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TOP 30 Legacy planning in Monroeville, PA
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The Estate Planning Centers at Coulter & May, PC
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. - Monroeville
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.
Shear Capital Group, LLC
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.
Matthew Eisenhuth - Private Wealth Advisor, Ameriprise Financial Services, LLC
Matthew Eisenhuth - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, we provide investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress tracking ensure that your financial plan evolves with your changing needs. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you secure a confident financial future. Explore important retirement income issues with our Retirement InteractiveSM tool. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Matthew Eisenhuth is registered in select states - refer to FINRA's BrokerCheck website for details. Join us to discuss your financial priorities and start your journey towards financial success.
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