Insurance and financial planning in Pittsburgh, PA
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Michael T Krarup - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAbout the Business:
176 Enclave Dr, New Castle, PA 16105, United States -
Principal Financial Group
● OpenPrincipal Financial Group, located in the heart of Pittsburgh at the Federated Tower, is your trusted partner in navigating the complexities of finance and insurance. Our mission is to help you protect what matters most, ensuring that your loved ones and your financial future are secure no matter what life throws your way.Services: - Insurance Protection: Safeguard your life and wages to ensure your loved ones can continue thriving even during uncertain times. - Investment Guidance: Feel confident about your investments with tailored advice that aligns with your long-term goals, whether it's retirement, education, or other significant milestones.
Federated Tower, 1001 Liberty Ave, Pittsburgh, PA 15222, United States -
Harmeet Sawhney, Financial Professional - New York Life
● OpenAt 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:
225 W Station Square Dr Suite 300, Pittsburgh, PA 15219, United States -
Liberty Insurance Agency
● OpenLiberty 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.
GPS, Manor Oak 2, Mailing Address: 1910 Cochran Road, 155 Roessler Rd Suite 800, Pittsburgh, PA 15220, United States -
Willis Personal Lines LLC-Pittsburgh
● OpenWillis 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.
1 PPG Pl, Pittsburgh, PA 15222, United States -
Pittsburgh Senior Benefits Advisors
● OpenPittsburgh Senior Benefits Advisors is a reputable insurance agency located at 3302 Saw Mill Run Blvd, Pittsburgh, PA 15227, United States. Specializing in providing comprehensive insurance solutions for seniors, our dedicated team is committed to helping clients navigate the complexities of Medicare, life insurance, and retirement planning. We offer personalized consultations to ensure that each individual receives the coverage that best suits their needs and budget. Our mission is to provide peace of mind and financial security to the senior community in Pittsburgh through expert advice and exceptional customer service. Trust Pittsburgh Senior Benefits Advisors to guide you through your insurance options with care and expertise.
3302 Saw Mill Run Blvd, Pittsburgh, PA 15227, United States -
Antonio Aiello - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAntonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.
2100 Georgetown Dr Ste 403, Sewickley, PA 15143, United States -
Leah Quigley at Prosperity Home Mortgage - Pittsburgh
● Open---
651 Holiday Dr Suite 400, Pittsburgh, PA 15220, United States -
Capital A Financial & Insurance Associates
● OpenFinance Welcome to Capital A Financial & Insurance Associates, where our commitment to integrity and professionalism forms the foundation of our client relationships. Located in New Castle, PA, our team is dedicated to helping you plan for a secure and fulfilling retirement.
312 N Jefferson St, New Castle, PA 16101, United States -
Fund Small Business Loans Pittsburgh PA
● Open645 Boggs Avenue, Pittsburgh, Pennsylvania 15211, United States -
Russ Sherred - RBC Wealth Management Financial Advisor
● OpenRuss Sherred - RBC Wealth Management Financial Advisor Located at PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States, Russ Sherred is a Senior Vice President and Financial Advisor with RBC Wealth Management. As a Portfolio Manager with a Portfolio Focus, Russ is dedicated to guiding young professionals through the complexities of building wealth. Understanding the unique challenges faced by today’s young adults, Russ offers tailored advice on mastering the fundamentals of saving and investing, managing debt, and creating a solid wealth plan for a secure future.
