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Financial Planning Services

Everything we do at William R. Pintaric & Associates is considered financial planning. Whether it’s tax planning, estate planning, philanthropic planning, or college planning, you have unique goals. Financial planning looks at your current financial life and determines a path to reaching your financial responsibilities and goals.

Client Centered

When to Start Working With a Financial Advisor

The best time to start financial planning with an advisor? Yesterday. Unless you don’t like the idea of potentially accumulating more money. Sure, no one knows what the future holds, which can be scary. But just think of a couple of the biggest world events we have endured: 

  • Wall Street Crash 1929 
  • The Great Depression 
  • Black Monday and the ‘88 recession 
  • The Dot-com bubble 
  • September 11th  
  • COVID-19 

If we’ve learned anything from these past events, it’s that things always get better and work out in the end. The key is not to panic and take a long-term approach. 

Estate Planning Advisor

Why William R. Pintaric and Associates

When it comes to financial advising, it’s so easy for things to become stuffy and unrelatable. But if that’s the case, you don’t have an advisor who is enthusiastic about their job or passionate about making you money.

David Pintaric has achieved a lifestyle where he doesn’t have to work. But he does because he is passionate about sharing his knowledge and helping you reach your financial goals. 

Office:(330) 707-4135 | 4407 Belmont Ave, Youngstown, OH 44505 |