TOP 30 Best Estate planning advice in Wexford, Pennsylvania

Howard Hanna Wexford is a premier real estate and insurance agency located at 2100 Corporate Dr Suite 200, Wexford, PA 15090, United States. Specializing in finance, insurance, and real estate services, this local business serves the northern suburbs of Pittsburgh, covering school districts such as North Allegheny, Pine Richland, Mars, Avonworth, and North Hills. Conveniently situated just minutes away from I-79, I-279, and the PA Turnpike, the Wexford area offers a diverse range of housing options, from single-family homes and townhouses to condominiums, carriage homes, and grand estates. Howard Hanna Wexford is committed to helping you find your dream home or sell your property with exceptional results. Utilizing cutting-edge digital and traditional marketing platforms, they ensure maximum visibility and engagement for your listings. The office boasts a team of over 40 dedicated REALTORS® who are devoted to providing personalized service and ensuring client satisfaction.

Welcome to Lisa Kunkel - Realtor, your go-to real estate agency in Cranberry Township, Pittsburgh, and Wexford, PA. Located at 125 Hunter Drive, Cranberry Township, Pennsylvania 16066, we specialize in providing exceptional real estate services to buyers and sellers in the area.

Wexford 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.

Wexford Wealth Advisors LLC is a trusted financial advisory firm located at 11676 Perry Highway, Wexford, PA 15090, United States. Specializing in comprehensive wealth management and financial planning services, this esteemed business is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable advisors, Wexford Wealth Advisors LLC provides personalized strategies tailored to meet the unique needs of each client. Whether you're planning for retirement, managing investments, or seeking expert advice on estate planning, Wexford Wealth Advisors LLC offers the expertise and guidance necessary to navigate the complexities of financial management. Committed to excellence and client satisfaction, they are a reliable partner in your journey towards financial success.

Finance About Mauricio Gonzalez-Roberts:

Diana McKay, COMPASS PENNSYLVANIA, LLC Location: 6000 Brooktree Road, Wexford, Pennsylvania 15090, United States

The 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.

Richards & Richards LLP is a prestigious law firm located at 101 Bradford Road in Wexford, Pennsylvania, United States. Specializing in medical malpractice, estate planning, and real estate matters, our experienced team is dedicated to providing effective representation to help clients secure the resolutions they need. Led by Veronica Richards, a top medical malpractice attorney in Pennsylvania, our firm is committed to seeking justice for those who have been injured by medical negligence. With over 50 years of experience, we offer personalized service to each client, ensuring that their needs are met. Attorney John T. Richards, III leads our real estate, probate, and estate planning departments, providing expert guidance in these areas. If you are in need of legal assistance, Richards & Richards LLP is here to help you navigate through your case and achieve the compensation you deserve."

Fives & 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.

The Law Office of Claire Johnson Saenz, LLC is a trusted legal firm located at 1000 Brooktree Road in Wexford, Pennsylvania. Specializing in providing expert legal services, Attorney Claire Johnson Saenz is dedicated to representing her clients with professionalism and integrity. With a focus on various areas of law, including family law, estate planning, and business law, the firm is committed to delivering personalized and effective legal solutions. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, the Law Office of Claire Johnson Saenz, LLC is here to help. Trust in their experience and expertise to guide you through your legal matters with confidence.

Pennsylvania 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.

Greg 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.

Three Rivers Executive Consulting (TREC) is a leading finance and insurance agency located at 3000 Stonewood Drive in Wexford, Pennsylvania, United States. With a team of experienced professionals, TREC provides top-notch consulting services to help individuals and businesses make informed financial decisions. Whether you are looking for investment advice, insurance solutions, or retirement planning, TREC is dedicated to providing personalized and comprehensive services to meet your needs. Visit us today to see how we can help you secure your financial future.

Connolly 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.

Freedom Financial Corporation is a team of dedicated financial advisors located in Wexford, Pennsylvania. Our mission is to provide personalized financial guidance and investment strategies to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our experienced advisors are here to assist you every step of the way. Visit us at 210 Wallace Road to learn more about how we can help you secure your financial future.

