Northwestern Mutual

Boatman Wealth Management LLC is a reputable financial advisory firm based in Monessen, PA, dedicated to building strong relationships with clients through honesty, integrity, and exceptional service. With a focus on helping individuals and families grow and protect their wealth, their team of experts offers a range of services including investment management, financial planning, tax planning, Social Security maximization, and Medicare services. By providing personalized retirement strategies and minimizing tax costs, Boatman Wealth Management aims to empower clients with financial freedom and the ability to leave a substantial financial legacy. With a commitment to ethical practices and a comprehensive approach to retirement planning, Boatman Wealth Management LLC assists clients in making informed decisions about their investments and financial goals. Their team offers a complimentary risk assessment and personalized investment strategies to help clients achieve their financial objectives. Additionally, they provide guidance on Social Security options, tax planning, and Medicare services to address health concerns during retirement. With two convenient locations in Monessen and Pittsburgh, Boatman Wealth Management is dedicated to helping individuals and families navigate the complexities of retirement planning and achieve long-term financial success.Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Monessen, PA, offering personalized and comprehensive financial planning services. With a dedicated team of professionals, including certified financial planners, they work closely with clients to design a tailored approach to their finances, adjusting the plan as their life evolves. In addition, clients can enjoy exclusive rewards through the CitizensPlus program, which provides premium benefits such as investment matches, higher savings rates, and special lending discounts. With multiple locations in Monessen, Washington, and Finleyville, Citizens Securities, Inc. is committed to guiding individuals and families in achieving their financial goals, providing trusted advice and a collaborative process focused on their unique needs and aspirations.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy