Best tax services in Wexford, PA
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AAA Wexford Insurance and Member Services
● ClosedAAA Wexford Insurance and Member Services is a comprehensive financial institution located at 10548 Perry Highway in Wexford, Pennsylvania. As an insurance agency, they offer a wide range of coverage options to protect your assets and loved ones. Additionally, they provide travel agency services to help you plan and book your next adventure with ease. With a focus on member services, AAA Wexford is dedicated to providing personalized assistance and support to meet all of your financial and travel needs.
10548 Perry Hwy, Wexford, PA 15090, United States -
BCR Financial Services LLC
● ClosedBCR Financial Services LLC is a finance institution located at 2000 Corporate Drive in Wexford, Pennsylvania, United States. Specializing in providing a wide range of financial services, BCR Financial Services LLC is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, BCR Financial Services LLC is dedicated to providing top-notch service and expertise.
2000 Corporate Dr #350, Wexford, PA 15090, United States -
Wexford Wealth Advisors LLC
● OpenWexford Wealth Advisors LLC is a finance institution located at 11676 Perry Highway in Wexford, Pennsylvania, United States. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
11676 Perry Hwy, Wexford, PA 15090, United States -
CONNOLLY FINANCIAL SERVICES LLC
● ClosedConnolly Financial Services LLC is a finance institution located at 12300 Perry Highway in Wexford, Pennsylvania, United States. With a focus on providing personalized financial solutions, they offer a range of services including investment management, retirement planning, estate planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Connolly Financial Services LLC is committed to providing expert guidance and support every step of the way.
12300 Perry Hwy # 307, Wexford, PA 15090, United States -
McKinley Carter Wealth Services
● ClosedMcKinley Carter Wealth Services, located at 100 Bradford Road in Wexford, Pennsylvania, is a finance institution dedicated to helping clients build their financial instincts and confidence. Their 4Q2023 Market Review and Investment Outlook for 2024 provides valuable insights for clients looking to take control of their wealth and future. With a focus on retirement plans designed for peak return and staying true to values without sacrificing financial returns, McKinley Carter offers a personalized and energizing experience for every client. As an SEC registered independent wealth management firm, they provide Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services to help clients achieve their financial goals.
100 Bradford Rd #400, Wexford, PA 15090, United States -
Basic Concepts Financial Services
● ClosedBasic Concepts Financial Services is a leading finance institution located at 52 Pine Creek Road in Wexford, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you are looking for assistance with investments, retirement planning, or estate planning, we are here to help you navigate the complexities of the financial world. Trust Basic Concepts Financial Services to help you achieve your financial goals and secure your future.
52 Pine Creek Rd Ste 203, Wexford, PA 15090, United States -
Kiersten McCort - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKiersten McCort - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8500 Brooktree Road, Wexford, Pennsylvania, United States. Kiersten McCort holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, investment strategies, estate planning, retirement planning, and more. With a focus on ethical practices and comprehensive knowledge in financial planning, Kiersten McCort provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, retirement planning, estate planning, or insurance products, Kiersten McCort is dedicated to helping you achieve your financial goals.
8500 Brooktree Rd Ste 302, Wexford, PA 15090, United States -
Jill Baker - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJill Baker is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8500 Brooktree Road in Wexford, Pennsylvania, United States. Jill holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jill's expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Jill is committed to providing comprehensive and ethical financial advice, tailored to meet the diverse needs of her clients. Contact Jill Baker for expert guidance in navigating the complexities of wealth management and financial planning.
8500 Brooktree Rd Ste 302, Wexford, PA 15090, United States -
Porti Tax & Financial Group
● ClosedPorti Tax & Financial Group is a reputable accounting and finance institution located at 5000 Stonewood Drive in Wexford, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their dedication to providing personalized and reliable financial solutions sets them apart from other institutions. Whether you are an individual or a business owner, Porti Tax & Financial Group is committed to helping you achieve your financial goals.
