Seasons Financial Advisors

(on millers run road)
Financial and Investment Services in Morgan, PA
Financial and Investment Services
Financial Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

500 Millers Run Road
Morgan, PA
15064

About

Here at Seasons Financial Advisors we take a holistic, goals-based approach to financial planning. Based on your risk/return objectives we will help you develop investment goals and how best to meet them.

Based on your goals we will develop a long-term strategic asset allocation comprised of Individual stock, mutual funds, and insurance products when necessary. We then carve out a portion of your portfolio that is tactical, with the flexibility to shift with the ever-changing economy. As time goes by, we will review those goals with you to determine if they have changed or if we are still on track to reach them.

Through out your lifetime you will experience different stages of goals. During the accumulation phase your portfolio will be made up of companies with long term growth potential and a higher weight towards equities. As you enter retirement and move into the distribution phase, we will shift your portfolio to safer investments with a higher allocation to fixed income and income generating stocks. We would prefer to fill the role of Chief Financial Officer (CFO) for you and your family, helping you navigate through the various Seasons of life.

Please also note our other location at:
1231 Sarasota Center Boulevard
Sarasota, FL 34240

Photos

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Information

Company name
Seasons Financial Advisors
Category
Financial and Investment Services

FAQs

  • What is the phone number for Seasons Financial Advisors in Morgan PA?
    You can reach them at: 724-463-1331. It’s best to call Seasons Financial Advisors during business hours.
  • What is the address for Seasons Financial Advisors on millers run road in Morgan?
    Seasons Financial Advisors is located at this address: 500 Millers Run Road Morgan, PA 15064.
  • What are Seasons Financial Advisors(Morgan, PA) store hours?
    Seasons Financial Advisors store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.