TOP 30 Certified tax advisors in Pittsburgh, Pennsylvania

John V Kejas is a financial advisor at Ameriprise Financial Services, LLC, located at 5700 Corporate Drive in Pittsburgh, Pennsylvania. With a focus on personalized financial advice, investments, and solutions, John can help you achieve your financial goals and navigate life's uncertainties. By tracking your progress and adjusting strategies as needed, he can assist you in saving for major purchases or meeting current financial needs. John V Kejas is registered to conduct securities business in certain states, and his background and qualifications can be verified on FINRA's BrokerCheck website. The initial consultation with John provides an overview of financial planning concepts, although no written analysis or recommendations are given. While Ameriprise Financial cannot guarantee future financial results, John is dedicated to helping clients make informed decisions and work towards financial success.

Edward Jones - Financial Advisor: Dane Johnston, CFP®|AAMS™ is a leading financial institution located at 1501 Ardmore Boulevard in Pittsburgh, Pennsylvania. As a Certified Financial Planner and Accredited Asset Management Specialist, Dane Johnston provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can trust Edward Jones to provide comprehensive financial planning services tailored to their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Dane Johnston and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us today at our Pittsburgh location to start your journey towards financial success.

XPYRIA Investment Advisors Inc is a finance institution located at 603 Stanwix Street in Pittsburgh, Pennsylvania, United States. We specialize in providing expert investment advice and guidance to our clients to help them achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions when it comes to managing their finances and investments. At XPYRIA Investment Advisors Inc, we pride ourselves on our commitment to excellence and our personalized approach to financial planning. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Private Wealth Advisor Brad Chiesa, located at 260 Forbes Avenue in Pittsburgh, Pennsylvania, offers industry-leading research and expert analysis to help clients keep their priorities front and center. The Duckworth Haggerty Group at Merrill Private Wealth Management works closely with individuals, families, and institutions to address the complex challenges of preserving, enhancing, and managing wealth. The private wealth advisors are rigorously trained to meet specialized needs with trust and personalized service. Recognized on various prestigious lists, including Forbes "Best-in-State Wealth Management Teams" and "America's Top Women Wealth Advisors," Merrill Lynch Private Wealth Advisor Brad Chiesa is dedicated to improving the quality of clients' lives through strategic financial planning and management.

Bruce C. Georgi - RBC Wealth Management Financial Advisor is a reputable financial institution located in Pittsburgh, Pennsylvania, United States. As a trusted financial advisor, Bruce C. Georgi provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong focus on wealth management, investment planning, and financial strategies, Bruce C. Georgi is dedicated to providing top-notch service and support to clients in the Pittsburgh area. Trust Bruce C. Georgi - RBC Wealth Management Financial Advisor for all your financial needs.

Alex Costa - RBC Wealth Management Financial Advisor is a reputable financial institution located in Pittsburgh, Pennsylvania, United States. As a trusted advisor, Alex Costa provides expert financial guidance and personalized wealth management services to clients. With a focus on building long-term relationships and helping individuals achieve their financial goals, Alex Costa is dedicated to providing top-notch financial planning and investment solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Alex Costa - RBC Wealth Management Financial Advisor is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Merrill Lynch Private Wealth Advisor Helen L. Sims Duerr, located at 260 Forbes Avenue in Pittsburgh, Pennsylvania, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The Duckworth Haggerty Group works closely with individuals, families, and institutions to address the complex challenges of preserving and enhancing wealth. With a focus on trust and personalized service, the private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs. The institution has been recognized on various Forbes lists for their excellence in wealth management. With a commitment to improving the quality of their clients' lives, Merrill Lynch Private Wealth Advisor Helen L. Sims Duerr provides insights and solutions to keep priorities front and center.

McCall Scanlon & Tice, LLC is a prestigious firm of Certified Public Accountants (CPA) located in Pittsburgh, Pennsylvania. With a dedicated team of professionals, they provide a wide range of accounting and finance services to individuals, businesses, and organizations. Their expertise in tax planning, auditing, financial consulting, and more, make them a trusted partner for all your financial needs. Located at 5500 Corporate Drive, McCall Scanlon & Tice, LLC is committed to delivering high-quality services with integrity and professionalism.

Sherald Hill is a distinguished financial advisor affiliated with Ameriprise Financial Services, LLC, located at 1570 Omega Drive in Pittsburgh, Pennsylvania. With a robust portfolio of certifications and designations, Sherald is equipped to provide comprehensive financial planning and advisory services tailored to meet the unique needs of individuals, retirees, small business owners, and domestic partners.

Edward Jones - Financial Advisor: Courtney Mitchko Located at 190 Bilmar Drive, Pittsburgh, Pennsylvania 15205, Edward Jones - Financial Advisor Courtney Mitchko offers expert financial services tailored to meet your individual needs. As part of the renowned Edward Jones network, Courtney Mitchko provides personalized financial advice, helping clients plan for their financial futures with confidence.

Nicole Law is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 88 Fort Couch Road in Pittsburgh, Pennsylvania. With a client-centric approach, Nicole is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or considering a major purchase like a second home, Nicole provides personalized investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. Our Approach:

North River Wealth Advisors is a distinguished financial advisory firm located at 5800 Corporate Drive, Pittsburgh, Pennsylvania 15237, United States. Specializing in comprehensive financial planning and wealth management, North River Wealth Advisors is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Our team of seasoned financial professionals offers a wide range of services, including investment management, retirement planning, tax optimization, estate planning, and risk management. At North River Wealth Advisors, we pride ourselves on our client-centric approach, ensuring that each financial plan is tailored to meet the unique needs and objectives of our clients. Whether you are an individual, family, or business owner, we are committed to providing you with the highest level of service and expertise to secure your financial future.

