TOP 30 Best Financial succession planning in Pittsburgh, Pennsylvania

Elisabeth W. Molnar is a dedicated attorney at Pollock Begg, a preeminent Pennsylvania law firm exclusively practicing family law. Located at 525 William Penn Place, Suite 3501 in Pittsburgh, PA, Pollock Begg has been a cornerstone in the legal community since its inception in 2001.

HUB International is a premier finance and insurance agency located at 210 Sixth Ave, 30th floor, Pittsburgh, PA 15222, United States. Serving as the regional headquarters for HUB International Three Rivers, this office is dedicated to offering top-tier insurance products and services with a strong focus on superior customer care, personalized strategies, and a highly experienced team of professional brokers. Originally established as HDH Group Inc. in 1982, the firm joined HUB International in July 2015, further strengthening its capabilities and expanding its reach. As one of Western Pennsylvania’s largest privately-held insurance brokerage firms, HUB International in Pittsburgh has deep roots in the local community, providing comprehensive property & casualty, employee benefits, personal lines, and risk management solutions. Backed by HUB’s global resources, the office delivers value-added services such as exceptional claims management and loss control, extending coverage throughout North America and internationally.

First National Bank (FNB) at Castle Shannon is your trusted partner for comprehensive financial solutions. Conveniently located at 600 Castle Shannon Boulevard in Pittsburgh, Pennsylvania, our branch offers a full suite of services to meet your personal and business banking needs.

Northwest Bank, conveniently located at 201 N Craig St, Pittsburgh, PA 15213, is your trusted partner in banking and financial services. As a comprehensive financial institution, Northwest Bank offers a wide range of services including personal and business banking, loans, mortgages, and investment solutions. In addition to traditional banking services, our location features a 24/7 ATM for your convenience. Our dedicated team of professionals is committed to providing exceptional customer service and personalized financial advice to help you achieve your financial goals. Whether you're looking to open a new account, secure a loan, or plan for your financial future, Northwest Bank is here to support you every step of the way. Visit us today and experience the difference of a community-focused bank dedicated to your success.

First National Bank, located in the heart of Brentwood Towne Square, Pittsburgh, PA, is your local financial partner, committed to providing a comprehensive range of banking and financial services tailored to meet your unique needs. Whether you are managing personal finances or growing a business, FNB offers a variety of solutions designed to help you achieve your financial goals. Services Offered:

First National Bank, located at 490 East North Avenue in Pittsburgh, Pennsylvania, is a full-service financial institution offering a wide range of products and services. Whether you are looking for checking and savings accounts, loans, investments, or business solutions, FNB has you covered. With convenient online services and expert in-person guidance, managing your finances has never been easier. From eStyle accounts to Premierstyle Checking, there are options for every financial need. Additionally, FNB offers Home Equity Lines of Credit, Asset Secured Term loans, and business checking accounts to help you achieve your financial goals. The First National Insurance Agency also provides tailored employee benefits packages. Trust First National Bank to help you make your dreams a reality and achieve financial success.

Schneider Downs & Co., Inc. is a finance institution located in Pittsburgh, Pennsylvania, United States. They offer a wide range of services including accounting, tax, audit, and business advisory services to public and private companies, not-for-profit organizations, and global companies. Additionally, they provide services such as Internal Audit, Technology Consulting, Software Solutions, Personal Financial Services, Retirement Plan Solutions, and Corporate Finance Services. Schneider Downs is known for their expertise in managing university costs and helping higher education institutions identify savings opportunities. They are also a corporate partner to the NHL Columbus Blue Jackets through 2026. The institution is committed to helping clients succeed through big thinking and personal focus.

Pinnacle Group, LLC is a leading financial services institution located at 3301 William Penn Highway in Pittsburgh, Pennsylvania, United States. With a reputation for excellence and innovation, Pinnacle Group offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Pinnacle Group can help you reach new heights of financial success.

Welcome to First National Bank at Caste Village, your local partner in comprehensive financial solutions. Conveniently located at 5301 Grove Road in Pittsburgh, Pennsylvania, our branch offers a wide array of banking and financial services tailored to meet the diverse needs of our community.

