2024 Investment advisor pittsburgh - Read more about Find an Advisor from Carson Wealth. With Carson Wealth, money doesn't have to be complicated. Search; For Advisors. Grow With Us; Succession Solution (919) 213-8731; ... LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a …

 
He began his career as a registered investment advisor in 1967. In 1987, he founded Bill Few Associates, a wealth management firm that provides financial counseling, investment management and investment and estate planning advice to individuals and businesses. Bill passed away at the age of 68 in August of 2003.. Investment advisor pittsburgh

Financial advisors working with individuals and businesses in Pittsburgh, PA, offering an in-depth understanding of our clients' financial needs.Pittsburgh, PA 15203 . Open in Google Maps Contact us. If You're Interested in Our Investment Advisory Services, Please Contact Us At: (503) 226.0470 ... If You're …Mar 2002 - Present 21 years 9 months. Pittsburgh, PA. An experienced and knowledgeable Investment Adviser Representative, Matt Oxenreiter possesses the background and …412.566.6765. 600 Grant Street. Floor 49. Pittsburgh, PA 15219. Learn more about an advisor's background on. FINRA's BrokerCheck. Your path towards success is unique & is about more than just investments. It’s about your family, your work, & your legacy. We are devoted to helping you be purposeful with your wealth.LI network: Equilibrium Wealth Advisors has a client who owns a dentist practice within 30 minutes of Pittsburgh. He is looking to hire a young… Shared by Nick Stonesifer, CFP®,ChFC®Guyasuta Investment Advisors Financial Services Pittsburgh, PA 71 followers Set your goals. Plan for success.Brian Quaranta is the founder and president of Secure Money Advisors. He helps clients develop their retirement plan utilizing Secure Money Advisors’ comprehensive five-step approach. Brian continues to guide clients through their retirement using Secure Money Advisors’ 4-1-1 Servicing Model. A 1999 graduate of Robert Morris University ... 447 Financial Advisor' jobs available in Pittsburgh, PA on Indeed.com. Apply to Financial Advisor, Relationship Banker, Career Advisor and more! North River Wealth Advisors is an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country. We apply our nearly two decades of experience to help you achieve what matters most.Disclosure. Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services.GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member.GFA may pay referral fees or other remuneration to …The first step is to figure out what kind of financial advice you need–whether that be estate planning, saving for retirement, or simply seeking the best way to invest your savings. This will ...This ranking of Pittsburgh’s top advisors can make your search for the right advisor easier. We cover what you need to know to make an informed decision. MagnifyMoneyXPYRIA Investment Advisors, Pittsburgh, Pennsylvania. 32 likes · 3 were here. Registered Investment Advisor in Pittsburgh, PaThe Pittsburgh Penguins have won five Stanley Cup titles. The Penguins’ first championship occurred in the 1990-1991 season when they beat the Minnesota North Stars. During the Penguins’ 1990-1991 championship season, both Mark Recchi and K...Raptor Partners is a leading independent investment banking firm focused on delivering thoughtful, insightful and actionable financial advisory services to U.S. and international public and private companies. The firm’s services include: ... 2nd Floor Pittsburgh, PA 15212 P: 412.281.5151 F: 412.564.9900 E: [email protected] is a graduate of the FBI’s Citizens Academy. 1) The Fragasso Investment Committee is comprised of the portfolio management team and several financial advisors. The committee meets quarterly to discuss market trends, current investment outlook, portfolio construction, implementation and issues on clients’ minds.Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or ...Fiduciary financial advice for your retirement. We are CERTIFIED FINANCIAL PLANNERS™ in Pittsburgh, PA 15241. Schedule a Call There’s so much noise around …264 Personal Financial Advisor jobs available in Hickory, PA on Indeed.com. Apply to Financial Advisor, Client Advisor, Personal Banker and more!724-271-8806. [email protected]. Request a meeting with Greg. Connect on LinkedIn.418 Investment jobs available in Laboratory, PA on Indeed.com. Apply to Quantitative Analyst, Trader, Performance Analyst and more!Robo-advisor fees typically range from 0.25% to 0.9% per year. Others charge monthly or annual subscription fees, such as $3 to $30 per month or $300 per year. You may also encounter a one-time ...Xpyria Investment Advisors, Inc is a financial advisory firm based out of Pittsburgh, PA. It controls $732 million in total assets between its 952 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations.Nov 5, 2023 · List of Additional Advisors in Pittsburgh, Pennsylvania*. * Additional advisors listing is provided in partnership with Yext. Financial Advisor. Office Location. Phone Number. Axias Wealth Advisors. 