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SecondHalf Coach Wealth Management - Latrobe (PA)

Address: 🏡 2519 Ligonier St, Latrobe, PA 15650, USA
Phone : +1 (724) 537-2799
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJuZJQvlYty4kRJLK0Des3URc
#Pennsylvania
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Janney Montgomery Scott LLC - West Chester

Ryan Meade Our advisor Tim.H has been overly helpful and beyond expectations. One of the best in Chester County and glad we trust our family with his services and capabilities. If looking for an advisor who cares, look no further.
5 /5

Kness & Associates Insurance & Investments - DuBois

Rick Brocious The associates are great and explain the policies thoroughly.
5 /5

CM Financial Advisors LLC - Wyomissing

Jackie Beem Chris is an experienced financial advisor who is passionate about his work. He has maintained a personal relationship with me and inspires a real sense of confidence and trust. Because he has taken time to get to know me well, he is able to take a holistic approach when considering options for my financial plan. Chris has a deep knowledge of financial concepts and encourages spending time with me throughout the year to keep me updated and answer my questions. I have recommended Chris’s services to family and friends, all of whom are very satisfied.
5 /5

Belco Community Credit Union - Lebanon

Jess Walmer The staff at this branch is amazing. They all know us by name and are always so pleasant. Belco in general has helped us so much over the years. I would recommend them to anyone.
5 /5

Three Cord True Wealth Management - Beaver

Brian Tabb I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my childrens future education—something that gave me real peace of mind. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates. He’s not just a financial advisor; he’s a true partner in helping me chart a secure path forward.
5 /5