Unum Insurance Agency, located at 651 Holiday Dr, Pittsburgh, PA, is your premier destination for comprehensive leave management and care solutions. At Unum, we leverage an advanced digital platform to elevate and streamline employee experiences, making it easier for employees to plan their leaves, receive benefits, find specialized support, and return to work seamlessly. Services:

Ryan is a leading global tax services and consulting firm located at 1 Ppg Pl in Pittsburgh, Pennsylvania. Specializing in accounting and finance, Ryan provides expert advice and solutions to help businesses navigate complex tax laws and regulations. With a team of experienced professionals, Ryan is dedicated to helping clients achieve their financial goals and maximize their tax savings. Whether you are a small business or a multinational corporation, Ryan offers personalized services tailored to meet your specific needs. Trust Ryan to deliver innovative and strategic tax solutions that drive success for your business.

Brock Associates LLC is a leading financial institution located at 180 Bilmar Drive in Pittsburgh, Pennsylvania, United States. Specializing in a wide range of financial services, Brock Associates LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management, Brock Associates LLC is committed to providing top-notch service and expertise. Visit their store today to learn more about how they can help you secure your financial future.

Welcome to the First National Bank ATM, conveniently located at 2300 Noblestown Road, Pittsburgh, Pennsylvania 15205, United States. As a trusted financial institution, we offer a wide range of services to meet your financial needs, directly from our ATM and through our online eStore® Common app. At First National Bank, we make it easy to apply for personal loans, checking, and savings accounts in just minutes. Our eStore® Common app allows you to shop for and purchase financial products and services online, providing a seamless and efficient banking experience. Whether you need to open a new account, apply for a loan, or schedule an appointment for expert in-person guidance, our platform is designed to make your financial management simple and convenient.

First National Bank (FNB) at McCandless is your trusted local partner for comprehensive financial services and solutions. Conveniently located at 9600 Perry Highway, Pittsburgh, Pennsylvania, our branch is dedicated to helping individuals and businesses achieve their financial goals with ease and confidence.

Citizens Bank ATM - 8080 McIntyre Square Drive, Pittsburgh, PA 15237 Welcome to Citizens Bank ATM, conveniently located at 8080 McIntyre Square Drive in Pittsburgh, Pennsylvania. Our ATM services offer you the flexibility and convenience to manage your finances with ease, any time of the day or night.

Quaker Capital Investments, LLC is a distinguished single-family investment office founded in Pittsburgh, PA in 2014. The firm is dedicated to investing in long-term value and human potential, adhering to a value-oriented investment philosophy with a generational horizon. The legacy of Quaker Capital Management Corp. is carried forward through this family office, which focuses on both public equities and regional early-stage venture capital investments. These investments are often made in collaboration with world-class entrepreneurs, leveraging networks at Carnegie-Mellon University, University of Pittsburgh, and the University of Pennsylvania.Investment Focus: Quaker Capital Investments complements its core public equity investments with a growing portfolio in direct private equity. In partnership with West Allen Capital, the firm acquired the Ruscoe Company, a historic adhesives and sealants manufacturer based in Akron, Ohio. The investment office aims to build a portfolio of high-quality, family-owned businesses that are navigating succession or estate planning challenges.Leadership:

PNC Private Bank, situated at 116 Allegheny Square W, Pittsburgh, PA 15212, is a premier financial institution dedicated to providing comprehensive wealth management and personalized financial services. Specializing in serving affluent individuals, families, and institutions, PNC Private Bank offers a wide array of solutions including investment management, financial planning, trust and estate services, and private banking. With a commitment to delivering tailored financial strategies and exceptional client service, the experienced team at PNC Private Bank works closely with clients to understand their unique financial goals and help them achieve long-term financial success.

Anthony R. Sosso Attorney at Law is a reputable legal institution located at 1310 Freeport Road in Pittsburgh, Pennsylvania. Specializing in providing expert legal services, Mr. Sosso is a dedicated and experienced lawyer who is committed to representing his clients with integrity and professionalism. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Anthony R. Sosso Attorney at Law is here to help. With a focus on delivering personalized and effective legal solutions, this institution is known for its exceptional service and successful outcomes. Contact Anthony R. Sosso Attorney at Law today for all your legal needs.

PNC Private Bank, located at 300 Fifth Avenue in Pittsburgh, Pennsylvania, is a prestigious financial institution that provides personalized wealth management services to high-net-worth individuals and families. With a focus on building long-term relationships and delivering tailored financial solutions, PNC Private Bank offers a wide range of services including investment management, estate planning, trust services, and private banking. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how PNC Private Bank can help you grow and protect your wealth.

