Strategic tax guidance in Wexford, Pennsylvania

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.

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 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.

Jill Baker is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8500 Brooktree Road in Wexford, Pennsylvania, United States. Jill 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 Jill's expertise in asset management, estate planning, retirement planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Jill is committed to providing comprehensive and ethical financial advice, tailored to meet the diverse needs of her clients. Contact Jill Baker for expert guidance in navigating the complexities of wealth management and financial planning.

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.

Symbiotries, Inc. is a premier financial services firm located at 3500 Brooktree Road, Wexford, Pennsylvania 15090, United States. Renowned for its commitment to excellence and innovative approach, Symbiotries, Inc. offers a comprehensive range of financial solutions tailored to meet the unique needs of individuals, families, and businesses. With a focus on personalized service, the expert team at Symbiotries, Inc. provides insightful guidance in areas such as investment management, retirement planning, tax strategy, and wealth preservation. Rooted in a deep understanding of the financial landscape, Symbiotries, Inc. is dedicated to helping clients achieve their financial goals and secure a prosperous future. Whether you are planning for retirement, managing your investment portfolio, or seeking strategic financial advice, Symbiotries, Inc. stands as a trusted partner in your financial journey.

Eamon Capital Management is a premier financial services firm located at 7500 Brooktree Rd #100, Wexford, PA 15090, United States. Specializing in comprehensive financial planning and investment management, Eamon Capital Management is dedicated to helping clients achieve their financial goals through personalized and strategic guidance. With a commitment to excellence and integrity, the experienced team at Eamon Capital Management offers a range of services including retirement planning, portfolio management, wealth preservation, and tax-efficient strategies. Clients can expect a tailored approach that aligns with their unique financial needs and aspirations, ensuring a secure and prosperous future.