We created HYA Financial to advocate for client transparency in fees, commissions and transactions. We also wanted to be inclusive to those that are unable to meet high thresholds that are usually set for single-fee management. Therefore everyone should enjoy the opportunities of quality wealth management and financial planning services at a single-fee.
At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implementing sound strategies and periodically reviewing plans, our clients have an opportunity to achieve financial independence. The services that we provide are flexible and comprehensive. They include, but are not limited to, investment planning, education planning, retirement planning, estate planning and income tax management. Services: Financial Planning, Financial Advisory, Investment Planning, Retirement Planning, Insurance Advisory.
Douglas J. Turner, Accredited Wealth Management Advisor started Alum Rock Wealth Management LLC in July of 2011 to provide advice to our clients about financial services so they could plan for their important life events, plan for their future and concentrate on the people that matter to them. Doug has 37 years of experience with Parker/Hunter Incorporated, Janney Montergomery Scott as well as Alum Rock Wealth Management LLC. Mike Wiedt joined us in May of 2017. Mike has 33 years of experience in financial services with Dean Witter, Parker/Hunter Incorporated, Janney Montgomery Scott as well as Alum Rock Wealth Management LLC.
The advisor listed is an Ameriprise financial advisor in Pittsburgh. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.
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Welcome to DS Financial Advisors. We are an integrated tax and financial planning firm. We look at an overview of your entire financial life trying to help make sense of all the information that is currently being marketed at you. Our approach is to simplify your financial life. DS Financial Advisors offers many of financial planning services. While examining your tax situation and your current financial picture, we will walk you through a financial program that is very specific to your current goals. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services such as tax preparation, planning & analysis for individuals and small businesses' bookkeeping, budgeting & payroll services, retirement strategies, investment management, estate conservation & long term care planning, business cash flow planning, quick books training & support live on site, bookkeeping, and payroll services.
DBR & CO is a nationally recognized wealth advisory firm. As a fee-only fiduciary, we specialize in building financial plans and investment programs tailored to achieve the unique goals of individuals, multi-generational families, retirement plan sponsors, and institutions. At DBR & CO, we appreciate that all relationships are personal. This client-centric approach has served as the ballast of DBR & CO's mission since the firm's founding in 1994. While our roots are in Pittsburgh, we work with individuals, families, retirement plan sponsors, and institutions on a regional and national basis. Please let us know if you think we can help in any way. We can't wait to listen to your story.
