TOP 30 Fiduciary services in Pittsburgh, Pennsylvania

63 results found

Winthrop Partners is a finance institution located at 960 Penn Avenue in Pittsburgh, Pennsylvania. As a fee-only financial advisor serving the Greater Pittsburgh region, our team, led by Brian Werner CFA®, CFP®, specializes in investment management services tailored to Pennsylvania state laws. We prioritize our clients' goals and objectives, acting as fiduciaries to always act in their best interest. Our core value of integrity is reflected in our commitment to not accept compensation from third parties. With multiple locations across the United States, including Pittsburgh, Buffalo, Doylestown, and Doral, we are dedicated to providing top-notch wealth management services. As featured in Barron's Online, Fortune, Investors Business Daily, USA Today-Money, and the Wall Street Journal, Winthrop Partners is your trusted partner for financial success. Contact us today to schedule a consultation with one of our fee-only investment advisors.

James Wyman is the Branch Director at RBC Wealth Management in Pittsburgh, Pennsylvania. With years of experience in the finance industry, James leads a team of dedicated professionals who are committed to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James and his team provide personalized solutions and expert advice to help you navigate the complexities of the financial world. Visit the RBC Wealth Management branch in Pittsburgh to discover the difference that a dedicated team of professionals can make in your financial future.

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.

HUB International is a premier finance and insurance agency located at 210 Sixth Ave, 30th floor, Pittsburgh, PA 15222, United States. Serving as the regional headquarters for HUB International Three Rivers, this office is dedicated to offering top-tier insurance products and services with a strong focus on superior customer care, personalized strategies, and a highly experienced team of professional brokers. Originally established as HDH Group Inc. in 1982, the firm joined HUB International in July 2015, further strengthening its capabilities and expanding its reach. As one of Western Pennsylvania’s largest privately-held insurance brokerage firms, HUB International in Pittsburgh has deep roots in the local community, providing comprehensive property & casualty, employee benefits, personal lines, and risk management solutions. Backed by HUB’s global resources, the office delivers value-added services such as exceptional claims management and loss control, extending coverage throughout North America and internationally.

Dr. Gerson B. Florez is a highly respected and compassionate orthopaedic surgeon specializing in hand and upper extremity care. Located at 1082 Bower Hill Rd Suite 100 in Pittsburgh, PA, Dr. Florez offers exceptional medical services, backed by extensive training and years of experience. Education and Training:

RDC, Inc. - Your Trusted Partner in Real Estate Development and Construction Address:

The Law Office of P. William Bercik is dedicated to providing exceptional legal services in the areas of estate litigation, probate and administration, estate planning, wills, and adult guardianships. Our experienced attorneys are committed to a proactive approach that aims to achieve the best possible results for our clients.

At Bank of America, located at 7221 McKnight Road in Pittsburgh, PA, we are committed to providing a comprehensive suite of financial services to meet your banking needs. Our services include ATMs for convenient cash withdrawals and deposits, as well as a wide range of financial products and services designed to support both personal and business financial health.

Huntington Private Financial Group is dedicated to providing comprehensive financial solutions and personalized wealth management services. Our mission is to help you protect and grow your personal wealth, investments, and business interests through expert insights and guidance. Our team of economic professionals keeps you informed about the latest financial news and market trends to ensure you are always up to speed.Services:- Personal Wealth Management: Our Private Bank advisors work closely with you to develop a customized financial plan that aligns with your priorities and goals. We believe that wealth management is personal, and we are committed to helping you move forward with confidence.- Banking Services: We offer a wide array of banking services designed to complement your wealth management strategy. As a Private Bank customer, you have access to digital tools available in The Private Bank Hub, enabling you to manage your money effortlessly.- Investment and Trust Services: Our Wealth and Investment Management professionals provide trust and estate administration and portfolio management services. Licensed investment representatives from The Huntington Investment Company offer securities and investment advisory services to meet your financial needs.- Insurance Products: Certain insurance products are available through Huntington Insurance, Inc., a subsidiary of Huntington Bancshares Incorporated, and are underwritten by third-party carriers.- Community Commitment: Huntington's culture is rooted in a shared desire to serve others. We have made over 600 donations to community programs, totaling more than $10 million, to help our communities thrive.Regulatory Information:- FINRA BrokerCheck: Learn more about The Huntington Investment Company and our investment professionals at FINRA BrokerCheck. - Huntington Private Bank® and Huntington Financial Advisors®: These are service marks under which The Huntington Investment Company and The Huntington National Bank provide wealth and financial services. - Investment, Insurance, and Non-deposit Trust Products: These products are not deposits, not FDIC insured, not guaranteed by the bank, not insured by any federal government agency, and may lose value.Customer Feedback:We value your opinion and are always looking to improve our services. After your visit, we would appreciate your quick feedback. It will only take a minute of your time.For more information, visit us at our location on Smithfield Street or online at huntington.com. Your financial future is our priority, and we look forward to serving you.

