The 30 Best Generational planning in Monroeville, Pennsylvania

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The Estate Planning Centers at Coulter & May, PC is a renowned institution specializing in providing expert legal services in estate planning. Located at 3824 Northern Pike in Monroeville, Pennsylvania, this institution is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out effectively. With a team of experienced lawyers, The Estate Planning Centers at Coulter & May, PC offers personalized solutions tailored to each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, this institution is committed to guiding you through the process with professionalism and care. Trustworthy and reliable, The Estate Planning Centers at Coulter & May, PC is your partner in securing your legacy for future generations.

Santori & Peters, Inc. in Monroeville, Pennsylvania is a finance institution dedicated to helping successful business owners create legacies that last for generations. Located at 3824 Northern Pike, our fee-based wealth management firm focuses on helping clients clarify their goals beyond just financial success. Our advisors do not receive commissions from external sources, ensuring that our clients' best interests are always the top priority. Schedule a consultation with Santori & Peters today to start planning for a secure financial future.

Santori & Peters, Inc. in Canonsburg, Pennsylvania is a finance institution dedicated to helping successful business owners create lasting legacies for generations to come. Located at 380 Southpointe Boulevard, our team is committed to assisting business owners in clarifying their long-term goals beyond financial success. As a fee-based wealth management firm, we do not accept commissions from external sources, ensuring that our advice is always in the best interest of our clients. Contact us today to schedule a consultation with one of our representatives at our Monroeville location as well.

Shear Capital Group, LLC is a finance and insurance agency located at 2520 Mosside Boulevard, Monroeville, Pennsylvania, United States. We specialize in financial planning and wealth management services to help our clients make informed decisions in today's complex economy. Our team utilizes independent research and adheres to a fiduciary standard of care to always serve our clients' best interests. Services offered include financial planning, wealth management, pension consulting, and risk management. At Shear Capital Group, we have been providing financial advice and guidance for three generations and over 70 years. Our goal is to help you build and protect your legacy. Securities are offered through LPL Financial, member FINRA/SIPC, and investment advice is offered through Good Life Advisors, LLC, a registered investment advisor. Bradley Shear and Howard Shear may offer advisory services in all states, while Howard Shear may specifically work with residents of PA, FL, OH, and WV.

Garrett Peter Helfritch is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. With a focus on finance, Garrett provides personalized financial advice to help clients achieve their financial goals. Each Ameriprise advisor has their own specialized areas of focus, so clients can find the best match for their needs. Clients can review Garrett's background, credentials, and experience to ensure a good fit. By filling out a "Request consultation" form, clients can connect with Garrett for a complimentary initial consultation to discuss their financial goals and create a personalized plan.

Anthony Figurelli is a Financial Advisor at Ameriprise Financial Services, LLC located at 4055 Monroeville Boulevard in Monroeville, Pennsylvania, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Anthony is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

The Scoletti-Dandrea-Sidary Group at Morgan Stanley is a leading financial institution located in Monroeville, Pennsylvania. With a focus on providing personalized and comprehensive financial planning services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to provide expert guidance and support. Visit us at 1 Monroeville Center to learn more about how we can help you secure your financial future.

Andrew Capets - State Farm Insurance Agent is an insurance agency located at 4229 Northern Pike in Monroeville, Pennsylvania, United States. Situated next to Gateway Grill Plaza, up the hill from Ross Appliance, our office is dedicated to providing exceptional service tailored to meet your unique needs. We believe in understanding your specific goals and priorities to offer top-notch insurance services. Our personalized approach and proactive communication ensure that our policyholders feel valued and confident in our services. With a wide range of coverage options, competitive products, and outstanding customer service, we are the ideal choice for individuals and families seeking a new insurance provider. Whether you need auto, home, life, or any other type of insurance, we have you covered. Don't settle for less - switch to us today and experience our exceptional service firsthand. Located in Monroeville, we serve Western Pennsylvania and the Pittsburgh area, including Trafford, Level Green, North Huntingdon, Irwin, Pitcairn, and more. With over 33 years of experience with State Farm, I am dedicated to protecting your family and business. As a second-generation State Farm Agent, I am committed to providing friendly, high-quality customer service available 24/7.