experience: 27 years
Avg account: $618,892
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Tanya H
Series 63, Series 66
Warren, PA
Ameriprise
Tanya Hoffman specializes in retirement income strategy and Social Security optimization, making her well-suited for managing retirement income sequencing and tax-exempt income in Warren, PA. With 10 years of experience at Ameriprise, a large firm offering research-driven, automated planning tools and a 0.15% AUM fee, she provides detailed written recommendations tailored to clients approaching retirement.
Experience: 10 years
Avg account: $471,167
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Scott O
ChFC®, Series 63
Warren, PA
Eagle Strategies (NY Life)
Scott Olewine in Warren, PA offers expertise in retirement income strategy and annuities, supported by 24 years of experience and ChFC® credentials. His affiliation with Eagle Strategies, a large firm managing $25.4 billion in assets, provides access to diverse investment solutions and flexible fee structures including AUM and hourly options, distinguishing him from other local advisors.
Experience: 25 years
Avg account: $235,446
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