RCFS, Inc. is a dedicated non-profit corporate fiduciary located at 2097 Duss Ave, Ambridge, PA 15003, United States. Specializing in managing trusts, RCFS provides a vital service by acting as a trustee to hold assets on behalf of beneficiaries, ensuring that the needs of individuals, especially those determined by a court to be incapacitated, are met with utmost care and professionalism. As a trusted local business, RCFS steps in to offer support that families may be unable to provide, particularly when they are not in the vicinity. Their compassionate and experienced team is committed to making informed decisions that prioritize the well-being of their clients.

At Defense Tax Partners, we specialize in providing comprehensive tax-related services to individuals and businesses in Pittsburgh and beyond. Our expert tax attorneys are well-versed in both state and federal tax laws, ensuring you receive the best possible guidance and representation for any tax issue you might face.

Huntington Private Bank® is a distinguished financial institution dedicated to providing a comprehensive range of wealth and financial services. Located at 310 Grant Street in the heart of Pittsburgh, PA, our team is committed to delivering personalized and premium financial solutions to meet the unique needs of our clients. Our Team and Services:

Secure Money Advisors: Your Trusted Partner in Financial Security Located at 504 S Main St, Zelienople, PA 16063, Secure Money Advisors specializes in providing expert financial guidance to help you grow your portfolio with low-risk investments and navigate your retirement journey with confidence. Founded by Brian Quaranta, who has risen from a modest upbringing to become a leading figure in the financial sector, Secure Money Advisors is built on the core values of knowing our clients, gaining their trust, and helping them build a secure future.

Merrill Lynch Financial Advisor Olivia Brinker Located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, Merrill Lynch Financial Advisor Olivia Brinker offers comprehensive financial services to help clients achieve their financial goals. As a trusted advisor, Olivia provides access to a wide range of investment solutions from Merrill and banking products from Bank of America.

Located on the 5th Floor at 180 Fort Couch Rd, Upper St Clair, PA 15241, Merrill Lynch Financial Advisor Kristyn B O'Meara offers comprehensive financial advisory services with a strong focus on personalized, goals-based strategies. Our team is dedicated to helping clients navigate their complex financial landscapes, providing tailored solutions that align with their aspirations for both lifestyle and legacy. Services Offered:

Located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, Merrill Lynch Financial Advisor Elise Roby Yanders offers a comprehensive suite of financial services designed to help you navigate today's dynamic market conditions. With access to a broad range of investment solutions from Merrill and banking products from Bank of America, Elise provides timely insights and personalized strategies to manage your wealth effectively. Elise's approach starts with a deep understanding of your unique financial picture and what matters most to you. By asking thoughtful questions and listening carefully, she aims to create a flexible strategy tailored to your specific goals. Her mission is to help you and your family pursue financial objectives while managing investment risks through personalized wealth management strategies.

Merrill Lynch Private Wealth Advisor Michael Duckworth, located at 260 Forbes Ave, Pittsburgh, PA, offers a comprehensive range of financial services tailored to meet the unique needs of individuals, families, and institutions with significant wealth. Our mission is to simplify and enhance your life through exceptional client service and access to a broad array of financial solutions.

