Stallsmith Financial
1158 Pittsburgh Road Ste 102
Valencia, PA 16059
Stallsmith Financial
We specialize in full financial analysis. Teaching you how to reach your goals with detailed analysis. What is the number you need to reach in order to retire with the least stress and how to keep it should nursing home stay be part of your reality. How to maximize performance and control risk is key.
Keywords: Investing, insurance, financial planning, estate planning, Managed Money, Mutual funds, selected annuities from quality companies.
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Interview Q&A
How long have you been in business?
Since 1991
What is your primary product or service?
We work with the whole person model of financial planning. Every area is analyzed then we collect your goals and objectives for the future. The rest is math. You are either on target or you are off. Then you can decide to lower your goals or perhaps get more focused. Either way there is a guide to the future.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Undergraduate work at Clarion University and then American College in Philadelphia for Master degree in Financial Services. Additionally Chartered Financial Consultant, Certified Life Underwriter, Certified Long Term Care specialist and Chartered Special Care Planner. Most recently named 5 Star wealth Manager by Pittsburgh Magazine July 2013 and 2014, then ceased applying for the award.
How do you differentiate yourself from other businesses in your category and area?
We are not a transaction oriented business. Relationships are long term thorough analysis and unique focus on education. Completed the Master of Science degree in Financial Services in 2012 in order to become even more knowledgable in all planning areas.
How many locations do you have and do you have plans to expand?
Location in Valencia PA on Route 8 near route 228 exchange.
Provide detailed directions to your location
Main location is Valencia PA, which is off Route 8 just half a mile north of the 228 intesection toward Cranberry
Which areas do you service?
Family, business and non-profit.
Who owns your company or runs daily operations?
Mark Stallsmith is owns the firm and interests in other companies.
What are your hours of operation?
Service hours are 9am to 4:30pm and by appointment to meet with advisors.
What is the best compliment anyone can give you?
You taught me things that other advisors never took the time to share.
What is your favorite quote or Bible verse?
John 3:16
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