Financial advisory for businesses in Pittsburgh, PA
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Plans to Prosper, LLC
● ClosedPlans to Prosper, LLC, located at 109 Gateway Avenue in Wexford, Pennsylvania, is a finance institution that has recently partnered with True Wealth Design. This partnership, effective as of December 30, 2022, brings together two firms dedicated to helping clients achieve their financial goals through comprehensive financial planning, investment management, and tax services. True Wealth Design specializes in holistic wealth management, financial planning, and investment advisory services for individuals, families, and business owners. Led by founder Rob Choiniere, CFP®, Plans to Prosper is excited to join forces with True Wealth Design to provide clients with even more resources and expertise. With a focus on putting clients first and operating as fiduciaries, both firms are committed to delivering personalized, high-touch service in a boutique environment.
109 Gateway Ave # 201, Wexford, PA 15090, United States -
Grouse Ridge Capital, LLC
● OpenGrouse Ridge Capital, LLC is a finance institution located at 601 Pittsburgh Road in Butler, Pennsylvania, United States. Specializing in investment management and financial advisory services, Grouse Ridge Capital, LLC helps clients navigate the complexities of the financial markets to achieve their long-term goals. With a team of experienced professionals, the institution offers personalized strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Grouse Ridge Capital, LLC is dedicated to helping you make informed financial decisions.
601 Pittsburgh Rd, Butler, PA 16002, United States -
DBR & CO
● ClosedLocated at 436 Seventh Avenue in Pittsburgh, Pennsylvania, DBR & CO is a finance institution dedicated to helping individuals and organizations achieve their financial goals. With a focus on preserving, growing, and thoughtfully planning wealth, DBR & CO offers independent investment expertise and fiduciary best practices to ensure successful outcomes. The institution prides itself on developing personal relationships with clients and providing bespoke wealth advisory services for multi-generational families. With a multidisciplinary team of specialists, DBR & CO offers comprehensive financial planning, investment management, and strategic advisory services for a range of clients, including individuals, families, retirement plans, and non-profit organizations. Committed to always putting clients' best interests first, DBR & CO follows the Fiduciary Standard and strives to have a lasting impact on the lives of those they serve.
436 Seventh Ave #2800, Pittsburgh, PA 15219, United States -
The Allegheny Group - Morgan Stanley
● OpenThe Allegheny Group - Morgan Stanley is a finance institution located in Pittsburgh, Pennsylvania, United States. As part of the global financial services firm Morgan Stanley, The Allegheny Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a focus on providing personalized financial solutions to individuals, businesses, and institutions, The Allegheny Group is dedicated to helping clients achieve their financial goals and secure their financial future.
PPG Place, 1, #1300, Pittsburgh, PA 15222, United States -
CAPTRUST
● ClosedCAPTRUST, located at 437 Grant Street in Pittsburgh, Pennsylvania, is a leading finance institution offering comprehensive wealth management and investment advisory services to clients of all types. Our team of financial advisors provides services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, or philanthropic strategies, our dedicated advisors are here to assist you. We also support employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs. With a centralized model and a deep bench of resources, we strive to deliver a best-in-class experience to every client. Our team of financial consultants is committed to building strong client relationships and ensuring that your needs are always our top priority. Join us at our Pittsburgh office to get started on your financial journey with CAPTRUST. Stay informed with our latest market insights, financial planning strategies, and upcoming webinars on various industry topics. Don't miss out on valuable information to help you navigate the financial landscape effectively.
437 Grant St Suite 450, Pittsburgh, PA 15219, United States -
Ray Zographos - Thrivent
● ClosedRay Zographos - Thrivent is a finance institution located at 237 Princeton Avenue in Pittsburgh, Pennsylvania, United States. Licensing for the services provided by Thrivent can be obtained through the State Insurance Department’s website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult their own attorney or tax professional for guidance in these areas. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
237 Princeton Ave, Pittsburgh, PA 15229, United States -
Craig A. Wolfanger
● ClosedCraig A. Wolfanger is a reputable finance institution located at 12 Federal Street in Pittsburgh, Pennsylvania, United States. With a strong emphasis on providing personalized financial services, Craig A. Wolfanger offers a wide range of financial solutions to meet the unique needs of their clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Craig A. Wolfanger is committed to providing top-notch service and expert guidance. Visit them today to learn more about how they can help you secure your financial future.
