Proactive investment management in Pittsburgh, PA
35 results found
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Unrivaled Wealth Management
● ClosedUnrivaled Wealth Management is a prestigious finance institution located at 126 Richbarn Road in Pittsburgh, Pennsylvania, United States. With a reputation for excellence and unparalleled expertise in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. From investment strategies to retirement planning, we offer personalized solutions tailored to each client's unique needs and objectives. Trust Unrivaled Wealth Management to provide you with the guidance and support needed to navigate the complexities of the financial world and make informed decisions to grow and protect your wealth.
126 Richbarn Rd, Pittsburgh, PA 15212, United States -
Alum Rock Wealth Management
● ClosedAlum Rock Wealth Management, located at 1910 Cochran Road in Pittsburgh, Pennsylvania, is a finance institution founded by Douglas J. Turner, an Accredited Wealth Management Advisor with 37 years of experience in the industry. The institution was established in July 2011 to provide clients with expert financial advice to help them plan for important life events and secure their future. In May 2017, Mike Wiedt, with 33 years of financial services experience, joined the team. Alum Rock Wealth Management offers a range of services to help clients achieve their financial goals, including retirement planning and investment management. The institution is affiliated with Cambridge Investment Research, Inc., a broker-dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
1263, 1910 Cochran Rd # 610, Pittsburgh, PA 15220, United States -
Walnut Wealth Management Group - UBS Financial Services Inc.
● OpenWalnut Wealth Management Group - UBS Financial Services Inc. is a prestigious finance institution located in the heart of Pittsburgh, Pennsylvania. With a prime location at 500 Grant Street, this institution offers expert financial services to help clients manage and grow their wealth effectively. The team at Walnut Wealth Management Group is dedicated to providing personalized investment strategies and financial planning to meet the unique needs and goals of each client. With a reputation for excellence and a commitment to client satisfaction, Walnut Wealth Management Group - UBS Financial Services Inc. is a trusted partner for individuals and businesses looking to secure their financial future.
BNY Mellon Center, 500 Grant St 46th Floor, Pittsburgh, PA 15219, United States -
Larson Financial Group - Pittsburgh
● OpenLarson Financial Group in Pittsburgh is a reputable finance institution located at 6245 Living Place in Pittsburgh, Pennsylvania. With a strong commitment to providing top-notch financial services, our experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Larson Financial Group is here to provide personalized solutions tailored to your needs. Contact us today to learn more about how we can help you secure your financial future.
6245 Living Pl Suite 200, Pittsburgh, PA 15206, United States -
James Wyman - RBC Wealth Management Branch Director
● ClosedJames Wyman is the Branch Director at RBC Wealth Management in Pittsburgh, Pennsylvania. With years of experience in the finance industry, James leads a team of dedicated professionals who are committed to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James and his team provide personalized solutions and expert advice to help you navigate the complexities of the financial world. Visit the RBC Wealth Management branch in Pittsburgh to discover the difference that a dedicated team of professionals can make in your financial future.
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States -
Frank B Emmerling - RBC Wealth Management Financial Advisor
● ClosedFrank B Emmerling - RBC Wealth Management Financial Advisor is a premier financial advisory firm located in the heart of Pittsburgh, PA, at the prestigious PPG Place. Our team, boasting nearly 70 years of combined industry experience, is dedicated to focusing all our energy and activities on our clients' financial success.
PPG Place, One, Suite 2900, Pittsburgh, PA 15222, United States -
The Speakman Financial Group
● ClosedThe Speakman Financial Group is a leading finance institution located at 2 Penn Center Boulevard in Pittsburgh, Pennsylvania, United States. With a focus on providing expert financial services and solutions, their team of professionals are dedicated to helping clients achieve their financial goals. Whether it's wealth management, investment planning, or retirement strategies, The Speakman Financial Group offers personalized services tailored to each client's unique needs. Trust in their expertise and experience to guide you towards a secure financial future.
2 Penn Center Blvd #325, Pittsburgh, PA 15276, United States -
The Musuneggi Financial Group, LLC
● OpenThe Musuneggi Financial Group, LLC is a finance institution located at 1910 Cochran Road in Pittsburgh, Pennsylvania, United States. With a focus on providing personalized financial planning and investment services, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, we offer comprehensive financial solutions tailored to your individual needs. Trust The Musuneggi Financial Group, LLC to guide you towards a secure financial future.
