TOP 10 Wealth management firms in McMurray, Pennsylvania

Botkin Family Wealth Management is a family-owned financial planning and investment firm located at 2948 Washington Road in McMurray, Pennsylvania. Founded by a father-daughter-son team of financial advisors who broke away from a large brokerage on Wall Street, our institution is dedicated to making a difference in your family's life. We believe in staying connected with our clients through life's many seasons, providing personalized advice and guidance tailored to your individual needs. Our independence allows us to focus solely on your best interests, free from the influence of larger brokerage firms. Securities are offered through LPL Financial, while investment advice is offered through Private Advisor Group. We are committed to helping you turn your life savings into a sustainable income for retirement. Check our background on Finra's Brokercheck and contact us to learn more about how we can help you achieve your financial goals.

Harris Wealth Management is a premier financial advisory firm located at 4160 Washington Rd, McMurray, PA 15317, United States. Specializing in personalized financial planning and investment management, Harris Wealth Management is dedicated to helping individuals, families, and businesses achieve their financial goals. With a commitment to providing exceptional service and tailored financial strategies, the experienced team at Harris Wealth Management offers comprehensive solutions in areas such as retirement planning, estate planning, tax optimization, and risk management. Clients can expect a proactive approach, grounded in deep industry knowledge and a client-centric philosophy, ensuring that their financial well-being is always the top priority. Whether you're looking to grow your wealth, preserve your assets, or plan for the future, Harris Wealth Management is your trusted partner in financial success.

Zacharia Brown PC is a boutique law firm located at 111 West McMurray Road in McMurray, Pennsylvania, United States. Specializing in estate planning and long term care needs, our team of attorneys, advocates, social workers, and experienced staff work together to assist individuals and families in all stages of life. We strive to help families plan their legacy and protect their loved ones, offering industry insights and personalized legal tools and techniques to meet the goals and objectives of our clients. Whether you need assistance with estate planning, opening an estate, or navigating the complexities of long term care, Zacharia Brown PC is here to help. Our knowledgeable and experienced attorneys, such as Christine Brown Murphy, Colleen Bratkovich, and Carl Zacharia, provide professional and compassionate guidance to ensure your needs are met. Visit our information hub or contact us to learn more about how we can assist you in achieving your estate and long term care planning goals. Download our publication for more information and to get started on protecting your assets and life savings today.

Peacock Keller & Ecker LLP is a prestigious law firm located at 3515 Washington Road in McMurray, Pennsylvania. With a team of highly experienced and skilled lawyers, they provide a wide range of legal services to their clients. Specializing in various areas of law, including corporate law, family law, real estate law, and more, Peacock Keller & Ecker LLP is dedicated to providing top-notch legal representation and guidance. Whether you are in need of legal advice for personal matters or seeking representation for your business, you can trust the expertise and professionalism of the attorneys at this renowned institution.

Franty & Company PC is a reputable accounting and finance institution located at 455 Valley Brook Road in McMurray, Pennsylvania, United States. We cater to a diverse client base, ranging from individuals to private corporations, providing high-quality, timely, and proactive services to address and resolve financial issues. Our goal is to minimize taxes, maximize wealth, and mitigate risk for our clients, ultimately contributing to their success. At Franty & Company PC, we aim to enhance our clients' success, productivity, and resilience in overcoming challenges to achieve their goals. While we specialize in business, accounting, and tax matters, our focus extends beyond closing the books of the past year to opening doors to new opportunities in the future.

Pittsburgh Financial Consultants is a renowned finance institution located at 205 East McMurray Road in McMurray, Pennsylvania. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, tax strategies, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you manage your finances effectively.

Fragasso Financial Advisors is a finance institution located at 3402 Washington Road in McMurray, Pennsylvania, United States. They provide comprehensive financial planning and investment management services to help individuals and families achieve their financial goals. With a team of experienced advisors and a personalized approach to financial planning, Fragasso Financial Advisors is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future.

