Individual investor support in Pittsburgh, Pennsylvania
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Cetera Investors
Cetera Investors, located at 400 Southpointe Boulevard in Canonsburg, Pennsylvania, is a finance institution dedicated to helping individuals achieve their financial goals. Their team of independent financial professionals offers personalized guidance and recommendations tailored to each client's unique needs. Whether you're planning for retirement or looking to make tax-smart investments, Cetera Investors is committed to helping you secure a stronger financial future. With years of experience and a focus on clarity and transparency, they strive to build trusted partnerships with their clients. Visit Cetera Investors to learn how they can support you on your journey to greater financial well-being.
BNY Wealth Pittsburgh PA
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.
Mutual of America Regional Office Pittsburgh, PA
Mutual of America Regional Office in Pittsburgh, PA, located at 401 Liberty Ave #2378, is a reputable financial services firm dedicated to serving the community with a wide array of financial products and services. Specializing in retirement plans and investment solutions, the office is part of a larger network that prides itself on providing personalized and reliable financial guidance. Clients can expect a professional and knowledgeable team committed to helping individuals, businesses, and organizations achieve their financial goals through tailored strategies and dedicated support. Whether you're planning for retirement, seeking investment opportunities, or looking for comprehensive financial advice, Mutual of America Regional Office in Pittsburgh is a trusted partner in your financial journey.
Graystone Consulting - Pittsburgh, PA - Morgan Stanley
Graystone Consulting in Pittsburgh, PA is a branch of Morgan Stanley, a renowned finance institution. Located at 2100 Georgetown Drive in Sewickley, Pennsylvania, this office provides expert financial consulting services to individuals, families, and organizations. With a team of experienced advisors, Graystone Consulting offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, managing your portfolio, or looking to grow your assets, Graystone Consulting is dedicated to providing top-notch financial guidance and support.
RBC Wealth Management Branch - Pittsburgh
RBC Wealth Management Branch in Pittsburgh is a leading financial institution located at 1605 Carmody Court in Sewickley, Pennsylvania. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing tailored solutions for each individual, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust RBC Wealth Management Branch in Pittsburgh to provide you with expert guidance and support on your financial journey.
United Capital Pittsburgh - Canonsburg
United Capital Pittsburgh - Canonsburg is a finance institution located at 736 Lower State Road in North Wales, Pennsylvania. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, we are here to provide personalized solutions tailored to your needs. With a commitment to transparency, integrity, and excellence, United Capital Pittsburgh - Canonsburg is your trusted partner in financial success.
Real Estate Tax Consultants, Inc.
Real Estate Tax Consultants, Inc. is a reputable finance and real estate agency located at 2600 Boyce Plaza Road in Pittsburgh, Pennsylvania. Our team of experienced professionals specializes in providing expert advice and guidance on real estate tax matters. Whether you are a property owner, investor, or developer, we are here to help you navigate the complex world of real estate taxes. Trust Real Estate Tax Consultants, Inc. to provide you with personalized service and innovative solutions to meet your specific needs. Contact us today to schedule a consultation and see how we can assist you with all your real estate tax needs.
DeSantis Property Management
Welcome to DeSantis Property Management! Located at 200 Commerce Dr STE 202, Moon Twp, PA 15108, we are a family-owned and operated business committed to delivering top-notch property management services in Pittsburgh and its surrounding areas. Our dedicated team ensures responsive, personalized support, often resolving issues within hours, to make property ownership stress-free and profitable. Our comprehensive rental management services include aggressive property marketing, meticulous maintenance, and detailed financial reporting. We conduct expert market analyses and develop individualized strategies to maximize exposure and minimize vacancy time. Our extensive tenant screening process ensures we find the best tenants for your property, and we handle everything from move-in to rent collection and maintenance issues.
Greycourt
Greycourt is a finance institution located at 2100 Wharton Street in Pittsburgh, Pennsylvania, United States. With a focus on providing comprehensive financial services, Greycourt offers expert advice and tailored solutions to help clients achieve their financial goals. Whether managing investments, planning for retirement, or navigating complex financial decisions, Greycourt's team of professionals are dedicated to providing top-notch service and support. Visit Greycourt today to see how they can help you secure your financial future.
Chad Firmstone - TIAA Financial Consultant
Chad Firmstone - TIAA Financial Consultant is a reputable financial institution located at 118 Bakery Square Boulevard in Pittsburgh, Pennsylvania. As a trusted TIAA financial consultant, Chad Firmstone offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on integrity and professionalism, Chad Firmstone is dedicated to providing top-notch financial guidance and support to individuals and businesses in the Pittsburgh area. Whether you are planning for retirement, investing for the future, or seeking financial advice, Chad Firmstone - TIAA Financial Consultant is here to help you make informed decisions and secure your financial future.
