Familial wealth in Monroeville, Pennsylvania

Santori & Peters, Inc. in Monroeville, Pennsylvania is a finance institution dedicated to helping successful business owners create legacies that last for generations. Located at 3824 Northern Pike, our fee-based wealth management firm focuses on helping clients clarify their goals beyond just financial success. Our advisors do not receive commissions from external sources, ensuring that our clients' best interests are always the top priority. Schedule a consultation with Santori & Peters today to start planning for a secure financial future.

Marion Wealth Management is a leading finance institution located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. Specializing in wealth management services, Marion Wealth Management offers tailored financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Marion Wealth Management is dedicated to providing clients with expert advice and guidance to secure their financial future. Contact us today to learn more about how Marion Wealth Management can help you reach your financial objectives.

Vista Pointe Wealth Solutions is a leading finance institution located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Vista Pointe Wealth Solutions is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

Timothy J Gardner is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3824 Northern Pike in Monroeville, Pennsylvania, United States. If you have questions about your financial future or would like to schedule a complimentary initial consultation, Timothy J Gardner is available to help. With qualifications and background information available on FINRA's BrokerCheck website, you can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. Whether you're concerned about having enough money for retirement, navigating market fluctuations, or dealing with inflation, Timothy J Gardner can guide you through the Retirement InteractiveSM tool to explore potential challenges and solutions. Take the next step towards a more confident financial future by setting up a complimentary initial consultation today.

Michael Anthony Carretta is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard, Monroeville, Pennsylvania, United States. Michael holds various 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Michael provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with wealth transfers, federal taxation, or managing complex financial situations, Michael Anthony Carretta is dedicated to helping you achieve your financial goals.

Garrett Peter Helfritch is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. With a focus on finance, Garrett provides personalized financial advice to help clients achieve their financial goals. Each Ameriprise advisor has their own specialized areas of focus, so clients can find the best match for their needs. Clients can review Garrett's background, credentials, and experience to ensure a good fit. By filling out a "Request consultation" form, clients can connect with Garrett for a complimentary initial consultation to discuss their financial goals and create a personalized plan.

Ralph G Powell III is a distinguished Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Monroeville, PA. With a comprehensive suite of certifications and designations, Ralph G Powell III offers expert financial advisory services tailored to meet the diverse needs of clients, ranging from individuals and families to retirees and small business owners.

Santori & Peters, Inc. in Canonsburg, Pennsylvania is a finance institution dedicated to helping successful business owners create lasting legacies for generations to come. Located at 380 Southpointe Boulevard, our team is committed to assisting business owners in clarifying their long-term goals beyond financial success. As a fee-based wealth management firm, we do not accept commissions from external sources, ensuring that our advice is always in the best interest of our clients. Contact us today to schedule a consultation with one of our representatives at our Monroeville location as well.

The Numerick/Kuechler Group at Morgan Stanley is a leading financial institution located in Monroeville, Pennsylvania. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are planning for retirement, saving for college, or growing your wealth, our team is here to help you every step of the way. Visit us at 1 Monroeville Center to learn more about how we can assist you with your financial needs.

Riley Financial Strategies Group is a leading finance institution located at 3824 Northern Pike in Monroeville, Pennsylvania, United States. With a team of experienced financial experts, we provide comprehensive financial planning and investment strategies tailored to meet the unique needs of our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our team is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Oppenheimer & Co. Inc. is a finance institution located at 2790 Mosside Boulevard, Monroeville, Pennsylvania, United States. The Monroeville office is conveniently situated east of downtown Pittsburgh, offering state-of-the-art facilities with meeting spaces and complimentary secure garage parking. Bordering the Miracle Mile Shopping Center, the institution is near local eateries and easily accessible via the PA Turnpike and Routes 376, 22, and 48. The experienced Financial Professionals at Oppenheimer provide a wide range of financial services, including wealth management, financial planning, insurance, and retirement services for individuals, families, and businesses. Not affiliated with a bank, Oppenheimer does not market bank or proprietary products to clients, focusing on delivering the highest level of service and leveraging resources to help clients achieve their financial goals.

