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TOP 30 Business risk management consulting in McMurray, PA
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Confluence Financial Partners
Confluence Financial Partners, located at 732 East McMurray Road in McMurray, Pennsylvania, is a wealth management firm dedicated to helping clients plan for a brighter future. With a focus on building long-lasting relationships, the team at Confluence Financial Partners works closely with clients to define their financial, life, and legacy goals, creating comprehensive plans to achieve them. Specializing in customized employer-sponsored retirement plans for business owners and entrepreneurs, Confluence Financial Partners strives to empower employees to take control of their retirement. Founded with the goal of setting a new standard in the financial services industry, the firm has quickly grown to serve over 2,400 families in 40 states.
Coleman Financial Services LLC
Coleman Financial Services LLC, located at 61 McMurray Road in Pittsburgh, Pennsylvania, has been proudly serving local families and businesses since 1985. Specializing in finance, they offer a range of services to help clients make informed decisions about retirement planning, investment strategies, asset allocation, risk management, and tax optimization. Led by Glenn Coleman, the company also provides expertise in insurance products tailored to individual needs. With a focus on long-term goals and family-oriented service, Coleman Financial Services is dedicated to helping clients achieve financial security and success. Contact them today to start planning for a secure financial future. Securities and investment advisory services are offered through Geneos Wealth Management, Inc.
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