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Showing 1 - 12 of 17 results
GUYASUTA INVESTMENT ADVISORS, INC.
GUYASUTA INVESTMENT ADVISORS, INC.
Pittsburgh, Pennsylvania
1-24 employees
We are a privately held independent investment advisory firm that works with individuals, families and institutions to provide customized solutions to meet your goals. We currently manage over $1.4 billion in assets for our clients. We hold ourselves accountable for your success.
Retirement Benefits Rank
Top Benefits
THE HAWTHORNE GROUP, INC.
THE HAWTHORNE GROUP, INC.
Pittsburgh, Pennsylvania
1-24 employees
The Hawthorn Group, L.C., is an international public affairs company of senior political and corporate communications specialists. Hawthorn helps solve communications problems – public policy, media, crisis, customer, community, financial and employee – for corporations, associations and non-profit organizations. Based in Alexandria, Virginia, Hawthorn operates a premier national affiliate network of more than 50 regional agencies to provide on-site intelligence and support for its clients. We also maintain access to a national network of campaign professionals who provide experienced “boots-on-the-ground” support when needed. Hawthorn currently represents a diverse group of industry-leading clients, specializing in heavily regulated industries, including beverage, banking, energy, gaming, healthcare, insurance, natural resources, security, and utilities. Masters of the art of advocacy, experienced in key industries, and genuine experts on local markets, Hawthorn is recognized as a leader in the industry: “. . . perhaps the premier independent public affairs consultancy in the nation’s capital… Hawthorn’s approach derives from the fact that most of its senior people are political campaign veterans. They bring to their corporate work a campaign approach that includes a sense of urgency, an ability to draw on a wide range of resources (from advertising to media relations to coalition building), and an emphasis on research.” --The Holmes Report “Clients’ Guide to PR Firms” Among its clients – for some of whom its officers have worked for more than 25 years – Hawthorn has earned a reputation for thinking smarter, working harder, caring more, and meeting the test of producing bottom line results.
Retirement Benefits Rank
Market Leading
BILL FEW ASSOCIATES, INC.
BILL FEW ASSOCIATES, INC.
Pittsburgh, Pennsylvania
25-49 employees
Bill Few Associates, Inc. — an independent, fee-based wealth management firm — provides comprehensive financial planning and investment management services for individuals and businesses. Our financial advisors offer counseling on a wide range of services: investment management, retirement planning, estate planning, insurance planning, and education planning. Supporting our financial advisors are experienced portfolio managers and market analysts. At Bill Few Associates, we offer a wide range of financial planning services tailored just for you. Investment Management Retirement Planning Estate Planning Education Planning Insurance Planning Company Retirement
Retirement Benefits Rank
Market Laggard
GREYCOURT & CO., INC.
GREYCOURT & CO., INC.
Pittsburgh, Pennsylvania
25-49 employees
Greycourt is an independent advisory firm comprised of a team of investors who simplify complex situations for our clients. Family wealth is our specialty, and we understand the importance of integrating investment strategies with tax and estate planning structures. We are investors first, and our diverse investment experience across our team provides an ideal balance of boldness and decisiveness in investing for our clients. We believe our independent business model is where the industry is heading, and we have focused on building a multigenerational firm to serve generations of clients.
Retirement Benefits Rank
Market Competitive
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
Pittsburgh, Pennsylvania
25-49 employees
OUR APPROACH Founded in 1992, Hunter Associates provides high-quality investment management and financial planning services to individuals, families and institutions. We blend individualized portfolio management with ongoing life-encompassing financial advice. Our consistent, disciplined and collaborative approach to investment management and financial planning has proven effective through a variety of economic and market conditions. Our philosophy demands that we know our clients well in order to effectively contribute to their financial well-being. We recognize that each client is unique and, therefore, each financial strategy is individually designed. Interested in working with our advisors? Visit www.hunterassociates.com/our-people OUR PEOPLE We are founded on the simple belief that success is rooted in people; we believe that employees reach their fullest potential when they feel a high degree of freedom and work with other forward-thinking professionals. Therefore, we aim to create and uphold an environment that enhances our common drive to improve our service and performance – to the ultimate benefit of our clients. Interested in our employment opportunities? To find out more about our dynamic and growing team, connect with us by emailing [email protected] OUR MISSION Our primary goal is to help our clients define and achieve their financial objectives. To do this, we establish an investment plan, adopt an investment policy, including an appropriate asset allocation and select suitable securities to reach these goals. Our further goal is to provide our associates with growth opportunities, a rewarding experience and a pleasant environment. Our success, both financial and otherwise, will be a by-product of achieving these goals. Hunter Associates is a member of FINRA and SIPC.
Retirement Benefits Rank
Market Leading
BILL FEW FINANCIAL GROUP, INC.
