The 30 Best Financial independence planning in Pittsburgh, Pennsylvania

Prudential | Bob Monkelis | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1001 Ardmore Boulevard in Pittsburgh, Pennsylvania, United States. With a focus on providing top-notch life insurance and financial services, our experienced team is dedicated to helping clients protect their loved ones and secure their financial futures. Whether you are looking for life insurance coverage or guidance on investment strategies, we are here to provide personalized solutions tailored to your individual needs. Trust Prudential | Bob Monkelis | Life Insurance & Financial Services to help you achieve your financial goals with confidence and peace of mind.

SMART Financial Group, LLC. is an independent, privately-owned, fee-based registered investment advisor located in Downtown, Pittsburgh, Pennsylvania. Our firm is dedicated to helping clients achieve long-term financial success through a disciplined investment approach. We offer a complimentary analysis to assess your financial goals and design strategies for protection, savings, and growth. Our mission is to improve our clients' quality of life by providing sensible money strategies in the areas of protection, savings, and growth. We work closely with clients to design financial plans that offer confidence and clarity for the future. From life insurance to retirement income planning, we are committed to helping clients navigate the complexities of financial planning.

Joseph Kettering - Prudential Financial is a reputable finance and insurance agency located at 7950 Saltsburg Road in Pittsburgh, Pennsylvania, United States. With a strong focus on providing personalized financial solutions and top-notch insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment management, or insurance coverage, Joseph Kettering - Prudential Financial is committed to delivering exceptional service and guidance every step of the way. Contact us today to learn more about how we can help you build a solid financial foundation.

Smarrelli Financial is a trusted finance institution located at 6 PPG Place in Pittsburgh, Pennsylvania, United States. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, Smarrelli Financial is here to help. Contact us today to learn more about how we can assist you in securing your financial future.

Supporting Strategies in Pittsburgh, PA is a trusted accounting and finance institution located at 214 Cliffside Drive in Mars, Pennsylvania. Our team of experienced professionals provides comprehensive financial services to businesses of all sizes, helping them streamline their operations and maximize their profitability. Whether you need assistance with bookkeeping, payroll, or financial analysis, Supporting Strategies is here to support your business every step of the way. Contact us today to learn more about how we can help your business thrive.

Medicare Specialists of Pittsburgh is a health and insurance agency located at 650 Washington Road in Pittsburgh, Pennsylvania, United States. If you are new to Medicare or looking to switch your current plan, our team can help you navigate the complex world of Medicare Supplement Insurance Plans. We understand that choosing the right plan is crucial, and we are here to make the process easier for you. As an independent insurance agency, we work for our clients and are appointed to sell plans from different companies. This allows us to shop the insurance market on your behalf, ensuring that you get the best coverage at the best price. Whether you are in need of Medicare Supplement, Life Insurance, Burial and Final Expense Insurance, Annuities, Part D, or Long Term Care, we are your one-stop shop for all your senior products.

Kayla Sadler is an independent Aflac Representative located on Swallow Hill Circle in Pittsburgh, Pennsylvania. As an insurance agency, Kayla Sadler can help you navigate the complexities of health insurance by offering supplemental coverage through Aflac. Aflac can assist with expenses that traditional health insurance may not cover, providing financial peace of mind in times of need. From emergency treatments to critical illness coverage, Aflac offers a range of products to help protect you and your loved ones. Additionally, Kayla Sadler can help employers offer essential insurance protection to their employees, including dental and vision plans. Whether you are looking for coverage for unexpected medical expenses or want to strengthen your employee benefits package, Kayla Sadler can guide you through the process. Take the next step to protect your future with Aflac and Kayla Sadler as your trusted representative.

Riverfront Financial, located at 734 West Ingomar Road in Pittsburgh, Pennsylvania, is a trusted insurance agency offering a variety of financial services. Founded in 2002 by Joseph E. Kovacic, who has over 40 years of experience in the industry, the agency specializes in retirement plans, life insurance, and health insurance. In 2012, Traci Kovacic joined the firm, bringing their combined experience to 44 years. The goal of Riverfront Financial is to educate individuals on the importance of proper life insurance and future planning. With a wide range of products and employee benefit options, the agency is dedicated to helping clients secure their financial future.

Theodore Ackerson, Financial Professional - New York Life, is a dedicated financial services and insurance agency located at 225 W Station Square Dr, Suite 300, Pittsburgh, PA 15219, United States. Specializing in personalized financial planning and insurance solutions, Theodore Ackerson provides expert guidance to help individuals and businesses achieve their financial goals. With a commitment to excellence and a client-focused approach, this agency offers a range of services including life insurance, retirement planning, investment strategies, and wealth management. Whether you're looking to secure your family's future, plan for retirement, or grow your investments, Theodore Ackerson and his team are here to provide trusted advice and tailored solutions to meet your unique needs.