5000 Stonewood Dr #230, Wexford, PA 15090, United States -
TAS Tax & Accounting Services
● ClosedTAS Tax & Accounting Services is a reputable institution located at 8500 Brooktree Road in Wexford, Pennsylvania, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy, efficiency, and personalized service, TAS Tax & Accounting Services is your trusted partner in navigating the complexities of tax and financial management. Contact us today to learn more about how we can help you achieve your financial goals.
8500 Brooktree Rd Suite 220, Wexford, PA 15090, United States -
Global Tax Management
● ClosedGlobal Tax Management is a finance institution located at 180 Swinderman Road, Wexford, Pennsylvania, United States. As growing multinational companies face increasing tax responsibilities, GTM offers co-sourcing solutions to help cover all tax needs. 100% employee-owned, GTM is actively seeking tax talent at all levels to grow with the company. As a U.S. member firm of WTS Global, GTM has offices in over 100 countries, providing tax services for private and publicly traded multinational corporations. The team at GTM is known for their responsiveness, expertise, and ability to improve tax processes. Offering audit support, fixed asset reporting, and overall tax management, GTM works as an extension of your team with a focus on corporate tax. With a welcoming and supportive team, GTM provides valuable experience for tax professionals. Stay updated on tax insights, events, and practical approaches through GTM's resources. Contact GTM to discuss your tax needs and discover how they can add value to your tax department.
180 Swinderman Rd Ste 350, Wexford, PA 15090, United States -
Virtually DAWN Bookkeeping and Advisory Services
● ClosedVirtually DAWN Bookkeeping and Advisory Services is a professional accounting and finance institution located at 2619 Fountain Hills Drive in Wexford, Pennsylvania, United States. Our team of experienced professionals offers virtual bookkeeping and financial advisory services to help businesses manage their finances efficiently. Whether you need help with bookkeeping, tax preparation, payroll, or financial planning, we are here to provide expert guidance and support. Trust Virtually DAWN to handle all your accounting needs with precision and professionalism.
2619 Fountain Hills Dr, Wexford, PA 15090, United States -
Co/LAB Lending, Wexford, Pennsylvania - Mortgage Broker
● ClosedCo/LAB Lending is a premier mortgage broker located in Wexford, Pennsylvania, dedicated to providing exceptional customer service and ensuring ultimate client satisfaction. Situated conveniently at 11269 Perry Hwy #350, our team of qualified and experienced lending managers is here to assist you every step of the way, whether you're a first-time home buyer or looking to refinance your fourth investment property. At Co/LAB Lending, our mission is to simplify the mortgage process and create a hassle-free experience for our clients. From application to closing and beyond, we guide you through the entire journey, offering expert advice tailored to your unique needs. We specialize in flexible mortgage solutions, catering to individuals who may not meet all the conventional criteria.
11269 Perry Hwy #350, Wexford, PA 15090, United States -
McCandless Tax Office
● ClosedMcCandless Tax Office, located at 9955 Grubbs Road, Wexford, Pennsylvania 15090, is a trusted local establishment specializing in accounting and finance services. As a key component of the local government, this office is dedicated to providing residents and businesses with expert tax-related assistance and financial guidance. Whether you need help with tax preparation, filing, or understanding local financial regulations, the experienced professionals at McCandless Tax Office are here to ensure you receive accurate and reliable support. With a commitment to serving the community, this office aims to make your financial and tax processes as smooth and stress-free as possible.
9955 Grubbs Road, Wexford, Pennsylvania 15090, United States -
Pittsburgh Metro Real Estate Appraisal Services, LLC
● OpenPittsburgh Metro Real Estate Appraisal Services, LLC is a reputable finance business located at 10675 Perry Hwy, Wexford, PA 15090, United States. Specializing in providing comprehensive real estate appraisal services, this company is dedicated to delivering accurate and reliable property valuations for a variety of purposes, including mortgage lending, estate planning, tax assessments, and more. With a team of experienced and certified appraisers, Pittsburgh Metro Real Estate Appraisal Services, LLC ensures that every client receives detailed and trustworthy appraisal reports, tailored to meet their specific needs. Their commitment to professionalism and excellence has made them a trusted partner in the local real estate and finance community. Whether you're a homeowner, real estate agent, or financial institution, you can rely on Pittsburgh Metro Real Estate Appraisal Services, LLC for all your property appraisal needs.
