Rebecca E. Spadafore
Liscensed Financial Advisor

Rebecca E. Spadafore Liscensed Financial Advisor Rebecca E. Spadafore Liscensed Financial Advisor Rebecca E. Spadafore Liscensed Financial Advisor

814-337-6937

814-337-6937

Rebecca E. Spadafore
Liscensed Financial Advisor

Rebecca E. Spadafore Liscensed Financial Advisor Rebecca E. Spadafore Liscensed Financial Advisor Rebecca E. Spadafore Liscensed Financial Advisor

Rebecca E. spadafore

Liscensed Financial Advisor

Liscensed Financial AdvisorLiscensed Financial AdvisorLiscensed Financial Advisor

 Financial Advisor specializing in highly Personalized Investment Portfolios at LPL Financial 


A Fresh Take on Managing Your Finances

Achieving your financial dreams often requires more than basic advice; it helps to have a professional by your side. To visualize and act on specific steps, a solid financial plan is essential. However, the journey to financial security can be overwhelming without a trusted advisor. My practice focuses on integrating all aspects of your financial life.  In other words, here you receive the “TLC” that everyone deserves as they look to protect their future.

Let’s design a unique path toward your future together!

I am a licensed fiduciary. This means that when it comes to planning and investment advice, I am legally bound to act only in the best interest of the client. So you’ll have the peace of mind that you are always getting objective advice.

So, let’s waste no time, here’s what I can do for you:

Portfolio Management

Savings Plans/Budgeting

Savings Plans/Budgeting

Portfolio management is setting yourself up for long-term financial success and stability. I work in a highly specialized style with clients as we build your full portfolio together. Your life is like no one else's. Therefore, your portfolio should  be designed in a way that it is “custom fitted” to your life, no one else’s. Your time horizon, risk tolerance, product preferences, and strategic goals all are tailored to you specifically.  I also have strategies designed to potentially reduce the taxes you pay associated with investments.

Savings Plans/Budgeting

Savings Plans/Budgeting

Savings Plans/Budgeting

By creating and sticking to a budget, you gain a sense of control over your finances. This can help you identify and eliminate unnecessary expenses, empowering you to increase your savings.

Retirement Planning

Retirement Planning

Retirement Planning

With my retirement planning services, you can gain a clear understanding of how much you need to retire comfortably. I also help you prepare for the unexpected, providing peace of mind. The plans we build together cover everything from living expenses to healthcare, ensuring you can even go on that dream trip you've always wanted to take.

Estate Planning

Retirement Planning

Retirement Planning

Estate planning is for everyone who wants to ensure their loved ones are taken care of. This includes preserving family wealth, providing for a surviving spouse and children, funding children's or grandchildren’s education, or leaving a legacy for a charitable cause.

You and your wealth can do so much more. Schedule a free consultation with me today. I can show you the power of an integrated wealth management strategy and how it can help you reach your financial goals.

About LPL Financial

 Our team at LPL Financial champions financial health, a mission I embody as a dedicated Financial Advisor. With a rich educational foundation, including a BBA from St. Bonaventure University and coursework at the University of Oxford, I leverage my expertise to craft personalized retirement plans and comprehensive financial strategies.  

215 Chestnut St.

Meadville, PA   16335

Office Phone: 814-337-6937 

Email:  rebecca.spadafore@lplfinancial.com

AWARD WINNING

AWARD WINNING

AWARD WINNING

Voted "Best Financial Advisor of the Year"

2024- Tribune Reader's Choice Awards

2023- Tribune Readers Choice Awards

Education

AWARD WINNING

AWARD WINNING

St. Bonaventure University

University of Oxford

Contact Me!

 

215 Chestnut St.

Meadville, PA   16335

Office Phone: 814-337-6937 

rebecca.spadafore@lplfinancial.com

LinkedIn

814-573-3292


Please call to reserve an appointment.

DISCLAIMERS

 LPL Financial Form CRS 

 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

 We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 

 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC 

 Any LPL Financial registered representative associated with this website 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. 

Copyright © 2024 Rebecca SPADAFORE - All Rights Reserved.

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