Services

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We provide services for investments, insurance products, and integrated financial plans that contain both.


At Laurel Financial Group, we start each advisor-client relationship with a no obligation complimentary consultation to review your goals and needs. From there we tailor an easy to understand plan for you. We take a comprehensive approach to structuring your plan and can help you with both Investment and Insurance needs, including but not limited to:

 

Financial & Retirement Planning

Investment Advice & Wealth Management

Social Security Strategies

529 College Savings Accounts

Business Retirement Plans

Retirement Plans for the Self-Employed

Estate & Tax Planning

 

                                                                    As well as:

Life Insurance

 Long-Term Care & Disability

Medicare Advantage & Supplements

Individual Health Insurance

Dental, Vision, & Hearing Plans

Small Group Insurance

Annuity Products

 

 Call us at 412-831-7800 or email us at info@laurelfinancialgroup.com to set up your complimentary consultation.

 

Through choosing to work with us, you also gain access to resources from our Commonwealth Broker/Dealer including access to your own Investor360°® Portal. Through Investor360°®, you can view and access your investments in one place to make keeping track of your Financial Life that much easier.