TOP 30 Estate planning consultants in Wexford, Pennsylvania
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Edward Jones - Financial Advisor: Matthew Gunther
● ClosedEdward Jones - Financial Advisor: Matthew Gunther is a trusted financial institution located at 9000 Brooktree Road in Wexford, Pennsylvania. As a dedicated finance professional, Matthew Gunther provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Matthew Gunther is committed to helping you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and integrity, Matthew Gunther is here to provide expert financial advice tailored to your unique needs. Contact us today to schedule a consultation and start planning for a secure financial future.
9000 Brooktree Rd Suite 150, Wexford, PA 15090, United States -
Core Wealth Management
● ClosedCore 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.
6031 Wallace Rd Extension suite 110, Wexford, PA 15090, United States -
Douglas Glenn, Owner - North Hills Financial
● OpenNorth 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.
12300 Perry Hwy Suite 305, Wexford, PA 15090, United States -
Laurel Capital Corporation
● OpenLaurel Capital Corporation is a finance institution located at 6600 Brooktree Court in Wexford, Pennsylvania, United States. Specializing in a wide range of financial services, Laurel Capital Corporation is committed to providing top-notch financial solutions to individuals and businesses. With a team of experienced professionals, they offer personalized services to help clients achieve their financial goals. Whether you are looking for investment opportunities, loans, or financial planning advice, Laurel Capital Corporation is dedicated to helping you navigate the complex world of finance with confidence.
6600 Brooktree Ct # 3000, Wexford, PA 15090, United States -
Ralph Martin - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRalph Martin - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8500 Brooktree Road, Wexford, Pennsylvania, United States. The institution offers a range of certifications and designations 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®. The institution provides comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and expertise, Ralph Martin - Financial Advisor, Ameriprise Financial Services, LLC aims to help clients achieve their financial goals and secure their financial future.
8500 Brooktree Rd Ste 302, Wexford, PA 15090, United States -
Hebb Denise M CPA
● ClosedHebb 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.
11676 Perry Hwy #3306, Wexford, PA 15090, United States -
Ruddy & Associates
● OpenRuddy & Associates is a leading accounting and finance institution located at 2000 Corporate Drive in Wexford, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including tax preparation, auditing, and financial planning. With a commitment to excellence and personalized service, Ruddy & Associates is the trusted partner for all your accounting and financial needs.
2000 Corporate Dr #350, Wexford, PA 15090, United States -
Koehler, Hinds & Associates, LLC
● ClosedKoehler, Hinds & Associates, LLC is a leading accounting and finance firm located at 6400 Brooktree Court in Wexford, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, financial planning, or any other accounting needs, we are here to help. Trust Koehler, Hinds & Associates, LLC for all your financial needs.
6400 Brooktree Ct #150, Wexford, PA 15090, United States -
Stephen Kozak - Aflac Insurance Agent
● OpenStephen 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.
190 Shenot Rd, Wexford, PA 15090, United States -
Rise Pittsburgh
● ClosedWelcome to Rise Pittsburgh, where we specialize in securing the best possible deals for our clients in the commercial real estate market using our proprietary "Ultimate Deal Factor." Proudly serving as Pittsburgh's top tenant consultants, we exclusively represent tenants, never landlords, ensuring that your interests are our sole priority.
180 Swinderman Rd Suite 150, Wexford, PA 15090, United States -
The Tammy Grassi Team / Achieve Realty Inc.
● OpenWelcome 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.
11160 Perry Hwy # 4, Wexford, PA 15090, United States -
JEM Realty
● ClosedWelcome to JEM Realty, your trusted real estate agency located at 441 Mars Valencia Rd Suite 3A, Valencia, PA 16059, United States. At JEM Realty, we believe in "Real Estate without the B.S." We understand that not all homes sell the same, which is why we offer custom listing packages tailored to suit your specific home and strategy. With us, there are no contracts, no additional fees—just transparent guidance backed by over a decade of experience in residential and new construction real estate. If you’re struggling to find your dream home, JEM Realty offers unique solutions by identifying and renovating overlooked homes with hidden potential. Avoid the stress of bidding wars and overpaying for homes. Our expert team provides all the tools you need to find homes in any area and condition, transforming them into your dream home while ensuring a smart purchasing decision.
441 Mars Valencia Rd Suite 3A, Valencia, PA 16059, United States -
Brooktree Office Park
● OpenBrooktree Office Park is a premier real estate agency located at 101 Bradford Road in Wexford, Pennsylvania. Nestled in the heart of the 15090 area, Brooktree Office Park specializes in providing top-tier commercial real estate services. With a commitment to excellence and a keen understanding of the local market, our team of experienced professionals is dedicated to helping clients find the perfect office space to meet their business needs. Whether you are looking to lease, buy, or sell commercial property, Brooktree Office Park offers a comprehensive range of services tailored to your specific requirements. Our extensive portfolio includes a variety of office spaces designed to accommodate businesses of all sizes, from small start-ups to large corporations. We pride ourselves on delivering personalized service, expert market insights, and seamless transactions to ensure our clients achieve their real estate goals.
101 Bradford Road, Wexford, Pennsylvania 15090, United States -
Potter Law
● OpenPotter Law is a reputable legal practice located at 3000 Village Run Road, Wexford, Pennsylvania, 15090, United States. Specializing in a wide array of legal services, Potter Law is dedicated to providing personalized and comprehensive legal support to individuals, families, and businesses in the Wexford community and beyond. Our team of experienced attorneys is committed to delivering high-quality legal counsel with a focus on achieving the best possible outcomes for our clients. Whether you need assistance with family law, estate planning, business law, or real estate transactions, Potter Law offers expert guidance and representation tailored to meet your specific needs.