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States -
Merrill Lynch Financial Advisor Olivia Brinker
● OpenMerrill Lynch Financial Advisor Olivia Brinker Located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, Merrill Lynch Financial Advisor Olivia Brinker offers comprehensive financial services to help clients achieve their financial goals. As a trusted advisor, Olivia provides access to a wide range of investment solutions from Merrill and banking products from Bank of America.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Kristyn B O'Meara
● OpenLocated on the 5th Floor at 180 Fort Couch Rd, Upper St Clair, PA 15241, Merrill Lynch Financial Advisor Kristyn B O'Meara offers comprehensive financial advisory services with a strong focus on personalized, goals-based strategies. Our team is dedicated to helping clients navigate their complex financial landscapes, providing tailored solutions that align with their aspirations for both lifestyle and legacy. Services Offered:
180 Fort Couch Rd 5th Floor, Upper St Clair, PA 15241, United States -
Merrill Lynch Financial Advisor Elise Roby Yanders
● OpenLocated at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, Merrill Lynch Financial Advisor Elise Roby Yanders offers a comprehensive suite of financial services designed to help you navigate today's dynamic market conditions. With access to a broad range of investment solutions from Merrill and banking products from Bank of America, Elise provides timely insights and personalized strategies to manage your wealth effectively. Elise's approach starts with a deep understanding of your unique financial picture and what matters most to you. By asking thoughtful questions and listening carefully, she aims to create a flexible strategy tailored to your specific goals. Her mission is to help you and your family pursue financial objectives while managing investment risks through personalized wealth management strategies.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Jerry Barkley - RBC Wealth Management Financial Advisor
● OpenWelcome to Jerry Barkley - RBC Wealth Management Financial Advisor, a cornerstone of financial expertise and personalized service located in the heart of Pittsburgh at PPG Place. As part of The Georgi/Barkley Group, we are dedicated to upholding the highest standards of integrity and professionalism in our client relationships. Our mission is to thoroughly understand your unique financial situation and provide you with top-tier information, services, and products to help you achieve your financial goals.
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States -
AD Financial Partners
● OpenAD Financial Partners is a premier financial services firm located at 8700 Perry Hwy #200, Pittsburgh, PA 15237, United States. Specializing in a wide array of financial solutions, AD Financial Partners is dedicated to helping individuals, families, and businesses achieve their financial goals. Our expert team offers personalized services in financial planning, investment management, retirement planning, tax strategies, and insurance solutions. With a client-centered approach, we strive to provide comprehensive and tailored financial advice to ensure long-term financial stability and growth. At AD Financial Partners, your financial success is our top priority.
8700 Perry Hwy #200, Pittsburgh, PA 15237, United States -
Merrill Lynch Financial Advisor Chad M Irving
● OpenAbout the Business: Merrill Lynch Financial Advisor Chad M. Irving offers a comprehensive array of financial services, combining the investment solutions of Merrill with the banking products of Bank of America. Operating from the 49th floor at 600 Grant Street in Pittsburgh, PA, Chad provides clients with timely insights into market trends and the global economy, helping them stay on track with their financial goals.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Andrew "Drew" Morrison
● OpenAt 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.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor David J. Nader
● OpenAt Merrill Lynch Financial Advisor David J. Nader, we are committed to understanding you and what matters most to you. Our mission is to help you design and implement a personalized financial plan tailored to your specific goals, whether they involve managing future healthcare expenses, preparing for college, considering the sale of a business, purchasing a home, or planning for wealth transfer to future generations.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Fern G Schwartz
● OpenAbout the Business:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Andrea L Curtis
● OpenWelcome to Merrill Lynch Financial Advisor Andrea L. Curtis, conveniently located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, United States. As a dedicated financial professional, Andrea L. Curtis offers a comprehensive suite of financial services tailored to meet your unique needs and aspirations. Andrea's mission begins with a deep understanding of what matters most to you. By asking thoughtful questions and listening carefully, she gains a thorough understanding of your current financial landscape and your future goals. This allows her to design and implement a personalized wealth management strategy that aims to help you and your family pursue your financial objectives while managing investment risks.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
DelGreco Tax and Insurance
● OpenDelGreco Tax and Insurance, situated at 4701 Baptist Rd #100, Pittsburgh, PA 15227, is your trusted local partner for comprehensive accounting and financial services. Specializing in tax preparation, financial planning, and insurance solutions, our experienced team is dedicated to providing personalized and professional support tailored to meet the unique needs of individuals and businesses in the community. At DelGreco Tax and Insurance, we pride ourselves on our commitment to accuracy, integrity, and customer satisfaction. Whether you need assistance with tax filings, financial advice, or insurance coverage, you can count on us to deliver reliable and effective solutions. Visit us today and let us help you achieve your financial goals with confidence.