1910 Cochran Rd # 520, Pittsburgh, PA 15220, United States -
West Advisory Group, Inc
● ClosedWest Advisory Group, Inc is a finance institution located at 8160 Perry Highway in Pittsburgh, Pennsylvania. With a team of experienced financial advisors, we provide personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our knowledgeable team is here to guide you every step of the way. Trust West Advisory Group, Inc to provide you with expert financial advice and support.
8160 Perry Hwy, Pittsburgh, PA 15237, United States -
The Allegheny Group - Morgan Stanley
● OpenThe Allegheny Group - Morgan Stanley is a finance institution located in Pittsburgh, Pennsylvania, United States. As part of the global financial services firm Morgan Stanley, The Allegheny Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a focus on providing personalized financial solutions to individuals, businesses, and institutions, The Allegheny Group is dedicated to helping clients achieve their financial goals and secure their financial future.
PPG Place, 1, #1300, Pittsburgh, PA 15222, United States -
Carson Wealth
● ClosedCarson Wealth, located at 1 Bigelow Square in Pittsburgh, Pennsylvania, is a finance institution dedicated to providing comprehensive and objective financial advice to help clients simplify their lives and achieve their financial goals. With over 25 years of experience, our team of financial advisors in Pittsburgh offers personalized wealth solutions, including portfolio management, tax planning, risk management, estate planning, retirement planning, and more. Led by Forbes Best-In-State wealth advisor Neal McGrath, our firm is part of a nationally ranked organization and is committed to proactive tax planning and estate integration. We have a team of professionals, including CPAs, CFP®s, and JDs, who work together to guide clients towards making informed financial decisions tailored to their unique needs.
1 Bigelow Sq 20th floor, Pittsburgh, PA 15219, United States -
Huntington Wealth Service
● OpenHuntington Wealth Service is a financial institution located in Pittsburgh, Pennsylvania, United States. We offer a range of financial services, including ATM access for convenient cash withdrawals and deposits. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their wealth for the future. Whether you need assistance with investments, retirement planning, or estate management, Huntington Wealth Service is here to provide personalized solutions to meet your individual needs. Contact us today to learn more about how we can help you reach your financial objectives.
Pittsburgh, PA 15219, United States -
Norman M Ballard - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNorman M. Ballard is a Financial Advisor at Ameriprise Financial Services, LLC located at 2 Pittsburgh Circle in Ellwood City, Pennsylvania, United States. Norman 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 Norman's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Norman M. Ballard can provide you with comprehensive financial advice tailored to your specific needs. Contact Norman M. Ballard today for expert financial guidance and planning services.
2 Pittsburgh Cir, Ellwood City, PA 16117, United States -
Robert A Kovalchik - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRobert A Kovalchik is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5700 Corporate Drive in Pittsburgh, Pennsylvania, United States. Robert holds various certifications including 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 Robert's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Robert is dedicated to helping clients achieve their financial goals.
5700 Corporate Dr Ste 600, Pittsburgh, PA 15237, United States -
Equilibrium Wealth Advisors
● ClosedEquilibrium Wealth Advisors (EWA) is a finance institution located at 381 Mansfield Avenue, Pittsburgh, Pennsylvania, United States. We are proud to be among the 14% of Financial Advisors that offer Direct Indexing to our clients. Our mission at EWA is to help you achieve your financial goals, whether you are just starting out, planning for retirement, or enjoying your golden years. Transparency and value are our top priorities when working with clients. We aim to help you maintain balance in your life and make the most of your precious time. Our integrated approach to wealth management is designed to alleviate stress and allow you to focus on both current and future financial goals.
381 Mansfield Ave Suite 200A, Pittsburgh, PA 15220, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading financial institution located at 244 Boulevard of the Allies in Pittsburgh, Pennsylvania, United States. Specializing in wealth management and financial planning, Mariner Wealth Advisors offers personalized services to help clients achieve their financial goals. With a team of experienced advisors, they provide comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or managing your wealth, Mariner Wealth Advisors is dedicated to helping you navigate the complexities of the financial world.
244 Boulevard of the Allies First Floor, Pittsburgh, PA 15222, United States -
Ameriprise Financial: Bruna Anne
● ClosedAmeriprise Financial: Bruna Anne is a finance institution located at 5700 Corporate Drive in Pittsburgh, Pennsylvania, United States. Each Ameriprise advisor at this institution has specific "Top areas of focus" that can help align with your financial goals. You can review the backgrounds, credentials, and experience of the advisors to find the best match for your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation. Visit Ameriprise Financial: Bruna Anne to take the first step towards achieving your financial goals.
