Management advisory services in Wexford, Pennsylvania

McKinley Carter Wealth Services, located at 100 Bradford Road in Wexford, Pennsylvania, is a finance institution dedicated to helping clients build their financial instincts and confidence. Their 4Q2023 Market Review and Investment Outlook for 2024 provides valuable insights for clients looking to take control of their wealth and future. With a focus on retirement plans designed for peak return and staying true to values without sacrificing financial returns, McKinley Carter offers a personalized and energizing experience for every client. As an SEC registered independent wealth management firm, they provide Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services to help clients achieve their financial goals.

Core Wealth Management is a finance institution located at 6031 Wallace Road Extension, Wexford, Pennsylvania, United States. We believe that financial planning is the core element for your life, both now and in the future. Our team collaborates with individuals and business owners to implement strategies that help them reach their investment, retirement, insurance, and estate planning goals. When you become a client of Core Wealth Management, you are committing to your financial future and trusting us to help you pursue your goals. Our goal is to exceed your expectations as financial professionals. You can access information and resources related to your finances 24 hours a day through our dedicated page. Securities are offered through Grove Point Investments, LLC, member FINRA/SIPC, and investment advisory services are offered through Grove Point Advisors, LLC. Core Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries. Third-party posts do not reflect the views of Grove Point Advisors, LLC and should not be considered tax/legal advice. Consult your advisor for personalized guidance. Investments may fluctuate, and past performance does not guarantee future results.

Virtually DAWN Bookkeeping and Advisory Services is a professional accounting and finance institution located at 2619 Fountain Hills Drive in Wexford, Pennsylvania, United States. Our team of experienced professionals offers virtual bookkeeping and financial advisory services to help businesses manage their finances efficiently. Whether you need help with bookkeeping, tax preparation, payroll, or financial planning, we are here to provide expert guidance and support. Trust Virtually DAWN to handle all your accounting needs with precision and professionalism.

Hampton Wealth Management is a premier financial advisory firm located at 6021 Wallace Rd Extension Suite 200, Wexford, PA 15090, United States. Specializing in comprehensive wealth management, the firm offers a range of services including investment planning, retirement strategies, estate planning, and risk management. With a client-centric approach, Hampton Wealth Management aims to provide personalized financial solutions tailored to meet the unique needs and goals of each individual or business. Their team of experienced financial advisors is dedicated to helping clients navigate the complexities of financial planning, ensuring a secure and prosperous financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hampton Wealth Management is committed to delivering expert guidance and exceptional service.

Axios Advisory Group Ltd is a finance institution located at 115 VIP Drive in Wexford, Pennsylvania, United States. We specialize in providing expert financial advice and services to our clients, helping them navigate the complexities of the financial world and achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, Axios Advisory Group Ltd is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.

Keystone Advisory Solutions, LLC is a finance institution located at 11676 Perry Highway in Wexford, Pennsylvania, United States. Our expert team provides personalized financial advisory services to help clients achieve their financial goals. With a focus on building long-term relationships, we offer tailored solutions to meet the unique needs of each individual or business. Trust Keystone Advisory Solutions, LLC to guide you towards a secure financial future.

Wexford Wealth Advisors LLC is a trusted financial advisory firm located at 11676 Perry Highway, Wexford, PA 15090, United States. Specializing in comprehensive wealth management and financial planning services, this esteemed business is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable advisors, Wexford Wealth Advisors LLC provides personalized strategies tailored to meet the unique needs of each client. Whether you're planning for retirement, managing investments, or seeking expert advice on estate planning, Wexford Wealth Advisors LLC offers the expertise and guidance necessary to navigate the complexities of financial management. Committed to excellence and client satisfaction, they are a reliable partner in your journey towards financial success.

Keystone Advisory Solutions, LLC is a premier financial advisory firm located in the heart of Wexford, Pennsylvania, at Professional Building III, 11676 Perry Hwy #3104. Specializing in a wide range of financial services, Keystone Advisory Solutions is dedicated to helping clients achieve their financial goals through personalized and strategic planning. Whether you are looking for investment advice, retirement planning, or comprehensive financial management, their team of experienced advisors offers tailored solutions to meet your unique needs. Committed to excellence and client satisfaction, Keystone Advisory Solutions, LLC stands as a trusted partner in navigating the complexities of finance, ensuring your financial future is secure and prosperous.