3000 Village Run Road, Wexford, Pennsylvania 15090, United States -
The Elder Law Office of Olimpi & Kramer LLC
● ClosedAt The Elder Law Office of Olimpi & Kramer, LLC, we specialize in providing compassionate and expert legal assistance to older adults and their families. Our dedicated team of attorneys possesses extensive experience in elder law litigation, probate, and estate administration. We understand the complex legal challenges that come with aging and are committed to helping our clients navigate these issues with ease and confidence.
8135 Perry Highway, Pittsburgh, Pennsylvania 15237, United States -
PNC Investor Center
● ClosedThe PNC Investor Center, located at 10646 Perry Highway in Wexford, Pennsylvania, is a premier financial services hub dedicated to helping individuals and businesses achieve their financial goals. As part of the renowned PNC Financial Services Group, this center offers a comprehensive range of investment services, including personalized financial planning, wealth management, retirement solutions, and investment advisory services. The experienced team at PNC Investor Center is committed to providing tailored financial strategies and expert guidance to meet the unique needs of each client, ensuring a secure and prosperous financial future. Whether you're looking to grow your investments, plan for retirement, or manage your wealth, the PNC Investor Center in Wexford is your trusted partner in financial success.
10646 Perry Highway, Wexford, Pennsylvania 15090, United States -
Northwood Realty Services - Relocation Division
● OpenNorthwood 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.
9840 Old Perry Highway, Wexford, Pennsylvania 15090, United States -
Hampton Wealth Management
● OpenHampton Wealth Management is a premier financial advisory firm located at 6021 Wallace Rd Extension Suite 200, Wexford, PA 15090, United States. Specializing in comprehensive wealth management, the firm offers a range of services including investment planning, retirement strategies, estate planning, and risk management. With a client-centric approach, Hampton Wealth Management aims to provide personalized financial solutions tailored to meet the unique needs and goals of each individual or business. Their team of experienced financial advisors is dedicated to helping clients navigate the complexities of financial planning, ensuring a secure and prosperous financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hampton Wealth Management is committed to delivering expert guidance and exceptional service.
6021 Wallace Rd Extension Suite 200, Wexford, PA 15090, United States -
Baird Private Wealth Management
● ClosedBaird 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.
12570 Perry Hwy Suite 100, Wexford, PA 15090, United States -
AaronMillerMortgage
● ClosedAaronMillerMortgage 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.
11269 Perry Hwy Suite 135, Wexford, PA 15090, United States -
Partners Closing Services, LLC
● OpenPartners Closing Services, LLC is a premier insurance agency situated at 9500 Brooktree Rd #205, Wexford, PA 15090, United States. Specializing in providing comprehensive closing and title insurance services, Partners Closing Services, LLC is dedicated to facilitating smooth and efficient real estate transactions. With a team of experienced professionals, they offer personalized solutions tailored to meet the unique needs of each client. Whether you are buying, selling, or refinancing a property, Partners Closing Services, LLC ensures that all aspects of the closing process are handled with the utmost care and expertise, giving you peace of mind and confidence in your real estate endeavors.
9500 Brooktree Rd # 205, Wexford, PA 15090, United States -
Eamon Capital Management
● ClosedEamon Capital Management is a premier financial services firm located at 7500 Brooktree Rd #100, Wexford, PA 15090, United States. Specializing in comprehensive financial planning and investment management, Eamon Capital Management is dedicated to helping clients achieve their financial goals through personalized and strategic guidance. With a commitment to excellence and integrity, the experienced team at Eamon Capital Management offers a range of services including retirement planning, portfolio management, wealth preservation, and tax-efficient strategies. Clients can expect a tailored approach that aligns with their unique financial needs and aspirations, ensuring a secure and prosperous future.
7500 Brooktree Rd #100, Wexford, PA 15090, United States -
Jim McDonough, RESIDENTIAL FINANCIAL SERVICES INC
● OpenJim McDonough, Residential Financial Services Inc. Located at 11676 Perry Hwy, Wexford, PA 15090, United States, Jim McDonough, Residential Financial Services Inc. is your trusted partner for all residential financial needs. Specializing in providing personalized mortgage solutions, refinancing options, and home equity loans, we are dedicated to helping homeowners and prospective buyers achieve their financial goals with ease and confidence.
11676 Perry Hwy, Wexford, PA 15090, United States -
WE Griffith
● OpenAt WE Griffith Financial Services, we are dedicated to helping you organize your financial affairs to ensure your long-term security and independence. Our expertise spans a wide range of financial planning services aimed at protecting your retirement assets from unanticipated long-term care costs and rising healthcare expenses.
5636 Brownsville Road Pittsburgh, Pleasant Hills, PA 15236, United States -
V&T Wealth Advisors
● ClosedV&T Wealth Advisors is a premier financial advisory firm located at 2000 Corporate Dr, Suite 570, in Wexford, PA. Specializing in comprehensive wealth management and financial planning services, V&T Wealth Advisors is dedicated to helping individuals, families, and businesses achieve their financial goals. With a commitment to personalized service, the team of experienced advisors provides expert guidance in investment management, retirement planning, estate planning, tax strategies, and risk management. V&T Wealth Advisors prides itself on building long-term relationships with clients, offering tailored financial solutions that are designed to grow and protect wealth. Whether you're planning for retirement, managing a portfolio, or seeking advice on complex financial matters, V&T Wealth Advisors is your trusted partner in navigating the financial landscape.
2000 Corporate Dr Suite 570, Wexford, PA 15090, United States
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