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Advisors near 15317

Out of 400,000+ nationwide

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Arlene N

Series 63

Pittsburgh, PA

A. Neff Associates LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting
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Gary S

CFP®, Series 63, Series 65

Canonsburg, PA

Storie Financial Advisory LLC

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting General tax planning Retired Founder/Business Owner
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Jay P

Series 66

Pittsburgh, PA

ClearPeak Capital Management

Options & derivatives strategies
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Thomas F

CFA®, Series 63

Pittsurgh, PA

Emmanuel Capital Management, LLC

College savings (529s, UTMA, etc.) General retirement planning Wealth management Cash flow / budgeting
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Michael G

ChFC®, Series 63

Canonsburg, PA

Giffin Planning Services, Inc.

Annuities
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Chad B

Series 65

Pittsburgh, PA

Peridot Capital Management

Active portfolio management Retirement income strategy General retirement planning Options & derivatives strategies Retired Young Professionals Approaching retirement
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Guy D

Series 63, Series 65

Venetia, PA

Deemer Wealth Management LLC

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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David M

Series 65

Pittsburgh, PA

WealthProtect Advisors LLC

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Annuities
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Camillo S

CFA®, Series 65

Pittsburgh, PA

Potomac Investment Management, Inc.

Active portfolio management General retirement planning
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James Z

CFP®, Series 63

Pittsburgh, PA

The Baran James Company, Inc.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis
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