Fort Pitt Capital Group is a reputable finance institution located in Pittsburgh, Pennsylvania. With a focus on providing top-notch financial services to clients, Fort Pitt Capital Group is dedicated to helping individuals and businesses achieve their financial goals. The institution is known for its expertise in investment management, financial planning, and wealth management. Situated at 680 Andersen Drive, Fort Pitt Capital Group is conveniently located for clients in the Pittsburgh area. Trustworthy and experienced, Fort Pitt Capital Group is a reliable partner for all your financial needs.

SullivanCotter is a leading financial institution located at 20 Stanwix Street in Pittsburgh, Pennsylvania, United States. Specializing in finance, SullivanCotter offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, SullivanCotter is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your finances more effectively, SullivanCotter is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Jenny Fay - Morgan Stanley is a finance institution located in Pittsburgh, Pennsylvania, United States. Our team of experienced financial professionals is dedicated to providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, we strive to be a trusted partner in guiding individuals and businesses towards financial success. Contact us today to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.

The Harbaugh Group is a renowned finance institution located at 1815 Murdstone Road in Pittsburgh, Pennsylvania, United States. With a strong reputation for excellence and expertise in financial services, The Harbaugh Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized financial guidance and support to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, The Harbaugh Group is committed to delivering top-notch solutions tailored to your specific needs.

Scott Keffer International is a finance institution located at 2535 Washington Road, Pittsburgh, Pennsylvania, United States. We specialize in helping successful financial advisors double their revenue and attract million-dollar clients on demand. Our live trainings, done-for-you systems, and mentoring programs are designed to help you attract high-value clients and grow your business exponentially. If you're a veteran financial planner, investment advisor, or wealth manager looking to earn more money, time, and energy, Scott Keffer can show you how to 2X, 4X, or even 10X your results. With Scott's proven marketing strategies and techniques, you can unlock hidden profit opportunities in your practice and achieve financial success.

Cf Advisors Group is a leading finance institution located at 11 Parkway Center Drive South in Pittsburgh, Pennsylvania, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, financial planning, and retirement planning. Their goal is to help clients achieve their financial goals and secure their financial future. Visit Cf Advisors Group today to learn more about how they can help you navigate the complexities of the financial world.

Ernharth Group is a finance institution located at 9729 Bellcrest Road in Pittsburgh, Pennsylvania, United States. They offer a range of financial services and solutions to meet the needs of their clients. Their mailing address is P.O. Box 1853, Cranberry Township, PA 16066-8853. The institution can be contacted at 412-512-7138 or through their website at ernharth.com. Ernharth Group is open Monday through Friday from 8:30 a.m. to 5:00 p.m. Visit them today for all your financial needs.

Frederick Wells Advisors is a leading financial institution located at 1575 McFarland Road in Pittsburgh, Pennsylvania. Specializing in providing expert financial advice and services, Frederick Wells Advisors is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, Frederick Wells Advisors is committed to providing personalized and comprehensive financial guidance. Contact them today to learn more about how they can help you secure your financial future.

Perfectly Balanced Books LLC is a reputable accounting and finance institution located at 446 Pittsburgh Road in Butler, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of financial services to help businesses and individuals manage their finances effectively. Our goal is to ensure that our clients' books are perfectly balanced and their financial goals are met. Whether you need bookkeeping, tax preparation, or financial planning services, we are here to help you achieve financial success.

Mosaic Wealth Consulting is a finance institution located at 201 Penn Center Boulevard in Pittsburgh, Pennsylvania. Our team of experienced financial advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Mosaic Wealth Consulting provides tailored solutions to meet your unique needs. Trust us to guide you on the path to financial success and security.

Schneider Downs Wealth Management Advisors, LP is a finance institution located in Pittsburgh, Pennsylvania, United States. They offer personalized planning and investment management tailored to your complex needs and wealth-building goals. Their holistic planning services serve as a roadmap to help you achieve financial freedom. The institution also provides employee benefits solutions for organizations. Schneider Downs Wealth Management Advisors, LP has been recognized as one of the Nation’s Top DC Advisor Teams in 2024 by the National Association of Plan Advisors. They offer insights on various investment topics such as inflation, short-term yields, and the Japanese stock market through their Investment Corner with Jason & Sean.