Keywords: establishment,finance,point_of_interest

Wealth Management Strategies, Inc. Greensburg - Greensburg (PA)

Address: 🏡 One Northgate Square, # 104, Greensburg, PA 15601
Phone : +1 (724) 836-7001

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJw5-j9dbPNIgRZ6rbsBeJMXk

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Ed Kowalski: I tried a couple of times to get a couple dollars finally went through ,,, it helped out tremendously thanks to Shaye she was very knowledgeable and professional and also polite and friendly,,, I already had a loan but just refinanced to a new one thanks again Shaye
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L Werry: Dennis set up a trust for my in laws in 2020. My father in law died suddenly a few months later. He was confident that his wife would be well taken care of. Dennis made several trips to her home to sign papers and pick up checks from cashed in investments that he told her to do. Problem being, once they are cashed in all that money is taxed as a capital gain and you owe the government thousands. She also lost money on rollovers since he did two and you are legally only allowed one a year. That investment will charge thousands to cash it in so the irs doesn’t fine you for having two in a year. Her accountant had a lot of work to do on her behalf so she wasn’t taxed a second time on the same money. Be careful!!! Nice guy but his advice may not be what you are looking for.
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Sander Peterson: I retired 2.5 years ago and have been working with Kevin Bock and the team at Integrity for about 4 years. They are a dedicated and trusted partner in my life. Their retirement program is excellent and encompasses all important aspects and issues for a new or future retiree. I highly recommend Integrity Retirement Solutions...thank you! S. Peterson
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Rick Osniak: Been with Brian over 10 years ,he helped me with my 401k, health insurance and life insurance . Best decision I ever made.