WE ARE AN INDEPENDENT FINANCIAL PLANNING, INCOME TAX PREPARATION AND INVESTMENT ADVISORY FIRM LOCATED IN MURRYSVILLE, PA.  WE PROVIDE SERVICES TO SOUTHWESTERN PENNSYLVANIA INCLUDING WESTMORELAND, ALLEGHENY, AND ARMSTRONG COUNTIES. 

WE DO NOT RECEIVE COMMISSIONS FROM PRODUCT SALES.  WE CAN ASSIST YOU IN YOUR UNIQUE INVESTING ENDEAVORS INCLUDING INVESTMENT MANAGEMENT SERVICES, INVESTMENT ADVICE, AND/OR "SECOND OPINION" SERVICES.   

WE ALSO PROVIDE TAX PLANNING AND TAX PREPARATION SERVICES, ESTATE PLANNING, RETIREMENT PLANNING, EDUCATION PLANNING, ASSET PURCHASE PLANNING, WEALTH MANAGEMENT AND ASSET ALLOCATION SERVICES.

DISCLOSURE:  OUR ADVISORY FIRM AND ITS REPRESENTATIVE MAY ONLY TRANSACT ITS INVESTMENT ADVISORY BUSINESS IN A STATE IF FIRST REGISTERED, EXCLUDED, OR EXEMPTED FROM STATE REGISTRATION REQUIREMENTS.  FOLLOW-UP, INDIVIDUALIZED RESPONSES THAT INVOLVE SECURITIES TRANSACTIONS OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION WILL NOT BE MADE ABSENT COMPLIANCE WITH STATE ADVISER AND REPRESENTATIVE REGISTRATION REQUIREMENTS OR AN APPLICABLE EXEMPTION OR EXCLUSION.  PLEASE SEE OUR WEBSITE FOR ADDITIONAL INFORMATION AND DISCLOSURES.

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Hours
Regular Hours
Mon - Fri:
Services/Products
FINANCIAL PLANNING, FINANCIAL ADVICE, FINANCIAL ADVISER, FINANCIAL ADVISOR, INVESTMENT ADVICE, CONSULTING, FINANCIAL CONSULTING, CPA, CERTIFIED PUBLIC ACCOUNTANT, INVESTMENT ADVISER, INVESTMENT ADVISOR, FINANCIAL PLANNER, INVESTMENTS, INVESTING, SECOND OPINION, COLLEGE PLANNING, 529 PLANS, INVESTMENT RETIREMENT ACCOUNTS, IRA, 401(K), EDUCATION PLANNING, EDUCATION FUNDING, SAVING, WEALTH, DEBT REDUCTION, INCOME TAX SERVICES, TAX PREPARATION, TAX SERVICES, 1040, INVESTMENT ADVISORY SERVICES, ESTATE PLANNING, RETIREMENT PLANNING, INVESTMENT MANAGEMENT, INVESTMENT PLANNING, ASSET ALLOCATION, WEALTH MANAGEMENT,
Location
Heading east on Rt 22, pass McDonalds, go 2 more blocks, make right onto Lillian Avenue then right onto Sumner Ct. Located near Hart Funeral Home.
Amenities
WE ARE LOCATED JUST OFF OF RT 22 IN MURRYSVILLE PA NEAR HART FUNERAL HOME. PRIVATE PARKING.
Categories
Financial Planners, Investment Management, Investments
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