724-302-5182

Financial Planning in McClellandtown PA & Uniontown PA

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Second Opinion Insurance Agency, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Second Opinion Insurance Agency, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Second Opinion Insurance Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Second Opinion Insurance Agency today to see how Financial Planning can help achieve your goals.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

McClellandtown Location

870 McClellandtown Road, Suite 8

McClellandtown, PA 15458

Main office: 724-302-5182
Fax: 724-437-3388

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: By Appointment
Sun: Closed

Evenings by Appointment

Pittsburgh Location

234 Shady Ave

Pittsburgh, PA 15206

Main office: 412-362-8340

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Waynesburg Location

1644 E High Street

Waynesburg, PA 15370

Main office: 724-627-7252
Fax: 724-852-2230

Office Hours:

Mon: 8:30 AM - 4:30 PM
Tues: 8:30 AM - 4:30 PM
Wed: 8:30 AM - 4:30 PM
Thurs: 8:30 AM - 4:30 PM
Fri: 8:30 AM - 4:30 PM
Sat: Closed
Sun: Closed

Our Providers