At Sherri Clemens - RBC Wealth Management, we pride ourselves on delivering personalized financial advice tailored to meet the unique needs of each family, individual, and business we serve. Located in the heart of Pittsburgh at PPG Place, we operate under the Keiser Wealth Management Group, where every recommendation is client-specific and designed to align with your financial goals.

Frank B Emmerling - RBC Wealth Management Financial Advisor is a premier financial advisory firm located in the heart of Pittsburgh, PA, at the prestigious PPG Place. Our team, boasting nearly 70 years of combined industry experience, is dedicated to focusing all our energy and activities on our clients' financial success.

Welcome to Edward Jones - Financial Advisor, your trusted partner in financial planning and investment management located at 4141 Brownsville Rd, Pittsburgh, PA 15227. At Edward Jones, we believe that personalized financial strategies are the cornerstone to achieving a life you love. Our dedicated financial advisors take the time to understand what truly matters to you, ensuring that your financial plans are tailored to meet your individual needs and goals.

Jonathan Sweet is a seasoned financial advisor operating under Ameriprise Financial Services, LLC, located conveniently in Sewickley, PA. With a commitment to providing personalized financial guidance, Jonathan offers a comprehensive suite of services designed to meet the diverse financial needs of individuals, retirees, small business owners, and families, including those with special circumstances such as domestic partnerships and special needs planning.

Lisa Brooks, a dedicated financial advisor at Ameriprise Financial Services, LLC, is committed to providing personalized financial guidance to help individuals and families achieve their financial goals. Located in Sewickley, PA, Lisa leverages a wealth of knowledge and a broad array of industry certifications to deliver comprehensive financial planning and asset management services.

About the Business:

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

Merrill Lynch Private Wealth Advisor Michael Duckworth, located at 260 Forbes Ave, Pittsburgh, PA, offers a comprehensive range of financial services tailored to meet the unique needs of individuals, families, and institutions with significant wealth. Our mission is to simplify and enhance your life through exceptional client service and access to a broad array of financial solutions.

About the Business: Merrill Lynch Financial Advisor Chad M. Irving offers a comprehensive array of financial services, combining the investment solutions of Merrill with the banking products of Bank of America. Operating from the 49th floor at 600 Grant Street in Pittsburgh, PA, Chad provides clients with timely insights into market trends and the global economy, helping them stay on track with their financial goals.

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

About the Business:

Welcome to Merrill Lynch Financial Advisor Andrea L. Curtis, conveniently located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, United States. As a dedicated financial professional, Andrea L. Curtis offers a comprehensive suite of financial services tailored to meet your unique needs and aspirations. Andrea's mission begins with a deep understanding of what matters most to you. By asking thoughtful questions and listening carefully, she gains a thorough understanding of your current financial landscape and your future goals. This allows her to design and implement a personalized wealth management strategy that aims to help you and your family pursue your financial objectives while managing investment risks.

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At Merrill Lynch Financial Advisor Peter James Greb, located on the 49th floor of 600 Grant Street in Pittsburgh, PA, we offer a comprehensive suite of financial services designed to help you navigate your financial journey with confidence. As part of the Greb Wealth Management Group, we provide access to a wide range of investment solutions from Merrill and banking products from Bank of America, ensuring that all your financial needs are met under one roof. Our team is dedicated to delivering timely insights on market trends and the global economy, helping you stay on track with your financial goals. We specialize in assisting clients through various life events, offering personalized advice and guidance to make informed financial decisions. Our clientele spans all ages and includes multigenerational families, professionals in medicine, law, engineering, and technology, as well as retirees.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

At Merrill Lynch Private Wealth Advisor Shiv K Sethi, managing your wealth begins with a comprehensive understanding of your complete financial picture. Situated in the heart of Pittsburgh, PA, we provide personalized wealth management strategies tailored to your unique needs and aspirations. Our mission is to help you pursue your goals through flexible strategies that adapt to today's dynamic market conditions. By leveraging the investment insights of Merrill and the banking convenience and lending solutions of Bank of America, we offer a holistic approach to wealth management.Our Commitment:Inclusion, respect, and empathy form the cornerstone of our values at The Irick Group. We are dedicated to serving both our clients and our community, believing firmly in the principle of doing well by doing good. Our team of advisors within this global financial services powerhouse is devoted to helping individuals build, preserve, and manage their wealth, often acquired suddenly. We take our responsibility seriously, sharing insights and strategies aimed at sustaining wealth across generations.Services:We provide a wide range of resources to support all aspects of your financial life, including: - Banking and Credit: Products provided by Bank of America, N.A., and affiliated banks, Members FDIC. - Investment Management: Tailored strategies to grow and preserve your wealth.

AccountMaster Inc is a Tax Accounting firm located at 90 West Chestnut Street in Washington, Pennsylvania. We are proud to serve the Greater Pittsburgh area and offer a wide range of financial services to our clients. From financial advice and planning to asset allocation, estate planning, income taxes, retirement, and education planning, we strive to be your "One Stop Shop" for all your financial needs. Our team of professionals is dedicated to helping you reduce stress and enjoy your life by providing top-notch services. Preparing income taxes can be a daunting task, but with our expert tax professionals, we make it easy and stress-free. We can handle payroll, tax obligations, check printing, direct deposit, and detailed reports. Our Agents can also assist with QuickBooks data entry, reconciliation, and write-up services.

Elliott & Davis, PC is a well-established law firm located in Pittsburgh, Pennsylvania. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including business law, real estate law, and estate planning, we are committed to helping individuals and businesses navigate the complexities of the legal system. Conveniently located at 6425 Living Place, we are proud to serve the Pittsburgh community and beyond. Trust Elliott & Davis, PC for all your legal needs.