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Financial Resources

At West Advisory Group, we've made it our mission to educate our clients on their financial decisions. Financial literacy is our goal and we believe that honesty, transparency, and constant communication helps build meaningful, long-lasting relationships. 

Don't know where to begin?

Here at West Advisory Group, we believe in identifying all of the facts prior to making any financial decision. We want to make sure you're doing all of the right things before you implement any strategy.

We've designed a unique set of questions to help you determine where you may need additional information in your retirement planning.

Our Financial Resources

Free Portfolio Risk Analysis

Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. We'll pinpoint your exact Risk Number and send you a personalized report. Is your retirement at risk? Get your free portfolio risk analysis below!

Events

West Advisory Group is proud to give back to the Pittsburgh and Erie communities that we serve. We proudly offer a variety of different events, from financial and retirement planning educational events and seminars to charitable and social events. We make all of our event announcements over on our Facebook page.

Financial Articles

The financial services industry is always changing, and we work diligently to stay on top of these adjustments. In our Financial Articles, you'll find the most up to date information and data on the topics you want to learn more about. You can access all of our articles here.

Our Weekly Financial Newsletter

We want you to be in the know about the important topics that we’re sharing, and we’re hopeful that our weekly newsletter will help you stay in the loop. Our goal for these weekly emails are to be on the topics that you want to learn more about and to open a conversation with any questions you may have about them. Just enter in your information below, and you'll start receiving our financial newsletter right to your inbox!

Have Questions?

Whether you want to save money for college, are looking for ways to reduce your tax burden, are ready to start your retirement planning, or want to explore investment opportunities, we’re here to assist you. Our offices can help you through reliable financial planning services.