4701 Baptist Rd #100, Pittsburgh, PA 15227, United States -
Tayler D'Alessandro - State Farm Insurance Agent
● OpenWelcome to Tayler D'Alessandro - State Farm Insurance Agent, your trusted local insurance provider in Pittsburgh, PA. As a woman-owned small business, we take immense pride in offering personalized insurance solutions to our community. Tayler D'Alessandro, the owner, is a dedicated mother to a young child, Luca, and a passionate advocate for special needs and inclusion. With a love for travel and everything Pittsburgh has to offer, Tayler brings a unique and heartfelt approach to her business.
3111 Banksville Rd Ste 217, Pittsburgh, PA 15216, United States -
Kasky Insurance & Financial Services
● OpenKasky Insurance & Financial Services is a trusted insurance agency located at 493 Thornycroft Ave, Pittsburgh, PA 15228, United States. Specializing in a broad range of insurance and financial products, Kasky Insurance & Financial Services is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you're seeking auto, home, life, or business insurance, their experienced team is committed to offering comprehensive coverage options and expert advice to ensure peace of mind. With a focus on building long-term relationships and delivering exceptional customer service, Kasky Insurance & Financial Services is your go-to partner for all your insurance and financial planning needs in Pittsburgh and the surrounding areas.
493 Thornycroft Ave, Pittsburgh, PA 15228, United States -
Merrill Lynch Financial Advisor Jason P. Seibert
● Open---
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Peter James Greb
● OpenAt Merrill Lynch Financial Advisor Peter James Greb, located on the 49th floor of 600 Grant Street in Pittsburgh, PA, we offer a comprehensive suite of financial services designed to help you navigate your financial journey with confidence. As part of the Greb Wealth Management Group, we provide access to a wide range of investment solutions from Merrill and banking products from Bank of America, ensuring that all your financial needs are met under one roof. Our team is dedicated to delivering timely insights on market trends and the global economy, helping you stay on track with your financial goals. We specialize in assisting clients through various life events, offering personalized advice and guidance to make informed financial decisions. Our clientele spans all ages and includes multigenerational families, professionals in medicine, law, engineering, and technology, as well as retirees.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Michelle Kish
● OpenAt 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:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Shannon M Cully
● OpenMerrill Lynch Financial Advisor Shannon M Cully, located in the heart of Pittsburgh, PA, on the 49th floor of the iconic 600 Grant St building, offers a comprehensive suite of financial services tailored to meet the diverse needs of individuals, families, and small businesses. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Shannon M Cully provides clients with the tools and insights necessary to navigate the complexities of today's financial landscape.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Karen B. Greb
● OpenAt Merrill Lynch Financial Advisor Karen B. Greb, we provide comprehensive financial advisory services designed to help you navigate your financial journey with confidence and clarity. Located in the heart of Pittsburgh, our office offers a welcoming environment where clients of all ages and backgrounds can receive personalized financial guidance tailored to their unique needs and life stages. Services Offered:
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States -
Merrill Lynch Financial Advisor Aaron Robert McCormick
● OpenWelcome to Merrill Lynch Financial Advisor Aaron Robert McCormick, located at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, United States. As a dedicated finance professional, Aaron Robert McCormick offers a comprehensive suite of financial services designed to help you achieve your financial goals while managing investment risks. At Merrill Lynch, we provide access to a broad array of investment solutions from Merrill and banking products from Bank of America. Our mission is to understand you and what matters most to you. By asking thoughtful questions and listening carefully, we work to gain a detailed understanding of where your wealth stands today and where you’d like it to be in the future.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States
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