Worried if you'll have enough money to retire? That you don't have a Formal Plan for Success? Are you tired of Cookie Cutter Portfolios? Have you been told you're"Only Paying 1%" but they won't put it on paper? Or, have you been told that you're diversified (Pie Chart) but they've never shown you a independent 3rd party assessment... 

 

We’ll work diligently to preserve your capital, potentially increase your income, educate you about your investments and options, and we'll organize your retirement assets for more profitability while reducing risk. We are your 1 stop shop for all your financial needs!  You can rest easy with the knowledge that you will no longer have to keep track of who has what account, policy, or insurance and how get in touch with the right person. We do it all! With the help of our partner companies, we're able to continue to offer that small firm feel with the Knowledge and Expertise of firms 10 times larger. We assist families from Florida to California, but we're based right here in Western PA! 

 

We offer a wide array of Products and Services such as: 

Our Client Bill of Rights (You'll know exactly what to expect)

Custom built Fiduciary Genius’s Comprehensive Retirement Plan

Portfolio & Wealth Management

Custom Tailored Investment Portfolios

Proprietary Investments Strategies

Independent Risk Assessments

Life Insurance

Retirement Income Investments

Income Planning

Legacy Planning

Home & Auto Insurance 

Medicare Supplement & Advantage plans 

and so much more!!!!

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When you work with 1st Cannon Financial…. you’re not just a number you’re part of our family!