TOP 30 Best Financial representatives in Pittsburgh, Pennsylvania

Pittsburgh Insurance Agents is a reputable health insurance agency located at 1040 5th Avenue in Coraopolis, Pennsylvania. Our dedicated team of insurance agents is committed to helping individuals and families find the best health insurance coverage to meet their needs. With a focus on personalized service and tailored insurance solutions, Pittsburgh Insurance Agents strives to provide peace of mind and financial security to our clients. Contact us today to learn more about our services and how we can assist you in finding the right health insurance plan.

EightPoint Financial is a finance institution located at 1406 Mount Royal Boulevard in Glenshaw, Pennsylvania, United States. Our approach to financial planning and investing is centered around our clients' goals and aspirations. We believe in listening to our clients, understanding their needs, and helping them achieve more freedom in how they choose to spend their time, both now and in the future. Our client-centered approach goes beyond just a yearly review. We work hard to build relationships based on communication, understanding, and leveraging the latest tools and technologies to provide you with accurate data for informed decision-making. Our goal is to help you create a financial future with clarity and reduced stress so you can live life on your own terms.

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.

Vincent Mariana, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 500 Penn Center Boulevard, Pittsburgh, Pennsylvania, United States. Vincent Mariana, a Financial Advisor at Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., offers a range of insurance options from core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our agents specialize in helping clients navigate their Medicare options, including Medicare Advantage plans that offer all-in-one coverage with the option for prescription drug coverage. With an annual maximum out-of-pocket limit and some plans offering premiums as low as $0 per month, we can help you find the right coverage for your needs.

Welcome to Rise Pittsburgh, where we specialize in securing the best possible deals for our clients in the commercial real estate market using our proprietary "Ultimate Deal Factor." Proudly serving as Pittsburgh's top tenant consultants, we exclusively represent tenants, never landlords, ensuring that your interests are our sole priority.

Welcome to Anthony Lipera, West Penn Financial Service Center, Inc. With over 20 years of experience in the finance industry, Anthony Lipera is a seasoned loan officer dedicated to guiding you through every step of your financial journey, whether you're refinancing your current home or purchasing your first one.Our Services:At West Penn Financial, we specialize in making the loan process simple and efficient. We offer online prequalification to help you make confident offers, knowing your loan stands a strong chance of acceptance. Utilizing our extensive network of lenders, we shop for the best rates and loan programs tailored to fit your specific needs. Our team is committed to ensuring your loan gets funded fast, making the entire process a breeze.Personalized Approach:We pride ourselves on treating each customer as an individual. Unlike traditional banking institutions that rely on rigid loan profiles, we use common sense to help you secure the best loan possible. Representing a wide range of "A" rated lenders to private "hardship" lenders, we cater to diverse financial needs.Loan Programs:We work with over 100 investors to provide the best rates on various loan programs, including:- 30-year, 20-year, 15-year, and 10-year mortgages - 1-year, 3-year, and 5-year ARMs (Adjustable Rate Mortgages) - Conventional and Jumbo loans

Huntington Private Financial Group is dedicated to providing comprehensive financial solutions and personalized wealth management services. Our mission is to help you protect and grow your personal wealth, investments, and business interests through expert insights and guidance. Our team of economic professionals keeps you informed about the latest financial news and market trends to ensure you are always up to speed.Services:- Personal Wealth Management: Our Private Bank advisors work closely with you to develop a customized financial plan that aligns with your priorities and goals. We believe that wealth management is personal, and we are committed to helping you move forward with confidence.- Banking Services: We offer a wide array of banking services designed to complement your wealth management strategy. As a Private Bank customer, you have access to digital tools available in The Private Bank Hub, enabling you to manage your money effortlessly.- Investment and Trust Services: Our Wealth and Investment Management professionals provide trust and estate administration and portfolio management services. Licensed investment representatives from The Huntington Investment Company offer securities and investment advisory services to meet your financial needs.- Insurance Products: Certain insurance products are available through Huntington Insurance, Inc., a subsidiary of Huntington Bancshares Incorporated, and are underwritten by third-party carriers.- Community Commitment: Huntington's culture is rooted in a shared desire to serve others. We have made over 600 donations to community programs, totaling more than $10 million, to help our communities thrive.Regulatory Information:- FINRA BrokerCheck: Learn more about The Huntington Investment Company and our investment professionals at FINRA BrokerCheck. - Huntington Private Bank® and Huntington Financial Advisors®: These are service marks under which The Huntington Investment Company and The Huntington National Bank provide wealth and financial services. - Investment, Insurance, and Non-deposit Trust Products: These products are not deposits, not FDIC insured, not guaranteed by the bank, not insured by any federal government agency, and may lose value.Customer Feedback:We value your opinion and are always looking to improve our services. After your visit, we would appreciate your quick feedback. It will only take a minute of your time.For more information, visit us at our location on Smithfield Street or online at huntington.com. Your financial future is our priority, and we look forward to serving you.

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.

