Financial Advising in Pittsburgh, PA
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10 locations found near Pittsburgh
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1 Bigelow Sq 20th floor, Pittsburgh PA 15219
“We (my husband and I) have been with this wonderful group for a number of years! I am a total financialphobe while my husband likes to have a say in decisions for his accounts. They have navigated our differences quite well and despite market shenanigans we are doing better than average! Thank you! The group also regularly has get togethers with other clients and the staff so we know them all and trust them all. I highly recommend their services !”
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2801 Custer Ave Ground Floor, Pittsburgh PA 15227
“I switched over to Donnelly-Boland & Associates a few years ago after experiencing continual setbacks and issues with my previous tax/financial advisors, and it has been nothing but a fantastic experience ever since! Dan has been incredibly helpful in ensuring we are maximizing our returns while also helping us plan for our financial future. The level of professionalism, communication, and guidance from both Dan and the entire team has been outstanding. Thank you again to Dan and the team. I’m looking forward to many more years of working together, and I would highly recommend them to anyone in need of financial or tax services.”
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1721 Cochran Road Ste 200, Pittsburgh PA 15220
“Dylan does an excellent job in tax planning , tax preparation, and the entire staff has been extremely professional to work with. Have 2 separate businesses with Wilke and I trust them to help with all things tax planning & preparation. Thanks guys!”
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6425 Living Place Ste 200, Pittsburgh PA 15206
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4701 Baptist Road Suite 100, Pittsburgh PA 15227
“Jim is very relatable, down to earth, and helpful! I definitely trust them with my finances and appreciate how available they are. Definitely recommend to everyone!”
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811 Camp Horne Road, Pittsburgh PA 15237
“We've been with this firm for decades and have nothing but good things to say about about David Jeter & Jim Hohman. They helped to guide us through the Great Recession, as well as doing an excellent job managing our money before and after it. Don't know "Michael" mentioned in the 1-star rating below, but as for David & Jim (and their teams), you can feel comfortable investing here!”
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2740 Smallman Street Unit 202, Pittsburgh PA 15222
“I just finished using Joel at Davis, Davis and Associates and wish I would have worked with them years ago. I was cheap and trusted turbo tax to get the job done. The process was just as easy, but you are getting professional help and not a computer. Truthfully, the price isn't much different when all said and done. They were able to maximize my refund and made the process simple. It was quick and reliable. I highly recommend using them!”
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61 McMurray Road Suite 204, Pittsburgh PA 15241
“We had an exceptional experience meeting with Wright Associates and Kyle, who is now our financial planner. He provided a clear, thoughtful, and detailed overview of our financial situation and the options available to us. What really stood out was the genuine care and warmth he brought to the conversation. He made a complex topic feel approachable and manageable. We left the meeting feeling informed, supported, and confident about the next steps. We're excited to move forward with the firm and highly recommend them to anyone looking for a financial planner who is both knowledgeable and easy to work with.”
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3730 Brownsville Road, Pittsburgh PA 15227
“We could not be more pleased with Donnelly Boland and the staff. Our tax return unexpectedly required some extra work and they handled it with ease and precision. Tax season was stress-free !”
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118 Bakery Square Blvd, Pittsburgh PA 15206
“We have received great service from the staff and are very pleased with the knowledge and approach. I don't understand the negativity in some of the reviews since our experience has been quite the opposite over a number of years.”
