Paceline Financial, LLC

Setting the pace for success

Why Paceline?

Why Paceline? image
What's in a name?  Paceline is a cycling term. Cyclist take advantage of aerodynamic principles by riding in close formation. The draft effect will help to conserve the energy of following cyclists and enable riders to travel more efficiently.  

A cycling team in the Tour de France is composed of 9 members. Team members sacrifice themselves to set the pace for their team leader. A single day of racing can last five hours with as many as 21 stages of competition. A cycling race has no time outs, rest periods, or participant substitutions. The technical strategy and efficiency of the team members and support staff is critical to the success of the team leader.

How does bicycle racing apply to our financial practice? Paceline Financial LLC has the strategy and durability to utilze knowledgeable personnel, technological resources, financial research platforms, and strategic partnerships to meet your financial challenges.
                  We set the pace for your success.


Check the background of these investment professionals on FINRA’s BrokerCheck.
Gilbert Troutman
Zachary Honess

Services

WEALTH MANAGEMENT

We offer a full range of investment services that target your particular financial goals.

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CONSULTING

Looking for a second opinion? Want to compare services? We can provide insight on a fee for service basis.

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RISK MANAGEMENT

A detailed insurance plan will provide for your loved ones or business should something dire happen.

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Team

Gilbert L. Troutman LUTCF

Owner & Registered Reprentative

https://brokercheck.finra.org/individual/2052711

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Zachary Honess

Registered Representative & Insurance Sales

https://brokercheck.finra.org/individual/summary/6889244

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Responsibilities

INVESTORS

Paceline Financial believes that investors are responsible for the following basic principles:

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REPRESENTATIVES

Paceline Financial believes that the needs of the investor take precedence. We have the obligation to do what is in the investors best interests. To that end, we have developed the following list of investor rights:

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Man Vs Machine - Why have an Advisor?

 Cares more about you and your money than anyone who isn't family 

 Researches possible alternatives that could help meet your goals, which you may not have considered, including how best to claim Social Security. 

 Aids in prioritization of realistic financial goals & puts opportunities into perspective. 

 Helps protect your income. 

 Looks into how you may be able to reduce your taxes responsibility. 

 Works with your tax & legal advisors to help you meet your financial goals. 

 Aids with the continuity of your family's financial plan through generations. 

 Develops & monitors a strategy for debt reduction. 

Contact

  • 148 Meadville Street, Edinboro, Pennsylvania, United States
  • At the corner of Meadville Street & Normal Street. Parking lot off of Normal Street. Main entrance through glass door off of the parking lot.

Disclosures

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SiPC.

OSJ: 1618 E. Pleasant Valley Blvd, Altoona, PA 16602. (814)944-8849. 

Advisory services offered through Hancock Capital Management, Inc. a Pennsylvania Registered Investment Advisor. 

Hancock Capital Management, Inc. Paceline Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.