OneDigital - Pittsburgh, located at 180 Swinderman Rd, Wexford, PA 15090, is a distinguished provider in the realms of finance, health, and insurance services. Known for its comprehensive approach, OneDigital offers a unique blend of strategic advisory and innovative solutions tailored to meet the diverse needs of businesses and individuals alike. Their team of dedicated professionals works closely with clients to navigate the complexities of employee benefits, retirement planning, and risk management, ensuring optimal outcomes and peace of mind. Whether you are looking to enhance your financial well-being, secure robust health plans, or protect your assets, OneDigital - Pittsburgh stands out as a reliable partner committed to your success.

Sherald Hill is a distinguished financial advisor affiliated with Ameriprise Financial Services, LLC, located at 1570 Omega Drive in Pittsburgh, Pennsylvania. With a robust portfolio of certifications and designations, Sherald is equipped to provide comprehensive financial planning and advisory services tailored to meet the unique needs of individuals, retirees, small business owners, and domestic partners.

Allstate Financial Services, located at 1 Forestwood Drive, Pittsburgh, Pennsylvania 15237, is a premier finance and insurance agency dedicated to providing top-tier financial solutions and insurance services to the local community. With a strong commitment to customer satisfaction and a team of highly knowledgeable professionals, Allstate Financial Services offers a comprehensive range of products including life insurance, retirement planning, investment strategies, and wealth management. Whether you are looking to secure your financial future, protect your assets, or navigate complex financial decisions, Allstate Financial Services is your trusted partner, ensuring personalized and reliable service tailored to meet your unique needs. Visit us at our conveniently located office in Pittsburgh to experience exceptional financial guidance and support.

Frank B Emmerling - RBC Wealth Management Financial Advisor is a premier financial advisory firm located in the heart of Pittsburgh, PA, at the prestigious PPG Place. Our team, boasting nearly 70 years of combined industry experience, is dedicated to focusing all our energy and activities on our clients' financial success.

Jonathan Sweet is a seasoned financial advisor operating under Ameriprise Financial Services, LLC, located conveniently in Sewickley, PA. With a commitment to providing personalized financial guidance, Jonathan offers a comprehensive suite of services designed to meet the diverse financial needs of individuals, retirees, small business owners, and families, including those with special circumstances such as domestic partnerships and special needs planning.

Lisa Brooks, a dedicated financial advisor at Ameriprise Financial Services, LLC, is committed to providing personalized financial guidance to help individuals and families achieve their financial goals. Located in Sewickley, PA, Lisa leverages a wealth of knowledge and a broad array of industry certifications to deliver comprehensive financial planning and asset management services.

About the Business:

Principal Financial Group, located in the heart of Pittsburgh at the Federated Tower, is your trusted partner in navigating the complexities of finance and insurance. Our mission is to help you protect what matters most, ensuring that your loved ones and your financial future are secure no matter what life throws your way.Services: - Insurance Protection: Safeguard your life and wages to ensure your loved ones can continue thriving even during uncertain times. - Investment Guidance: Feel confident about your investments with tailored advice that aligns with your long-term goals, whether it's retirement, education, or other significant milestones.

Apex Assisted Living & Senior Care, located at 420 Dinwiddie St, Pittsburgh, PA 15219, is a premier health facility dedicated to providing exceptional care for seniors. Our mission is to create a warm, supportive environment where residents can enjoy a high quality of life. We offer a range of services tailored to meet the unique needs of each individual, including personalized assisted living, memory care, and comprehensive senior health services. Our compassionate and highly-trained staff are committed to ensuring the well-being and comfort of all residents, fostering a sense of community and independence. At Apex Assisted Living & Senior Care, we strive to enhance the lives of seniors by offering a safe, nurturing, and engaging atmosphere.

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

Russ Sherred - RBC Wealth Management Financial Advisor Located at PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States, Russ Sherred is a Senior Vice President and Financial Advisor with RBC Wealth Management. As a Portfolio Manager with a Portfolio Focus, Russ is dedicated to guiding young professionals through the complexities of building wealth. Understanding the unique challenges faced by today’s young adults, Russ offers tailored advice on mastering the fundamentals of saving and investing, managing debt, and creating a solid wealth plan for a secure future.