5700 Corporate Dr # 600, Pittsburgh, PA 15237, United States -
Merrill Lynch Financial Advisor Deborah F. Hughes
● ClosedMerrill Lynch Financial Advisor Deborah F. Hughes is a financial institution located at 5862 Baum Boulevard in Pittsburgh, Pennsylvania, United States. The institution is dedicated to helping clients pursue their financial goals through a simple and transparent approach supported by thoughtful investment guidance aligned with their life priorities. The team at Merrill Lynch works closely with clients to understand their goals, values, risk tolerance, and liquidity needs in order to create a personalized financial strategy. The institution offers a comprehensive financial planning process that begins with getting to know clients and their goals. By utilizing research in behavioral finance, Merrill Lynch has developed an Investment Personality Assessment to better understand clients as investors and customize financial approaches to help them achieve what matters most to them. Clients can expect ongoing support and guidance to navigate life changes and ensure their financial approach reflects their evolving goals.
5862 Baum Blvd, Pittsburgh, PA 15206, United States -
Donna Lee, MD
● OpenDoctor, Health Specialization:
St. Clair Outpatient Center, 2000 Oxford Dr #680, Bethel Park, PA 15102, United States -
Always Perfect Contracting
● OpenAt Always Perfect Contracting Inc., we believe that a roof is more than just a protective shield for your home; it’s a critical element that ensures the safety and comfort of your loved ones. Located at 833 Becks Run Rd, Pittsburgh, PA, our business specializes in providing exceptional roofing services that enhance the durability, value, and beauty of homes across Pittsburgh, PA.
833 Becks Run Rd, Pittsburgh, PA 15210, United States -
Hussain Mahmud, MD
● OpenDr. Hussain Mahmud is a highly esteemed and board-certified physician specializing in endocrinology, obesity medicine, and internal medicine. His practice is located at 3601 5th Avenue, Falk Suite 3B, Pittsburgh, PA 15213. Dr. Mahmud's clinical interests encompass a broad spectrum of endocrine disorders, with particular expertise in neuroendocrinology, obesity medicine, thyroid cancer, and diabetes management.Specializations: - Neuroendocrinology: Expertise in managing pituitary and adrenal disorders, with a focus on perioperative care for patients undergoing pituitary and skull base surgeries. - Obesity Medicine: Active participant in medical weight loss programs, providing comprehensive care and support for patients battling obesity.
3601 5th Avenue Falk Suite 3B, Pittsburgh, PA 15213, United States -
Brayman Construction
● ClosedAt Brayman Construction, we challenge the norms and deliver excellence with every project. With a deep-rooted commitment to innovation and technology, we have evolved from a small bridge and concrete company into a nationally-recognized leader in heavy-civil construction. Our expertise spans across various markets, making us a versatile and reliable partner in creating robust infrastructure solutions.Core Competencies:1. Foundations & Stability: We excel in delivering foundations that ensure the stability of critical structures, employing techniques such as piling, micropiles, caissons, drilled shafts, and grouting. 2. Transportation Infrastructure: Our projects connect communities to opportunities and a sustainable future. We design resilient and efficient transportation systems, including roads, railways, and bridges, using advanced techniques and prefabricated components to minimize disruption and maximize efficiency.
1000 John Roebling Wy, Saxonburg, PA 16056, United States -
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Ryan Dehn, Bankers Life Agent
● ClosedRyan Dehn is a dedicated Field Manager and Insurance Sales Representative based in Pittsburgh, PA, offering comprehensive insurance services at the address of 750 Holiday Dr Ste 420. As an agent for Bankers Life, Ryan Dehn provides a wide array of insurance options tailored to meet your specific needs. The core products available include offerings from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company.
750 Holiday Dr Ste 420, Pittsburgh, PA 15220, United States -
Ann Elizabeth Patterson, CRNP
● ClosedAbout the Business: Ann Elizabeth Patterson, CRNP, is a highly respected primary care provider and board-certified nurse practitioner by the American Academy of Nurse Practitioners. With a Bachelor of Science from the University of Connecticut Stamford and a Master of Science in Nursing from Duquesne University in Pittsburgh, Ann brings a wealth of knowledge and experience to her practice. Her clinical focus is on preventive health, ensuring her patients maintain optimal wellness through proactive care.
9104 Babcock Boulevard, Pittsburgh, Pennsylvania 15237, United States -
Record Nations
● ClosedAt Record Nations, we specialize in connecting businesses with top-tier document scanning and management providers. Located at 4734 Pittsburgh Avenue in Erie, Pennsylvania, our mission is to revolutionize the way businesses handle their information through digital solutions.Services Offered:1. Document Scanning and Digitization: - Transform physical paper documents into organized digital archives. - Eliminate administrative burdens, manual file searches, and excessive printing.
