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Browse these financial services with great ratings from Thumbtack customers in Altoona.
I highly recommend David Kassir at Manna Capital Management for financial planning and advice. He’s part of the Wells Fargo Advisors Financial Network. David has been a tremendous help to me in building a common sense set of priorities and a financial plan to get there. He has been extremely generous, patient and attentive.
I trust Jim with my, and other family members, financial health. His educational approach to advising clients is refreshing. He works with his clients to develop a financial plan for their future- through investment strategies, retirement planning and creating a comprehensive financial outlook to grow and protect their assets.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
My experience is unique in this region: I have researched (and published) professional level investment reports; when I analyse and recommend an investment I know the reasons behind it; I am not told what to buy or recommend by an unknown third party. In addition, I am fee-only... I don't have a commissioned product line that I must sell you to get paid.
Jeff Fleming, founder and president of VIP Financial Group, LLC, has been providing for his clients' insurance and financial needs for over 20 years, specializing in estate planning, business planning, and estate and trust administration. His firm's philosophy is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions affecting your future financial condition.
Consider this enterprise if you need a group that offers professional financial services. This team of reliable individuals is equipped with the skill and knowledge to meet your needs.
Tired of looking for experts who offer financial management services in Johnstown? Consider this company. They also provide litigation support services.
Consider this professional if you need a personal financial consultant in Trafford. This expert has been in the business for four years.
Searching for financial planners? Choose AXS Management, LLC. They provide business consulting, social media marketing, and website development solutions as well.
Check out Sheth Advisory Group LLC if you want to hire one of the best financial planning consultants in the Pittsburgh area. They also offer insurance and marketing services for individuals and businesses.