Our Services

 

We provide a full range of financial services and products from

over 100 select companies.

 
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    Our planning services for individuals include:
     
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      Retirement Planning
    •  
      Estate Analysis and Planning
    •  
      Charitable Giving
    •  
      Asset and Risk Management
    •  
      Wealth Accumulation
    •  
      Tax Strategies
  •  
    To businesses we offer:
     
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      Business Continuation & Succession Planning
    •  
      Pension Consulting, Design & Implementation
    •  
      Executive Compensation Design
    •  
      Employee Benefit Analysis
  •  
    Investment Products Available:
     
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      Brokerage Services
    •  
      Mutual Funds and Money Markets
    •  
      Fee Based Asset Management
    •  
      Pension and Retirement Plans
    •  
      Variable Annuities
  •  
    Insurance Products Include*:
     
    •  
      Life and Disability
    •  
      Long Term Care 
    •  
      Medical/Dental/Vision
    •  
      Fixed Annuities 

For more information call 412-539-0055 or contact us through this website.

 

 * Certain products are available through inter-company marketing agreements with third-party providers.

 





*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Insurance and securities products are limited to residents of California, Florida, Maryland, New Jersey, New York, Ohio, Pennsylvania,  and West Virginia.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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