TOP 10 Proactive financial planning in Monroeville, Pennsylvania

4 results found

Heather Reed is a financial advisor at Ameriprise Financial Services, LLC located at 2790 Mosside Boulevard in Monroeville, Pennsylvania, United States. Heather holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Heather's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Heather Reed can provide personalized financial advice tailored to your specific needs.

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.

Henry Rossi & Co is a reputable accounting and finance institution located at 50 Seco Drive in Monroeville, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Henry Rossi & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit them today to see how they can assist you with all your accounting and finance needs.

Andrew Capets - State Farm Insurance Agent is an insurance agency located at 4229 Northern Pike in Monroeville, Pennsylvania, United States. Situated next to Gateway Grill Plaza, up the hill from Ross Appliance, our office is dedicated to providing exceptional service tailored to meet your unique needs. We believe in understanding your specific goals and priorities to offer top-notch insurance services. Our personalized approach and proactive communication ensure that our policyholders feel valued and confident in our services. With a wide range of coverage options, competitive products, and outstanding customer service, we are the ideal choice for individuals and families seeking a new insurance provider. Whether you need auto, home, life, or any other type of insurance, we have you covered. Don't settle for less - switch to us today and experience our exceptional service firsthand. Located in Monroeville, we serve Western Pennsylvania and the Pittsburgh area, including Trafford, Level Green, North Huntingdon, Irwin, Pitcairn, and more. With over 33 years of experience with State Farm, I am dedicated to protecting your family and business. As a second-generation State Farm Agent, I am committed to providing friendly, high-quality customer service available 24/7.