Ivana Liberatore CPA, CFP & Associates is a renowned accounting and finance institution located at 228 East McMurray Road in McMurray, Pennsylvania, United States. With a team of highly qualified professionals, including Certified Public Accountants and Certified Financial Planners, the institution offers a wide range of services to individuals and businesses. From tax preparation to financial planning, Ivana Liberatore CPA, CFP & Associates is dedicated to providing expert guidance and personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a reputation for integrity, this institution is a trusted partner for all accounting and finance needs.

Confluence Financial Partners, located at 732 East McMurray Road in McMurray, Pennsylvania, is a wealth management firm dedicated to helping clients plan for a brighter future. With a focus on building long-lasting relationships, the team at Confluence Financial Partners works closely with clients to define their financial, life, and legacy goals, creating comprehensive plans to achieve them. Specializing in customized employer-sponsored retirement plans for business owners and entrepreneurs, Confluence Financial Partners strives to empower employees to take control of their retirement. Founded with the goal of setting a new standard in the financial services industry, the firm has quickly grown to serve over 2,400 families in 40 states.

Coleman Financial Services LLC, located at 61 McMurray Road in Pittsburgh, Pennsylvania, has been proudly serving local families and businesses since 1985. Specializing in finance, they offer a range of services to help clients make informed decisions about retirement planning, investment strategies, asset allocation, risk management, and tax optimization. Led by Glenn Coleman, the company also provides expertise in insurance products tailored to individual needs. With a focus on long-term goals and family-oriented service, Coleman Financial Services is dedicated to helping clients achieve financial security and success. Contact them today to start planning for a secure financial future. Securities and investment advisory services are offered through Geneos Wealth Management, Inc.

Wright Associates is a reputable finance institution located at 61 McMurray Road in Pittsburgh, Pennsylvania, United States. With a strong focus on providing top-notch financial services and expertise, Wright Associates is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Wright Associates is dedicated to providing personalized solutions tailored to your specific needs. Trust in Wright Associates for all your financial needs and let us help you secure a brighter financial future.

Ragan & Connell PC is a reputable accounting and finance institution located at 3025 Washington Road in McMurray, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business owner, Ragan & Connell PC is dedicated to helping you achieve your financial goals.

LoPresti & Company, LLC is a reputable accounting and finance institution located at 4160 Washington Road in McMurray, Pennsylvania. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust LoPresti & Company, LLC to provide accurate and reliable financial guidance to help them achieve their goals. Their commitment to excellence and personalized service sets them apart in the industry.

DiClaudio & Kramer LLC is a reputable accounting and finance institution located in McMurray, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, DiClaudio & Kramer LLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are looking for assistance with your taxes or need help with financial planning, DiClaudio & Kramer LLC is the trusted partner you can rely on.

David Mitchell & Associates is a reputable accounting and finance institution located at 61 McMurray Road in Pittsburgh, Pennsylvania. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of expert accounting services, David Mitchell & Associates is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management.

The Sluss Advisory Group is a premier financial advisory firm located at 380 Southpointe Blvd, McMurray, PA 15317, United States. Specializing in comprehensive financial planning and wealth management, The Sluss Advisory Group is dedicated to helping individuals, families, and businesses achieve their financial goals. With a deep commitment to personalized service, the experienced team at The Sluss Advisory Group offers a range of services including retirement planning, investment management, estate planning, and risk management. Clients can expect tailored strategies that align with their unique financial objectives, delivered with the utmost professionalism and integrity. Whether you are planning for retirement, managing your investments, or seeking to protect your assets, The Sluss Advisory Group is your trusted partner in navigating the complexities of financial planning.

Shred Nations, located at 4017 Washington Rd, McMurray, PA 15317, is your trusted partner for secure and efficient document destruction services. As a hub for connecting clients with a network of professional shredding providers, Shred Nations offers a variety of solutions to meet your shredding needs, whether personal or business-related. Drop-off shredding is an ideal, cost-effective solution for small-scale projects involving 90 lbs or less of paper. You can conveniently drop off your documents at The UPS Store in McMurray, where they will be securely stored until shredding. This option is perfect for decluttering your workspace and protecting sensitive information without breaking the bank. However, it’s important to note that drop-off services do not include a certificate of destruction and are not suitable for hard drives or electronic devices.