We at Orion Financial have been helping people with retirement planning in Pittsburgh and the surrounding area since opening our Pittsburgh branch in 2013.
Jan McConnell brings a new perspective as a Financial Planner with her CPA. As with everyone on the Orion Financial Team, Jan McConnell goes above and beyond for the care of her clients. Our office in Morgan, Pa is conveniently located for anyone around the Pittsburgh, Bridgeville, and Washington, Pennsylvania area looking for expert help with investments, retirement planning, and financial planning.
As a Pittsburgh native, Jan McConnell builds lasting relationships with the people she helps with retirement planning in Pittsburgh. Jan McConnell uses her CPA experience to better assist her clients. Using tax-efficient strategies when dealing with retirement planning is crucial. Jan McConnell has the knowledge and experience to help you with retirement planning in Pittsburgh, PA.
Whether your objectives are long term retirement or more immediate short-term obligations, we provide the professional financial guidance to effectively chart your course. Navigating the financial waters of investment planning and retirement, whether it’s in the next 10 years, 10 days or perhaps you are already retired, it all requires the necessary skills and expertise of a financial professional. Our team at Orion Financial has the passion to actively listen to your unique perspective and help you establish and ultimately achieve your goals.
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“Being able to utilize many different types of investments options and services as an independent advisor, we create a plan for our clients that gives a clear path so they can reach their financial and retirement goals. Updating and reviewing clients’ plans regularly gives them certainty that they are on track to reach their long-term objectives”
Schedule a short, free consultation to see if we are right for you
500 Millers Run Road Morgan, PA 15064
Phone: (412) 564-1161 Fax: (855) 281-9704
Mon-Fri: 8:00 AM - 5:00 PM Sat-Sun: By Appointment
Janet A. McConnell email@example.com