Pakos Wealth Management
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
752 Lloyd Ave, Latrobe, Pennsylvania, 15...Website
www.pakoswm.comRevenue
<$5 MillionIndustry
About Pakos Wealth Management
Pakos Wealth Management is a financial advisory firm that specializes in tax strategy, 401K rollovers, IRAs, and education or retirement planning. They cater to a diverse clientele including nurses, doctors, factory workers, teachers, professionals, and small businesses in the Latrobe, Derry, Greensburg, Ligonier, and Blairsville, PA area. The firm emphasizes a family-oriented approach to investing and offers a range of services including investments, retirement planning, estate management, and insurance strategies. Their goal is to provide personalized financial guidance to help clients achieve their financial potential.Explore more
Pakos Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Pakos Wealth Management
<$5M
1-10
Private
-
2022
TP
Tyler PakosWealth Management Advisor & Vice President, Pakos Wealth Management
<$5M
1-10
Private
-
2022
TR
Thomas RollRegistered Principal, Senior Wealth Advisor, Fundamental Choice Portfolio Manager
<$5M
1-10
Private
-
2019
LM
Leyder MurilloFounder & Managing Director & Independent Fee-Only Financial Advisor
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Pakos Wealth Management is a financial advisory firm that specializes in tax strategy, 401K rollovers, IRAs, and education or retirement planning. They cater to a diverse clientele including nurses, doctors, factory workers, teachers, professionals, and small businesses in the Latrobe, Derry, Greensburg, Ligonier, and Blairsville, PA area. The firm... Read More