Berer Financial Management is a reputable finance institution located at 4044 Monroeville Boulevard in Monroeville, Pennsylvania. With a focus on providing top-notch financial services, Berer Financial Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced professionals is here to assist you every step of the way. Trust Berer Financial Management to provide you with expert financial guidance and personalized solutions tailored to your specific needs.

Edward Jones - Financial Advisor: Jordan J Nance is a reputable finance institution located at 2550 Mosside Boulevard in Monroeville, Pennsylvania, United States. Jordan J Nance is a trusted financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jordan J Nance is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Glenn G Kolod is a reputable financial institution located at 2550 Mosside Boulevard in Monroeville, Pennsylvania. As a dedicated financial advisor, Glenn G Kolod provides personalized and professional financial services to help clients achieve their financial goals. With a focus on building long-term relationships and providing sound financial advice, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Glenn G Kolod and the team at Edward Jones are here to help you every step of the way. Trust Edward Jones - Financial Advisor: Glenn G Kolod for all your financial planning needs.

Horizon Financial Advisors is a reputable finance institution located at 4099 William Penn Highway in Monroeville, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Horizon Financial Advisors is here to provide personalized solutions tailored to your individual needs. Trust us to guide you towards a brighter financial horizon.

Thomas L Bills - Financial Advisor at Ameriprise Financial Services, LLC is located at 3824 Northern Pike in Monroeville, Pennsylvania, United States. As one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers, Thomas L Bills offers personalized financial advice to help clients prepare for their future goals. By understanding what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments, Thomas L Bills helps clients feel more confident and in control of their financial life. With a focus on both the expected and unexpected aspects of life, Thomas L Bills provides guidance to help clients navigate their financial journey. By staying informed on market trends and economic indicators, Thomas L Bills can help clients make informed decisions about their investments. Residents of states where Thomas L Bills is properly registered can benefit from his expertise. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security. Contact Thomas L Bills today to discuss your financial goals and start planning for a brighter tomorrow.

Gardner & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3824 Northern Pike in Monroeville, Pennsylvania, United States. They offer a range of financial services and expertise to help clients achieve their financial goals. The institution is registered with FINRA and provides a Client Relationship Summary Disclosure for transparency. Their advisors can provide insights on the current market trends and help clients navigate potential challenges in retirement planning. The Retirement InteractiveSM tool allows clients to explore various scenarios and factors that may impact their retirement income.

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.

Darren Smith - Ameriprise Financial Services, LLC is a finance institution located at 2790 Mosside Boulevard, Monroeville, Pennsylvania, United States. The institution offers services backed by the Ameriprise Investment Research Group, providing guidance on market conditions and investments. Darren Smith is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution offers initial consultations on financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. Clients agree to the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Referrals are welcomed to help friends and family achieve their financial goals. Privacy and security measures are in place, including an Online Security Guarantee and protection against email fraud.

Coy Capital Management, Inc. is a finance institution located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. With a focus on providing expert financial management services, Coy Capital Management, Inc. offers personalized investment strategies tailored to meet the unique needs of each client. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and investment management. Visit Coy Capital Management, Inc. today to learn how they can help you secure your financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. With a strong reputation for providing financial planning services, investment strategies, and insurance solutions, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Their team of experienced professionals are committed to providing personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are seeking retirement planning, wealth management, or insurance coverage, Northwestern Mutual is a trusted partner in helping you build a secure financial foundation.

Doctor, Health About:

Courtney L. Crain, MD, FACOG, is a distinguished Pediatric and Adolescent Gynecologist based in Erie, PA. Located at 118 E 2nd St W1150, Erie, PA 16507, Dr. Crain practices at the UPMC Children’s Hospital of Pittsburgh, bringing a wealth of expertise and compassionate care to her patients. Dr. Crain is board-certified in obstetrics and gynecology by the American Board of Obstetrics and Gynecology. She received her medical degree from the Marshall University Joan C. Edwards School of Medicine, where she also completed her residency in obstetrics and gynecology. Further honing her skills, Dr. Crain underwent fellowship training in pediatric and adolescent gynecology at Baylor School of Medicine at Texas Children's Hospital in Houston.