Avotri Odoom & Co. LLC is a premier accounting and finance firm located at 10431 Perry Highway, Wexford, Pennsylvania 15090, United States. Specializing in a comprehensive range of financial services, the firm is dedicated to providing expert guidance and personalized solutions to meet the unique needs of both individuals and businesses. With a team of highly skilled professionals, Avotri Odoom & Co. LLC offers services including tax preparation and planning, bookkeeping, financial consulting, audit and assurance, and business advisory. Their commitment to excellence and client satisfaction ensures that every financial decision is backed by thorough analysis and strategic insight. Whether you are looking to optimize your personal finances or enhance your business operations, Avotri Odoom & Co. LLC stands as a trusted partner in achieving financial success.

Morgan Stanley Financial Advisors is a leading finance institution located at 2100 Georgetown Drive in Sewickley, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. From investment management to retirement planning, we offer a wide range of services to meet the unique needs of each individual. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.

Pennsylvania Financial Group is a leading finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania. We specialize in providing a wide range of financial services to individuals, families, and businesses in the area. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Pennsylvania Financial Group is here to help. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Greg Miller & Associates is a finance institution located at 109 VIP Drive in Wexford, Pennsylvania. With a focus on helping individuals reach their retirement goals, we believe that it is never too early or too late to start preparing for your financial future. Our team of experts can help you preserve and transfer your assets to your heirs, ensure you have the right insurance coverage, evaluate your investments, and minimize your tax burden. With certifications as a Certified Estate Planner and Registered Financial Consultant, we have been providing trusted financial advice since 2000. Our advisory services are offered through Guardian Capital, LLC, while insurance products and Estate Planning services are provided through Greg Miller & Associates. Take the first step towards a personalized financial future by contacting us at 724-934-3050.

Three Rivers Executive Consulting (TREC) is a leading finance and insurance agency located at 3000 Stonewood Drive in Wexford, Pennsylvania, United States. With a team of experienced professionals, TREC provides top-notch consulting services to help individuals and businesses make informed financial decisions. Whether you are looking for investment advice, insurance solutions, or retirement planning, TREC is dedicated to providing personalized and comprehensive services to meet your needs. Visit us today to see how we can help you secure your financial future.

Douglas Kress, MD, is a highly respected pediatric dermatologist based in Wexford, Pennsylvania. As Chief of the Division of Pediatric Dermatology at UPMC Children’s Hospital of Pittsburgh and a Clinical Associate Professor in the Department of Dermatology at the University of Pittsburgh School of Medicine, Dr. Kress leads the only dedicated pediatric dermatology practice in western Pennsylvania. Qualifications:

Holsinger P.C., Certified Public Accountants, located at 117 VIP Drive in Wexford, Pennsylvania, offers customizable accounting and finance services to meet the specific needs of each client. With competitive pricing and a dedicated team of professionals, our firm is committed to providing the best services in the area. Our team is passionate about their work, clients, and community, ensuring that every client receives personalized and attentive service. As members of the Private Companies Practice Section of the AICPA, we undergo regular peer reviews to maintain the highest standards of service.

UPMC Hamot Testing Center is dedicated to providing essential COVID-19 testing services to the community of Erie, PA. Located in the Leir Building at 150 W 3rd St, our center ensures that residents have access to reliable and efficient testing, crucial for managing and mitigating the spread of COVID-19.COVID-19 Testing Services: UPMC offers COVID-19 testing at various locations throughout our communities, including the Hamot Testing Center. Here are the key steps and requirements for getting tested:1. Doctor's Order and Appointment: - Most UPMC test sites, including Hamot, require a doctor's order (referral) and an appointment.

West Penn Appraisers Inc. is a reputable finance business located at 6200 Brooktree Rd STE 310, Wexford, PA 15090, United States. Specializing in property appraisals, they provide expert and reliable valuation services for a variety of real estate needs. Whether you're buying, selling, refinancing, or managing estate planning, their team of experienced appraisers ensures accurate and timely assessments. Committed to excellence and customer satisfaction, West Penn Appraisers Inc. leverages local market knowledge and industry expertise to deliver precise property evaluations that clients can trust.

Foresight Advisors LLC is a trusted institution located at 100 VIP Drive in Wexford, Pennsylvania, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals provides expert guidance and strategic advice to help clients navigate complex financial and legal matters. Whether you are a business owner, individual investor, or legal professional, Foresight Advisors LLC is dedicated to helping you achieve your goals and secure a prosperous future. Contact us today to learn more about our comprehensive services and personalized approach to financial and legal planning.

