TOP 30 Financial planning experts in Pittsburgh, Pennsylvania
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Merrill Lynch Financial Advisor Andrew "Drew" Morrison
● ClosedAt 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.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Carlins Tax & Financial Services
● ClosedCarlins Tax & Financial Services Located at 3010 Brownsville Rd in Pittsburgh, PA, Carlins Tax & Financial Services is your reliable partner for all your accounting and financial needs. Specializing in a wide range of services, including tax preparation, financial planning, bookkeeping, and business consulting, we are committed to helping both individuals and businesses achieve their financial goals.
3010 Brownsville Rd, Pittsburgh, PA 15227, United States -
Kasky Insurance & Financial Services
● ClosedKasky Insurance & Financial Services is a trusted insurance agency located at 493 Thornycroft Ave, Pittsburgh, PA 15228, United States. Specializing in a broad range of insurance and financial products, Kasky Insurance & Financial Services is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you're seeking auto, home, life, or business insurance, their experienced team is committed to offering comprehensive coverage options and expert advice to ensure peace of mind. With a focus on building long-term relationships and delivering exceptional customer service, Kasky Insurance & Financial Services is your go-to partner for all your insurance and financial planning needs in Pittsburgh and the surrounding areas.
493 Thornycroft Ave, Pittsburgh, PA 15228, United States -
Merrill Lynch Financial Advisor Michelle Kish
● ClosedAt 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:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Luttner Financial Group - Michael Alder
● ClosedLuttner Financial Group - Michael Alder is a premier financial services firm located at the LFG Building, 244 Boulevard of the Allies, Pittsburgh, PA 15222, United States. Specializing in comprehensive financial planning, investment management, and wealth advisory services, the firm is dedicated to helping clients achieve their financial goals. Led by Michael Alder, a seasoned expert in the field, Luttner Financial Group offers personalized strategies tailored to meet the unique needs of individuals, families, and businesses. With a commitment to integrity, transparency, and excellence, the team at Luttner Financial Group strives to build lasting relationships and deliver exceptional financial solutions to the Pittsburgh community and beyond.
LFG Building 244 Boulevard of the Allies, Pittsburgh, PA 15222, United States -
AccountMaster Inc
● ClosedAccountMaster Inc is a Tax Accounting firm located at 90 West Chestnut Street in Washington, Pennsylvania. We are proud to serve the Greater Pittsburgh area and offer a wide range of financial services to our clients. From financial advice and planning to asset allocation, estate planning, income taxes, retirement, and education planning, we strive to be your "One Stop Shop" for all your financial needs. Our team of professionals is dedicated to helping you reduce stress and enjoy your life by providing top-notch services. Preparing income taxes can be a daunting task, but with our expert tax professionals, we make it easy and stress-free. We can handle payroll, tax obligations, check printing, direct deposit, and detailed reports. Our Agents can also assist with QuickBooks data entry, reconciliation, and write-up services.
90 W Chestnut St Suite #100UL, Washington, PA 15301, United States -
Salvatore's Notary & Insurance
● ClosedSalvatore's Notary & Insurance is a trusted financial institution located in Pittsburgh, Pennsylvania. Our experienced team provides a wide range of services including notary services and insurance solutions. Whether you need to notarize important documents or protect your assets with comprehensive insurance coverage, Salvatore's is here to help. Visit us at 3854 Baytree Street for professional and reliable financial services.
3854 Baytree St, Pittsburgh, PA 15214, United States -
M & A Tax Accounting & Notary
● ClosedM & A Tax Accounting & Notary is a reputable institution located at 3866 Baytree Street, Pittsburgh, Pennsylvania, United States. Specializing in accounting and finance, our team of tax professionals stays updated on the latest tax laws and changes to ensure that you and your business are compliant with Federal, state, local, and international regulations. We offer a range of services including quarterly and annual tax filing, financial statement preparation, and tax consulting. Our experienced CPAs are skilled auditors who can help you maintain compliance and accuracy in your financial records.