BILL FEW FINANCIAL GROUP, INC.
Pittsburgh, Pennsylvania
All Size Average employees
Pittsburgh’s Premier Financial Advisors Bill Few Associates, Inc. — an independent, fee-based wealth management firm — provides comprehensive financial planning and investment management services for individuals and businesses. Our financial advisors offer counseling on a wide range of services: investment management, retirement planning, estate planning, insurance planning, and education planning. Supporting our financial advisors are experienced portfolio managers and market analysts. At Bill Few Associates, we offer a wide range of financial planning services tailored just for you. Investment Management Retirement Planning Estate Planning Education Planning Insurance Planning Company Retirement
Retirement Benefits Rank
Top Benefits
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SHOREBRIDGE WEALTH MANAGEMENT
SHOREBRIDGE WEALTH MANAGEMENT
Pittsburgh, Pennsylvania
1-24 employees
About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you. ***************** 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Retirement Benefits Rank
Market Leading
KEM FINANCIAL, INC.
KEM FINANCIAL, INC.
Pittsburgh, Pennsylvania
1-24 employees
Financial Planning, Wealth Management and Portfolio Management is our business. Our approach is simple: We apply financial strategies with wisdom and care customized just for you and the people you care about most – now and for the rest of your life.
Retirement Benefits Rank
Market Laggard
DSF WEALTH MANAGEMENT GROUP LLC
DSF WEALTH MANAGEMENT GROUP LLC
Bridgeville, Pennsylvania
1-24 employees
Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. DSF Wealth Management Group, LLC is not a subsidiary of nor controlled by Cetera.
Retirement Benefits Rank
Market Competitive
SIGNATURE FINANCIAL PLANNING, LLC
SIGNATURE FINANCIAL PLANNING, LLC
Pittsburgh, Pennsylvania
1-24 employees
Signature Financial Planning was founded in 1991 by Stephen Tobe because he believed that the community of Pittsburgh deserves personalized advice from professional advisors who focus on helping them achieve their life and financial goals. Scott Tobe and the team at Signature Financial Planning continue this mission today, proudly serving clients with that same customized advice and planning services that his father began nearly 30 years ago. Whether you’re new to investing, have outgrown your current advisor, or are simply looking for a second opinion, the skilled professionals at Signature can help you get from where you are to where you want to be with customized planning that is as personal as your signature. _______ Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services including financial planning and fee-based managed accounts offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. All other advisory services offered through Signature Select Wealth, LLC. Signature Financial Planning and Signature Select Wealth are not affiliated with Kestra IS or Kestra AS. Kestra AS and Kestra IS do not provide tax or legal advice. Investor Disclosures: https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered representatives and investment advisor representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed for additional information, please contact the Kestra Advisory Services, LLC Compliance Department at 844-5-KESTRA.
Retirement Benefits Rank
Market Competitive
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
Pittsburgh, Pennsylvania
1-24 employees
Integrity-driven financial advice for forward thinkers. Hapanowicz is a Pittsburgh fiduciary financial advisor founded on salt-of-the-earth values. We believe that hard work and honesty are the key ingredients to anyone’s success. You don’t have to be the smartest person in the room; you just need the tenacity to do the job right and the character to follow through with your commitments. Like you, we want to live an exceptional life and leave a proud legacy. For us, that starts by building a business we’re proud of. One that goes above and beyond to simplify your life and help you pursue what you love most with the money you’ve earned. Visit hapanowicz-associates.com to start today.
Retirement Benefits Rank
Below Market
ABSOLUTE CAPITAL MANAGEMENT, LLC
ABSOLUTE CAPITAL MANAGEMENT, LLC
Pittsburgh, Pennsylvania
1-24 employees
Professionalism. Trust. Competence. Founded in 2002, Absolute Capital Management partners with financial representatives (RIAs and Independent Broker Dealers) to steward client assets based on each unique client’s needs and circumstances. Our money management services deliver strategies that complement the financial professional’s practice with active solutions for all market conditions. We can manage individual 401(k), 403(b) and 457s. No rollover. No new account. And while the client is still working. Absolute Capital can manage individual participants’ pre-rollover 401(k), 403(b), 401(a) and 457 accounts while they are still employed and before they have a break in service. Absolute Capital also manages IRAs, non-qualified accounts and variable annuity accounts for investors nationwide. We bring value to our partnership with financial professionals. We collaborate to identify opportunities. We take care of all the paperwork. We know your business. We value being a great partner with financial professionals and their clients. This spirit of partnership sets us apart in the industry and can provide financial professionals and their clients with integrated, collaborative solutions. Let’s see how we can help. To learn more on how Absolute Capital Management can help your practice, book a call with our firm at abscap.com.
Retirement Benefits Rank
Market Laggard
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