10675 Perry Hwy, Wexford, PA 15090, United States -
The UPS Store
● ClosedThe UPS Store at 3000 Village Run Road in Wexford, Pennsylvania is a convenient one-stop shop for all your shipping, printing, and business service needs. From packing and shipping services to printing and document services, The UPS Store offers a wide range of solutions to help individuals and businesses succeed. With friendly and knowledgeable staff ready to assist you, The UPS Store is your go-to destination for all your finance and store needs.
3000 Village Run Rd #103, Wexford, PA 15090, United States -
Foresight Advisors LLC
● ClosedForesight Advisors LLC is a trusted institution located at 100 VIP Drive in Wexford, Pennsylvania, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals provides expert guidance and strategic advice to help clients navigate complex financial and legal matters. Whether you are a business owner, individual investor, or legal professional, Foresight Advisors LLC is dedicated to helping you achieve your goals and secure a prosperous future. Contact us today to learn more about our comprehensive services and personalized approach to financial and legal planning.
100 VIP Drive #210, Wexford, PA 15090, United States -
The Elder Law Offices of Shields and Boris
● ClosedThe Elder Law Offices of Shields and Boris is a trusted legal institution specializing in elder law located at 109 VIP Drive in Wexford, Pennsylvania, United States. Our team of experienced lawyers is dedicated to providing comprehensive legal services tailored to the unique needs of seniors and their families. From estate planning to long-term care planning, we are committed to helping our clients navigate the complex legal issues associated with aging. Contact us today to schedule a consultation and learn how we can assist you with your elder law needs.
109 VIP Drive # 102, Wexford, PA 15090, United States -
Tourek Robert C
● ClosedTourek Robert C is a reputable law firm located at 2559 Brandt School Road in Wexford, Pennsylvania. Specializing in various areas of law, the institution offers expert legal services to clients in need of professional representation. With a focus on providing personalized attention and achieving successful outcomes for their clients, Tourek Robert C is known for their dedication and commitment to excellence in the legal field. Whether you are facing a legal dispute or seeking guidance on a complex legal matter, the experienced team at Tourek Robert C is ready to assist you with their expertise and knowledge.
2559 Brandt School Rd Suite 202, Wexford, PA 15090, United States -
Fives & Associates
● ClosedFives & Associates is a reputable law firm located at 11676 Perry Highway in Wexford, Pennsylvania, United States. With a team of experienced and dedicated lawyers, the firm specializes in providing legal services in various areas of law including personal injury, family law, criminal defense, and estate planning. Fives & Associates is committed to providing top-notch legal representation and personalized attention to each client to help them navigate through their legal issues effectively. Whether you are facing a complex legal matter or need assistance with a legal transaction, Fives & Associates is here to help you every step of the way.
11676 Perry Hwy Ste. 1302, Wexford, PA 15090, United States -
Maiello Brungo & Maiello LLP
● ClosedMaiello Brungo & Maiello LLP is a reputable accounting, finance, and legal institution located at 7500 Brooktree Road in Wexford, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, estate planning, and legal representation. Their commitment to excellence and personalized approach make them a trusted partner for all of your financial and legal needs.
7500 Brooktree Rd #100, Wexford, PA 15090, United States -
Ventresca & Ventresca, LLP, Attorneys at Law
● ClosedVentresca & Ventresca, LLP, Attorneys at Law is a prestigious law firm located at 5500 Brooktree Road in Wexford, Pennsylvania, United States. Specializing in accounting, finance, and legal services, the firm is dedicated to providing top-notch representation and guidance to their clients. With a team of experienced and knowledgeable attorneys, Ventresca & Ventresca, LLP is committed to delivering personalized solutions and achieving the best possible outcomes for their clients. Whether you are in need of legal advice, financial planning, or assistance with accounting matters, you can trust Ventresca & Ventresca, LLP to provide expert guidance and support.
