The 30 Best Legacy asset management in Pennsylvania

Five Nations Capital Group is a leading finance institution located at 2009 Mackenzie Way in Cranberry Township, Pennsylvania. Our team of experienced professionals provides a wide range of financial services to clients, including investment management, financial planning, and wealth management. With a focus on delivering personalized solutions and exceptional customer service, Five Nations Capital Group is dedicated to helping clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can assist you with your financial needs.

Wealth Enhancement Group is a leading financial institution located at 110 Daniel Drive in Uniontown, Pennsylvania, United States. With a team of experienced financial advisors, Wealth Enhancement Group offers a wide range of services to help clients grow and manage their wealth effectively. Whether you are looking for investment advice, retirement planning, or estate planning, Wealth Enhancement Group is dedicated to providing personalized solutions to meet your financial goals. Contact us today to schedule a consultation and start building a brighter financial future.

Franklin Madison Advisors is a boutique private wealth management institution located at 2009 Mackenzie Way in Cranberry Township, Pennsylvania. Specializing in serving first-generation tech professionals, our team is dedicated to helping you establish a strong financial foundation to live your legacy. Led by founder Peter Donisanu, a first-gen wealth manager with over two decades of experience, we offer clear, concise fee-only wealth management services tailored to meet the unique needs of tech workers. Our comprehensive approach includes financial planning, investment management, advanced tax strategies, risk management, wealth preservation, legacy and estate planning, and more. We believe in empowering our clients to make a lasting impact on their families and communities, and we are committed to providing institutional-grade expertise with a personalized touch.

Elevate Private Wealth Advisors is a leading finance institution located at 2009 Mackenzie Way in Cranberry Township, Pennsylvania, United States. Our team of experienced advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored solutions, we strive to elevate our clients' wealth and financial well-being. Contact us today to learn more about how we can help you secure your financial future.

Individual Financial Services is a leading finance institution located at 1000 Stonewood Drive in Wexford, Pennsylvania. Our team of expert financial advisors is dedicated to providing personalized financial solutions to meet the unique needs and goals of each individual client. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to help. With a focus on building long-term relationships based on trust and integrity, Individual Financial Services is committed to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 435 Donner Avenue in Monessen, Pennsylvania, United States. With a long history of providing financial planning, investment, and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking for retirement planning, life insurance, investment management, or estate planning services, Northwestern Mutual is committed to providing you with expert guidance and support every step of the way. Visit their office in Monessen today to start planning for a more secure financial future.

Executive Financial Group is a finance institution located at 1322 North Main Street Extension in Butler, Pennsylvania, United States. Specializing in retirement planning, the institution offers personalized financial services to help individuals navigate their financial journey with ease. For more information on how Executive Financial Group can assist you with your retirement goals, fill out the form below to receive a complimentary copy of Patrick Kelly's "Stress-Free Retirement." Visit their office at 1322 N. Main Street Extension, Butler, PA 16001 for expert financial advice and guidance.

Confluence Advisors LLC is a strategic advisory firm located at 200 Wallace Road in Wexford, Pennsylvania, United States. Specializing in finance and health industries, our institution offers a range of services to assist both buyers and sellers in successful business acquisitions and sales. Our Strategic Acquisition Process is a unique 4-step approach that helps buyers acquire targeted companies by determining client objectives, opening doors, capturing deals, and executing the acquisition. For business owners looking to sell, our Business Sale Process is designed to maximize the value of their business through a 4-phase process that determines market value, positions the deal, creates a market, and executes the final sale.

Bridgeview Wealth, Inc. is a leading finance institution located at 435 Swanson Lane in Wexford, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, our experts are here to provide guidance and support every step of the way. Trust Bridgeview Wealth, Inc. to help you secure a brighter financial future.

Heritage Seubert Financial LLC is a finance institution located at 1501 Reedsdale Street in Pittsburgh, Pennsylvania, United States. We specialize in helping families, businesses, and institutions grow, preserve, and transfer wealth. Our office is situated in The Cardello Building at 701 North Point Drive in Pittsburgh. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our services may not be available in all states and countries. Additionally, opinions and actions taken on social media are those of third parties and do not necessarily reflect our views. By clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. We recommend reviewing the terms and conditions of these sites before proceeding.

Larry Pifer - Prudential Financial is a trusted finance and insurance agency located at 1001 Ardmore Boulevard in Pittsburgh, Pennsylvania. With a strong reputation for providing top-notch financial services and comprehensive insurance options, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Larry Pifer - Prudential Financial are committed to providing personalized solutions tailored to your specific needs. Visit their office today to secure your financial future.

D'Ambrosio Financial Advisors is a leading financial institution located at 400 Penn Center Boulevard in Pittsburgh, Pennsylvania, United States. Specializing in finance, our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a commitment to excellence and a dedication to client satisfaction, D'Ambrosio Financial Advisors is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

The Pittsburgh, PA Branch Office of UBS Financial Services Inc. is a reputable finance institution located at 5600 Walnut Street in Pittsburgh, Pennsylvania. As part of the global UBS network, this branch offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, UBS Financial Services Inc. in Pittsburgh is dedicated to providing personalized investment solutions and expert financial advice to help clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment strategies, the professionals at UBS Financial Services Inc. in Pittsburgh are committed to helping you navigate the complexities of the financial world.

Mosaic Wealth Consulting, led by Richard J. Smith, Jr., is a finance institution located at 508 Allegheny River Boulevard in Oakmont, Pennsylvania, United States. Specializing in personalized wealth management and financial planning services, the team at Mosaic Wealth Consulting is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building strong relationships and providing expert advice, Mosaic Wealth Consulting is committed to delivering exceptional service and guidance to individuals and families seeking to grow and protect their wealth.