381 Mansfield Ave, Suite 400, Pittsburgh , PA 15220. 412-552-8031. Connect with me. 412.922.7700. [email protected]. Office Locations. Kassandra Krason may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. Kassandra Krason is an Ameriprise Financial Advisor serving the Pittsburgh ...Please note that comments below are not monitored by representatives of financial institutions affiliated with the reviewed products unless otherwise explicitly stated. #1 Fort Pitt Capital Group #2 CooksonPeirce Wealth Management Group #3 Guyasuta Investment Advisors.Please visit our information page for investors. If you an individual who needs an account balance verification, please call 201-413-3333. For all other questions, please contact your financial advisor. *Required field. Topic of Inquiry.Sort by: Advisor Name. Get a personalized match to a financial advisor. Learn more about the 1610 financial advisors in Pittsburgh, Pennsylvania with the US News Advisor Finder.1. Use an online financial advisor matching service. It can take a while to find the right financial advisor, but some services will match you with an advisor in your area for free. Typically, the ...PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in ...২৪ জুল, ২০২৩ ... Fort Pitt Capital Group is a Pittsburgh-based advisor. This fee-only firm serves both non-high-net-worth and high-net-worth individuals.Nov 8, 2023 · List of Additional Advisors in Pittsburgh, Pennsylvania*. * Additional advisors listing is provided in partnership with Yext. Financial Advisor. Office Location. Phone Number. Axias Wealth Advisors. 381 Mansfield Ave, Suite 400, Pittsburgh , PA 15220. 412-552-8031. Daniel Thompson is a financial advisor in Pittsburgh, PA. He has been in practice for 18 years, the last 5 years at Cantilever Wealth Management, Llc. No Certifications. 18 Years Experience.Legend Financial Advisors, Inc.® (Legend) is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend and its Award-Winning Advisors are Fiduciaries who are required by law to act in their clients best interests at all times.Visit our Pittsburgh location, headed by Connor McChesney, for comprehensive wealth management, financial advice, and retirement planning.2200 Liberty Avenue, Suite 200, Pittsburgh, PA 15222. Website. Website. Map. Open in Google Maps. Learn more about George Dukovich, a financial advisor in Pittsburgh, PA with the US News Advisor ... Posted 12:42:41 PM. DescriptionFellow Advisor,Do you feel unappreciated?Are your ideas not taken seriously?Are tired of…See this and similar jobs on LinkedIn.About. Stephanie Hunter has 22 years of experience in the investment industry. She works with individuals to customize financial goal planning and asset allocation. She specializes in retirement ...As a Registered Investment Advisor and a member of the Fee-Only Network, the firm is a fee-only financial planner in Minnesota, and its advisors are fiduciaries. Key Factors That Enabled FFP Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis, MN. Tax Super Sheet TMRegistration of an investment adviser does not imply any level of skill or training. ... Pittsburgh, PA. One PPG Place, Suite 2420 Pittsburgh, PA 15222. 412.391.0377.Bob is a graduate of the FBI’s Citizens Academy. 1) The Fragasso Investment Committee is comprised of the portfolio management team and several financial advisors. The committee meets quarterly to discuss market trends, current investment outlook, portfolio construction, implementation and issues on clients’ minds.The Investment Advisor. Oct 2009 - Present14 years 1 month. Pittsburgh, Pennsylvania. Manage investment advice, sales, operations, compliance, technology, marketing, thought leadership and content ...A client-focused global financial services company providing wealth management, capital markets, asset management and other tailored services to individuals and institutions.The average Personal Financial Advisor salary in Pittsburgh, PA is $72,315 as of October 25, 2023, but the salary range typically falls between $61,539 and $86,621. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession.BNY Mellon Investment Adviser consented to the entry of the SEC’s order finding that it violated Sections 206(2) and 206(4) of the Investment Advisers Act of 1940 and Rules 206(4)-7 and 206(4)-8, and Section 34(b) of the Investment Company Act. Without admitting or denying the SEC’s findings, BNY Mellon Investment Adviser …A client-focused global financial services company providing wealth management, capital markets, asset management and other tailored services to individuals and institutions.Fee-only advisors can charge a one-time or ongoing fee, depending on the types of services they provide. The fees may be hourly, flat or based upon a percentage of assets under management. XPYRIA Investment Advisors works with individuals and organizations to grow and preserve their wealth. Clients receive a level of expertise …Partner at Guyasuta Investment Advisors Pittsburgh, Pennsylvania, United States. 170 followers 168 connections. Join to view profile ... Pittsburgh, PA. Tom Giangiulio Owner, H.A.Thomson Co. ...Looking for financial advice? There was a time when getting good advice about how to make, save, and invest money — or how to avoid losing it to bad investments or nefarious schemers — meant that you had to rely word-of-mouth, dense textboo...Sort by: Advisor Name. Get a personalized match to a financial advisor. Learn more about the 1610 financial advisors in Pittsburgh, Pennsylvania with the US News Advisor Finder.Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC , headquartered at 80 State Street, Albany, NY 12207.A B2B robo-advisor is a digital automated portfolio management platform that is used by financial advisors and institutions to offer financial guidance and investment management services to other ...The top three holdings in XLV are industry giants: UnitedHealth Group Inc. ( UNH ), Eli Lilly & Co. ( LLY) and Johnson & Johnson ( JNJ ), and they represent about …For a complete compilation of Investment Adviser Firms currently registered with the SEC and states securities regulators, download the Investment Adviser Data.. You can search for an Investment Adviser firm on this website and view the registration or reporting form ("Form ADV") that the adviser filed. This website will also search FINRA's BrokerCheck …He has been in the financial services industry since 1971, joining Janney in 2009. He is active in the community serving on several Boards at the Cultural trust, the Dance Council Board for over 10 years and Circles Board. 412.562.7870. [email protected] for a financial advisor in Pittsburgh? We round up the top firms in the city, along with their fees, services, investment strategies and more.Nov 21, 2023Nov 2, 2023 · List of Additional Advisors in Pittsburgh, Pennsylvania*. * Additional advisors listing is provided in partnership with Yext. Financial Advisor. Office Location. Phone Number. Axias Wealth Advisors. 381 Mansfield Ave, Suite 400, Pittsburgh , PA 15220. 412-552-8031. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso ... A global leader in wealth management. $ 3.9 trillion. In invested assets globally. As of 12/31/2022. 51 countries.As a leading Pittsburgh private wealth advisor, we offer a wide range of financial services to individuals. From advisory services to portfolio organization to private wealth management, we have the specialized assistance you need to reach your goals. Financial Advisory ServicesXPYRIA Investment Advisors, Inc. | 129 followers on LinkedIn. XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution ...YTS Wealth Management is one of the 20 Best Financial Advisors in Pittsburgh. Hand picked by an independent editorial team and updated for 2023.List of Additional Advisors in Pittsburgh, Pennsylvania*. * Additional advisors listing is provided in partnership with Yext. Financial Advisor. Office Location. Phone Number. Axias Wealth Advisors. 381 Mansfield Ave, Suite 400, Pittsburgh , PA 15220. 412-552-8031.Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC , headquartered at 80 State Street, Albany, NY 12207.Our Portfolio is Our People. We deliver the ultimate level of service and attention to organize and simplify your financial life, while curating a unique set of investments and credit solutions built around you and your unique needs. Scroll to Meet the Team. Let's Talk.GA Investment Management. Financial Advisors. 310 Seven Fields Blvd Suite 161 Seven Fields PA 16046. 