Welcome to BNY Wealth Pittsburgh PA, your trusted partner in wealth management and financial services. Located in the iconic BNY Mellon Center in the heart of Pittsburgh, our office stands as a testament to our deep-rooted commitment to the community and our clients. With a heritage tracing back to the founding of Mellon Bank in 1869, our Pittsburgh office combines historical legacy with modern financial acumen.Our Expertise:For over 240 years, BNY Wealth has been dedicated to helping successful individuals and families build, manage, and sustain their wealth through various market cycles. Our seasoned professionals, with more than 200 years of combined industry experience, offer a comprehensive range of services tailored to meet the unique needs of each client. These services include:- Investing: Crafting personalized investment strategies to grow and preserve wealth. - Borrowing: Providing tailored lending solutions to support your financial goals. - Spending: Advising on effective spending strategies to maintain financial health.

Gregory J. Jacobs - Voya Financial Advisors is a finance institution located at 634 Alpha Drive in Pittsburgh, Pennsylvania, United States. As an investment adviser representative and registered representative of Voya Financial Advisors, Inc., they offer securities and investment advisory services to clients. They are licensed and registered in various states to sell insurance products and securities, ensuring compliance with federal and state regulations. Clients can trust the expertise and professionalism of the registered representative(s) and investment adviser representative(s) at this institution. Visit their website to learn more and check the background of their investment professionals.

Adair Financial Planning is a finance institution located at 2275 Swallow Hill Road in Pittsburgh, Pennsylvania. Our team includes a CDFA Certified Divorce Financial Analyst™ and Investment Advisor Representative. We provide investment advisory services through NewEdge Advisors, LLC, operating as Adair Financial Group, a registered investment adviser. Securities are offered through NewEdge Securities, Inc., a member of FINRA/SIPC. Both NewEdge Advisors, LLC and NewEdge Securities, Inc. are subsidiaries of NewEdge Capital Group, LLC. Visit us at our convenient location in Pittsburgh for expert financial planning services.

Ameritas Financial Services Corporation is a finance institution located at 31 Universal Drive in Punxsutawney, Pennsylvania, United States. They also have additional offices in Pittsburgh, Indiana, Foster Plaza, and DuBois. Ameritas Financial Services of Western PA offers a range of insurance, financial, securities, and investment services. Their team of representatives are dedicated to providing expert advice and assistance to help clients achieve their financial goals. Contact them at the Punxsutawney office at 814-938-5080 or visit their website for more information. Please note that Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services (AAS) are separate entities from Ameritas Financial Services of Western PA.

MJ Giles Insurance LLC is an insurance agency representing American National, located at 327 Ivory Avenue in Pittsburgh, Pennsylvania. We offer a wide range of insurance products and services to meet the needs of our clients, including auto, home, life, and business insurance. Our experienced agents are dedicated to providing personalized service and finding the best coverage options for each individual. Contact us today for all of your insurance needs.

Charles Deangellis is a trusted Financial Advisor and Insurance Agent located at 500 Penn Center Boulevard in Pittsburgh, Pennsylvania. As a representative of Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charles offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Charles Deangellis is helping clients navigate the complexities of Medicare. With Medicare Advantage plans becoming a popular choice for many individuals, Charles can assist in comparing different plans to find the best coverage that suits individual needs. Medicare Advantage plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out of pocket limit. Some plans even offer premiums as low as $0 per month.

Alex Simkovich is a trusted Bankers Life Agent and Bankers Life Securities Financial Representative located at 500 Penn Center Boulevard in Pittsburgh, Pennsylvania. As an insurance agency, Alex Simkovich provides personalized financial planning and insurance solutions to help individuals and families secure their financial future. With a focus on integrity and customer service, Alex Simkovich is dedicated to helping clients make informed decisions and achieve their financial goals. Contact Alex Simkovich today to learn more about the insurance and financial services offered.

Principal Financial Group: Your Partner in Financial Well-Being Located at 2100 Georgetown Dr Suite 100, Sewickley, PA 15143, Principal Financial Group is your local finance and insurance agency dedicated to helping you protect what matters most. As part of the Principal® Financial Network of Mid-Atlantic, we are a proud member of a nationwide affiliated group of financial professionals committed to enhancing the financial well-being of individuals, businesses, and their employees.

Welcome to the office of Jacob Rosenbaum, your trusted Bankers Life Agent and Bankers Life Securities Financial Representative in Pittsburgh, PA. We are committed to providing a comprehensive suite of insurance solutions tailored to meet your unique needs. Our offerings include core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company.Our Services:Medicare Advantage Plans: Navigating Medicare can be complex, but we're here to help. We offer expert guidance to help you compare Medicare Advantage (Part C) plans, ensuring you find the right coverage. These plans serve as an all-in-one alternative to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D). Medicare Advantage Plans also include an annual maximum out-of-pocket limit, and some plans feature premiums as low as $0 per month.Long-Term Care Planning: As lifespans increase and healthcare costs rise, preparing for long-term care is more crucial than ever. Our team is dedicated to helping you and your loved ones plan for the future, ensuring you are well-prepared for any eventuality.Why Choose Us?