12 Federal St, Pittsburgh, PA 15212, United States -
Fairview Capital Investment Management
● OpenFairview Capital Investment Management is a finance institution located at 103 Brilliant Avenue in Pittsburgh, Pennsylvania, United States. Founded in 1995, Fairview Capital manages over $1.6 billion in assets for individuals, families, trusts, and institutional investors. The firm prides itself on developing deep, trusting relationships with clients by offering tailored financial plans, a consistent investment process, and dedicated service. Fairview Capital is known for its exceptional client retention rate, as well as its high level of client service, quality talent recruitment, and careful consideration of tax consequences in financial decisions. The team at Fairview Capital provides expert investment research and personalized portfolios, ensuring clients understand their investments, performance, and fees. Advisors work closely with multiple generations of client families, offering guidance on various financial decisions such as tax strategies, real estate, insurance, estate plans, retirement plans, education funding, and charitable giving. The firm's values of disciplined decision-making, deep knowledge, and rigorous investment research inform their long-term investment horizon for tax efficiency and optimal client outcomes.
103 Brilliant Ave # A, Pittsburgh, PA 15215, United States -
Basu Pancholi LLC Certified Public Accountants CPA
● ClosedBasu Pancholi LLC Certified Public Accountants CPA is a reputable accounting and finance institution located at 1121 Boyce Road in Pittsburgh, Pennsylvania, United States. Our team of experienced CPAs provides a wide range of services including tax preparation, financial planning, auditing, and business consulting. We are dedicated to helping individuals and businesses achieve their financial goals with personalized and professional service. Contact us today to schedule a consultation and see how we can help you with your accounting and financial needs.
1121 Boyce Rd Suite 800 A, Pittsburgh, PA 15241, United States -
CEO Ally
● OpenCEO Ally is a boutique M&A advisory and consultancy firm located in Pittsburgh, Pennsylvania. We specialize in working with small and mid-sized technology companies in the IT/Software, Engineering Services, and Digital Health industries to help them achieve their long-term goals. Our team of experts offers services for both buy-side and sell-side transactions, as well as business advisory services focused on revenue and profitability growth. With our experience and professionalism, CEO Ally is a trusted ally to companies looking to maximize their potential through strategic growth and successful exits. Whether you are looking to sell your business or acquire a new one, we can help you navigate the complex process and achieve the best possible outcome.
1700 N Highland Rd #200, Pittsburgh, PA 15241, United States -
Stone Pier Capital Advisors, LP
● ClosedStone Pier Capital Advisors, LP is a finance institution located at 301 Grant Street in Pittsburgh, Pennsylvania, United States. As a leading investment advisory firm, Stone Pier Capital Advisors, LP offers personalized financial solutions to help clients achieve their investment goals. With a team of experienced professionals, they provide expert guidance and strategic advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Stone Pier Capital Advisors, LP is committed to providing you with the highest level of service and expertise. Contact them today to learn more about how they can help you achieve your financial objectives.
One Oxford Centre, 301 Grant St, Pittsburgh, PA 15219, United States -
Innovative Benefits Consulting
● OpenInnovative Benefits Consulting, located at 420 Fort Duquesne Boulevard in Pittsburgh, Pennsylvania, is a leading financial services firm specializing in creative life insurance solutions for affluent individuals, business owners, and key employees. With a team of professionals who have been carefully assembled since 1983, IBC offers tailored life insurance programs to clients with complex needs across the United States. As an independent firm, IBC works with a variety of leading financial services providers to ensure clients receive the most appropriate product, price, and design. Their consultative approach involves collaborating with clients' existing financial advisors to conduct thorough risk analysis and ensure complete disclosure.
420 Fort Duquesne Blvd # 725, Pittsburgh, PA 15222, United States -
Union Bridge Capital
● ClosedUnion Bridge Capital, located at 800 Waterfront Drive in Pittsburgh, Pennsylvania, is a cutting-edge institution specializing in accounting and finance. They have revolutionized traditional wealth management with their proprietary Total Wealth Equation™, offering individuals, families, and closely-held businesses a comprehensive approach to investment management, tax planning, legal coordination, and risk management. By building relationships based on trust and respect, Union Bridge Capital helps clients achieve their financial goals and maximize their Spendable Wealth. Their integrated team works together seamlessly to provide personalized financial plans tailored to each client's unique needs. With a focus on disrupting the current structure of financial services, Union Bridge Capital ensures that clients receive impactful guidance at every stage of their business cycle. Whether you are starting a new venture, growing your business, or planning for a transition, Union Bridge Capital is there to provide expert advice and support. With a commitment to maximizing Spendable Wealth and empowering clients to take control of their financial future, Union Bridge Capital is a leader in evolved wealth management.