Jeremy T. Toman, Esq.
Jeremy T. Toman, Esq., located at 120 W 10th St, Erie, PA 16501, is a distinguished lawyer affiliated with Knox McLaughlin Gornall & Sennett, P.C. This esteemed full-service law firm has been delivering practical legal solutions to a diverse clientele, including businesses, families, public entities, and nonprofit organizations, for over 65 years. With a commitment to excellence and a deep understanding of the law, Jeremy T. Toman, Esq. offers expert legal counsel and representation tailored to meet the unique needs of each client. In addition to traditional legal services, the firm also provides specialized services in content management, website design, e-commerce, and web development. This unique blend of legal expertise and technological proficiency ensures comprehensive support for modern businesses navigating the digital landscape. Whether you need assistance with corporate law, family law, public sector legal issues, or nonprofit organization guidance, Jeremy T. Toman, Esq. and the team at Knox McLaughlin Gornall & Sennett, P.C. are dedicated to providing exceptional service and achieving favorable outcomes for their clients in Erie, Pennsylvania.
Primerica/ Ted Lund & Kad Favorite
Primerica - Ted Lund & Kad Favorite is a reputable insurance agency located at 7440 McKnight Rd, Pittsburgh, PA 15237, United States. Specializing in a broad range of financial services, this agency is dedicated to helping individuals and families achieve financial security and peace of mind. With a strong commitment to personalized service, Ted Lund and Kad Favorite bring their expertise and client-focused approach to every consultation, ensuring that each client receives tailored advice and solutions that meet their unique needs. Whether you are looking for life insurance, investment opportunities, or financial planning guidance, Primerica - Ted Lund & Kad Favorite is well-equipped to provide comprehensive support. Their mission is to empower clients with the knowledge and tools necessary to make informed financial decisions, safeguard their futures, and achieve their financial goals. Trust in their professional experience and dedication to service excellence for all your insurance and financial planning needs.
Anthony Lipera, West Penn Financial
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
Michael T Krarup - Financial Advisor, Ameriprise Financial Services, LLC
About the Business:
Stonewood Capital Management
Stonewood Capital Management is a premier financial services firm located at 209 Fourth Ave, Pittsburgh, PA 15222, United States. Specializing in comprehensive capital management, Stonewood is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial planning. Their team of experienced professionals offers a wide range of services including asset management, retirement planning, wealth preservation, and risk management. With a commitment to integrity, transparency, and excellence, Stonewood Capital Management strives to provide exceptional service and tailored financial solutions to meet the unique needs of each client. Whether you are an individual investor, a business owner, or part of a family office, Stonewood Capital Management is your trusted partner in navigating the complexities of the financial world.
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
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.
Financial Essentials LLC
Financial Essentials LLC is a finance and insurance agency located at 455 Pittsburgh Road in Butler, Pennsylvania. Our team is dedicated to helping you achieve your financial goals and providing you with the comfort and security you desire. Whether it's investing, insurance, taxes, or retirement planning, we are here to guide you every step of the way. Our independent fiduciaries prioritize your needs above all else, working with you to create a personalized wealth management plan tailored to your individual circumstances. We value building long-term relationships based on open and honest communication, offering advice and support through all stages of life.
Morgan Lewis & Bockius LLP
Morgan Lewis & Bockius LLP is a distinguished law firm located at One Oxford Centre, Grant St, 32nd Floor, Pittsburgh, PA 15219, United States. Renowned for its deep expertise and innovative solutions, Morgan Lewis serves a diverse clientele with a collaborative approach that sets it apart in both the legal and business communities. Their latest report delves into key global climate regulations, offering invaluable guidance for companies aiming to track, measure, and report climate risks and opportunities. This insight is crucial as the market, previously underinvested, now garners significant attention from sports fans and investors alike. The report not only highlights the driving forces behind this positive investor sentiment but also outlines key considerations and challenges faced by investors.
Lifetime Financial Growth
Lifetime Financial Growth is a reputable finance and insurance agency located at 244 Boulevard of the Allies in Pittsburgh, Pennsylvania. Our dedicated team of professionals is committed to helping individuals and businesses achieve long-term financial success and security. With a focus on personalized financial planning, risk management, and investment strategies, we strive to empower our clients to make informed decisions that support their goals for a lifetime of financial growth. Whether you are looking to protect your assets, plan for retirement, or build wealth for the future, our experienced advisors are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start your journey towards a secure financial future.
Cohen & Company
Cohen & Company, located at 525 William Penn Place, Pittsburgh, Pennsylvania 15219, is a premier accounting and finance firm dedicated to providing tailored solutions for a diverse range of clients. Whether you are a private company owner, a public or private fund adviser, a fund service provider, or a Fortune 1000 enterprise, our team of seasoned professionals is equipped to address your unique needs. Our extensive industry experience ensures that you will work with experts who not only understand your specific challenges but also bring valuable insights to the table. We are committed to helping your team stay current with the latest developments through our thought leadership, events, and news updates. Our library of articles and publications offers crucial information to help you and your organization navigate key questions and explore new opportunities.
