Financial Advisors in or around Pittsburgh, Pennsylvania

Brian J. Donley CFP® (CRD#:2761018) is an experienced financial advisor with Summit Wealth Advisors, located at 9043 Perry Highway, Pittsburgh, PA 15237. Brian J. has over 16 years of experience as a financial services professional/consultant.

About the Firm: At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implement strategies, and periodically reviewing our strategy, our clients can pursue the future they envision.

Brian J.'s comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Insurance. Brian J. is licensed for the following insurance and annuities products: Annuity, Disability, Life, Long Term Care, Variable Annuity, Variable Life.

Brian J.'s portfolio size requirement is $100,000. Brian J.'s compensation methods: Commissions, Flat Fee, Based on Assets.

Brian J. can be reached at (412)367-3980 and is generally available for a meeting at firm's office.

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WiserAdvisor >   Pennsylvania >   Pittsburgh 

Premium Financial Advisors Listing

Brad Tiche, Accredited Investment Fiduciary®, Financial Advisor from Pittsburgh, Pennsylvania Brad Tiche, Accredited Investment Fiduciary®


(412) 261-4500
437 Grant Street, Suite 421,
Pittsburgh, PA   15219
Distance : 2 miles

Summit View is a financial services firm. Our primary goal is providing exemplary guidance to those looking to get a better handle on their financial management. We provide professional, diligent, consistent wealth management and advice for individuals, small/medium sized businesses, foundations, trusts and executives. Rather than just being anothe.......

Michael  Giammatteo, Financial Advisor from Pittsburgh, Pennsylvania Michael Giammatteo


(412) 232-3310
401 Liberty Ave,
Ste. 550,
Pittsburgh, PA   15222
Distance : 3 miles

XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution and private market client with a level of investment management service and expertise traditionally reserved only for clients with hundreds of millions of dollars to invest. Today, XPYRIA currently serves approxima.......

Travis Sollinger, Financial Advisor from Pittsburgh, Pennsylvania Travis Sollinger


(412) 387-7085
Foster Plaza 10,
680 Andersen Drive,
Pittsburgh, PA   15220
Distance : 6 miles

We operate based on the simplest of beliefs – to do what’s best for our clients. Our first priority is protecting our clients’ money by staying within the spectrum of acceptable risk based on the client’s specified risk tolerance – and doing so through highly personalized service. Our strict adherence to our investment strategy steers us away from.......

Brian J. Donley CFP®, Financial Advisor from Pittsburgh, Pennsylvania Brian J. Donley CFP®


(412) 367-3980
9043 Perry Highway,
Pittsburgh, PA   15237
Distance : 7 miles

At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implement strategies, and periodically reviewing our strategy, our clients can pursue the future they envision. We provide flexible services, including but not limited to educating our clients, desi.......

Rod Diaz, Financial Advisor from Pittsburgh, Pennsylvania Rod Diaz


(724) 313-6038
100 Bradford Road,
Wexford, PA   15090
Distance : 12 miles

My mission is to help investors understand their options and choices, to help them identify and slect high-quality investments that ultimately invest in in high-quality organizations that are profitable and well managed. My job is to clients avoid costly mistakes, like selling in Market declines or buying during periods of exuberance, and to stay .......

Kristopher Nuttall, Financial Advisor from Pittsburgh, Pennsylvania Kristopher Nuttall


(724) 779-7795
20510 Route 19 Suite 106,
Cranberry Township, PA   16066
Distance : 18 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Other Financial Advisors Listing

Ronald Geisler, Financial Advisor from Pittsburgh, Pennsylvania Ronald Geisler
The Advisors LLC

One North Shore Center,
Pittsburgh, PA   15212

Through a long-term financial planning relationship help my clients exceed their specific financial goals and overall financial affairs by providing unbiased objective advice through a reputable inde.......

Charles Stone, CFP®, Financial Advisor from Pittsburgh, Pennsylvania Charles Stone, CFP®
Charles E. Stone & Associates

1010 Western Ave,
Suite 600,
Pittsburgh, PA   15233

We are an independent financial services firm committed to helping people pursue their financial goals and simplify their financial lives. From a planning basis we offer a wide range of financial s.......

Robert Chamberlain, Financial Advisor from Pittsburgh, Pennsylvania Robert Chamberlain
Robert Chamberlain, CFP ®

9401 McKnight Rd,
Suite 306,
Pittsburgh, PA   15237

We offer financial planning and investment management services for individuals, families, and business owners, most of whom are located in southwestern Pennsylvania. The primary focus for most of our.......

Thomas Conway ChFC®, CLU®, CFS®, Financial Advisor from Pittsburgh, Pennsylvania Thomas Conway ChFC®, CLU®, CFS®
CONWAY Financial

200 Cedar Ridge Drive,
Suite 206,
Pittsburgh, PA   15205

Welcome to CONWAY Financial. We are an independent financial services firm specializing in retirement planning. We help those near and in retirement plan for income during their retirement years and.......

William (Bill) Young, Financial Advisor from Pittsburgh, Pennsylvania William (Bill) Young
Ameriprise Financial Services, Inc.

70 Old Clairton Road,
Pleasant Hills, PA   15236

As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated thei.......

Carla Devlin, Financial Advisor from Pittsburgh, Pennsylvania Carla Devlin
Boniface Portfolio Consulting, Inc.

261 Jefferson Drive,
Pittsburgh, PA   15228

Our goal is to provide objective investment advice that is free from conflicts of interest that arise in a commission generating firm. We deal with our clients with the highest level of integrity, ho.......

Sarvey Canella, Financial Advisor from Pittsburgh, Pennsylvania Sarvey Canella
Canella Financial Group

1150 Thorn Run Road,
Suite 102,
Moon Township, PA   15108

Canella Financial Group offers comprehensive financial consulting services as well as a full range of financial products and services to help clients reach their financial goals. We consult with clie.......

Scott Deaton, Financial Advisor from Pittsburgh, Pennsylvania Scott Deaton
Mosaic Consulting LLC

370 Southpointe Blvd,
Suite 200,
Canonsburg, PA   15317

Scott began his career in the financial services industry with Lincoln Financial Advisors in 2003. Shortly thereafter, Scott became a partner with Mosaic Consulting in 2005. Scott specializes in fin.......

Allison Porco, Financial Advisor from Pittsburgh, Pennsylvania Allison Porco
First Investors Corporation

FIC,
Pittsburgh, PA   16066

First Investors has been helping people meet their financial goals since 1930. We take great pride in our unique way of doing business, which includes no-cost, one-on-one meetings in your home or off.......