Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Pennsylvania > Baden > Merle D. Koon, CFP®
Find the Certified Financial Planner™
Who's right for you.

Merle D. Koon, CFP®

Trustmont Group

207 Pine Grove Ct
Baden, PA 15005
Phone: (724) 816-5254

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.