HUB Retirement and Wealth Management
Moon Township, Pennsylvania
Office Address
500 Cherrington Parkway
Suite 130
Moon Township, PA 15108
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
Our Story
At HUB Retirement and Wealth Management – Moon Township, our mission is to make sure our clients have a plan tailored to their specific business and individual needs that addresses their unique goals and circumstances now and in the future. Utilizing our highly experienced team, we provide innovative retirement planning services to organizations and their employees, and wealth management services to individuals.
We differentiate ourselves by thinking strategically and long-term with our clients, to help ensure that their business objectives fully align with their retirement plan strategy. We are independent, vendor neutral, and help ensure transparency in making investments recommendations and decisions. Our strong investment fiduciary processes mitigate risk for plan fiduciaries while striving to deliver successful retirement ready outcomes for the plan employees.
Our wealth management services utilize a client first mindset to provide diverse guidance and revenue neutral recommendations to help our clients work toward accomplishing their personal financial goals. We recognize that each person’s situation is different. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values that you hold and develop an overall wealth management plan tailored to your specific set of circumstances.
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
We help you attract and retain employees with innovative retirement plan solutions
Private Wealth
Our mission is to help you define where you want to go and help you get there
Financial Wellness
We strive to help your employees reduce financial stress at work and pursue better outcomes
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
We’re by your side for all your needs, in business and in life.
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