Financial estate planning in Fairview, Pennsylvania

Fairview 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.

Erie Federal Credit Union, located at 7141 West Ridge Road, Fairview, Pennsylvania 16415, is a distinguished financial institution dedicated to serving the local community with a comprehensive range of financial services. As a trusted member-owned organization, Erie Federal Credit Union places a strong emphasis on providing personalized financial solutions to meet the diverse needs of its members. In addition to its core financial services, Erie Federal Credit Union offers specialized expertise in content management, website design, e-commerce, and web development services. This unique combination of financial acumen and digital solutions makes it a one-stop destination for both personal and business financial needs in Erie, Pennsylvania.

Cedar Settlements is a reputable finance and insurance agency located at 365 Fairview Road in Fredonia, Pennsylvania, United States. With a strong commitment to providing top-notch financial and insurance services, Cedar Settlements is dedicated to helping individuals and businesses secure their financial futures. Our experienced team of professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest, protect your assets, or plan for the future, Cedar Settlements is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving your financial goals.

Foht Investments is a renowned financial institution located at 400 Lord Road in Fairview, Pennsylvania, United States. With a strong reputation for providing high-quality investment services, Foht Investments offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or diversify your investment portfolio, our team of experienced professionals is dedicated to helping you achieve your financial goals. Contact us today to learn more about how Foht Investments can help you secure your financial future.