Premier Wealth Partners - Ameriprise Financial Services, LLC
1570 Omega Drive, Pittsburgh, PA 15205
Location & Phone number
1570 Omega Dr, Pittsburgh, PA 15205, United States
About the Business
Premier Wealth Partners, operating under Ameriprise Financial Services, LLC, is a distinguished financial advisory firm recognized for its commitment to delivering personalized financial advice and exceptional client service. Located in the heart of Pittsburgh, PA, our firm has been honored as one of Barron’s Top 250 Private Wealth Management Teams for 2024.
Services Offered:
- Comprehensive Financial Planning: Our advisors provide tailored financial strategies to help you achieve your financial goals. From retirement planning to investment management, we offer a full spectrum of financial services.
- Estate Planning: We collaborate with your attorney and CPA to navigate the complexities of estate planning, ensuring your wealth is preserved and passed on according to your wishes. We address potential tax implications and the equitable division of assets among loved ones.
- Market Insights: Our Chief Market Strategist, Anthony Saglimbene, offers expert analysis on market trends, including the influence of Big Tech on stock prices and the broader contributions of S&P 500 Index companies.
Client Commitment:
At Premier Wealth Partners, we believe that personalized advice is key to financial success. Our one-to-one financial advice is designed to provide clarity and peace of mind, helping you plan and prepare for your future. We are dedicated to exceptional client service and strive to build lasting relationships with our clients.
Consultation:
We invite you to start with a conversation. Our initial consultation provides an overview of financial planning concepts, setting the stage for a deeper dive into your specific needs and goals. Please note that written analysis and recommendations are not provided during the initial consultation.
Regulatory Compliance:
Our financial advisors are registered to conduct business in specific U.S. states. For detailed information, please refer to the advisor's personal website or FINRA’s BrokerCheck website. As members of FINRA and SIPC, we adhere to stringent regulatory standards to ensure your investments are managed with the utmost care and security.
Photos
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Highly professional advisors and staff made investing easy for me as a young professional. Online tools make access seamless for me when I want to check progress of my accounts. Thank you to a wonderful team! They are the BEST!"
"Jonathan was extremely informative. Thank you so much!!!!"
"Avoid ... Unprofessional and terrible client experience."
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