724-353-1800. Send Email. Visit Website.Pittsburgh Wealth Management & Financial Planning | XPYRIA Investment Advisors About Who We Serve Individual Investors Businesses Non-Profit 501 (c)3 Organizations Unions/Taft-Hartley Government (Municipal) Solutions Outsourced Chief Investment Officer Private Wealth Management Retirement Plan Services Family Wealth ServicesThis firm has been proudly serving clients with expert financial advice since 1995. The firm has 9 office locations including 5 in Kentucky and others located in Atlanta, GA, Grand Rapids, MI, Indianapolis, IN, and Cincinnati, OH. This top KY wealth management firm is fee-based and also operates as a fiduciary.Find out how our approach can help you pursue your financial goals! Speak directly to an advisor by calling 412-227-3200 during normal business hours of 9:00 a.m. – 5:00 p.m. EST. Or, complete the form below to schedule a phone consultation at your convenience. View our locations and meet our people.Top 10 Best Investment Firms in Pittsburgh, PA - November 2023 - Yelp - Edward Jones - Financial Advisor: Matt Dudkowski, Allegheny Financial Group, DBR & CO, Charles …Find out how our approach can help you pursue your financial goals! Speak directly to an advisor by calling 412-227-3200 during normal business hours of 9:00 a.m. – 5:00 p.m. EST. Or, complete the form below to schedule a phone consultation at your convenience. View our locations and meet our people.724-271-8806. [email protected]. Request a meeting with Greg. Connect on LinkedIn.0.2% - 0.4% AUM fees + $25. Vanguard offers two types of financial advising: a robo-advisor and a personal advisor. Both offer personalized management of eligible 401 (k)s and IRAs. Depending on ...Classified ads are a great way to find deals on items you need or want, or to advertise something you’re selling. Pittsburgh, Pennsylvania is home to a variety of classified ads, so it can be difficult to know where to start. Here are some ...The advisor will check in with you regularly to ensure you're still on track to meet your goals. "Above all, a financial advisor should serve you in a way that's human-centered – not unlike the ...RedShift Advisors is an independent lower middle market investment bank that serves privately held and entrepreneur-owned companies. We provide strategic planning, merger and acquisition and corporate finance services to minimize risk, recognize and execute on opportunities, and maximize the value of a business.Whether your investment adviser (IA) firm qualifies as a state or federal level registrant, you’ll use the Financial Industry Regulatory Authority (FINRA) administered Investment Adviser Registration Depository (IARD). State level registration with the Pennsylvania Securities Commission, is required for IA firms with less than $100 million in ...XPYRIA Investment Advisors, Pittsburgh, Pennsylvania. 32 likes · 3 were here. Registered Investment Advisor in Pittsburgh, PaContact This Office 1701 Cochran Road. 2nd Floor. Pittsburgh, PA 15220. Get directions 412-531-6040. Quick Look at the Best Financial Advisors in Pittsburgh: Best for Holistic Financial Planning: HBKS Wealth Advisors. Best Robo-Advisor: M1 Finance. Best for Wealth Management: Fragasso Financial ...Sort by: Advisor Name. Get a personalized match to a financial advisor. Learn more about the 1610 financial advisors in Pittsburgh, Pennsylvania with the US News Advisor Finder.TIAA Pittsburgh features Wealth Management Advisors and Financial Consultants specializing in retirement planning, asset allocation, insurance, and socially ...Life with balance. We believe in balance. That’s why we do whatever we can to make our customers’ lives better, but we also have the flexibility, trust and respect to do the things that matter to us as individuals.Posted 11:34:26 AM. Managing Director, Life Sciences/AlphaLab HealthOverview of Position:The Managing Director, Life…See this and similar jobs on LinkedIn.This firm has been proudly serving clients with expert financial advice since 1995. The firm has 9 office locations including 5 in Kentucky and others located in Atlanta, GA, Grand Rapids, MI, Indianapolis, IN, and Cincinnati, OH. This top KY wealth management firm is fee-based and also operates as a fiduciary.৫ অক্টো, ২০২০ ... Aufman Associates is one of the top-rated Pittsburgh financial advisors because it has brought together an experienced team of experts. These ...Join us and network with other Pittsburgh professionals. View Current Event Listings. The Financial Industries Network. 412-759-7830. Contact FIN. Mailing List Signup. Quick Links. 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Jul 26, 2023 · A traditional human advisor will typically charge around 1 percent of assets, but that number could be higher or lower depending on the advisor and the services offered. For example, if you had ... . Investment advisor pittsburgh

investment advisor pittsburgh