About the Business: Merrill Lynch Financial Advisor Chad M. Irving offers a comprehensive array of financial services, combining the investment solutions of Merrill with the banking products of Bank of America. Operating from the 49th floor at 600 Grant Street in Pittsburgh, PA, Chad provides clients with timely insights into market trends and the global economy, helping them stay on track with their financial goals.

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

At Merrill Lynch Financial Advisor David J. Nader, we are committed to understanding you and what matters most to you. Our mission is to help you design and implement a personalized financial plan tailored to your specific goals, whether they involve managing future healthcare expenses, preparing for college, considering the sale of a business, purchasing a home, or planning for wealth transfer to future generations.

About the Business:

Welcome to Merrill Lynch Financial Advisor Andrea L. Curtis, conveniently located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, United States. As a dedicated financial professional, Andrea L. Curtis offers a comprehensive suite of financial services tailored to meet your unique needs and aspirations. Andrea's mission begins with a deep understanding of what matters most to you. By asking thoughtful questions and listening carefully, she gains a thorough understanding of your current financial landscape and your future goals. This allows her to design and implement a personalized wealth management strategy that aims to help you and your family pursue your financial objectives while managing investment risks.

Welcome to Merrill Lynch Wealth Management, located at 600 Grant Street, 49th Floor, Pittsburgh, PA 15219. As a premier financial services provider, our Pittsburgh branch is dedicated to helping you and your family lead the lives you desire through expert wealth management and financial planning. At Merrill Lynch Wealth Management, our team of experienced advisors offers a wealth of knowledge and expertise to guide you through the complexities of the financial markets. In just 15 minutes, our experts can provide valuable insights on midyear market trends and help you prepare for potential opportunities and risks ahead.

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At Merrill Lynch Financial Advisor Peter James Greb, located on the 49th floor of 600 Grant Street in Pittsburgh, PA, we offer a comprehensive suite of financial services designed to help you navigate your financial journey with confidence. As part of the Greb Wealth Management Group, we provide access to a wide range of investment solutions from Merrill and banking products from Bank of America, ensuring that all your financial needs are met under one roof. Our team is dedicated to delivering timely insights on market trends and the global economy, helping you stay on track with your financial goals. We specialize in assisting clients through various life events, offering personalized advice and guidance to make informed financial decisions. Our clientele spans all ages and includes multigenerational families, professionals in medicine, law, engineering, and technology, as well as retirees.

Merrill Lynch Private Wealth Advisor Derek S. Jancisin, located at 600 Grant St, 49th Floor, Pittsburgh, PA, is dedicated to empowering prosperity and simplifying wealth management for a select clientele. Our mission is to transform complex financial landscapes into seamless, straightforward pathways, ensuring a legacy of stability and growth. We work closely with individuals, families spanning multiple generations, business owners, and executives, using a goals-based wealth management approach to put our clients at the center of every personalized strategy.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Merrill Lynch Financial Advisor Shannon M Cully, located in the heart of Pittsburgh, PA, on the 49th floor of the iconic 600 Grant St building, offers a comprehensive suite of financial services tailored to meet the diverse needs of individuals, families, and small businesses. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Shannon M Cully provides clients with the tools and insights necessary to navigate the complexities of today's financial landscape.

At Merrill Lynch Financial Advisor Karen B. Greb, we provide comprehensive financial advisory services designed to help you navigate your financial journey with confidence and clarity. Located in the heart of Pittsburgh, our office offers a welcoming environment where clients of all ages and backgrounds can receive personalized financial guidance tailored to their unique needs and life stages. Services Offered:

Welcome to Merrill Lynch Financial Advisor Aaron Robert McCormick, located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, United States. As a dedicated finance professional, Aaron Robert McCormick offers a comprehensive suite of financial services designed to help you achieve your financial goals while managing investment risks. At Merrill Lynch, we provide access to a broad array of investment solutions from Merrill and banking products from Bank of America. Our mission is to understand you and what matters most to you. By asking thoughtful questions and listening carefully, we work to gain a detailed understanding of where your wealth stands today and where you’d like it to be in the future.