Pittsburgh Equity Partners is a distinguished finance firm located at 700 Bursca Drive, Bridgeville, PA 15017, United States. Specializing in providing a wide range of financial services, Pittsburgh Equity Partners is dedicated to helping individuals, businesses, and organizations achieve their financial goals. With a team of experienced professionals, the firm offers expert advice on investment strategies, wealth management, financial planning, and more. At Pittsburgh Equity Partners, clients receive personalized attention tailored to their unique financial situations and objectives. The firm prides itself on its commitment to integrity, transparency, and excellence, ensuring that every client receives the highest level of service and support. Whether you are looking to grow your investment portfolio, plan for retirement, or seek guidance on financial decisions, Pittsburgh Equity Partners is your trusted partner in navigating the complex world of finance. Visit their office in Bridgeville, PA, to discover how they can help you secure a prosperous financial future.

XXI Century Financial is a premier financial services firm located at 381 Mansfield Ave #400, Pittsburgh, PA 15220, United States. Specializing in comprehensive financial planning and wealth management, XXI Century Financial is dedicated to helping individuals, families, and businesses achieve their financial goals with confidence and precision. Our experienced team of financial advisors offers personalized strategies tailored to each client's unique needs, encompassing areas such as retirement planning, investment management, tax strategies, estate planning, and more. At XXI Century Financial, we pride ourselves on our commitment to excellence, integrity, and client-centered service. Whether you're looking to secure your financial future, grow your investments, or navigate complex financial decisions, XXI Century Financial is your trusted partner in financial success. Visit us today to discover how we can help you build a brighter financial future.

AD Financial Partners is a premier financial services firm located at 8700 Perry Hwy #200, Pittsburgh, PA 15237, United States. Specializing in a wide array of financial solutions, AD Financial Partners is dedicated to helping individuals, families, and businesses achieve their financial goals. Our expert team offers personalized services in financial planning, investment management, retirement planning, tax strategies, and insurance solutions. With a client-centered approach, we strive to provide comprehensive and tailored financial advice to ensure long-term financial stability and growth. At AD Financial Partners, your financial success is our top priority.

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 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:

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:

John S Dunn Agency, Inc. is an Independent Insurance Agency located at 619 Merchant Street in Ambridge, Pennsylvania. We proudly serve Ambridge, Beaver County, Pittsburgh, as well as the entire state of Pennsylvania, Ohio, and West Virginia. Our dedicated team of experts is committed to addressing all of your insurance needs with efficiency and expertise. We offer a wide range of Personal Insurance coverages, including Auto Insurance, Homeowners Insurance, Individual Annuities, Boat & Watercraft, and Collector Car insurance. For businesses, we provide Commercial insurance coverages such as Apartment Building Owners, Business Owners Policy (BOP), Commercial Auto, Commercial Property, and Commercial Umbrella insurance.

The Bill Flinn Agency Inc is an insurance agency located at 2754 South Park Road in Bethel Park, Pennsylvania, United States. Specializing in insurance in the South Hills of Pittsburgh, Pennsylvania, we are experts who think differently to provide innovative solutions to even the toughest risk management challenges. As a family-owned agency, we prioritize building personal relationships with our clients to ensure their financial security and quality of life. Our team of experts offers expert advice and personal attention to help you make smart decisions when it comes to protecting yourself from the unexpected and planning for the predictable. We work with industry-leading insurance companies to provide you with the most appropriate and affordable protection. Our goal is to offer a concierge client experience, giving you the power of choice from top-rated national and regional insurance carriers. Contact us today for comprehensive insurance solutions in Bethel Park, Upper St. Clair, Peters Twp., South Park, Mt. Lebanon, Pleasant Hills, Robinson, Cranberry, and all of Western PA.

Hurley Insurance Brokers, located in Pittsburgh, Pennsylvania, is a modern and customer-focused insurance agency that understands the needs of today's clients. With a commitment to providing real-time responses, 24/7 online access, and digital communication, Hurley Insurance Brokers offers a range of insurance products including auto, home, and life/health insurance. As an independent agency, they are able to offer more choices and potential savings without compromising on coverage or service. Their dedicated staff is committed to providing thoughtful and professional service, ensuring that clients receive the appropriate coverage for their unique needs. With a focus on protection, value, and service, Hurley Insurance Brokers aims to provide peace of mind for individuals, families, and businesses.

Sharp Insurance Agency, LLC is located at 3019 Brownsville Road in Pittsburgh, Pennsylvania. As an independent insurance agency, our main focus is to assist our customers in finding the best coverage to protect what matters most in their lives. We work with a variety of top carriers to ensure that you receive the most suitable coverage for your unique situation. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners to achieve success. Budgeting basics and understanding personal insurance during home remodels are key topics we cover to help our clients make informed decisions. Take our quiz to test your knowledge on life insurance and learn more about this essential financial product. Visit Sharp Insurance Agency, LLC today to secure your peace of mind.