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Visit The Pittsburgh Business Show

25th - 26th of April 2018
David L. Lawrence Convention Center

About Us

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Business Overview

Year Established: 1995
Certifications / Awards:

  • Five Star Wealth Manager
  • Member FINRA and SIPC
  • Certified Financial Planners
  • Chartered Financial Consultants
  • Employee Benefits Specialists
  • Registred Registreed Representative
  • Toys for Tots Supporter


The Five Star Professional designation initiates from one of three sources - firm nomination, peer nomination and pre-qualification based on industry standing - to identify award candidates. Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered, a favorable regulatory and complaint history, and a minimum active licensed professional tenure. The resulting list of 2016 Five Star Wealth Managers represents an exclusive group of Pittsburgh wealth managers who provide quality services to their clients. For more information visit: www.fivestarprofessional.com

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Main Website

Business Hours

Mon: 9:00 AM - 5:00 PM
Tue: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thu: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

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Video 1
Identity Theft Seminar