4734 Pittsburgh Avenue, Erie, Pennsylvania 16509, United States -
Widget Financial
● ClosedWidget Financial is your trusted local partner in financial services, conveniently located at 1029 Pittsburgh Avenue in Erie, Pennsylvania. We specialize in providing a range of financial solutions including ATM services and comprehensive financial advice to help you navigate your financial journey with confidence.
1029 Pittsburgh Avenue, Erie, Pennsylvania 16505, United States -
Worldwide Express
● ClosedWorldwide Express, located at 503 Martindale St, Pittsburgh, PA 15212, is a premier third-party logistics provider dedicated to meeting the shipping needs of small and mid-sized businesses. Specializing in small package and freight solutions, Worldwide Express offers proactive local support and specialized services to help businesses streamline their shipping operations and plan for future growth. With their innovative SpeedShip™ transportation management system, businesses can effortlessly create shipments, compare rates, consolidate billing, and more — all from anywhere, at any time. This technology empowers businesses to manage their shipping processes more efficiently, allowing them to focus on core operations.
503 Martindale St, Pittsburgh, PA 15212, United States -
Liberty Insurance Agency
● ClosedLiberty Insurance Agency is a premier insurance service provider located in Pittsburgh, PA. With a deep understanding of the industries we serve, we specialize in navigating the complexities of insurance to deliver the insights and information our clients need. Our goal is to provide comprehensive insurance solutions that help businesses manage risks, reduce costs, and ensure compliance.Services:1. Industry Expertise: We offer tailored insurance solutions by leveraging our expertise in various industries. Our team understands the unique challenges and opportunities in each sector, ensuring that our clients receive the most relevant and effective coverage.2. Training and HR Support: Our online training tool and Learning Management System (LMS) allow us to deliver training videos directly to your employees. Additionally, our HR portal provides resources for HR professionals who manage multiple roles within their organizations.3. Claims Management: We assist businesses in managing claims, particularly in workers’ compensation. By keeping the costs of claims low, we help maintain affordable premiums. We also advocate on behalf of our clients for first-party claims to ensure they receive every dollar they deserve.4. Loss Prevention Plans: For high-hazard industries, we develop repeatable loss prevention plans that can be applied across all franchisees. This consistency helps in keeping insurance costs low.5. Employee Relations: We recognize the importance of building interpersonal relationships with clients and offer training to help employees navigate diverse community interactions.6. Cost Management: From creative plan designs to alternative funding mechanisms, our seasoned consultants work with clients to find financial savings and manage costs effectively.7. Self-Funded Programs: For self-funded clients, we offer software that houses millions of claim lives, enabling accurate future claim predictions and proactive claim management.8. Employee Benefits Education: We provide comprehensive education and information to help employees understand and utilize their benefits effectively.9. Specialty Coverages: We offer specialty coverages for various needs, including agreed value coverage for vehicles, original parts coverage, and more.10. Cybersecurity Insurance: In today’s digital age, having a well-structured cyber policy is crucial. We provide coverage for first-party restoration/extortion expenses and social engineering fraud.11. Compliance and Regulatory Support: Our in-house compliance experts ensure that clients are compliant with Department of Labor standards and filings, avoiding fines, penalties, and fees.12. Risk Management Training: Our LMS includes courses on HR and Risk Management topics, including active shooter situation training and safety training for high-risk tools.Why Choose Liberty Insurance Agency? At Liberty Insurance Agency, we pride ourselves on our comprehensive approach to insurance and risk management. Our in-depth industry knowledge, advanced training tools, and commitment to client advocacy set us apart. We strive to provide peace of mind to our clients by ensuring they are well-covered, compliant, and supported in all aspects of their insurance needs.
GPS, Manor Oak 2, Mailing Address: 1910 Cochran Road, 155 Roessler Rd Suite 800, Pittsburgh, PA 15220, United States -
Merrill Lynch Financial Advisor Kristyn B O'Meara
● ClosedLocated on the 5th Floor at 180 Fort Couch Rd, Upper St Clair, PA 15241, Merrill Lynch Financial Advisor Kristyn B O'Meara offers comprehensive financial advisory services with a strong focus on personalized, goals-based strategies. Our team is dedicated to helping clients navigate their complex financial landscapes, providing tailored solutions that align with their aspirations for both lifestyle and legacy. Services Offered:
180 Fort Couch Rd 5th Floor, Upper St Clair, PA 15241, United States
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