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Showing 1 - 3 of 3 results
ALLEGHENY FINANCIAL GROUP
ALLEGHENY FINANCIAL GROUP
Pittsburgh, Pennsylvania
51-200 employees
Allegheny Financial Group is an independent financial planning and investment management firm headquartered in Pittsburgh, PA. Allegheny prides itself on providing comprehensive planning through individualized service that is tailored to each client’s particular need and goals. Allegheny and its affiliated Broker Dealer, Allegheny Investments, is comprised of many Financial Advisors that are highly experienced and well suited to provide personalized attention to many types of clients.
Retirement Benefits Rank
Market Leading
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HBK SORCE FINANCIAL, LLC
HBK SORCE FINANCIAL, LLC
Canfield, Ohio
51-200 employees
HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.
Retirement Benefits Rank
Top Benefits
JFS WEALTH ADVISORS, LLC
JFS WEALTH ADVISORS, LLC
Hermitage, Pennsylvania
51-200 employees
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 60+ member, full-service firm with 8 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $2 billion. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of exceptional service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their next egg and manage financial decisions.
Retirement Benefits Rank
Below Market