Pittsburgh Wealth Management
It can be anything you want it to be — travel, time with family, even a new career. We invite you to work with our team of advisers who care as much as you do. All the products you want with the personal service you expect. Create and deliver custom solutions for our most complex clients worldwide. Bring your sense of purpose to our open positions for experienced, motivated professionals.
She is always available to assist you with any questions or concerns. Before taking time off to raise her two children, she worked for Mellon Bank Corporation for ten years as Department Head Secretary in the Global Cash Management Department as well as in their Corporate Offices. Then join us as a Personal Banker / Personal Financial Services Trainee and demonstrate your ... Eric is the founder and president of Elek Wealth Management, LLC, and has been a registered representative of Commonwealth Financial Network® (Member FINRA/SIPC), since 2001. Prior to joining Commonwealth, Eric was a registered representative with The Advisors Group. John’s practice focuses on wealth accumulation, orderly income distribution, and wealth transfer for high-income and high-net-worth families.
People tell us the benefits of banking with Huntington are hard to believe. For information on Schwab services in other countries or regions, please see the list below. If you are searching for a U.S. location, please enter a valid zip code OR city and state. In 2022, we remained focused and made remarkable progress in our transformation in ways that benefitted all stakeholders. Read AIG’s 2022 Annual Report to learn about our journey and vision for the future.
With Seasons, our resources allow you to explore your options without receiving biased information or reviews. In addition, there are a variety of free resources that can help you to shop around for senior financial planning services, such as the FPA and RIA. Motivated by a passion for financial planning, we founded Beratung Advisors in 2016 to empower clients to make informed financial decisions in order to live fulfilling lives. We chose a lighthouse for our logo to represent the guidance we provide for our clients.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. In Europe, investment and insurance products and services are offered through First Command Europe Limited. First Command Europe Limited is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Limited.
The risk management services include insurance options to protect clients in case of an unexpected event. Charitable planning and education funding services are also available, as are income tax planning services. Established in 1993, Legend Financial Advisors, Inc. is a wealth management and financial services company that serves clients in Pittsburgh and the surrounding areas. It offers a complete lineup of wealth advisory and financial services, including financial planning, investment management, IRA rollover, and 401K management.
The accuracy and reliability of the content on this website cannot be assured and is subject to change without any prior notice. It’s why you can count on us for a comprehensive plan designed to address every financial matter and milestone in your life. “Trust that spans a lifetime” is more than just our motto – it’s our pledge to you.
Once you’ve laid out your deal criteria, you’ll start receiving opportunities from M&A advisors and company owners that align with your focus. Over 10,000 deals go to market every year on the Axial platform. Whether you are a generalist private equity investor or a niche strategic buyer, Axial makes it easy to articulate the exact types of investments you’re targeting.
Franklin Madison Advisors serves clients throughout the Pittsburgh metro area. The firm listens closely to each client's objectives, financial situation, and perspective and tailors the required service that supports their needs and personal goals through strategic financial planning and investment management. It offers financial services that cover all phases of life, from family savings to retirement to planning for children's education. It also helps clients manage their liabilities for today and the future. The firm's founder and president, Peter Donisanu, has been in the financial planning and advising industry since 2001. For individuals, Fort Pitt Capital offers investment management services and advisory services, including on planning for retirement, investing your savings or selling your business.
Our certified financial planners in Pittsburgh will use their knowledge and expertise to create an individualized plan, helping you achieve your goals through financial advisory services. This planning process includes savings, investments, insurance, budgeting and tax strategies. Guyasuta provides investment management and financial planning services, and will work with your other financial advisors to ensure it crafts a lasting, comprehensive solution. The firm says that it’s structured to allow its team to work collaboratively.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank / financial institution, and are subject to risks, including possible loss of the principal invested. Let us help you assess your current financial situation and tailor a plan to help you pursue your financial goals.
Many families undergo major changes that require intricate financial knowledge to navigate. First, we looked at data from the Bureau of Labor Statistics on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category in each city.
Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks. wealth management pittsburgh From new tax laws to stock market trends, our financial resources can keep you up to speed on the many factors impacting your portfolio. We were founded on the belief that with great wealth comes great responsibility. This is reflected in our emphasis on helping our clients reach their charitable goals while living up to that same standard ourselves.