TOP 30 Estate planning consultants in Pittsburgh, Pennsylvania

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Wilke CPAs & Advisors, LLP is a trusted accounting and finance institution located in Pittsburgh, Pennsylvania, United States. They are dedicated to making a positive impact on their clients' success, providing personalized and responsive service to help businesses grow. From business formation to succession planning, compliance services, outsourced accounting, high-net-worth family services, corporate transactions, tax compliance, year-round tax planning, and more, Wilke CPAs & Advisors offer a wide range of services to meet their clients' needs. Their team of professionals, including David Wilke and Peter Fleming, are known for their technical expertise, professionalism, and dedication to their clients' success. With a focus on exceeding expectations and contributing to their clients' specific needs, Wilke CPAs & Advisors are more than just an accounting firm - they are trusted business partners. Whether you are a small business or a large manufacturing company, Wilke CPAs & Advisors are equipped to meet your accounting and financial needs with professionalism and expertise. Contact them today to experience the difference they can make for your business.

BP Cox and Company, PLLC is a reputable accounting and finance institution located at 9370 McKnight Road in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Clients can trust BP Cox and Company, PLLC for their expertise and dedication to helping individuals and businesses manage their finances effectively.

H2R CPA is a well-established accounting and finance institution located in Pittsburgh, Pennsylvania. With a tradition of service to businesses, nonprofits, and individuals in the Pittsburgh area, we offer tax, assurance, and business consulting services focused on client success. Our team prides itself on building long-term, cherished relationships with clients and team members. We are excited to announce our merger with Exler & Company, Inc., effective January 1, 2024, to enhance and expand our professional services. Despite this merger, H2R CPA will continue to operate as an independent, locally managed regional CPA firm, catering to closely held businesses and their owners with expanded service offerings and resources for continued growth.

Quinerly Financial Group, LLC is a reputable accounting and finance institution located at 901 Western Avenue in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, Quinerly Financial Group offers a wide range of financial services, including tax preparation, bookkeeping, and financial planning. Clients can trust in the expertise and dedication of the team at Quinerly Financial Group to help them achieve their financial goals and secure their financial future.

The McQuillan Group LLC is a leading accounting and finance institution located at 1010 Western Avenue in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, they provide comprehensive financial services to individuals and businesses. From tax preparation to financial planning, The McQuillan Group LLC is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit their office today to learn how they can assist you with your accounting and finance needs.

Omar Chatha - Morgan Stanley is a finance institution located in Pittsburgh, Pennsylvania, United States. Our experienced team provides comprehensive financial services and solutions to help individuals and businesses achieve their financial goals. With a focus on personalized service and strategic planning, we strive to provide our clients with the tools and resources they need to make informed financial decisions. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our team is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.

The Groetsch Fiore Group at Morgan Stanley is a leading financial institution located in Pittsburgh, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial services and investment strategies to help our clients achieve their financial goals. With a focus on integrity, transparency, and innovation, we strive to deliver exceptional results and build long-lasting relationships with our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Groetsch Fiore Group is here to provide expert guidance and support every step of the way.

Cypher & Cypher is a renowned accounting and finance institution located at 8980 Perry Highway in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and business consulting. Our commitment to excellence and client satisfaction sets us apart in the industry. Visit us today to experience the difference that Cypher & Cypher can make for your financial needs.

Taxlane, LLC is a reputable institution based in Pittsburgh, Pennsylvania, specializing in accounting, finance, and legal services. Located at 3000 McKnight East Drive, Taxlane, LLC offers expert advice and assistance in tax preparation, financial planning, and legal matters. With a team of experienced professionals, clients can trust Taxlane, LLC to provide top-notch services and guidance to help them navigate the complexities of the financial world. Whether you need help with taxes, financial planning, or legal issues, Taxlane, LLC is here to support you every step of the way.

Frank P Hess Co Inc is an accounting and finance institution located in Pittsburgh, Pennsylvania. Our specialties include Tax, Audit, Payroll, Estate Planning, and Small Business & Not-for-Profit Accounting. We are committed to building long-term customer relationships by providing honest, quality work at the best price. Visit us at 4185 Steubenville Pike to see how we can help you with your financial needs.

Connolly, Steele & Company, P.C. is a leading accounting and finance institution located at 1010 Ohio River Boulevard in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Connolly, Steele & Company, P.C. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Creese Smith & Co. LLC is a leading accounting and finance firm located at 8150 Perry Highway in Pittsburgh, Pennsylvania. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized service sets us apart from the competition. Whether you are an individual or a business, Creese Smith & Co. LLC is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you.

ZEL & Associates, Inc. is a reputable tax preparation and tax representation firm located at 925 North Euclid Avenue in Pittsburgh, Pennsylvania. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax solutions for individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax law and maximize their financial well-being. Trust ZEL & Associates, Inc. for all your tax needs in the Pittsburgh area.

Horovitz Rudoy & Roteman, now known as H2R CPA, is a well-established accounting and finance institution located at 875 Greentree Road in Pittsburgh, Pennsylvania. With a tradition of service to businesses, nonprofits, and individuals in the Pittsburgh area, H2R CPA offers tax, assurance, and business consulting services focused on client success. The institution prides itself on building long-term relationships with clients and team members, providing a family approach to business solutions. H2R CPA recently merged with Exler & Company, Inc., expanding its service offerings and resources to better serve its clients and fuel continued growth.

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.

David Mitchell & Associates is a reputable accounting and finance institution located at 61 McMurray Road in Pittsburgh, Pennsylvania. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of expert accounting services, David Mitchell & Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management.

