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Best Financial Advisors in Allegheny County, Pennsylvania

When it comes to securing your financial future, selecting the right financial advisor is paramount. In Allegheny County, Pennsylvania, there are numerous top-rated financial advisors who offer a range of services tailored to meet individual needs. Here, we delve into some of the best options available, highlighting their services, customer reviews, and contact information to help you make an informed decision.

What to Look for in a Financial Advisor

Choosing a financial advisor can be a daunting task. It’s essential to look for certain qualities and credentials to ensure you’re working with a reputable and competent professional. First and foremost, verify their certifications—Certified Financial Planner (CFP®) credentials are a good indicator of a well-trained advisor. Additionally, consider their experience, fee structure, and the range of services they offer. Transparency in communication and a personalized approach to financial planning are also crucial factors to look out for.

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Allegheny Financial Group

Allegheny Financial Group, headquartered in Pittsburgh, is an independent financial planning and investment management firm known for its comprehensive services tailored to each client’s specific needs. They offer a holistic approach to financial planning, addressing everything from investment management and retirement planning to estate and tax planning.

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Contact Information:

  • Address: Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
  • Phone: 412-367-3880
  • Website: alleghenyfinancial.com
  • Social Media: LinkedIn

Aptus Wealth Planning

Aptus Wealth Planning focuses on helping clients achieve true financial freedom through disciplined investment strategies and comprehensive financial planning. Their services include tax planning, estate planning, and retirement planning, ensuring that clients’ current and future financial needs are met.

Contact Information:

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Bill Few Associates Wealth Management

Bill Few Associates offers personalized investment plans to help clients build assets, prepare for retirement, and create financial legacies. They emphasize regular meetings and continuous adjustments to ensure clients stay on track towards their financial goals.

Contact Information:

  • Address: 740 Washington Road, Suite 100, Pittsburgh, PA 15228
  • Phone: 412-630-6000
  • Website: billfew.com
  • Social Media: Facebook

Canella Financial Group

Canella Financial Group aims to simplify the financial planning process for clients by providing unbiased and experienced advice. They offer a range of services including investment management, financial planning, and retirement strategies, with a focus on building long-term client relationships.

Contact Information:

CIM Investment Management

CIM Investment Management is renowned for its investment strategies that prioritize reduced volatility and fees while achieving strong market performance. Their comprehensive services also include risk management and retirement planning, tailored to meet the unique needs of each client.

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Contact Information:

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Hefren-Tillotson, Inc.

Hefren-Tillotson is one of Pittsburgh’s most respected financial advisory firms, offering a wide array of services such as wealth management, retirement planning, and tax strategies. They are known for their client-centric approach and comprehensive financial planning process.

Contact Information:

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Reviews and Highlights

Allegheny Financial Group

Clients of Allegheny Financial Group appreciate their personalized service and holistic approach to financial planning. One reviewer noted, “Allegheny Financial Group has transformed our financial outlook with their comprehensive planning and attentive service. They truly care about their clients’ futures.”

Aptus Wealth Planning

Aptus Wealth Planning receives high praise for their disciplined investment strategies and the depth of their financial planning services. A client shared, “The team at Aptus has been instrumental in helping us navigate complex financial decisions with confidence and clarity.”

Bill Few Associates Wealth Management

Bill Few Associates is highly regarded for their regular check-ins and personalized approach. One client remarked, “They listen to our needs and adjust our financial plan accordingly, ensuring we’re always on track to meet our goals.”

Canella Financial Group

Canella Financial Group is appreciated for their unbiased and thorough advice. A reviewer mentioned, “Canella’s independent approach and focus on our best interests have been invaluable in managing our finances.”

CIM Investment Management

CIM’s clients commend their risk management and market performance. One reviewer stated, “CIM has delivered consistent results with a focus on minimizing risk, which has been crucial for our peace of mind.”

Hefren-Tillotson, Inc.

Hefren-Tillotson is praised for their client-centric service and comprehensive planning. A client noted, “Their attention to detail and dedication to our financial well-being have been exceptional.”

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Credentials to Look for in a Financial Advisor

When selecting a financial advisor, credentials are a critical factor. Look for advisors with Certified Financial Planner (CFP®) certification, as it demonstrates a high level of expertise and adherence to ethical standards. Other relevant credentials include Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS). These designations indicate that the advisor has undergone rigorous training and has substantial experience in financial planning and investment management.

Summary Table

Financial Advisor Services Offered Contact Information Website
Allegheny Financial Group Investment Management, Retirement Planning, Tax Planning, Estate Planning Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237; 412-367-3880 alleghenyfinancial.com
Aptus Wealth Planning Portfolio Management, Financial Planning, Tax Planning, Estate Planning, Retirement Planning 1 Bigelow Square, 20th Floor, Pittsburgh, PA 15219; 412-904-2017 aptuswealthplanning.com
Bill Few Associates Wealth Management Investment Management, Retirement Planning, Estate Planning, Education Planning 740 Washington Road, Suite 100, Pittsburgh, PA 15228; 412-630-6000 billfew.com
Canella Financial Group Investing, Financial Planning, Retirement Planning, IRA Independent Retirement Analysis 1150 Thorn Run Road, Suite 102, Moon Township, PA 15108; 412-262-1040 canellafinancialgroup.com
CIM Investment Management Investment Strategies, Risk Management, Retirement Planning Pittsburgh, PA ciminvestment.com
Hefren-Tillotson, Inc. Wealth Management, Retirement Planning, Tax Strategies Pittsburgh, PA; 412-434-0990 hefren.com

Conclusion

Selecting the right financial advisor in Allegheny County can significantly impact your financial well-being. By considering credentials, personalized service, and comprehensive planning approaches, you can find an advisor who will help you achieve your financial goals. The highlighted firms, including Allegheny Financial Group, Aptus Wealth Planning, and others, offer a variety of services tailored to meet individual needs. Take the time to review their offerings, read customer reviews, and contact them directly to find the best fit for your financial planning needs.

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