Financial Planners in Pittsburgh

“Coleman Financial Services are my family. Michael Coleman was kind, understanding, warm and sincerely want myself and my family to succeed and always finds resolutions for my situations. This company has had my family’s best interest for years. I appreciate them so much. The entire staff are amazing. This is a company I depend on. Thank you, Glenn, Leighann and Michael so much. Sheila“

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“My wife and I went to a free workshop conducted by The West Advisory Group. We learned so much, that we decided to go with them as our financial advisors. They specialize in working with people who are getting close to retirement. Their philosophy, and strategic way of thinking about our future, has helped us to feel confident in our financial planning. I highly recommend them.“

“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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“My wife and worked with Jack Sauserman! He was so professional and easy to work with. I would recommend Jack to all of my family and friends!“