Nicole Law is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 88 Fort Couch Road in Pittsburgh, Pennsylvania. With a client-centric approach, Nicole is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or considering a major purchase like a second home, Nicole provides personalized investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. Our Approach:

Gerard Szewcow: Primerica - Financial Services Address: 7440 McKnight Road, Pittsburgh, Pennsylvania 15237, United States

William Asa M Painter: Primerica - Financial Services Address: 7440 McKnight Road, Pittsburgh, Pennsylvania 15237, United States

At Harmeet Sawhney, Financial Professional - New York Life, we are dedicated to helping individuals and businesses in Pittsburgh, PA, navigate their financial journeys with confidence and clarity. Our mission is to provide comprehensive financial and insurance solutions that are tailored to meet the unique needs and goals of each client. With a strong foundation in finance and insurance, we offer a wide range of services designed to protect and grow your assets while ensuring your peace of mind.Our Services:1. Permanent Life Insurance Policies: - Guaranteed death benefit and cash value that grows over time. - Long-term coverage customizable to your needs and budget.2. Investment-Linked Insurance: - Long-term coverage with the ability to invest your policy’s cash value in the market.3. Long-Term Care Insurance:

Willis Personal Lines LLC-Pittsburgh: Your Trusted Partner in Comprehensive Personal Insurance Solutions Located at 1 PPG Place, Pittsburgh, PA 15222, Willis Personal Lines LLC-Pittsburgh is a premier insurance agency dedicated to providing tailored personal lines insurance solutions. Our mission is to help you manage risk effectively, ensuring your financial and emotional investments are well-protected in an uncertain world.

Established in 1998, Charles P. Voelker - Pittsburgh Family Lawyer has been a cornerstone of family law representation in the Pittsburgh area. Our firm is dedicated to making the legal process less burdensome and stressful for you. We partner with GRB Law to bring you comprehensive legal services.

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:

Kim Springer - State Farm Insurance Agent is located at 2143 Hulton Road in Verona, Pennsylvania, United States. As a St. Vincent College graduate and a 2nd generation State Farm representative since 1985, Kim and her team are dedicated to providing outstanding service to their customers. They have received various recognitions such as Ambassador Travel Qualifiers, Legion of Honor, and Silver Scroll Recipients. They are also members of the Chairman’s Circle and both the Oakmont and Plum Chamber of Commerce. At Kim Springer - State Farm Insurance Agent, they offer a range of insurance services including life insurance, home insurance, pet insurance, auto insurance, and more. They are committed to supporting their communities and local charities in Verona, Oakmont, Plum, Swissvale, Wilkinsburg, Pittsburgh, and surrounding areas.

Peak Precision Contracting is a premier general contractor and roofing contractor located at 938 S Central Ave, Canonsburg, PA 15317, United States. Recognized as the top-rated roofing contractor in Western Pennsylvania, we offer more than just exceptional roofing solutions. Our comprehensive team of residential and commercial exterior experts is dedicated to delivering the highest quality results, ensuring lifetime protection, unrivaled customer service with dedicated project managers, competitive pricing, and efficient one-day job completion for most residential roofing projects. We stand by our commitment to surpass your expectations with a satisfaction guarantee. As your trusted provider for roof repairs and property renovations, Peak Precision Contracting ensures top-notch quality by using only the finest materials installed by experienced professionals. Our multi-division company excels in a range of construction services, including siding, gutters, masonry, windows, insulation, renovations, remodels, and various commercial construction projects. By self-performing 90% of our work, we eliminate the middleman, providing a superior customer experience backed by our workmanship guarantee.

Defense Tax Partners is your premier destination for expert tax resolution services in Pittsburgh, Pennsylvania. Our highly skilled tax attorneys specialize in both state and federal taxation laws, ensuring that you receive comprehensive and effective legal representation for all your tax-related issues. Our Services:

Kim Esposito Real Estate is a premier real estate service located at 9600 Old Perry Highway, Pittsburgh, Pennsylvania 15237, United States. Kim Esposito is a dedicated real estate professional who prides herself on staying educated and current with the latest industry credentials, including ABR (Accredited Buyer's Representative), AHWD (At Home with Diversity), PSA (Pricing Strategy Advisor), SES (Short Sales and Foreclosure Resource), SRES (Seniors Real Estate Specialist), and more. With a commitment to excellence and a deep understanding of the local market, Kim Esposito offers personalized and expert guidance to help clients navigate the complexities of buying, selling, or investing in real estate. Whether you're a first-time homebuyer, looking to downsize, or seeking investment opportunities, Kim Esposito Real Estate is your trusted partner in achieving your real estate goals.

At Defense Tax Partners, we specialize in providing comprehensive tax-related services to individuals and businesses in Pittsburgh and beyond. Our expert tax attorneys are well-versed in both state and federal tax laws, ensuring you receive the best possible guidance and representation for any tax issue you might face.