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(724) 220-6810
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Chris Mickey, Financial Advisor

Chris Mickey, Financial Advisor

Proudly serving Southwestern Pennsylvania

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.

Who We Are

How We Can Help

In addition to working on your behalf, we can help simplify your financial life and help provide the freedom to focus on what matters most: Our Community.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible financial advisor supporting you every step of the way.

Lifestyle

Dream big, have fun. It's time to maximize the return on your life.

Investment

A financial advisor can create a portfolio that's designed to fit your lifestyle.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you build for tomorrow.

Speak with a neighborhood advisor to learn how<strong> we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

What Sets Us  Apart

A financial advisor who is personally immersed in the community is better able to know clients one-on-one, which in turn translates to more personalized financial and investment advice.  Whether planning for the present or the future, our goal is to help our clients be able to live a life full of fun, passion, and purpose.

Call Us

(724) 220-6810

Address

159 North 3rd Street

Connellsville, PA 15425