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We guide you in achieving your financial goals while allowing you to focus on your passions

We accomplish this through


Values Based Financial Planning

Through a custom financial plan, we will guide you in achieving your financial goals for the reasons that are important to you. Our planning encompasses everything from retirement planning, 401k rollovers, risk management, to estate planning...


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Investment Management

Allow us manage your investments. We make it easy to delegate your investments to us, so you feel peace of mind in knowing you have a professional working for you, while you are free to focus on other important things.




We are different than other financial advisors

Fiduciary

Fee based planning and investment management services allow us to act in our clients' best interest

Certified Financial Planner™

Our advisors are CFP® Professionals who have met rigorous testing, ethical, and experience requirements

Independent

We are not limited to proprietary products and have access to a nearly unlimited menu of investments and services

Comprehensive

Our breadth of services includes retirement planning, risk management, estate planning, etc... We are here to help you with your financial planning needs.

Client-service Driven

We take pride in serving our clients like they were members of our family

   



Based in Irwin, PA and Serving Clients Across the Nation




Jack M. George, CFP®, CLTC, CMP™

Hi! I'm Jack, owner of Pennsylvania Financial Consultants. I'm a CFP® professional with extensive knowledge in protecting your assets, planning for long term care, and planning around Medicaid. I have a bachelor's degree in accounting and experience in family businesses that I leverage to help clients and businesses achieve their financial goals.

I specialize in working with delegators—those who value expertise and their own time. When clients hire me they elect to delegate the financial aspects of their lives. This allows them more time and energy to focus on their passions, what is important to them, and what they are best at.

It is my mission to provide life changing financial services to clients so that they can achieve their goals for the reasons that are uniquely important to them, all while allowing them to focus on living their lives.


We help you live your best life

Determine if you are on track

for retirement, financial independence, or any other goals you have that require money to achieve.

Have a plan

to help make sure your goals and financial dreams become reality

Be prepared

so that unexpected events may not come between you and your financial goals

Have confidence

in knowing your investments are being managed by a professional

Rest assured

that if something were to happen to you, your wishes may be carried out and honored

Give yourself more

time and energy to focus on living your life and doing what you are best at


Our process for getting started

Step 1

Contact us to set up an initial consultation

There is no cost for this meeting or obligation to work together

Step 2

Gather your documents

We will provide you with a list of documents to gather and bring with you to our initial meeting
Click here to access the list.pdf

Step 3

Initial meeting

During this meeting we will explore what is important about money to you, what goals you have that require money to achieve, and what planning you have done to date. At the end of this meeting we will be able to determine if there is a good fit and basis for working together

Are you ready to get started? Contact us below or at (724) 872-6311

Location: 

1781 Arona Road
North Huntingdon, PA 15642  
          

Office Hours:

Monday - Friday  9AM - 5PM  

Contact:

jack@pa-financial.com
(724) 872-6311

Important Legal Information:

Securities offered through SA Stone Wealth Management Inc., member FINRA / SIPC. Advisory services offered through SA Stone Investment Advisors Inc. 

Copyright © 2020 PA Financial Consultants
Check the background of this firm/advisor on FINRA’s BrokerCheck.