Kremer Associates is a reputable finance institution located at 8000 Brooktree Road in Wexford, Pennsylvania, United States. With a strong focus on providing top-notch financial services, Kremer Associates is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, financial planning, or assistance with managing your assets, the experienced team at Kremer Associates is here to provide expert guidance and support. Trust Kremer Associates to help you navigate the complex world of finance with confidence and peace of mind.

Drazga Wealth is a leading finance institution located at 9500 Brooktree Road in Wexford, Pennsylvania, United States. With a focus on wealth management and financial planning, Drazga Wealth offers personalized services to help clients achieve their financial goals. Our team of experienced professionals provides expert advice and tailored solutions to help clients grow and protect their wealth. Whether you are planning for retirement, investing for the future, or managing your assets, Drazga Wealth is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Aspire Wealth Architects is a finance institution located at 150 North Meadow Drive in Wexford, Pennsylvania, United States. At Aspire, our focus is on helping you confidently achieve your financial goals, as we believe this is the true measure of financial success. We go beyond just portfolio management and tax planning, offering a holistic approach to financial planning that is purpose-driven and tailored to each individual client. As fiduciary advisors, we always act in the best interests of our clients and do not receive commissions from any investment products we recommend. Our client-centric process ensures that your financial plan is designed to meet your unique needs and goals. Access your Client Portal at https://login.orionadvisor.com to get started with Aspire Wealth Architects.

Kiersten 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.

Core Wealth Management is a finance institution located at 6031 Wallace Road Extension, Wexford, Pennsylvania, United States. We believe that financial planning is the core element for your life, both now and in the future. Our team collaborates with individuals and business owners to implement strategies that help them reach their investment, retirement, insurance, and estate planning goals. When you become a client of Core Wealth Management, you are committing to your financial future and trusting us to help you pursue your goals. Our goal is to exceed your expectations as financial professionals. You can access information and resources related to your finances 24 hours a day through our dedicated page. Securities are offered through Grove Point Investments, LLC, member FINRA/SIPC, and investment advisory services are offered through Grove Point Advisors, LLC. Core Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries. Third-party posts do not reflect the views of Grove Point Advisors, LLC and should not be considered tax/legal advice. Consult your advisor for personalized guidance. Investments may fluctuate, and past performance does not guarantee future results.

North Hills Financial, owned by Douglas Glenn, is a finance and insurance agency located at 12300 Perry Highway in Wexford, Pennsylvania. As you enter retirement, it's not the end but a new beginning filled with possibilities. Douglas Glenn offers a range of services to help you prepare for the future, including calculators and informative videos on his website. Budgeting, dealing with surprises, and managing finances after marriage or divorce are all important topics that Douglas Glenn can help you navigate. Licensed to sell insurance through New York Life Insurance Company, Douglas Glenn also offers securities products and services through NYLIFE Securities LLC. Remember, North Hills Financial is here to guide you, but always consult with a tax, legal, or accounting professional before making any decisions.

Hebb Denise M CPA is a professional accounting and finance institution located at 11676 Perry Highway in Wexford, Pennsylvania, United States. With expertise in financial matters, Hebb Denise M CPA offers comprehensive services to individuals and businesses seeking expert financial advice and assistance. Whether you need help with tax preparation, financial planning, or other accounting services, the experienced team at Hebb Denise M CPA is dedicated to providing top-notch service and guidance to help you achieve your financial goals.

Stephen Kozak - Aflac Insurance Agent is a reputable insurance agency located at 190 Shenot Rd, Wexford, PA 15090, United States. As an experienced professional in the field, Stephen Kozak specializes in providing comprehensive insurance solutions that cater to the diverse needs of individuals, families, and businesses. With a strong focus on Aflac insurance products, the agency offers a range of policies including supplemental health, life, accident, and disability insurance, designed to provide financial protection and peace of mind. In addition to his expertise in insurance, Stephen Kozak is also a qualified lawyer, allowing him to offer legal insights and advice that can be particularly valuable for clients navigating complex insurance claims or legal matters related to their policies. This unique combination of skills ensures that clients receive well-rounded, informed support tailored to their specific circumstances.