McElrath Legal Holdings LLC
McElrath Legal Holdings LLC is a distinguished legal and financial services firm located at 1641 Saw Mill Run Boulevard, Pittsburgh, Pennsylvania 15210, United States. Specializing in a comprehensive range of legal and financial solutions, McElrath Legal Holdings LLC is dedicated to providing expert guidance and support to individuals and businesses alike. Our team of seasoned attorneys and financial advisors is committed to delivering personalized service and strategic advice tailored to meet the unique needs of each client. Whether you require assistance with legal matters, financial planning, or navigating complex regulatory environments, McElrath Legal Holdings LLC stands ready to help you achieve your goals with professionalism and integrity.
Citizens - Wealth Center
Citizens - Wealth Center is a premier financial institution located at 1680 Washington Road in Pittsburgh, Pennsylvania. Our dedicated team of experts is committed to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to provide you with the guidance and support you need. Visit us today to learn more about how Citizens - Wealth Center can help you build and protect your wealth.
Callay Capital LLC
Callay Capital LLC is a finance institution located at 333 Baldwin Road in Pittsburgh, Pennsylvania, United States. Specializing in investment management and financial advisory services, Callay Capital LLC is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals, Callay Capital LLC offers a wide range of financial services to individuals, businesses, and organizations looking to grow and protect their wealth. Whether you are planning for retirement, managing your investments, or seeking financial advice, Callay Capital LLC is committed to providing top-notch service and support to help you succeed.
Emerick Financial Planning, LLC
Emerick Financial Planning, LLC is a finance institution located at 1580 McLaughlin Run Road in Pittsburgh, Pennsylvania. Our dedicated team of financial experts is committed to helping individuals and families achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, we are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Fairview Capital Investment Management
Fairview Capital Investment Management is a finance institution located at 103 Brilliant Avenue in Pittsburgh, Pennsylvania, United States. Founded in 1995, Fairview Capital manages over $1.6 billion in assets for individuals, families, trusts, and institutional investors. The firm prides itself on developing deep, trusting relationships with clients by offering tailored financial plans, a consistent investment process, and dedicated service. Fairview Capital is known for its exceptional client retention rate, as well as its high level of client service, quality talent recruitment, and careful consideration of tax consequences in financial decisions. The team at Fairview Capital provides expert investment research and personalized portfolios, ensuring clients understand their investments, performance, and fees. Advisors work closely with multiple generations of client families, offering guidance on various financial decisions such as tax strategies, real estate, insurance, estate plans, retirement plans, education funding, and charitable giving. The firm's values of disciplined decision-making, deep knowledge, and rigorous investment research inform their long-term investment horizon for tax efficiency and optimal client outcomes.
Absolute Capital
Absolute Capital is a leading finance institution located at 101 Pennsylvania Boulevard in Pittsburgh, Pennsylvania. With a strong presence in the United States, Absolute Capital offers a wide range of financial services to individuals and businesses, including investment management, wealth management, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Absolute Capital is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you reach your financial goals.
Aquinas Wealth Advisors
Aquinas Wealth Advisors is a leading finance institution located at 650 Washington Road in Pittsburgh, Pennsylvania. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, Aquinas Wealth Advisors is committed to providing expert guidance and support to help clients navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure your financial future.
UBS Financial Services
UBS Financial Services is a renowned finance institution located at 120 Fifth Avenue in Pittsburgh, Pennsylvania, United States. With a strong presence in the financial industry, UBS offers a wide range of services including wealth management, investment banking, asset management, and more. Their team of experienced professionals provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, UBS Financial Services is dedicated to helping you succeed. Visit their office in Pittsburgh to learn more about how they can assist you with your financial needs.
Edward Jones - Financial Advisor: Ian Z Mayhaus, CFP®
Edward Jones - Financial Advisor: Ian Z Mayhaus, CFP® is a reputable financial institution located at 2535 Washington Road in Pittsburgh, Pennsylvania. As a Certified Financial Planner, Ian Z Mayhaus offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored financial strategies, clients can trust Edward Jones to provide sound financial guidance and support. Whether you are planning for retirement, saving for education, or investing for the future, Ian Z Mayhaus and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Alonzo W Harris
Edward Jones - Financial Advisor: Alonzo W Harris is a reputable financial institution located at 4146 Library Road in Pittsburgh, Pennsylvania. As a dedicated financial advisor, Alonzo W Harris provides personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and support in areas such as investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Alonzo W Harris is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
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