Templeton Financial Planning
41yrs
Top advisor by experience in Coraopolis
Financial advisors in Coraopolis, PA
Looking for a financial advisor in Coraopolis, PA? We list 14 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
14Advisors with offices here
15Median years of experience
0%At fee-only firms
11Firms represented
Largest firms here: Templeton Financial Planning (2), Strategic Advisers (2), Primerica Advisors (2).
Nearby: Imperial, Sewickley, Mc Kees Rocks, Ambridge, Oakdale, Clinton, Aliquippa, Carnegie.
Templeton Financial Planning
31yrs
Top 14% by experience in Coraopolis
LPL Financial
30yrs
Top 16% by experience nationwide
Cambridge Investment Research Advisors
27yrs
Top 22% by experience nationwide
Legacy Edge Advisors
19yrs
More experience than 64% of advisors in Coraopolis
Exodus Wealth
16yrs
More experience than 57% of advisors in Coraopolis
Cetera Investment Advisers
15yrs
More experience than 50% of advisors in Coraopolis
Primerica Advisors
8yrs
8 years in the industry
Strategic Advisers
6yrs
6 years in the industry
Strategic Advisers
5yrs
5 years in the industry
Primerica Advisors
5yrs
5 years in the industry
Federated Investment Counseling
4yrs
4 years in the industry
Key Investment Services
3yrs
3 years in the industry
LPL Enterprise
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.