5500 Brooktree Rd, Wexford, PA 15090, United States -
ATI Financial Svc LLC
● OpenATI Financial Services LLC is a leading accounting and finance institution located at 1000 Brooktree Road in Wexford, Pennsylvania, United States. With a team of experienced professionals, ATI Financial Services LLC offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, ATI Financial Services LLC is dedicated to providing personalized and comprehensive financial solutions to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your financial needs.
1000 Brooktree Rd, Wexford, PA 15090, United States -
Holsinger P.C., Certified Public Accountants
● ClosedHolsinger P.C., Certified Public Accountants, located at 117 VIP Drive in Wexford, Pennsylvania, offers customizable accounting and finance services to meet the specific needs of each client. With competitive pricing and a dedicated team of professionals, our firm is committed to providing the best services in the area. Our team is passionate about their work, clients, and community, ensuring that every client receives personalized and attentive service. As members of the Private Companies Practice Section of the AICPA, we undergo regular peer reviews to maintain the highest standards of service.
117 VIP Drive #220, Wexford, PA 15090, United States -
V&T Wealth Advisors
● ClosedV&T Wealth Advisors is a leading finance institution located at 2000 Corporate Drive in Wexford, Pennsylvania, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to each individual's needs. Trust V&T Wealth Advisors to guide you towards a secure financial future.
2000 Corporate Dr Suite 570, Wexford, PA 15090, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 2100 Georgetown Drive in Sewickley, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. From investment management to retirement planning, we offer a wide range of services to meet the unique needs of each individual. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
2100 Georgetown Dr # 500, Sewickley, PA 15143, United States -
Pennsylvania Financial Group
● ClosedPennsylvania Financial Group is a leading finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania. We specialize in providing a wide range of financial services to individuals, families, and businesses in the area. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Pennsylvania Financial Group is here to help. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
2591 Wexford Bayne Rd #202, Sewickley, PA 15143, United States -
True Wealth Design
● ClosedTrue Wealth Design is a finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we prioritize transparency and always act in your best interests as fiduciaries. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, are dedicated to providing you with objective advice and robust planning tailored to your unique financial goals.
2591 Wexford Bayne Rd Suite 204, Sewickley, PA 15143, United States -
Greg Miller & Associates
● OpenGreg Miller & Associates is a finance institution located at 109 VIP Drive in Wexford, Pennsylvania. With a focus on helping individuals reach their retirement goals, we believe that it is never too early or too late to start preparing for your financial future. Our team of experts can help you preserve and transfer your assets to your heirs, ensure you have the right insurance coverage, evaluate your investments, and minimize your tax burden. With certifications as a Certified Estate Planner and Registered Financial Consultant, we have been providing trusted financial advice since 2000. Our advisory services are offered through Guardian Capital, LLC, while insurance products and Estate Planning services are provided through Greg Miller & Associates. Take the first step towards a personalized financial future by contacting us at 724-934-3050.
109 VIP Drive #200, Wexford, PA 15090, United States -
Fragasso Financial Advisors
● ClosedFragasso Financial Advisors is a leading financial institution located at 11269 Perry Highway in Wexford, Pennsylvania, United States. As a trusted finance firm, they specialize in providing personalized wealth management and investment services to individuals, families, and businesses. With a team of experienced financial advisors, Fragasso Financial Advisors offers comprehensive financial planning, retirement planning, estate planning, and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fragasso Financial Advisors is dedicated to providing expert guidance and personalized solutions to meet your financial needs.
Pine Professional, 11269 Perry Hwy building 430, Wexford, PA 15090, United States
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