3866 Baytree St, Pittsburgh, PA 15214, United States -
Pennaska LLC
● ClosedPennaska LLC is a finance institution located at 2111 Carey Way in Pittsburgh, Pennsylvania, United States. 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 navigate complex financial decisions, Pennaska LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
2111 Carey Wy, Pittsburgh, PA 15203, United States -
A1 Notary & Insurance Services
● OpenA1 Notary & Insurance Services is a finance institution located at 706 Blue Ridge Road in Pittsburgh, Pennsylvania. We offer a range of notary and insurance services to meet your financial needs. Our experienced staff is dedicated to providing reliable and efficient services to help you with your paperwork and insurance requirements. Visit us today for professional assistance with all of your notary and insurance needs.
706 Blue Ridge Rd, Pittsburgh, PA 15239, United States -
AGR Settlement LLC
● ClosedAGR Settlement LLC is a finance and insurance agency located at 640 Rodi Road in Pittsburgh, Pennsylvania, United States. We specialize in providing expert financial and insurance services to our clients, helping them navigate the complex world of settlements with ease and confidence. Our team of experienced professionals is dedicated to providing top-notch customer service and personalized solutions tailored to meet the unique needs of each individual. Whether you are looking for assistance with financial planning, insurance coverage, or settlement negotiations, AGR Settlement LLC is here to help you every step of the way.
640 Rodi Rd #2, Pittsburgh, PA 15235, United States -
Bryan P. Keenan & Associates, PC
● ClosedBryan P. Keenan & Associates, PC is a reputable finance and law firm located at 993 Greentree Road in Pittsburgh, Pennsylvania. With a team of experienced lawyers and financial experts, they provide top-notch services to their clients. Specializing in various areas of finance and law, they offer personalized solutions to meet the unique needs of each individual or business. Whether you need assistance with financial planning, estate planning, business law, or any other legal or financial matter, Bryan P. Keenan & Associates, PC is dedicated to providing expert guidance and support. Contact them today to schedule a consultation and see how they can help you achieve your goals.
993 Greentree Rd #201, Pittsburgh, PA 15220, United States -
Law Office of Shawn N. Wright
● ClosedThe Law Office of Shawn N. Wright, located at 7240 McKnight Road in Pittsburgh, Pennsylvania, has been serving the residents of Pittsburgh and Western Pennsylvania for over 20 years. Specializing in areas such as Bankruptcy law, IRS tax help, and estate settlement, Shawn N. Wright has helped thousands of clients find relief from financial stress and legal issues. Whether you are facing IRS tax debts, credit card debts, mortgage foreclosure, or other financial hardships, Shawn N. Wright can provide expert legal guidance and solutions. With a deep understanding of the law and a commitment to helping clients make the best decisions, Shawn N. Wright is dedicated to providing personalized and effective legal representation.
7240 McKnight Rd, Pittsburgh, PA 15237, United States -
Stember Cohn & Davidson-Welling, LLC
● ClosedStember Cohn & Davidson-Welling, LLC is a reputable law firm located at 425 First Avenue in Pittsburgh, Pennsylvania. Specializing in various areas of law, their team of experienced lawyers provide top-notch legal services to clients in need of expert guidance and representation. With a commitment to excellence and a track record of success, Stember Cohn & Davidson-Welling, LLC is dedicated to serving the legal needs of individuals and businesses in the United States.
425 First Avenue 7th floor, Pittsburgh, PA 15219, United States -
MBM Law Offices
● ClosedMBM Law Offices is a prestigious institution located at 424 South 27th Street in Pittsburgh, Pennsylvania. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch advice and representation to our clients. With a strong reputation for excellence and a commitment to delivering results, MBM Law Offices is the go-to choice for individuals and businesses seeking expert legal and financial guidance. Contact us today to learn more about how we can assist you with your specific needs.
424 S 27th St #210, Pittsburgh, PA 15203, United States -
Block & Associates, LLC
● ClosedBlock & Associates, LLC is a professional institution located at 6514 Wilkins Avenue in Pittsburgh, Pennsylvania, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch advice and support to individuals and businesses alike. With a focus on personalized solutions and a commitment to excellence, we strive to help our clients achieve their financial and legal goals. Whether you need assistance with tax planning, investment strategies, or legal representation, Block & Associates, LLC is here to help. Contact us today to learn more about how we can assist you.
