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Cashdollar & Associates LLC

Not Rated Not Rated

115 Erie St, Grove City, PA 16127
(724) 458-5233
 
We at Cashdollar & Associates, LLC place the highest level of trust and confidence in our abilities to deliver competent, well-informed, personalized service to our clients. It is in this service that relationships are maintained and grow. We work t...read more
We at Cashdollar & Associates, LLC place the highest level of trust and confidence in our abilities to deliver competent, well-informed, personalized service to our clients. It is in this service that relationships are maintained and grow. We work towards setting the standards through tremendous levels of professionalism and accurate knowledge of the industry. We can offer these talents to our clients by continuing education, personal knowledge of the clientele and professional image. It is our desire to impress new clients and keep the needs of our current clients met.
 
 

Business Details

Categories


Financial Planning Consultants & Services, Financial Services, Insurance, Investment Securities, Stock & Bond Brokers

Hours of Operation

  • Mon 08:00 AM-05:00 PM
  • Tue 08:00 AM-05:00 PM
  • Wed 08:00 AM-05:00 PM
  • Thu 08:00 AM-05:00 PM
  • Fri 08:00 AM-05:00 PM

Certification & Affiliations

  • CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®)
  • Member, Financial Planning Association (FPA)
  • Member, National Association of Insurance and Financial Advisors (NAIFA)
  • Member, National Tax Shelter Account Association (NTSAA)
  • MetDesk® Specialist, MetLife's Division of Estate Planning for Special Kids
  • More
  • Series 6, 7, 63, 65 & 24 Securities Licensing
  • Less

Customers Served

  • Residential, Commercial, Industrial

Products & Services

  • 401(K) Plans
  • Advisor Searches
  • Aircraft Insurance
  • Alarm Installer Insurance
  • All Terrain & RV Insurance
  • More
  • Annuities
  • Appraisals
  • Asset & Portfolio Management
  • Asset Allocation
  • Asset Management
  • Auto Insurance
  • Bank Rating
  • Bid Depositories
  • Bid Reports
  • Boat Insurance
  • Bonding
  • Bonds
  • Brokerage Services
  • Builder & Contractor Insurance
  • Business Financial Services
  • Business Insurance
  • Business Planning
  • Business Start-Up Planning
  • Casualty Insurance
  • Charitable Trusts
  • Chartered Life Underwriters
  • Claim Processing
  • Classic Car Insurance
  • Combination Policies
  • Commercial Vehicle Insurance
  • Commodities & Futures
  • Commodity Trading Consultants & Advisors
  • Compliance Software
  • Consultations
  • Corporate Finance
  • Credit Lines
  • Credit Reports
  • Debt Management
  • Deposit Insurance
  • Derivatives
  • Disability Insurance
  • Discounts
  • Diversification
  • Earthquake Insurance
  • Employee Benefit Plans
  • Equity Investments
  • Escrow Services
  • Estate Management
  • Estate Planning
  • Family Financial Planning
  • FDIC Insured Certificates of Deposit
  • Financial Advisors
  • Financial Education Workshops
  • Financial Management
  • Financial Needs Analysis
  • Financial Planning
  • Financing
  • Fire Insurance
  • Fixed Annuities
  • Fixed Income Products
  • Flood Insurance
  • Foreign Bonds
  • Foreign Currency Traveler's Checks
  • Franchise Consultants
  • Fraud Hotlines
  • Free Quotes
  • Government Bonds
  • Government Securities
  • Group Plans
  • Health Insurance
  • High Risk Coverage
  • Homeowners' Insurance
  • Hotel & Motel Insurance
  • Immediate Coverage
  • Index Funds
  • Individual Retirement Accounts
  • Information & Referrals
  • Inheritance Planning
  • Initial Public Offerings
  • Insurance
  • Insurance Compensation
  • Insurance Planning
  • Insurance Premiums
  • Insurance Reports
  • International Insurance
  • International Securities
  • Internet Services
  • Investment Advisors
  • Investment Management
  • Investment Planning
  • Investment Research
  • Investment Services
  • Investments
  • IRA Rollovers
  • Keogh Plans
  • Legal Insurance
  • Letters of Credit
  • Liability Insurance
  • License Reinstatement Assistance
  • Life Insurance
  • Litigation Support
  • Load Funds
  • Long-Term Care Insurance
  • Market Analysis
  • Mergers & Acquisitions
  • Mexican Auto Insurance
  • Mobile Home Insurance
  • Money Market Accounts
  • Money Market Funds
  • Mortgage Insurance
  • Motorcycle Insurance
  • Multiple Auto Policies
  • Multiple Peril Insurance
  • Multiple Policy Discounts
  • Municipal Bonds
  • Municipal Securities
  • Mutual Funds
  • New Home Discounts
  • No Broker Fees
  • No Load Funds
  • Non-Smoker Discounts
  • Notary Services
  • Online Quotes
  • Online Trading
  • Options
  • Package Policies
  • Payment Plans
  • Payroll Administration
  • Pet Insurance
  • Phone Quotes
  • Phone Trading
  • PMI
  • Private Banking
  • Professional Liability Insurance
  • Receivable Management
  • Referral Discounts
  • Registered Representative of Walnut Street Securities, Inc.
  • Reinsurance
  • Renters' Insurance
  • Restaurant Insurance
  • Restricted or Revoked Licenses
  • Retailers' Insurance
  • Retirement Planning
  • Risk Management
  • Rollovers
  • Roth Individual Retirement Accounts
  • Sarbanes-Oxley Software
  • Senior Discounts
  • SEP Individual Retirement Accounts
  • Short-Term Policies
  • Small Business Insurance
  • Small Group Plans
  • SR-22 Auto Insurance
  • Stock Investments
  • Stock Options
  • Stocks
  • Student Drivers
  • Supplemental Insurance
  • Tax Planning
  • Tax-Deferred Annuities
  • Tax-Exempt Bonds
  • Tax-Exempt Securities
  • Tax-Free Investments
  • Tax-Sheltered Annuities
  • Technical Research
  • Theft Insurance
  • Trading Strategies
  • Traveler's Checks
  • Treasury Bills & Notes
  • Trust Accounts
  • Trust Management
  • Trusts
  • Umbrella Policies
  • Warranty Coverage
  • Wealth Management
  • Wedding Insurance
  • Workers' Compensation
  • Less

Specialties

  • 401(k) Plans
  • 403(b) Plans/ Tax Advantaged Annuities
  • Annuities
  • Bonds
  • College Investment Accounts/ 529 Plans
  • More
  • Disability Income Insurance
  • Estate Planning Assistance
  • Estates
  • Insurance
  • Investment Services
  • IRA's - Traditional, Roth, SEP, Simple and Rollovers
  • Life Insurance
  • Long-Term Care Insurance
  • Long- Term Care Insurance Planning
  • Mutual Funds
  • Profit Sharing & Money Purchase Plans
  • Retirement Services & Investments
  • Single, Joint and Children's Accounts
  • Stocks
  • Trust Accounts
  • Less
  • Licensed

Areas Served

  • Mercer, My County
 

Reviews

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We at Cashdollar & Associates, LLC place the highest level of trust and confidence in our abilities to deliver competent, well-informed, personalized service to our clients. It is in this service that relationships are maintained and grow. We work towards setting the standards through tremendous levels of professionalism and accurate knowledge of the industry. We can offer these talents to our clients by continuing education, personal knowledge of the clientele and professional image. It is our desire to impress new clients and keep the needs of our current clients met.