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TOP 30 Customized investment solutions in Monroeville, PA
8 results found
Search for local businesses, places and services near you
Citizens - Banking & Wealth Center
Citizens - Banking & Wealth Center is a leading financial institution located at 4210 William Penn Highway in Monroeville, Pennsylvania. As a full-service bank, we offer a wide range of banking and wealth management services to help our customers achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you're looking to open a checking account, invest in your future, or secure a loan, Citizens - Banking & Wealth Center is here to help you every step of the way. Visit us today to experience the difference our commitment to excellence can make in your financial journey.
Michael William Figurelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael William Figurelli is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, United States. Michael holds several 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 Michael's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Michael can provide personalized financial advice tailored to your needs. Contact Michael William Figurelli today for comprehensive wealth management services.
Heather Reed - Financial Advisor, Ameriprise Financial Services, LLC
Heather Reed is a financial advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. Heather holds various certifications such as 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 Heather's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Heather Reed can provide personalized financial advice tailored to your specific needs.
Richard Kappel - Financial Advisor, Ameriprise Financial Services, LLC
Richard Kappel, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3824 Northern Pike in Monroeville, Pennsylvania, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, major purchases, and more, Richard documents goals, conducts regular reviews, and adjusts strategies as life changes. Clients can access their accounts and track progress online securely. As the winner of Kiplinger Readers’ Choice Awards 2023, Ameriprise provides comprehensive financial services, including insurance solutions to protect assets and loved ones. Schedule a complimentary initial consultation to start planning for a confident financial future. Please note that investment products involve risks and are not FDIC insured. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Richard Kappel is registered in certain states - check FINRA's BrokerCheck website for details. Contact Richard for more information or to refer friends and family for financial guidance.
Valerie Mastay - State Farm Insurance Agent
Valerie Mastay - State Farm Insurance Agent is a reputable insurance agency located at 7883 Saltsburg Road in Pittsburgh, Pennsylvania. With over 33 years of experience, Valerie and her team are dedicated to serving the communities of Plum, Murrysville, Monroeville, New Kensington, Penn Hills, Verona, and other surrounding areas in Pittsburgh. The agency offers a wide range of insurance products and financial services to help individuals, families, and businesses protect themselves from the unexpected. Valerie's team consists of experienced professionals, including office manager Alice and part-time staff member Diane, who collectively handle various insurance policies such as car, homeowners, renters, and business policies. Valerie specializes in life, health, and financial services, ensuring that clients receive comprehensive coverage tailored to their specific needs and goals.
Tri County Metal Roofing
Tri County Metal Roofing is your premier destination for top-quality metal roofing and siding solutions in Southwestern Pennsylvania. Located at 2984 PA-31 in Acme, PA, we specialize in providing durable and long-lasting metal roofing and siding for both residential and commercial properties. Our metal roofs come with manufacturer’s warranties of up to 40 years and even Lifetime Warranties. We also offer 50-year warranted screws to further extend the life of your roof.
Richard Felser Company
Richard Felser Company: Your Trusted Roofing Contractor and Home Improvement Specialists in Monaca, PA Located at 3468 Brodhead Rd, Monaca, PA 15061, the Richard Felser Company is a premier roofing contractor and home improvement firm serving the Western Pennsylvania region. With a rich history dating back to 1964, the company has established itself as a trusted name in the industry, offering a wide range of services including roofing, siding, soffit and fascia, decks and railing, patio rooms, and custom-made vinyl replacement windows.
Harold Shepley & Associates, LLC
Harold Shepley & Associates, LLC: Your Trusted Debt Relief and Bankruptcy Lawyers in Pennsylvania Located at One Gateway Center, 420 Fort Duquesne Blvd., Suite 1850, Pittsburgh, PA 15222, Harold Shepley & Associates, LLC is a full-service debt relief law firm dedicated to helping individuals and families throughout Pennsylvania manage and eliminate their debt. Our team of experienced bankruptcy lawyers understands the stress and anxiety that overwhelming debt can cause, and we are committed to providing personalized solutions to meet your unique financial needs.
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