Pittsburgh, PA Financial Advisors and Resources



Financial Advisor Firms in Pittsburgh, PA


SYMONS CAPITAL MANAGEMENT INC

Website

(412) 344-7690

650 Washington Road
Suite 800
Pittsburgh, PA 15228

SEC#: 801-18876
Years in Business: 38 years

CIM INVESTMENT MANAGEMENT INC

Website

(412) 765-2771

1302 Investment Building
239 4th Avenue
Pittsburgh, PA 15222

SEC#: 801-47108
Years in Business: 27 years

OXFORD REAL ESTATE ADVISORS INC

Website

(412) 261-1500

2545 Railroad Street
Suite 300
Pittsburgh, PA 15222

SEC#: 801-50212
Years in Business: 26 years

SUNDANCE ADVISORS

Website

(412) 366-2813

5500 Corporate Drive
Suite 216
Pittsburgh, PA 15237

SEC#: 801-66405
Years in Business: 15 years

QUATTRO ADVISORS L.L.C.

Website

(412) 586-5406

3495 Butler Street
Suite 100
Pittsburgh, PA 15201

SEC#: 801-80531
Years in Business: 6 years

JANNEY CAPITAL MANAGEMENT LLC

Website

(412) 562-8100

One Ppg Place
Suite 2200
Pittsburgh, PA 15222

SEC#: 801-74501
Years in Business: 9 years

WEALTH MANAGEMENT STRATEGIES, INC.

Website

(412) 781-7100

17 Brilliant Avenue
Suite 302
Pittsburgh, PA 15215

SEC#: 801-117711
Years in Business: 1 years

NEW EDGE WEALTH

Website

(800) 693-7800

1251 Waterfront Place, Suite 510

Pittsburgh, PA 15222

SEC#: 801-118291
Years in Business: 1 years

EWA, LLC

Website

(412) 288-2363

381 Mansfield Ave
#200A
Pittsburgh, PA 15220

SEC#: 801-118806
Years in Business: 1 years


How Retirement-Friendly is Pittsburgh, PA?

  • Population: 302,205
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $144,100
  • Average Monthly Housing Cost: $918
  • Average Household Income: $72,981
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)


Pittsburgh, PA Financial Advisor FAQs

When meeting with a financial advisor, it is useful to have the following questions in mind: What should I be saving for? How much will my investments need to grow each year to reach my goal? Can you recommend an investment strategy and allocate my money accordingly? What is your philosophy on risk management and how does it relate to the type of investment strategy you recommend for me as well as overall portfolio allocation decisions such as bonds vs. equities?
Talk to your employer benefits department or search online for financial advisors in Pittsburgh. Two of the most common ways are to talk with someone you know who is a professional accountant, lawyer, doctor, financial advisor etc. They will usually tell you who they work with and it is then just a matter of contacting him or her. The other way would be to search Google or Yahoo under the keywords financial advisors in Pittsburgh, which can lead you to websites of different companies that offer this service.
A financial advisor's cost depends on the specific service offered and the type of organization. Financial advisers typically charge for hourly rates or retainer fees (monthly fee). An hourly rate would be paid up front and a retainer fee would usually process monthly and sometimes quarterly.
A financial advisor is someone who gives advice on how to manage your money--including saving for retirement, paying off debt, buying insurance and more.