Welcome to The Tammy Grassi Team at Achieve Realty Inc., your trusted real estate agency located in the heart of Wexford, PA. We specialize in helping clients achieve their real estate dreams, whether they are buying, selling, or investing in properties. Our dedicated team of experienced realtors is committed to providing personalized service and expert guidance throughout every step of your real estate journey. At The Tammy Grassi Team, we pride ourselves on our extensive knowledge of the local market and our ability to find the perfect property to meet your needs. Whether you're looking for a cozy and inviting Cape Cod-style home on 1.12 acres just minutes from Crooked Creek Lake or a rare investment opportunity in the emerging Castle Shannon business district, we have the expertise to help you find exactly what you're looking for.

Vincent Parrucci is a multifaceted local business situated at 11269 Perry Highway, Wexford, Pennsylvania 15090, United States. Specializing in finance, general contracting, and real estate services, Vincent Parrucci is dedicated to providing comprehensive solutions for a wide range of client needs. Whether you're seeking expert financial advice, reliable contracting services for your next construction project, or professional assistance in buying or selling property, Vincent Parrucci offers the expertise and personalized attention required to achieve your goals. With a commitment to excellence and a reputation for integrity, Vincent Parrucci is your trusted partner in navigating the complexities of finance, construction, and real estate.

Northwood Realty Services - Relocation Division is a premier real estate agency located at 9840 Old Perry Highway, Wexford, Pennsylvania 15090, United States. Specializing in relocation services, Northwood Realty is dedicated to making your move as seamless and stress-free as possible. Whether you're moving across town or across the country, their team of experienced professionals is equipped to handle all aspects of your relocation. They offer a comprehensive range of services including home buying and selling assistance, market analysis, and personalized relocation plans tailored to meet your unique needs. Committed to excellence, Northwood Realty Services - Relocation Division strives to provide unparalleled customer service, ensuring you find the perfect place to call home.

Symbiotries, Inc. is a premier financial services firm located at 3500 Brooktree Road, Wexford, Pennsylvania 15090, United States. Renowned for its commitment to excellence and innovative approach, Symbiotries, Inc. offers a comprehensive range of financial solutions tailored to meet the unique needs of individuals, families, and businesses. With a focus on personalized service, the expert team at Symbiotries, Inc. provides insightful guidance in areas such as investment management, retirement planning, tax strategy, and wealth preservation. Rooted in a deep understanding of the financial landscape, Symbiotries, Inc. is dedicated to helping clients achieve their financial goals and secure a prosperous future. Whether you are planning for retirement, managing your investment portfolio, or seeking strategic financial advice, Symbiotries, Inc. stands as a trusted partner in your financial journey.

Baird Private Wealth Management, located at 12570 Perry Hwy Suite 100, Wexford, PA 15090, is a premier financial services firm dedicated to helping clients achieve their financial goals. Specializing in personalized wealth management strategies, Baird offers a comprehensive range of services including investment management, retirement planning, estate planning, and tax optimization. With a team of experienced financial advisors, Baird is committed to providing tailored advice and solutions that align with each client's unique financial situation and aspirations. Known for their client-centric approach and deep industry expertise, Baird Private Wealth Management strives to build long-term relationships based on trust, transparency, and outstanding service. Whether you are looking to grow your wealth, preserve your assets, or plan for the future, Baird is your trusted partner in navigating the complexities of financial planning.

AaronMillerMortgage is a premier financial services business located at 11269 Perry Hwy Suite 135, Wexford, PA 15090, United States. Specializing in mortgage solutions, AaronMillerMortgage is dedicated to helping clients navigate the complexities of home financing with ease and confidence. Whether you're a first-time homebuyer, looking to refinance, or seeking investment property loans, their team of experienced professionals provides personalized service tailored to meet your unique needs. With a commitment to transparency, integrity, and customer satisfaction, AaronMillerMortgage aims to make your homeownership dreams a reality. Visit them today to explore a range of mortgage options and receive expert guidance every step of the way.

Colianni & Leonard LLC is a reputable law firm located at 4001 Village Run Road in Wexford, Pennsylvania, United States. Specializing in various areas of law, their team of experienced attorneys provide expert legal representation and guidance to clients in need. With a commitment to professionalism and client satisfaction, Colianni & Leonard LLC is dedicated to protecting the rights and interests of their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the skilled lawyers at this institution are here to help.