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Financial Advisor Near Washington PA

Achieve Your Financial Goals with an Experienced Advisor Serving Washington, PA

Achieve Your Financial Goals with an Experienced Advisor Serving Washington, PA

Centennial Financial Group understands the unique financial needs of individuals and families in Washington, PA, and the surrounding areas, including Pittsburgh. We leverage technology to provide comprehensive financial planning services to clients throughout Pennsylvania.

Our team of experienced financial advisors is dedicated to helping you achieve your financial goals, whether it's planning for retirement, saving for your children's education, or building wealth. We hold the following designations to ensure we're qualified and able to deliver the best possible service:

  • Certified Financial Planner (CFP®)
  • Certified Estate Planner (CEPA)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)

Why Choose Centennial Financial Group as Your Washington, PA Financial Advisor?

Client-Centric
Approach

We take the time to understand your unique financial situation, goals, and risk tolerance.

Comprehensive
Financial Planning

We offer a wide range of financial planning services, including retirement planning, investment management, tax planning, and estate planning.

Experienced and
Credentialed Advisors

Our team of financial advisors holds industry-recognized credentials and has extensive experience helping clients achieve their financial goals.

Technology-Driven Solutions

We leverage technology to provide efficient and secure communication, making it easy to connect with your advisor, no matter your location.

Fiduciary Duty

We act as a fiduciary, meaning we are obligated to put your best interests ahead of our own. This ensures that all our recommendations and decisions focus on achieving the best outcomes for you.

Washington, PA Financial Professionals You Can Trust

Washington, PA Financial Professionals You Can Trust

Centennial Financial Group is committed to providing Washington, PA residents with the financial guidance they need to build a secure future. We understand the challenges and opportunities that come with living and working in the area, and we're here to help you navigate them.

FAQ Schema

Frequently Asked Questions (FAQs)

What do your financial designations (CEPA, CLU, ChFC) mean?

Financial advisors hold various designations to demonstrate their knowledge and expertise in specific areas. Here's a brief explanation of ours:

  • Certified Financial Planner (CFP®): This prestigious designation signifies the advisor has completed rigorous education, experience requirements, and adheres to a strict ethical code. CFP® professionals are held to a fiduciary standard, meaning they act in your best interests when providing financial advice.
  • Certified Estate Planner (CEPA): This designation signifies expertise in estate planning strategies, which can be crucial for minimizing taxes and ensuring your assets are distributed according to your wishes.
  • Chartered Life Underwriter (CLU): This designation indicates in-depth knowledge of life insurance products and their application within financial plans. CLUs can help you choose the right life insurance coverage to meet your needs.
  • Chartered Financial Consultant (ChFC): This designation signifies a broad understanding of financial planning concepts, including retirement planning, investments, and risk management. ChFCs can provide comprehensive financial guidance.

How can I schedule a consultation with a financial advisor?

You can schedule a free consultation by calling us at (814) 536-4200 or by filling out the contact form on our website.

What financial services do you offer?

We offer a wide range of financial planning services, including retirement planning, investment management, tax planning, and estate planning.

Ready to Take Control of Your Financial Future?

Ready to Take Control of Your Financial Future?

Contact Centennial Financial Group today to schedule a free consultation with a financial advisor serving the Washington, PA area. We'll discuss your financial goals and develop a personalized plan to help you achieve them.

Ethan Stewart , CFP®, CEPA

Ethan Stewart , CFP®, CEPA

Managing Partner

(814) 536-4200

Don C. Hall II, CLU, CRPC, ChFC

Don C. Hall II, CLU, CRPC, ChFC

Firm Partner

Christine Ondesko-Timura

Christine Ondesko-Timura

Office Manager

Gunnar Laasanen

Gunnar Laasanen

Director of Operations

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

About Us

We are an independent, fee-based financial planning firm with expertise in client education, retirement planning and exit planning.

About Us

Our Team

Our professional advisors thrive on a foundation of trust, authenticity and transparency that prioritizes your happiness at every life stage.

Meet the Team

Contact Us

Ready to work with transparent financial professionals who prioritize your best interests? Reach out to Centennial Financial Group today.

Contact Us Today