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Financial Planning & Consulting

We provide independent fiduciary financial advice– custom tailored your unique situation or business.


Investment Management

Allow us to manage your IRA, 401(k), or other investment account. Have confidence in your investment strategy, knowing you have a professional working for you, doing what they do best– so that you are free to focus on what you do best.


Jack M. George,

CFP®, CLTC, CMP™

Hi! I'm Jack, owner of Pennsylvania Financial Consultants. I have designed my firm from the ground up to deliver what I strive to be the ultimate client experience. 

We are process driven– and continue to refine, learn, and adapt our practices to best service our clients. We pride ourselves on being both proactive and responsive. 

Before clients even meet with me for the first time, it is my goal to deliver value. This client-centric approach is the heart around what we do.

Simply put, we provide clients with creative, important, and often life changing financial planning and consulting services. 

There is never an obligation to purchase a product or investment. Our fiduciary advice is always in your best interest– and we can help you implement this advice if desired.

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 doing what they are best at.




We are different than other financial advisors.

Fiduciary

Fee based planning and investment management services allow us to always 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, debt reduction, cash flow planning, etc...

Service Driven

We take pride in being proactive, responsive, and serving our clients like they were members of our family.


 Our Services

Investment Management

Smart investing doesn't have to be complicated. Have confidence in your strategy, knowing we tailor your portfolio to your unique needs within you desired level of risk.


Financial Planning

Customized financial plans that we deliver for a flat fee to our clients. We provide straight forward, independent advice, and can help you implement the plan if desired.


Retirement Planning

Where will your retirement money come from? Will you have enough? We can help you retire and prepare for retirement with confidence.


Estate Planning*

We work with your attorney and help guide you in having a plan to ensure your assets pass in the most efficient and cost effective manner.


Tax Planning*

We work with your CPA to provide creative tax planning to help save you time and money.



Risk Management

We will help you plan for life's unexpected events to ensure your finances and goals are protected.


*Registered representatives do not provide tax/legal advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate. 

How to get 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 © 2021 PA Financial Consultants
Check the background of this firm/advisor on FINRA’s BrokerCheck.