Looking for financial advice? There was a time when getting good advice about how to make, save, and invest money — or how to avoid losing it to bad investments or nefarious schemers — meant that you had to rely word-of-mouth, dense textboo...PFM, as successor in interest of the financial advisory and consulting businesses of Public Financial Management, Inc., opened its first office in Philadelphia in 1975. From the very beginning, we had a distinct advantage over the competition: we understood the need for a financial services firm founded exclusively for the benefit of ...Aug 8, 2023 · Learn more about financial and wealth management services from Jancisin | DiSilvio, financial advisors in Pittsburgh, PA 15219. Merrill Private Wealth Management. 264 Personal Financial Advisor jobs available in Hickory, PA on Indeed.com. Apply to Financial Advisor, Client Advisor, Personal Banker and more!Advisors who wish to charge advisory fees must also take the Series 65 exam or the Uniform Investment Advisor Law exam. These three licenses are held by most financial advisors in the industry.An AdvisoryHQ study averaged the past three years of wealth management fees across the U.S. and found that, for a client with $1 million in assets, the average …Nov 21, 2023 · List of Additional Advisors in Pittsburgh, Pennsylvania*. * Additional advisors listing is provided in partnership with Yext. Financial Advisor. Office Location. Phone Number. Axias Wealth Advisors. 381 Mansfield Ave, Suite 400, Pittsburgh , PA 15220. 412-552-8031. Premier Wealth Partners - Pittsburgh, PA: Ameriprise. 412.922.7700. [email protected]. Client Satisfaction 4.8 / 5 rating based on 87 reviews. If you know someone who has financial questions, please let them know about our practice. Directions. Office hours: Monday to Friday: 8:30 a.m. - 5:00 p.m. Contact. Not sure if you need an appointment? Call us and we’ll help! This Investor Center: 800-476-4721 (office hours only) Fidelity Customer Service Center: 800-343-3548 (24/7) Investor Center management details, parking, holidays, and more info.Two Gateway Center, Suite 1850, 603 Stanwix Street, Pittsburgh, PA 15222. Karen Fadzen (CRD# 5890479) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry. Karen Fadzen has taken additional exams to become a Certified Financial Planner ...4141 Brownsville Rd. Pittsburgh, PA 15227. From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…. 5. Edward Jones - Financial Advisor: Dave Weigand. Investments Investment Securities Mutual Funds.Average $92,704. Low $45,966. High $186,966. Commission. $17,800 per year. Non-cash benefit. 401 (k) View more benefits. The average salary for a financial advisor is $92,704 per year in Pittsburgh, PA and $17,800 commission per year. 103 salaries reported, updated at November 16, 2023.Posted 2:45:00 AM. Job Description2024 Campus Programs – Summer Internship Program- Wealth Management Service…See this and similar jobs on LinkedIn.Investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Brokerage ...Firm phone number: 412-921-1822 Headquarters address: 680 Andersen Drive, Foster Plaza Ten, Suite 350 Pittsburgh, PA 15220 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. At Fort Pitt Capital Group, our financial advisory services include: Fee-only. A fee-only financial advisor earns money from the fees you pay to them for their services. These fees can be an hourly or flat rate, or charged as a percentage of the assets they manage ...Benjamin Wasson is a CERTIFIED FINANCIAL PLANNER™ Professional at HB Retirement, a department of Henderson Brothers Inc., in Downtown Pittsburgh. Here, he collaborates alongside a team of 30 ...The outlook for U.S. interest rates in 2024 remains a crucial driver of asset markets now, the UBS team said, noting that dovish comments this week from a typically …North River Wealth Advisors is an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country. We apply our nearly two decades of experience to help you achieve what matters most.Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or ... The average salary for a Financial Advisor is $91765 per year in Pittsburgh, PA. Learn about salaries, benefits, salary satisfaction and where you could ...Strategic Advisors, based in Pittsburgh, Pennsylvania, is a middle market investment bank. The firm provides merger and acquisition (M&A), corporate finance, strategic advisory and other ...3. Edward Jones - Financial Advisor: Matt Dudkowski. “I met Matt about 17 years ago, and I have learned so much from him about investing .” more. 4. Greg Miller & Associates. “Greg Miller is a top notch Financial Advisor who helps invest and grow your money like it were his.” more. 5. The Lange Financial Group. 447 Financial Advisor' jobs available in Pittsburgh, PA on Indeed.com. Apply to Financial Advisor, Relationship Banker, Career Advisor and more! 412.566.6765. 600 Grant Street. Floor 49. Pittsburgh, PA 15219. Learn more about an advisor's background on. FINRA's BrokerCheck. Your path towards success is unique & is about more than just investments. It’s about your family, your work, & your legacy. We are devoted to helping you be purposeful with your wealth.The average Personal Financial Advisor salary in Pittsburgh, PA is $72,315 as of October 25, 2023, but the salary range typically falls between $61,539 and $86,621. