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:
Long-Term Care & Disability
Medicare Advantage & Supplements
Individual Health Insurance
Dental, Vision, & Hearing Plans
Small Group Insurance
Call us at 412-831-7800 or email us at [email protected] 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.