Thomas B. Hughes Jr., MD, is a highly esteemed orthopedic surgeon specializing in hand, upper-extremity, and microvascular surgery. Located conveniently at 1600 Coraopolis Heights Rd, Suite G1, Coraopolis, PA, Dr. Hughes brings a wealth of experience and expertise to the community. A graduate of the University of Pennsylvania School of Medicine in Philadelphia, Dr. Hughes completed his residency in orthopedic surgery at Allegheny General Hospital in Pittsburgh. He further honed his skills with a fellowship at Brown University in Providence, R.I., focusing on hand, upper-extremity, and microvascular surgery.

Dr. Michael Lisien - Premier Endodontic Care in Sewickley, PA Located at 2593 Wexford Bayne Rd #304 in Sewickley, PA, Dr. Michael Lisien and his team offer exceptional endodontic care to the community. As a board-certified endodontist, Dr. Lisien exemplifies dedication and excellence in his field. Born and raised in Portland, Connecticut, Dr. Lisien completed his Bachelor of Science degree at Loyola University Chicago and earned his Doctorate of Dental Medicine and Endodontic residency certification from the University of Pittsburgh. Since 2011, he has been consistently recognized by his peers in Pittsburgh Magazine as one of the city’s top endodontists. Dr. Lisien currently resides in Upper Saint Clair with his family and enjoys outdoor activities and aviation in his spare time.

Bryan D Rynearson, MD - Expert Orthopaedic Spinal Care in Sewickley, PA Located at 111 Hazel Ln, Floor 2, Sewickley, PA 15143, Bryan D Rynearson, MD, is a distinguished local business focused on delivering top-notch orthopaedic spinal care. As a board-certified orthopaedic surgeon, Dr. Rynearson brings a wealth of expertise and compassion to his practice, ensuring that patients receive the highest standard of medical care.

Dr. Joon Yung Lee, MD, is a highly esteemed spine surgeon specializing in cervical, thoracic, and lumbar spine surgery. With a summa cum laude degree from the University of California, Berkeley, and a medical degree from Yale Medical School, Dr. Lee brings a wealth of knowledge and expertise to his practice. He completed his orthopaedic surgery residency at UPMC and a fellowship in spine surgery at the Rothman Institute-Thomas Jefferson University in Philadelphia. Dr. Lee is proficient in both standard surgical techniques and innovative procedures, including minimally invasive spine surgery, disc replacement, and microsurgical decompression. His dedication to advancing the field is evident through his research at prestigious institutions like the National Institutes of Health, Yale Medical School Research Laboratories, and the Orthopaedic Research Laboratory at the University of Pittsburgh. He has authored numerous articles and delivered lectures on various spinal conditions and treatments.

Maria Druchniak, PA-C, is a dedicated and highly skilled physician assistant specializing in pediatric cardiology. As a certified professional by the National Commission on Certification of Physician Assistants, Maria brings a wealth of knowledge and expertise to her practice. She is committed to providing the highest standard of care to her young patients, ensuring their heart health is managed with the utmost precision and compassion.

Victoria Morando, DNP, FNP-BC, is a highly skilled and compassionate certified registered nurse practitioner with The Division of Pediatric Urology at UPMC Children’s Hospital of Pittsburgh. With board certification from the American Nurses Credentialing Center, Victoria brings a wealth of knowledge and experience to her practice, having earned both her Bachelor of Science in Nursing and Doctorate of Nursing Practice from Robert Morris University. Victoria began her career in 2015 as a registered nurse in the Pediatric Intensive Care Unit at UPMC Children’s Hospital of Pittsburgh. There, she honed her critical thinking and assessment skills, which she later applied in the Pediatric and General Thoracic Surgery Unit. Over the course of five years, she provided exceptional care to medical, trauma, and surgical patients, including those undergoing ENT, Plastics, Urology, Colorectal, and Pediatric Surgery.