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TOP 30 Legacy planning in Wexford, PA
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Zacharia Brown PC
Zacharia Brown PC is a reputable law firm located at 7500 Brooktree Road in Wexford, Pennsylvania, United States. Specializing in estate planning and long-term care needs, our team of attorneys, advocates, social workers, and experienced staff are dedicated to helping families plan their legacy and protect their loved ones. From interactive caregiver symposiums to assisting with estate administration, our firm offers comprehensive services tailored to meet the unique needs of each client. With a focus on older clients and their families, we use a variety of legal tools and techniques to achieve their goals and objectives. Our attorneys excel in estate planning, understanding the intricacies of Pennsylvania laws and providing industry insights from our thought leaders. Whether you need assistance with obtaining veteran's benefits, navigating the Medicaid process, or creating essential estate planning documents, Zacharia Brown PC is here to help. Contact us today to learn more about how we can assist you in planning for your future and protecting your assets.
True Wealth Design
True Wealth Design is a finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we prioritize transparency and always act in your best interests as fiduciaries. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, are dedicated to providing you with objective advice and robust planning tailored to your unique financial goals.
Confluence Advisors LLC
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.
Riverview Wealth Partners, LLC
Riverview Wealth Partners, LLC is a reputable finance institution located at 5500 Brooktree Road in Wexford, Pennsylvania, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their wealth management goals through personalized strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and transparency, Riverview Wealth Partners, LLC is committed to providing clients with the guidance and support needed to navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
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