Auto

Whether you have unique or valuable assets or a teen driver at home, our team can do a thorough review of what coverage is best for you.
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Estate Planning

Preserving your assets, planning for your future, and creating a legacy for your family are important parts of everyone’s life.
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Home

We can provide affordable coverage that meets your specific needs.
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Insurance

Understanding the basics of our healthcare system has become increasingly difficult.
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Retirement Planning

We spend our entire lives working hard to earn a living.
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Taxes & Accounting

Knowing which deduction to take, how much to save for, and the fear of having a large tax bill at the end can be daunting.
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Contact:

  • 1300 Ligonier Street
    Latrobe, PA 15650
  • Phone: 724-532-1884
  • Fax: 724-532-1486
  • Email: [email protected]
  • SWilkinsGlenn@ WorldCapitalBrokerage.com (for securities only)

office hours:

  • Mon – Tue: 9 am – 6:30 pm
  • Wed – Thurs: 9 am – 5 pm
  • Fri: 9 am – 12 pm (noon)
  • Other hours available by  appointment

Planning:

  • *Retirement Planning
  • Wills, *Trusts, and Estates
  • Taxes & Accounting

Insurance:

  • Life, Auto, Home
  • Business & Commercial
  • ACA & Medicare
  • Health & Long Term Care