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Top 30 financial advisors of 1,085 near 16066
Out of 400,000+ nationwide
Matthew G
Series 63, Series 65
Wexford, PA
Edward Jones
Retirement income strategy
Retirement withdrawal strategies
Liquidity event planning
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Founder/Business Owner
Tyler B
Series 66
Zelienople, PA
Edward Jones
Retirement income strategy
General estate planning guidance
Wealth management
Retirement withdrawal strategies
Retirement plans for business owners (SEP, solo 401k)
Catherine V
Series 66
Cranberry Twp, PA
Edward Jones
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement income strategy
Planning for children with special needs
Founder/Business Owner
Patrick B
CFP®, Series 63
Pittsburgh, PA
Edward Jones
Brian J
Series 66
Zelienople, PA
Edward Jones
Retirement income strategy
General estate planning guidance
Business ownership considerations
Business exit / sale strategy
Wealth management
Founder/Business Owner
Daniel S
Series 66
Cranberry Township, PA
Edward Jones
College savings (529s, UTMA, etc.)
Retirement income strategy
Wealth management
Inheritance planning
General estate planning guidance
Adam D
Series 66
Pittsburgh, PA
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
Business exit / sale strategy
General estate planning guidance
Craig H
Series 66
Cranberry Township, PA
Edward Jones
College savings (529s, UTMA, etc.)
General retirement planning
Wealth management
ESG / Sustainable investing
Oil & Gas
Geri D
Series 66
Oakmont, PA
Edward Jones
General estate planning guidance
Retirement income strategy
Wealth management
Andrew D
CFP®, Series 66
Pittsburgh, PA
Edward Jones
College savings (529s, UTMA, etc.)
Equity Recipients (RS/RSU, SOP, ESPP)
General estate planning guidance
Retirement income strategy
Wealth management
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Top 30 financial advisors of 1,085 near 16066
Out of 400,000+ nationwide