800 Waterfront Dr, Pittsburgh, PA 15222, United States -
W A Gregory & Associates: Certified Public Accountants
● ClosedW A Gregory & Associates is a reputable firm of Certified Public Accountants located in Pittsburgh, Pennsylvania. Specializing in accounting and finance services, our experienced team is dedicated to providing high-quality financial solutions to individuals and businesses alike. With a commitment to excellence and professionalism, we offer a wide range of services including tax preparation, auditing, consulting, and more. Trust W A Gregory & Associates for all your accounting needs at our convenient location on Terence Drive.
60 Terence Dr #201, Pittsburgh, PA 15236, United States -
Cloonan & Associates, PC
● ClosedCloonan & Associates, PC is a leading accounting and finance institution located at 731 6th Avenue in Ford City, Pennsylvania, United States. We specialize in providing audit and assurance, tax advisory, small business consulting, and valuation services to clients across various industries. Our firm is known for our cutting-edge approach to CPA services, offering high value solutions to meet our clients' needs. With a strong presence in Pittsburgh, PA, we also offer Virtual Client Services to clients in multiple states, ensuring efficient and industry-leading support. Our team is dedicated to helping you and your organization achieve your financial and business goals, providing high-level financial solutions tailored to your specific needs.
731 6th Ave, Ford City, PA 16226, United States -
Donald Ingalls
● OpenDonald Ingalls is a reputable finance institution located at 6400 Steubenville Pike in Pittsburgh, Pennsylvania. With a strong presence in the financial sector, Donald Ingalls offers a wide range of services including investment management, wealth planning, and financial advisory. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Donald Ingalls is committed to delivering top-notch service and expertise. Visit their office in Pittsburgh to learn more about how they can help you secure your financial future.
6400 Steubenville Pike, Pittsburgh, PA 15205, United States -
Equilibrium Wealth Advisors
● ClosedEquilibrium Wealth Advisors (EWA) is a finance institution located at 381 Mansfield Avenue, Pittsburgh, Pennsylvania, United States. We are proud to be among the 14% of Financial Advisors that offer Direct Indexing to our clients. Our mission at EWA is to help you achieve your financial goals, whether you are just starting out, planning for retirement, or enjoying your golden years. Transparency and value are our top priorities when working with clients. We aim to help you maintain balance in your life and make the most of your precious time. Our integrated approach to wealth management is designed to alleviate stress and allow you to focus on both current and future financial goals.
381 Mansfield Ave Suite 200A, Pittsburgh, PA 15220, United States -
Brian Zabriski - Wilmington Advisors @ M&T
● ClosedBrian Zabriski - Wilmington Advisors @ M&T is a finance institution located at 436 Seventh Avenue in Pittsburgh, Pennsylvania, United States. Specializing in financial advisory services, they offer expert guidance and personalized solutions to help clients navigate their financial goals. With a focus on building long-term relationships, the team at Brian Zabriski - Wilmington Advisors @ M&T is dedicated to providing top-notch service and strategic financial planning to individuals and businesses alike.
436 Seventh Ave, Pittsburgh, PA 15219, United States -
fi360
● Openfi360 is a leading provider of fiduciary education, training, and technology solutions for financial professionals. Located in Pittsburgh, Pennsylvania, fi360 offers a range of resources to help advisors and institutions adhere to fiduciary best practices and navigate the complexities of the financial industry. With a commitment to promoting ethical and transparent financial practices, fi360 is dedicated to empowering professionals to make informed decisions that prioritize the best interests of their clients.
3 Penn Center Blvd #400, Pittsburgh, PA 15276, United States -
Wealth Management Partners
● OpenWealth Management Partners is a leading finance institution located at 790 Holiday Drive in Pittsburgh, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management solutions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Contact us today to learn more about how Wealth Management Partners can help you secure a prosperous financial future.
