Pittsburgh Area Investment Advisor - No Obligation Investment Portfolio Review
As a Pittsburgh area investment advisor, we offer a free consultation and investment portfolio review to help you with your investment decisions and retirement plan.
The process begins with a thorough understanding of your current situation and future needs. A comprehensive investment portfolio review includes the development of a specific Investment Proposal and Investment Policy Statement.
In our practice, we strive to help clients achieve their personal and financial goals. This review will give you an opportunity to discuss your investments and your retirement plan with an investment advisor who will work to identify your risk tolerance and your time horizon for achieving your goals.
Once decisions are made regarding various asset allocation strategies, an appropriate portfolio can be designed for your specific situation.
Communities We Serve
Here is a partial list of some of the Pittsburgh Area communities that we serve:
Baldwin, Bentleyville, Bethel Park, Bridgeville, Canonsburg, Carnegie, Cecil, Claysville, Eighty Four, Finleyville, Green Hills, Heidelberg, Hendersonville, Houston, Jefferson Hills, Lawrence, Library, Marianna, McDonald, McMurray, Meadow Lands, Mt. Lebanon, North Strabane, Oakdale, Peters, Pittsburgh, Pleasant Hills, Scott Township, South Park, South Strabane, Thompsonville, Upper St. Clair, Venetia, Venice, Washington, West Alexander, Whitehall.
Please feel free to call us if you have questions or if you would like to schedule a free consultation and investment portfolio review.
Our office is located near Pittsburgh, Pennsylvania on Washington Road (Rt. 19) in South Strabane Township. We would look forward to meeting you!
W.E. Griffith & Associates, LLC
1150 Washington Road, Suite 200
Washington, PA 15301
Phone 724-228-3440 Fax 724-228-3442
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