The Georgi/Barkley Group Pittsburgh, PA 15222
About the Business
At The Georgi/Barkley Group, we uphold the highest standards of integrity and professionalism in our relationships with our clients. Located in the heart of Pittsburgh at PPG Place, our firm is dedicated to understanding your unique financial situation and providing tailored information, services, and products to help you achieve your financial goals. Our team’s individual strengths and experiences combine to ensure that we remain client-driven, client-focused, and client-committed.
As part of RBC Wealth Management, we offer customized financial advice to meet your unique needs, no matter where you are in life. Our expertise in investment management allows us to build comprehensive plans designed to secure your financial future. Visit our website to explore our customizable solutions and learn more about how we can help strengthen your financial security.
We also keep our clients informed about important changes and updates. For example, new limitations will apply to retirement and other benefit plans in 2024 due to cost-of-living adjustments by the IRS and the Social Security Administration. Additionally, we provide insights into broader economic trends, such as the doubling of the federal government’s debt since 2015, through our Midyear Outlook reports.
Our educational initiatives engage young people in learning about the stock market, investing, and personal finance through innovative activities and games, fostering a new generation of informed investors.
Both Bruce C. Georgi and Jerry Barkley are registered to conduct business with residents across numerous states, ensuring that we can serve a wide range of clients. Please note that investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency. These products are also not deposits or obligations of, or guaranteed by, a bank or any bank affiliate and are subject to investment risks, including the possible loss of the principal amount invested.
For personalized financial advice and planning, trust the expertise of The Georgi/Barkley Group. We are committed to your complete satisfaction and dedicated to helping you reach your financial goals.
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Location & Phone number
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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