Drazga Wealth is a leading finance institution located at 9500 Brooktree Road in Wexford, Pennsylvania, United States. With a focus on wealth management and financial planning, Drazga Wealth offers personalized services to help clients achieve their financial goals. Our team of experienced professionals provides expert advice and tailored solutions to help clients grow and protect their wealth. Whether you are planning for retirement, investing for the future, or managing your assets, Drazga Wealth is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Anthony J. Harris - Benchmark Financial Advisors is a reputable finance institution located at 2605 Nicholson Road in Sewickley, Pennsylvania. With a team of experienced financial advisors, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, they provide personalized solutions tailored to your individual needs. Trust Anthony J. Harris - Benchmark Financial Advisors to provide expert guidance and support in navigating the complexities of the financial world.

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.

First Command Financial Advisor - John Gourley is a finance institution located at 1370 Old Freeport Road, Pittsburgh, Pennsylvania, United States. They offer financial services to help clients achieve their financial goals. This institution is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their finances. The institution provides a testimonial from a satisfied client, showcasing their commitment to client satisfaction and success. This testimonial is given voluntarily and without any compensation, demonstrating the trust and satisfaction clients have in the services provided by First Command Financial Advisor - John Gourley.

Davis Financial Group is a renowned finance institution located at 100 Pennsylvania Avenue in Irwin, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of financial services including wealth management, retirement planning, investment advice, and more. Their commitment to providing personalized solutions tailored to each client's unique financial goals sets them apart in the industry. Whether you are looking to grow your wealth or secure your financial future, Davis Financial Group is dedicated to helping you achieve success.

Janney Montgomery Scott LLC is a finance institution located at 43 Beeson Avenue in Uniontown, Pennsylvania, United States. With a history spanning over a century, Janney Montgomery Scott is a full-service financial services firm offering a wide range of investment and wealth management services to individual and institutional clients. Their team of experienced financial advisors and analysts are dedicated to providing personalized solutions to help clients achieve their financial goals. Trust, integrity, and expertise are the hallmarks of Janney Montgomery Scott, making them a trusted partner for all your financial needs.

MacDougall Financial Counseling, located at 2364 Pennsylvania 66 in Delmont, Pennsylvania, is a finance institution that values enduring relationships as the foundation of financial well-being. They offer comprehensive support through life's changes, with a focus on personalized service tailored to each client's unique financial situation and goals. The firm, run by a family team, is committed to building long-lasting relationships with their clients. MacDougall Financial Counseling serves as a holistic resource for all financial matters, providing a personalized experience for each individual they work with.

Baum Private Wealth Advisors of Janney Montgomery Scott is a prestigious financial institution located in Pittsburgh, Pennsylvania, United States. With a focus on providing personalized wealth management services, their team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Baum Private Wealth Advisors offers tailored solutions to meet your individual needs. Trustworthy, knowledgeable, and committed to excellence, they are a trusted partner in navigating the complexities of the financial world.

Wealth Enhancement Group is a leading financial institution located at 11 Stanwix Street in Pittsburgh, Pennsylvania, United States. Specializing in wealth management and financial planning, our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Wealth Enhancement Group is committed to providing top-notch financial advice and guidance to individuals and families looking to enhance their wealth and secure a prosperous future.

Lifetime Financial Growth, headed by Timothy Gottus, is a leading finance institution located at 244 Boulevard of the Allies in Pittsburgh, Pennsylvania. With a focus on providing comprehensive and personalized financial planning services, our team of experts is dedicated to helping clients achieve their long-term financial goals and secure their financial future. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, we are committed to guiding you every step of the way. Trust Lifetime Financial Growth to provide you with the tools and expertise needed to ensure your financial growth and success.

Peterson, Binstock, & Associates is a reputable finance institution located at 244 Boulevard of the Allies in Pittsburgh, Pennsylvania. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investment strategies, retirement planning, or wealth management, Peterson, Binstock, & Associates has the expertise to guide you towards your financial goals. Trustworthy and dedicated, they are committed to providing top-notch financial advice and assistance to their clients in the United States.

BilkeyKatz Investment Consultants, Inc is a renowned finance institution located at 411 Seventh Avenue in Pittsburgh, Pennsylvania, United States. With a team of experienced and knowledgeable consultants, they provide expert financial advice and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, BilkeyKatz Investment Consultants, Inc is dedicated to helping you succeed in the world of finance.

Merrill Lynch Financial Advisor Brett M. Allen, located at 600 Grant Street in Pittsburgh, Pennsylvania, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brett can help you navigate today's changing market conditions. Brett is committed to building strong client relationships based on trust and personalized service, and believes in actively participating in the communities he serves. Through the Merrill Personal Wealth Analysis™, Brett can create a customized plan centered on your aspirations and focused on achieving what matters most to you. By understanding your unique investment preferences and goals, Brett can design a financial approach to help you pursue your passions and secure your financial future. As your life and goals evolve, Brett will work with you to update your approach and ensure you stay on track to achieve what's most important to you. Let Brett Allen help you reach your financial goals and live your best financial life.

Vista Pointe Wealth Solutions is a leading finance institution located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Vista Pointe Wealth Solutions is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Wells Fargo Advisors is a finance institution located at 515 Main Street in Clarion, Pennsylvania, United States. As a leading financial services firm, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized financial planning and investment strategies tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world and make informed decisions for your future.

Morgan Stanley Financial Advisors is a leading financial institution located at 520 Pellis Road in Greensburg, Pennsylvania, United States. Our team of experienced advisors provides personalized financial planning and investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support. Trust Morgan Stanley Financial Advisors to help you navigate the complex world of finance with confidence and peace of mind.