John J Bosley CPA is a reputable accounting and finance institution located at 404 Bigham Street in Pittsburgh, Pennsylvania. With years of experience in the industry, our team of certified public accountants provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.

Frost Law is a reputable institution located at 429 Fourth Avenue in Pittsburgh, Pennsylvania, specializing in accounting, finance, and legal services. With a team of experienced professionals, Frost Law is dedicated to providing top-notch assistance and guidance in various financial and legal matters. Whether you need help with tax planning, estate planning, business consulting, or any other financial or legal issue, Frost Law is here to help you navigate through the complexities and achieve your goals. Trust Frost Law for expert advice and personalized solutions tailored to your specific needs.

DGPerry CPAs Advisors (formerly known as Bodine Perry) is a leading accounting and finance institution located in Pittsburgh, Pennsylvania. Our team of experienced professionals provide a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Visit us at 2730 Sidney Street to learn more about how we can assist you with all your accounting and financial needs.

Bernard F. Smith is a reputable accounting and finance institution located at 4137 Brownsville Road in Pittsburgh, Pennsylvania, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Bernard F. Smith is known for its expertise in tax preparation, financial planning, and investment advice. The institution is staffed with experienced professionals who are dedicated to helping clients achieve their financial goals. Whether you need assistance with budgeting, retirement planning, or estate planning, Bernard F. Smith is the go-to institution for all your accounting and finance needs.

Bielau Tierney Coon & Co is a reputable accounting and finance institution located at 2740 Smallman Street in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Bielau Tierney Coon & Co is committed to helping their clients achieve their financial goals. Their dedication to excellence and personalized approach sets them apart in the industry. Visit their office today to learn more about how they can assist you with your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located in Pittsburgh, Pennsylvania, United States. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block has been helping individuals and businesses navigate the complexities of tax laws and financial planning for years. Their team of knowledgeable professionals is dedicated to providing personalized assistance and ensuring that clients maximize their financial potential. Whether you need assistance with tax preparation, financial planning, or investment advice, H&R Block is the go-to institution for all your accounting and finance needs.

Vincent T Charlett is a reputable accounting and finance institution located at 6727 Saltsburg Road in Pittsburgh, Pennsylvania, United States. With a focus on providing top-notch financial services, Vincent T Charlett is dedicated to helping individuals and businesses manage their finances effectively. Their team of experienced professionals offers a wide range of services including tax preparation, financial planning, and consulting. Whether you need assistance with budgeting, investments, or any other financial matter, Vincent T Charlett is committed to providing expert guidance and personalized solutions to meet your needs. Trustworthy, reliable, and knowledgeable, Vincent T Charlett is your go-to institution for all your accounting and finance needs.

Bronder & Co is a leading accounting and finance institution located at 235 Alpha Drive in Pittsburgh, Pennsylvania. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the United States. With years of experience and a commitment to excellence, Bronder & Co is your trusted partner for all your accounting and finance needs. Contact us today to learn more about how we can help you achieve your financial goals.

Wisdom Insurance Agency is a trusted insurance agency located at 37 McMurray Road in Pittsburgh, Pennsylvania. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on integrity and customer service, we strive to offer the best coverage options at competitive prices. Whether you are looking for auto, home, life, or business insurance, Wisdom Insurance Agency has you covered. Contact us today to discuss your insurance needs and let us help you protect what matters most.

Settlements, LTD is a reputable insurance agency located in Pittsburgh, Pennsylvania, United States. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we are here to help you navigate the complex world of insurance to find the coverage that best fits your needs. With a focus on customer service and integrity, Settlements, LTD is committed to helping you protect what matters most. Contact us today to learn more about our insurance offerings and how we can assist you in securing peace of mind for the future.

Kim DeHonney Wilson - State Farm Insurance Agent is located at 5901 Baum Boulevard in Pittsburgh, Pennsylvania, United States. As a second generation State Farm Agent with over 20 years of experience in Insurance and Financial Services, Kimberly DeHonney Wilson is dedicated to providing personalized insurance plans for customers. The agency focuses on income replacement for families, helping clients leave a legacy for their loved ones. In addition to assisting with insurance needs, the team volunteers in the community and supports charitable initiatives like the Greater Pittsburgh Community Food Bank and Habitat for Humanity. The agency offers flexible payment plans, 24/7 support, and a large claims organization. Services include assistance with drunk driving prevention, credit rebuilding, and small business type guidance. For a no obligation quote, visit or call the office at (412) 361-8000. Securities and deposit products are distributed by State Farm VP Management Corp, and life insurance and annuities are issued by State Farm Life Insurance Company. Please consult a tax or legal advisor for personalized advice.

William M Mercer & Associates is a reputable insurance agency located at 1006 Perry Highway in Pittsburgh, Pennsylvania. With years of experience in the industry, they offer a wide range of insurance products and services to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to providing personalized and professional guidance to help you find the best coverage at competitive rates. Trust William M Mercer & Associates to protect what matters most to you.

Larry Simons - Prudential Financial is a reputable finance and insurance agency located at 1001 Ardmore Boulevard in Pittsburgh, Pennsylvania, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, Larry Simons - Prudential Financial is dedicated to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized services tailored to meet the unique needs of each individual or business. Whether you are looking for retirement planning, investment advice, or insurance coverage, Larry Simons - Prudential Financial is committed to providing top-notch services and guidance to help you make informed decisions and achieve financial success.

Laura Hilliard, Bankers Life Agent is a reputable insurance agency located at 500 Penn Center Boulevard in Pittsburgh, Pennsylvania, United States. Specializing in providing insurance solutions to individuals and families, Laura Hilliard is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, clients can feel confident knowing they are in good hands with Laura Hilliard, Bankers Life Agent.