The Academic Institute of Real Estate, LLC is a prestigious educational institution located at 11269 Perry Highway in Wexford, Pennsylvania, United States. Our institute offers comprehensive courses and programs in real estate, designed to provide students with the knowledge and skills needed to succeed in the competitive real estate industry. With experienced faculty and a cutting-edge curriculum, we strive to develop the next generation of real estate professionals. Join us at the Academic Institute of Real Estate, LLC and take the first step towards a successful career in real estate.

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.

Plans to Prosper, LLC, located at 109 Gateway Avenue in Wexford, Pennsylvania, is a finance institution that has recently partnered with True Wealth Design. This partnership, effective as of December 30, 2022, brings together two firms dedicated to helping clients achieve their financial goals through comprehensive financial planning, investment management, and tax services. True Wealth Design specializes in holistic wealth management, financial planning, and investment advisory services for individuals, families, and business owners. Led by founder Rob Choiniere, CFP®, Plans to Prosper is excited to join forces with True Wealth Design to provide clients with even more resources and expertise. With a focus on putting clients first and operating as fiduciaries, both firms are committed to delivering personalized, high-touch service in a boutique environment.

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.

Janney Montgomery Scott LLC is a reputable finance institution located at 2200 Georgetown Drive in Sewickley, Pennsylvania, United States. With a long-standing history of providing top-notch financial services, Janney Montgomery Scott LLC offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to each client, ensuring that their financial needs are met with the utmost care and expertise. Whether you are looking to grow your investments or plan for the future, Janney Montgomery Scott LLC is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Laurel Capital Corporation is a finance institution located at 6600 Brooktree Court in Wexford, Pennsylvania, United States. Specializing in a wide range of financial services, Laurel Capital Corporation is committed to providing top-notch financial solutions to individuals and businesses. With a team of experienced professionals, they offer personalized services to help clients achieve their financial goals. Whether you are looking for investment opportunities, loans, or financial planning advice, Laurel Capital Corporation is dedicated to helping you navigate the complex world of finance with confidence.

Porti Tax & Financial Group is a reputable accounting and finance institution located at 5000 Stonewood Drive in Wexford, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their dedication to providing personalized and reliable financial solutions sets them apart from other institutions. Whether you are an individual or a business owner, Porti Tax & Financial Group is committed to helping you achieve your financial goals.

Frank E. Sparr & Company is a renowned accounting and finance institution located at 2000 Corporate Drive in Wexford, Pennsylvania, United States. With a commitment to providing top-notch financial services, their team of experts offers a wide range of accounting and finance solutions to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, Frank E. Sparr & Company is dedicated to helping you achieve your financial goals. Visit their office today to experience their exceptional service and expertise firsthand.

Koehler, Hinds & Associates, LLC is a leading accounting and finance firm located at 6400 Brooktree Court in Wexford, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, financial planning, or any other accounting needs, we are here to help. Trust Koehler, Hinds & Associates, LLC for all your financial needs.

AMCA Systems, LLC is a finance institution located at 101 Bradford Road in Wexford, Pennsylvania, United States. Specializing in providing comprehensive financial services, AMCA Systems, LLC offers a range of solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, they are dedicated to helping clients achieve their financial goals and secure their financial future. Whether it's investment management, retirement planning, or wealth preservation, AMCA Systems, LLC is committed to delivering top-notch financial services with integrity and expertise.

Whitney Gray, CRNP, is a highly skilled and compassionate nurse practitioner with a dedicated focus on pediatric gastroenterology, hepatology, and nutrition. She is affiliated with UPMC Children’s Hospital of Pittsburgh, where she specializes in the care of children and adolescents with Inflammatory Bowel Disease (IBD). Whitney is certified as a Family Nurse Practitioner by the American Academy of Nurse Practitioners Certification Board and as a Pediatric Nurse by the Pediatric Nursing Certification Board. Whitney's academic background is impressive, holding a Bachelor of Science in Human Biology, Health, and Society from Cornell University, where she also studied Psychology and Social Policy in London. She furthered her education with a Bachelor and Master of Science in Nursing from The George Washington University. Whitney has also completed advanced training, including the Advanced Practice Provider Leadership Certificate Course from the University of Pittsburgh and a specialized certificate in Pediatric Gastroenterology, Hepatology, and Nutrition Nursing from the APGNN.