6514 Wilkins Ave, Pittsburgh, PA 15217, United States -
Dodson Chase
● OpenDodson Chase is a reputable law firm located at 5500 Corporate Drive in Pittsburgh, Pennsylvania. With a team of experienced and dedicated lawyers, Dodson Chase offers a wide range of legal services to clients in the United States. Whether you are in need of legal representation for personal injury, criminal defense, family law, or business matters, Dodson Chase is committed to providing top-notch legal assistance. Contact them today for expert legal advice and representation.
5500 Corporate Dr # 240, Pittsburgh, PA 15237, United States -
Marks Elder Law
● ClosedMarks Elder Law is a distinguished law firm located at 4231 Murray Avenue in Pittsburgh, Pennsylvania. Specializing in elder law, our team of experienced lawyers is dedicated to providing comprehensive legal services tailored to the unique needs of older adults and their families. From estate planning and long-term care planning to guardianship and Medicaid planning, we are committed to helping our clients navigate the complexities of aging with compassion and expertise. Contact us today to schedule a consultation and learn how we can assist you with your elder law needs.
4231 Murray Ave, Pittsburgh, PA 15217, United States -
Robert W. Andreen
● OpenRobert W. Andreen is a prestigious law institution located at 1378 Freeport Road in Pittsburgh, Pennsylvania. With a strong reputation for excellence in legal services, Robert W. Andreen offers expert representation and counsel for a wide range of legal matters. The institution is known for its professionalism, integrity, and dedication to serving clients with the highest level of expertise. Whether you are in need of legal advice, representation in court, or assistance with complex legal issues, Robert W. Andreen is committed to providing top-notch legal services to clients in Pittsburgh and beyond.
1378 Freeport Rd, Pittsburgh, PA 15238, United States -
Lexington Law
● ClosedLexington Law is a renowned finance institution located at 437 Grant Street in Pittsburgh, Pennsylvania, United States. With a strong reputation for providing expert credit repair services, Lexington Law helps individuals improve their credit scores and financial well-being. Their team of skilled professionals work diligently to dispute inaccuracies on credit reports and assist clients in achieving their financial goals. Whether you are looking to buy a house, car, or simply want to improve your credit standing, Lexington Law is dedicated to helping you navigate the complexities of the credit system and achieve financial success.
437 Grant St Suite 1240, Pittsburgh, PA 15219, United States -
Sommer Law Group
● ClosedSommer Law Group is a reputable institution located in the heart of Pittsburgh, Pennsylvania. Specializing in finance, insurance, and legal services, our experienced team of professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with financial planning, insurance coverage, or legal representation, we are here to offer personalized solutions tailored to your specific needs. Visit us at 6 Market Square to learn more about how we can assist you with your financial, insurance, and legal needs.
6 Market Square, Pittsburgh, PA 15222, United States -
Kristy Cupelli D.M.D.
● ClosedKristy Cupelli D.M.D. is a reputable dental institution located at 101 Drake Road in Pittsburgh, Pennsylvania, United States. Dr. Kristy Cupelli and her team offer a wide range of dental services to help patients achieve and maintain optimal oral health. With a focus on personalized care and patient comfort, the clinic provides services such as routine cleanings, fillings, crowns, and cosmetic dentistry. The experienced staff at Kristy Cupelli D.M.D. is dedicated to providing high-quality care in a welcoming and professional environment. Whether you are in need of a routine check-up or more advanced dental treatment, you can trust Kristy Cupelli D.M.D. to deliver exceptional care for your dental needs.
101 Drake Rd, Pittsburgh, PA 15241, United States -
John S Dunn Agency, Inc.
● ClosedJohn 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.
619 Merchant St, Ambridge, PA 15003, United States -
Day Insurance Agency Inc
● ClosedDay Insurance Agency Inc. is a trusted insurance agency located at 329 East Maiden Street in Washington, Pennsylvania. Serving the communities of Washington, Canonsburg, and McMurray since 1974, we provide personalized insurance solutions for both personal and commercial needs. Our team of experienced professionals work with a variety of insurance providers to find the right coverage policy for each client. In addition to insurance policies, we also offer life insurance and retirement annuities. With a reputation for excellent customer service, Day Insurance Agency Inc. is dedicated to helping individuals and businesses in the Greater Pittsburgh area protect what matters most. Contact us today for all your insurance needs.