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession.Pittsburgh (Satellite Office) 1382 Old Freeport Road, #2BR Pittsburgh, PA 15238 . Financial Planning Long Term Care. Why Long-Term Care is an Important Part of a Financial Plan. ... LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and GA Investment Management ("GAIM") are separate entities.Our seasoned experience has allowed us to counsel our clients’ vast, and often complex, life scenarios. As a result, our team understands the interrelated nature of every recommendation we make, and we have the resources to coordinate our advice for every twist and turn in your financial life. [email protected]. 412.562.7964. 33 Series 65 jobs available in Fairywood, PA on Indeed.com. Apply to Financial Advisor, Client Services Associate, Equity Analyst and more!KEY Investment Services is a financial advisory firm with an office in Pittsburgh, PA. The advisory team at KEY Investment Services includes 400 advisor(s). The average advisor to client ratio is 1 advisor per 58 clients, but advisors may work with a higher or lower number of clients based on firm practices.David Martin (CRD# 1046246) is an Investment Advisor Representative working at Financial Advisors Consortium, Inc. in Pittsburgh, PA and has over 41 years of experience in the finance industry. David Martin has taken additional exams to become a Certified Financial Planner (CFP®) .At Kelley Financial Group, we're committed to assisting you in getting one step closer to financial freedom. Start moving towards your monetary goals by working closely with one of our financial consultants today. As a group of Pittsburgh financial planners, we strive to help you reach those goals. Waiting until later in your life to set up a ...2200 Liberty Avenue, Suite 200, Pittsburgh, PA 15222. Website. Website. Map. Open in Google Maps. Learn more about George Dukovich, a financial advisor in Pittsburgh, PA with the US News Advisor ... People who searched for financial advisor jobs in Pittsburgh, PA also searched for financial associate, loan officer, finance advisor, financial adviser, investment banking analyst, financial counselor, investment consultant, investment advisor, financial analyst, mutual fund wholesaler. If you're getting few results, try a more general search ... Classified ads are a great way to find what you’re looking for in the Pittsburgh area. Whether you’re looking for a job, a car, or even a new home, classified ads can help you find what you need. Here are some of the benefits of utilizing P...Founded in 1979, Fisher Investments is an independent registered investment adviser serving individuals, families, institutions, and small business retirement plans. 22FC5B0B-A4EC-4985-A9EF-94269B50F21BOur Clients. Our People. John A. Staley, IV founded Staley Capital Advisers, Inc. in 1996 after more than 25 years as a senior executive with Federated Hermes (formerly Federated Investors). He served as Chief Executive Officer and President of various Federated Investors, Inc. investment subsidiaries for 17 of those years.806 Green Valley Rd. Greensboro, NC 27408. https://zurawfinancialadvisor…. Zuraw Financial Advisors is a fee-only firm that manages client accounts on a discretionary basis. The firm provides financial planning and portfolio management. As a fee-only firm the only revenue Zuraw receives is from client-paid fees.Endowment investing: goals and challenges. UMFIA aims to achieve an appropriate risk-adjusted return on client assets by linking intelligent asset allocation with skillful investment implementation. The goal of this approach is to provide a reasonably stable and predictable flow of funds for clients' operating budgets and capital needs.Thinking of working with an advisor at Moneta Group Investment Advisors? We break down the firm's fees, services, investment strategies and more. This review was produced by SmartAsset based on publicly available information. The named firm...Visit your local Financial Advisor at 301 Grant St in One Oxford Centre to get a free investment check-up and see where you are on your path toward your ...Pittsburgh House Cleaning Reviews 86% Positive Reviews. Recent Job Requests in Pittsburgh. House Cleaning Created At November 17, 2023 Date Start December 16, 2023 Zipcode 15135 Base Hours 3.0 Bedrooms 2 Bathrooms 1 Region Name Pittsburgh Description. Hello- I have a pet but he will be in the cage.When it comes to painting projects, choosing the right paint is essential for achieving a professional finish. With so many brands available on the market, it can be overwhelming to decide which one to go for.Greg attended the University of Pittsburgh and earned a business degree with a concentration in computer science and mathematics. Greg holds Series 7 and 65 professional licenses. ... Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: ...Independent investment expertise and applied fiduciary best practices to further your organization's mission. ... Largest Pittsburgh-area Money Managers | 2023. Pittsburgh Business Times | The List. FT 300 ... -Steven J. Kaczynski, Jr., Senior Financial Advisor & Managing Director, Fiduciary Plan Solutions. prev. 1/0. next. See All Resources ...Directions. Office hours: Monday to Friday: 8:30 a.m. - 5:00 p.m. Contact. Not sure if you need an appointment? Call us and we’ll help! This Investor Center: 800-476-4721 (office hours only) Fidelity Customer Service Center: 800-343-3548 (24/7) Investor Center management details, parking, holidays, and more info. ... Financial Wealth. Schedule Now. Media logos highlighting our Pittsburgh financial planning expertise. Is Your High Income Not Reflected in Your Savings? You're ...The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Private Bank ®, PNC Private Bank Hawthorn ®, and Hawthorn Institute for Family Success ® to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC …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. At Fort Pitt Capital Group, our financial advisory services include:Jan 12, 2023 · Merrill LynchWealth Management. J&D Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for ... KEY Investment Services is a financial advisory firm with an office in Pittsburgh, PA. The advisory team at KEY Investment Services includes 400 advisor(s). The average advisor to client ratio is 1 advisor per 58 clients, but advisors may work with a higher or lower number of clients based on firm practices. Quick Look at the Best Financial Advisors in Pittsburgh: Best for Holistic Financial Planning: HBKS Wealth Advisors. Best Robo-Advisor: M1 Finance. Best for Wealth Management: Fragasso Financial ...Benjamin Wasson is a CERTIFIED FINANCIAL PLANNER™ Professional at HB Retirement, a department of Henderson Brothers Inc., in Downtown Pittsburgh. Here, he collaborates alongside a team of 30 ...Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities ... Two Gateway Center, Suite 1850, 603 Stanwix Street, Pittsburgh, PA 15222. Karen Fadzen (CRD# 5890479) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry. Karen Fadzen has taken additional exams to become a Certified Financial Planner ...Financial Advisor. 412.635.5816. [email protected]. Client Satisfaction 5.0 / 5 rating based on 10 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.SoFi Invest is the investing division of SoFi, short for Social Finance. The SoFi Invest platform includes active and managed investing. Members can buy and sell stocks and exchange-traded funds ...31 Series 65 jobs available in Santiago, PA on Indeed.com. Apply to Financial Advisor, Client Services Associate, Equity Analyst and more!The average salary for a Financial Advisor is $91765 per year in Pittsburgh, PA. Learn about salaries, benefits, salary satisfaction and where you could ...Get a personalized match to a financial advisor. Learn more about the 1610 financial advisors in Pittsburgh, Pennsylvania with the US News Advisor Finder. The Morgan Stanley Wealth Management Financial Advisor Associate (FAA) Program is a rigorous, demanding, and intense 36-month training and development program. At the end of the program lifecycle, Financial Advisor Associates are fully prepared to take their place among our elite Financial Advisor workforce. However, even before you apply, you ...C/O Voya Investment Management P.O. Box 534472 Pittsburgh, PA 15253-4472. Overnight/Street Mail: Tomorrow's Scholar 529 Plan Attention: 534472 500 Ross Street 154-0520 Pittsburgh, PA 15262. To Purchase by Wire or ACH: BNY Mellon Bank ABA: 011001234 Account #: 742953 Account Name: Tomorrow's Scholar FFC: Investor Fund …Our team of experienced Wealth Advisors are here to help preserve your financial legacy for years to come. ... Senior Investment Officer. Central OH. 740-657-7814. [email protected] ... Columbus, Harrisburg, Indiana, Lancaster, Philadelphia, Pittsburgh, State College and Williamsport. Get Started with us today. NMLS# 479240 …64 Financial advisors jobs in Pittsburgh, PA. Most relevant. Santori & Peters, Inc. Associate Advisor – Wealth Management. Canonsburg, PA. $45K - $70K (Employer est.) Easy Apply. Industry-specific certification (e.g., CFP) or willingness to pursue. Bachelor’s degree from an accredited university. Daniel Thompson is a financial advisor in Pittsburgh, PA. He has been in practice for 18 years, the last 5 years at Cantilever Wealth Management, Llc. No Certifications. 18 Years Experience. . Top financial advisors near me