790 Holiday Dr #300, Pittsburgh, PA 15220, United States -
Cynthia Plazek - Thrivent
● ClosedCynthia Plazek - Thrivent is a finance institution located at 1736 Ferguson Road in McCandless, Pennsylvania, United States. As a Financial Professional in the North Hills area of Pittsburgh, Cynthia Plazek offers creative and principled guidance tailored to your specific goals. With a background in business, media, and music management, Cynthia is dedicated to providing clear and innovative financial advice to help clients understand their current financial situation, meet their goals, and avoid setbacks. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of the client's financial situation. Clients may choose to engage further with Thrivent through its Dedicated Planning Services for written recommendations for a fee.
1736 Ferguson Rd, Allison Park, PA 15101, United States -
Winthrop Partners
● ClosedWinthrop 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.
960 Penn Ave #1001, Pittsburgh, PA 15222, United States -
The Parkridge Group
● OpenThe Parkridge Group is a renowned finance institution located at 99 Parkridge Lane in Pittsburgh, Pennsylvania, United States. With a strong focus on providing expert financial services and solutions, The Parkridge Group has established itself as a trusted partner for individuals and businesses alike. Our team of experienced professionals 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, The Parkridge Group is committed to delivering personalized solutions tailored to your specific needs. Visit us today and discover how we can help you navigate the complex world of finance with confidence and peace of mind.
99 Parkridge Ln, Pittsburgh, PA 15228, United States -
Interchange Capital Partners
● ClosedInterchange Capital Partners is a finance institution located at 301 Grant Street in Pittsburgh, Pennsylvania. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Interchange Capital Partners is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
301 Grant St Suite 3550, Pittsburgh, PA 15219, United States -
The Brook Group - Morgan Stanley
● OpenThe Brook Group - Morgan Stanley is a renowned finance institution located in Pittsburgh, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, The Brook Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized advice. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, The Brook Group - Morgan Stanley is committed to providing expert guidance and exceptional service.
PPG Place, One, #1300, Pittsburgh, PA 15222, United States -
Brennan Piper & Associates, PC
● ClosedBrennan Piper & Associates, PC is a leading accounting and finance institution located at 135 Technology Drive in Canonsburg, Pennsylvania. Our team is dedicated to understanding your business and goals to help propel you to success. We measure our success by the dynamic and innovative stories of success from our business clients. With a focus on maximizing profitability and leveraging every credit and deduction to minimize taxes, we ensure that your money is working for you through strategic investment opportunities. Our experienced experts work closely with owners and executives to provide accounting, tax, and business advisory services that support your goals and lead to strategic decision-making. We prioritize client-centered approaches, using technology to maximize efficiency, and offering flexibility to work on your terms. Since 1993, our professionals have been helping businesses achieve their goals with expert services you can rely on. Visit us at our headquarters at 811 Boyd Avenue, Suite 205 in Pittsburgh, PA 15238 to learn more about how we can help your business succeed.
135 Technology Dr, Canonsburg, PA 15317, United States -
Steve Parson & Associates
● OpenSteve Parson & Associates is a reputable accounting and finance institution located at 8704 Babcock Boulevard in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Whether you are an individual or a business owner, Steve Parson & Associates is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals.
8704 Babcock Blvd, Pittsburgh, PA 15237, United States -
H2R CPA
● ClosedH2R 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.
875 Greentree Road Seven, Parkway Center Dr S Suite 1000, Pittsburgh, PA 15220, United States -
Donnelly-Boland and Associates
● ClosedDonnelly-Boland and Associates is a leading accounting and finance firm located in Pittsburgh, Pennsylvania. With a reputation for excellence and professionalism, our team of experts provides a wide range of financial services to individuals and businesses alike. From tax preparation and auditing to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. Conveniently located at 2801 Custer Avenue, Donnelly-Boland and Associates is committed to providing top-notch service to clients throughout the United States.
2801 Custer Ave, Pittsburgh, PA 15227, United States -
AMS Consulting Group, LLC
● ClosedAMS Consulting Group, LLC is a leading accounting and finance institution located at 700 River Avenue in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Their commitment to providing top-notch financial solutions has earned them a strong reputation in the industry. Whether you are a small business owner or an individual looking for financial guidance, AMS Consulting Group, LLC is dedicated to helping you achieve your financial goals.
700 River Ave #221, Pittsburgh, PA 15212, United States
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