SecondHalf Coach Wealth Management

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Finance & Insurance >> Financial Advisors/Planners, Retirement Services

SecondHalf Coach Wealth Management

2519 Ligonier Street
PO Box 421
Latrobe, PA 15650 | map | directions

William J. Urbanik, MBA

724-537-2799 | fax: 724-537-3180

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Our firm proudly embodies a team oriented approach effectively engaging the talents and knowledge of each team member and together, we strive to foster long-term relationships founded on trust. In addition to our wealth management services, we provide timely and relevant communications on the economy, financial markets, tax law changes and other issues that are important to investors of all ages. In an effort to further educate our clients, we host numerous seminars and workshops throughout the year and client appreciation events to thank our clients for their continued loyalty and business. Our primary goal is to be considered a positive and empowering influence and to serve our clients as a trusted coach at their side throughout the many stages of their lives. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. http://www.finra.org http://www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Member Since: 2014

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	(Date: 2/3/2023)

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