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Pittsburgh, PA

One PPG Place, Suite 2420
Pittsburgh, PA 15222

412.391.0377

McMurray, PA

732 E McMurray Road
McMurray, PA 15317

724.271.8801

Sewickley, PA

1605 Carmody Court, Suite 101
Sewickley, PA 15143

724.719.6600

grove City, PA

115 Erie Street
Grove City, PA 16127

724.458.5233

Naples, FL

999 Vanderbilt Beach Road,
Suite 200, Naples, FL 34108

239.422.5410

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Latest Insight

5 Key Steps to Help Ensure Your Financial Plan Informs Your Investments
Insights

5 Key Steps to Help Ensure Your Financial Plan Informs Your Investments

by Randy Holcombe

CFP®, Wealth Manager

Investing can be a powerful tool for building wealth and helping to secure financial stability, but to maximize its benefits, it should be aligned with your personal financial goals. A Financial Plan, supported...
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The Heart Behind Confluence Coats for Kids

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits…
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