Financial planning software reviews in Pittsburgh, Pennsylvania

The Lowden Group - UBS Financial Services Inc. is a leading finance institution located at 500 Grant Street in Pittsburgh, Pennsylvania, United States. Specializing in financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, The Lowden Group - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Lowden Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.

Pittsburgh Presbytery is a covenant community of Jesus Christ dedicated to assisting and supporting the witness of its congregations and members as they actively engage in the mission of the Triune God in the world. Located at 901 Allegheny Avenue in Pittsburgh, Pennsylvania, this place of worship offers a nurturing environment for spiritual growth, community service, and religious education.

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:

Liberty 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.

Huntington Bank, located at 5823 Forbes Avenue in Pittsburgh, Pennsylvania, is a full-service financial institution offering ATM, banking, and finance services. Our friendly staff is ready to assist you with all your financial needs, whether you visit one of our branches or open a checking account online. Our hours are Monday to Friday from 9:00am to 5:00pm, Saturday from 9:00am to 12:00pm, and we are closed on Sundays. Our ATMs are available 24 hours a day, 7 days a week for your convenience. Please note that lending products are subject to credit approval, and investment, insurance, and non-deposit trust products are not insured by the FDIC or any federal government agency. We value your feedback and would appreciate your input after your visit. Thank you for choosing Huntington Bank for your financial needs.

SteelBridge Consulting is a leading finance institution located at 2818 Smallman Street in Pittsburgh, Pennsylvania. With a team of seasoned financial experts, SteelBridge Consulting offers a wide range of financial advisory services to clients in the United States and beyond. From investment strategies to risk management, SteelBridge Consulting is dedicated to helping clients navigate the complexities of the financial world and achieve their financial goals. Trust SteelBridge Consulting to provide expert guidance and personalized solutions for all your financial needs.

H&R Block is a reputable accounting and finance institution located at 615 East Ohio Street in Pittsburgh, Pennsylvania. With a strong presence in the United States, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Their team of experienced professionals are dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need help with tax filing or financial advice, H&R Block is a trusted partner in achieving your financial goals.

At Nationwide Insurance: Liberty Insurance Agency, we pride ourselves on being experts in the industries we serve. Located in Pittsburgh, PA, we specialize in navigating the complexities of insurance to deliver the insights and information you need to protect and grow your business.

Heher Kevin Insurance Agency, located at 1910 Cochran Road, Pittsburgh, Pennsylvania 15220, is a premier provider of comprehensive insurance solutions tailored to meet the unique needs of various industries. Our team of experts excels in navigating the complexities of insurance to deliver the insights and information our clients need to make informed decisions. We offer a suite of services designed to support businesses and their employees, ensuring they are well-protected and compliant with industry standards. ### Services Offered:

WesBanco Bank - ATM is conveniently located at 683 Lincoln Avenue in Pittsburgh, Pennsylvania. As a trusted financial institution, WesBanco provides a variety of banking services aimed at enhancing your financial wellness. This location offers easy access to ATM services, ensuring you can manage your cash needs efficiently.

The Chief Counsel Office is an integral part of the local government infrastructure in Pittsburgh, Pennsylvania. This office provides legal guidance and representation to various governmental departments and agencies within the jurisdiction. The Chief Counsel Office is staffed by highly experienced legal professionals who specialize in different areas of law, ensuring comprehensive legal support for the administration's operations and initiatives. Leadership:

Liberty Insurance Agency is a premier insurance service provider located in Pittsburgh, PA. With a deep understanding of the industries we serve, we specialize in navigating the complexities of insurance to deliver the insights and information our clients need. Our goal is to provide comprehensive insurance solutions that help businesses manage risks, reduce costs, and ensure compliance.Services:1. Industry Expertise: We offer tailored insurance solutions by leveraging our expertise in various industries. Our team understands the unique challenges and opportunities in each sector, ensuring that our clients receive the most relevant and effective coverage.2. Training and HR Support: Our online training tool and Learning Management System (LMS) allow us to deliver training videos directly to your employees. Additionally, our HR portal provides resources for HR professionals who manage multiple roles within their organizations.3. Claims Management: We assist businesses in managing claims, particularly in workers’ compensation. By keeping the costs of claims low, we help maintain affordable premiums. We also advocate on behalf of our clients for first-party claims to ensure they receive every dollar they deserve.4. Loss Prevention Plans: For high-hazard industries, we develop repeatable loss prevention plans that can be applied across all franchisees. This consistency helps in keeping insurance costs low.5. Employee Relations: We recognize the importance of building interpersonal relationships with clients and offer training to help employees navigate diverse community interactions.6. Cost Management: From creative plan designs to alternative funding mechanisms, our seasoned consultants work with clients to find financial savings and manage costs effectively.7. Self-Funded Programs: For self-funded clients, we offer software that houses millions of claim lives, enabling accurate future claim predictions and proactive claim management.8. Employee Benefits Education: We provide comprehensive education and information to help employees understand and utilize their benefits effectively.9. Specialty Coverages: We offer specialty coverages for various needs, including agreed value coverage for vehicles, original parts coverage, and more.10. Cybersecurity Insurance: In today’s digital age, having a well-structured cyber policy is crucial. We provide coverage for first-party restoration/extortion expenses and social engineering fraud.11. Compliance and Regulatory Support: Our in-house compliance experts ensure that clients are compliant with Department of Labor standards and filings, avoiding fines, penalties, and fees.12. Risk Management Training: Our LMS includes courses on HR and Risk Management topics, including active shooter situation training and safety training for high-risk tools.Why Choose Liberty Insurance Agency? At Liberty Insurance Agency, we pride ourselves on our comprehensive approach to insurance and risk management. Our in-depth industry knowledge, advanced training tools, and commitment to client advocacy set us apart. We strive to provide peace of mind to our clients by ensuring they are well-covered, compliant, and supported in all aspects of their insurance needs.

At M & A Tax Accounting & Notary, we pride ourselves on delivering comprehensive and professional accounting and tax services tailored to meet both personal and business needs. Our process incorporates a variety of techniques from multiple disciplines to ensure the highest level of service.Our Expertise:Our team of tax professionals is always updated with the latest tax laws, changes, and complex tax codes that can impact you and your business at federal, state, local, and international levels. We handle a wide range of tax forms, including but not limited to 1040s, 1099s, and 1120s, simplifying the process for you.Services Offered:- Tax Preparation & Filing: We assist with quarterly and annual filings, ensuring your taxes are compliant and filed before the deadline. If you missed adding dependents or any other details, we are here to help you correct and amend your returns. - Financial Planning: Every successful tax strategy starts with a solid financial plan. We thoroughly examine your financial situation to provide personalized recommendations.