Local Pros · Mckeesport
Local Financial Advisors in Mckeesport, PA
Locally owned and operated financial advisors serving Mckeesport and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 10 financial advisors in Mckeesport, PA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Synergy Group Inc with a 4.9-star rating from 110 Google reviews and an RNM Score of 82/100. Also in the top tier: Lloyd's of Munhall & Renzie Insurance Agency and JFS Wealth Advisors. The average rating across all listed financial advisors in Mckeesport is 4.6 stars from 23 reviews per business on average.
Financial advisors in Mckeesport typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Lloyd's of Munhall & Renzie Insurance Agency
This business stands out as the top-ranked financial advisor in McKeesport due to its long-standing local reputation and comprehensive insurance and financial services.
Most Reviewed
JFS Wealth Advisors
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in McKeesport, consider both the advisor's specialization and client reviews to ensure they align with your specific financial goals. It's also wise to schedule initial consultations to compare services and fee structures.
Local Market Snapshot
10
Businesses listed
4.6★
Avg rating
23
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from over 110 reviews, this McKeesport financial advisor is highly trusted.
1967 Lincoln Way, White Oak, PA 15131, USAExceptional 4.8-star rating from 19 reviews in McKeesport.
2016 Eden Park Blvd, McKeesport, PA 15132, USAA 4.8-star rating from 17 Google reviews makes this McKeesport financial advisor highly trusted.
1479 N Hermitage Rd, Hermitage, PA 16148, USAFinancial Advisors Rankings in Mckeesport, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Synergy Group Inc1967 Lincoln Way, White Oak, PA 15131, USA | 4.9★ | 110 |
| #2 | Lloyd's of Munhall & Renzie Insurance Agency2016 Eden Park Blvd, McKeesport, PA 15132, USA | 4.8★ | 19 |
| #3 | JFS Wealth Advisors1479 N Hermitage Rd, Hermitage, PA 16148, USA | 4.8★ | 17 |
| #4 | Stone House Retirement Income Planners80 W Tioga St, Tunkhannock, PA 18657, USA | 4.9★ | 8 |
| #5 | Merit Financial Advisors2350 E 3rd St Ste 6, Williamsport, PA 17701, USA | 5.0★ | 2 |
| #6 | The Advisors at Cornerstone FinancialSouth, 4225 Molly Pitcher Hwy, Chambersburg, PA 17202, USA | 3.0★ | 2 |
| #7 | HBKS Wealth Advisors200 Pinewood Ln Suite 204, Warrendale, PA 15086, USA | — | — |
| #8 | Advisors LLC3875 Franklintowne Ct #130, Murrysville, PA 15668, USA | — | — |
| #9 | Focus Partners WealthFoster Plaza, 680 Andersen Dr 10, Suite 350, Pittsburgh, PA 15220, USA | — | — |
| #10 | Winthrop Partners101 E Swissvale Ave, Pittsburgh, PA 15218, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Mckeesport
Rated 4.9 stars from 8 Google reviews, this locally trusted financial advisor.
80 W Tioga St, Tunkhannock, PA 18657, USA
Exceptional 5.0-star rating from two local Google reviews.
2350 E 3rd St Ste 6, Williamsport, PA 17701, USA
A McKeesport financial advisor with a 3.0-star rating from 2 Google reviews.
South, 4225 Molly Pitcher Hwy, Chambersburg, PA 17202, USA
No Google reviews yet; check back for client feedback on this McKeesport advisor.
200 Pinewood Ln Suite 204, Warrendale, PA 15086, USA
A local financial advisor in McKeesport with no customer reviews yet.
3875 Franklintowne Ct #130, Murrysville, PA 15668, USA
No ratings yet from Google reviews; consider this uncharted option for financial guidance.
Foster Plaza, 680 Andersen Dr 10, Suite 350, Pittsburgh, PA 15220, USA
Exceptional 5.0-star rating from six Google reviews in McKeesport.
101 E Swissvale Ave, Pittsburgh, PA 15218, USA
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Financial Advisors in Mckeesport, PA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Synergy Group Inc | 82/100 | 4.9 ★ | 110 |
| 2 | Lloyd's of Munhall & Renzie Insurance Agency | 83/100 | 4.8 ★ | 19 |
| 3 | JFS Wealth Advisors | 71/100 | 4.8 ★ | 17 |
| 4 | Stone House Retirement Income Planners | 69/100 | 4.9 ★ | 8 |
| 5 | Merit Financial Advisors | 64/100 | 5.0 ★ | 2 |
| 6 | The Advisors at Cornerstone Financial | 30/100 | 3.0 ★ | 2 |
| 7 | HBKS Wealth Advisors | 3/100 | — | 0 |
| 8 | Advisors LLC | 3/100 | — | 0 |
| 9 | Focus Partners Wealth | 3/100 | — | 0 |
| 10 | Winthrop Partners | 69/100 | 5.0 ★ | 6 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Mckeesport
What is a fiduciary financial advisor and why does it matter in Mckeesport?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Mckeesport, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Mckeesport?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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