Financial Planning Advice and Financial Advisors
Jeff's focus on detail and analysis helps him serve clients with customized portfolio and planning concepts while working to achieve the financial goals of our clients... Financial life planning devised specifically for secondary and tertiary level academics helping you to build viable, prosperous, influential financial lives. John has been a registered representative of Commonwealth Financial Network® (Member FINRA/SIPC) since 2002. Prior to his work in the financial services industry in 1992, John held a number of engineering and management positions for a multinational company. Our financial advisors make planning your future easier than ever before.
Discover what happens when you combine an active, independent approach with a disciplined investment process. Investing in securities involves risk, and there is always the potential of losing money. Asset allocation and rebalancing do not ensure a profit or guarantee against loss. Learn how a Prudential rollover can help get all your retirement plans working better — together. That retirement plan you’ve kept with a previous employer could be working harder. Prudential offers a wide range of annuities so it’s easy to find a strategy in line with your goals.
We oversee, support, and direct other members of the professional team to deliver the highest level of performance, service, and attention to detail. We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us. Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process.
Endorsements were provided by promoters or influencers and those individuals were compensated by Facet Wealth, Inc. ("Facet") and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience. Unbiased, personalized, and actually affordable financial advice for every facet of life is essential to living well.
With the assistance of the in-house portfolio management team, seamless investment management is provided on behalf of all clients. Private wealth management is the practice of using financial planning and investment services to provide comprehensive management of an individual’s wealth. When you meet with one of our private wealth advisors in Pittsburgh, you’ll discuss your personal and financial goals with a professional who will evaluate your current financial standing. Then, we’ll use this information to create a plan and investment strategy.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Staley Capital provides a wide range of investment options for clients in Pittsburgh. The wealth management firm offers market analysis that comprises investment styles, asset classes, industry sectors, and common stocks to corporations. Non-profit organizations, families, family partnerships, private foundations, and trusts are also considered in its analyses for clients. Founder and president, John A. Staley, IV, currently serves on the boards of various privately held firms, as well as the Children's Hospital of Pittsburgh and Duquesne University as a Trustee Emeritus. The Coury Firm, an advisory firm run by the Coury family, is next on our list. While the firm doesn’t have an explicit account minimum, it does charge a minimum annual fee of $30,000, which may make its services cost-prohibitive to clients with smaller portfolios.
BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. Secure Money Advisors has been a paid member of the BBB since at least 2012, but does not pay for the accreditation of the BBB. Private Client Group Support All financial services firms have a unique culture and operating philosophy.
Being a fiduciary advisor means that we don't get paid sales commissions for selling products that may not align with your goals. Instead, we provide financial advice that only aligns in your best interest to build your financial future. Fragasso Financial Advisors has been in operation since 1972 with 5 locations to serve you. Each client features a financial advisor, portfolio manager and administrative specialist.
Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Business owners have unique challenges, and their personal wealth is often interconnected with their enterprise. Our ability to successfully help our clients confidently pursue their goals and worry less about their finances has earned us significant recognition in the industry. Learn more about the many awards the Coghill Investment Strategies team has attained. Ascent Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. At Ascent, we put forward a higher standard of excellence, trust and teamwork – all focused on providing the best futures for our clients. Our lasting success is based on how well we deliver on your dreams.
This content has been prepared for informational purposes only, and should not be construed as tax, legal, or individualized investment advice. Human Interest Advisors LLC does not provide tax or legal advice. In the event third-party data and/or statistics are used, they have been obtained from sources believed to be reliable; however, we cannot guarantee their accuracy or completeness. Investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC , a registered investment adviser, for a fee. Brokerage services are provided through Fidelity Brokerage Services LLC . Barron's Top 1200 Independent Advisors list is determined by data provided by roughly 6,000 of the most successful advisors in the U.S.
YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. “Preferred” listings, or those with featured website buttons, indicate YP advertisers certified wealth advisor pittsburgh who directly provide information about their businesses to help consumers make more informed buying decisions. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.