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fiduciary financial advice and

investment management

Whether your objective is building wealth, making work optional, or leaving a legacy,

we help people and businesses achieve their financial goals, manage risks,

and have more time to focus on their families and passions.


Schedule a call


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Why clients trust their investments

and planning to us


 fiduciary

All of our financial advice is held to a fiduciary standard. All of our financial advice is in     

  Your best interest.


 know-how

We have the knowledge and experience to deliver creative, concise, and impactful financial solutions. We are planners by nature, and have a passion for growing wealth and creating strategies to accomplish your financial goals.          


 independence

We have no proprietary products or services we are bound to. We are free to suggest or use the best investments or processes to meet our clients goals and objectives.
         

 accessibility

When you have a question or need to speak with someone, the last thing you want to do is wait on hold or wait days for a reply email. We limit our number of clients so that we can deliver the service you deserve.          


financial planning is having a real strategy to achieve your financial goals


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We are in the business of outcomes


    financial security 

                                                                             being present to my family

                        achieving goals

                                            feeling confident about your finances

                            retiring

                         leaving a legacy to family or a charity

                             managing stress

                                                                                                                  having more time to focus on your passions

                                                    making work optional

                                                                fulfilling your purpose

We specialize in working with



individuals and families

We start by exploring what is important about money to you. Next, we define your goals. We then create a strategy to manage risks, build wealth, and accomplish your goals for the reasons that uniquely important to you.

  small businesses

As small business owners ourselves, we have knowledge and ideas that can help you be successful. We help you manage risks, administer benefits,  and accomplish personal financial goals.



don't leave whether or not you accomplish what's important to chance– plan for the future you want

Ready to get started?

 Click here to schedule a call

Jack George, CFP®, CLTC, CMP™

Jack is a proud finance nerd, husband, father of four, golfer, gamer, black belt, musician,

and CEO of Pennsylvania Financial Consultants.


Ever since Jack was young, his gift was creating strategies to build wealth and accomplish financial goals.

He is a lifetime learner, practitioner, and dedicated to guiding clients in making smart decisions with their money.


Jack's passion is helping people become financially independent and free.



click here to setup a call with Jack


Contact

1781 Arona Road, Suite 3b, Irwin, PA 16542

Phone: (724) 872-6311

Fax: (724) 872-6998

jack@pa-financial.com



Important Legal Information:

Securities offered through SA Stone Wealth Management Inc., member FINRA / SIPC.

Advisory services offered through SA Stone Investment Advisors Inc. 

Copyright © 2022 Pennsylvania Financial Consultants


Check the background of this firm/advisor on FINRA’s BrokerCheck.