329 E Maiden St, Washington, PA 15301, United States -
Ron Dunn Agency
● ClosedThe Ron Dunn Agency is a reputable insurance agency located at 124 Ingram Avenue in Pittsburgh, Pennsylvania. With a commitment to providing top-notch insurance solutions and exceptional customer service, the agency has been serving the community for many years. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at Ron Dunn Agency are here to help. Contact them today to discuss your insurance needs and find the perfect coverage for you and your family.
124 Ingram Ave, Pittsburgh, PA 15205, United States -
Bill Flinn Agency Inc
● ClosedThe 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.
2754 South Park Rd, Bethel Park, PA 15102, United States -
Liberty Insurance Agency
● ClosedLiberty Insurance Agency, located at 1910 Cochran Road in Pittsburgh, Pennsylvania, is a health insurance agency specializing in providing expert guidance and information to businesses of all sizes. With a focus on navigating complexities in the industries they serve, Liberty Insurance Agency offers a range of services to help clients manage their insurance needs effectively. One of the key features of Liberty Insurance Agency is their online training tool, which allows them to push training videos directly to employees through their Learning Management System. This tool is particularly useful for HR professionals who often have multiple responsibilities within their organizations.
1910 Cochran Rd Manor Oak 2, Suite 800, Pittsburgh, PA 15220, United States -
Danielle Howard - State Farm Insurance Agent
● ClosedDanielle Howard - State Farm Insurance Agent is a second-generation insurance agency located at 5108 Baum Boulevard in Pittsburgh, Pennsylvania. With over 20 years of experience in the Insurance and Financial Services industry, Danielle and her team offer free quotes on various insurance coverage options including home, business, life insurance, car, renters, condo, health, and financial services. Conveniently located next to the UPMC Hillman Cancer Center, the agency also offers free parking in the back for clients. As a small business owner in Pittsburgh, Danielle takes pride in taking care of her clients' insurance and financial needs. The agency is centrally located in the city and serves Allegheny County and surrounding areas such as Shadyside, Bloomfield, Oakland, East Liberty, Squirrel Hill, Lawrenceville, Greenfield, and Homestead. They are also minutes away from universities like the University of Pittsburgh, Carnegie Mellon University, Duquesne University, Chatham, and Carlow.
5108 Baum Blvd, Pittsburgh, PA 15224, United States -
SteelKey Insurance LLC
● ClosedSteelKey Insurance LLC is an insurance agency located at 134 Three Degree Road in Pittsburgh, Pennsylvania, United States. Our main focus is on providing the right coverage for our customers, tailored to their individual needs. Whether you need auto coverage to keep your vehicle safe on the road, property policy to protect your home, or coverage for your business, SteelKey Insurance has you covered. We serve a wide range of states including Pennsylvania, Virginia, Ohio, Maryland, Missouri, South Carolina, and Texas. Our knowledgeable agents are dedicated to guiding you through the process of finding the perfect policy for you. We understand that life is unpredictable, which is why we offer a variety of insurance policies to protect the things that matter most to you.
134 Three Degree Rd, Pittsburgh, PA 15237, United States -
Ifft & Palmer Associates, LLC.
● ClosedLocated at 603 Stanwix Street in Pittsburgh, Pennsylvania, Ifft & Palmer Associates, LLC. is a leading independent insurance agency and financial institution. With a focus on Property & Casualty, Employee Benefits, Private Client, Financial, and Wealth Management solutions, our team of experts provides specialized guidance to help navigate the complexities of the modern world. Founded in 1969, Ifft & Palmer has built a reputation for offering comprehensive risk management strategies and a wide range of insurance products to protect our clients' assets. As an independent agency, we are affiliated with top insurance carriers, allowing us to offer innovative and high-quality insurance products at competitive rates.
Two Gateway Center, 603 Stanwix St Suite 1200, Pittsburgh, PA 15222, United States
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