Hi everyone, *Thanks to all who sent recommendations for financial advisors! * It took me a while to organize the list, but I am glad I waited as another recommendation came in today from someone who interviewed many advisors. I listed her recommendations first, and then tried to group all of the other recommendations to show that some advisors or investment firms were recommended by a few people. Best, June *Financial advisor recommendations, 5/26/2016* I began a very thorough search (meetings and interviews w each candidate, below) in January, and finally hired one for us in April. We went with (we absolutely love her): *Nancy D. McKee*, CFP® Financial Advisor 811 Camp Horne Road Pittsburgh, PA 15237 Phone: 412-536-8023 <file://localhost/tel/412-536-8023> Fax: 412-367-8353 <file://localhost/tel/412-367-8353> nmckee@alleghenyfinancial.com But these were also very high on our list, and I would recommend looking into: --*Nick Terezis* (he will drive to your home to meet) 740-282-5198 <file://localhost/tel/740-282-5198> nterezis@mstrategic.com founder of Marathon Strategic in Steubenville. --*Amy Devite * she works, as part of a larger team, for Morgan Stanley. Business Development Associate The Trinkala/Breedlove Group Morgan Stanley Wealth Management One PPG Place, Suite 1300 |Pittsburgh, PA 15222 Direct: 412.392.5821 <file://localhost/tel/412.392.5821> Toll Free: 800.245.6100 <file://localhost/tel/800.245.6100> eFax: 267.546.4278 <file://localhost/tel/267.546.4278> Fax: 412.392.0318 <file://localhost/tel/412.392.0318> amy.l.devite@morganstanley.com --*Gail Costa* with Luttner Costa wealth Mgmt Group (she will drive to meet with you at YOUR home) Merrill Lynch 412-749-7915 <file://localhost/tel/412-749-7915> gail.costa@ml.com --*Girish S. Thakar* LLC 2 Robinson Plaza, Suite 320 Pittsburgh PA 15205 Phone: 412-809-0990 <file://localhost/tel/412-809-0990> Email: Girish.Thakar@Raymond.James.com I have worked with a few advisors, by far the best is *Nancy McKee* at Allegheny Financial on Camp Horne Road. I cced Nancy on this email. I was able to retire early in good part to her help!! Our family has been going to Allegheny Financial Group for over 40 yrs!! My parents started with them and my husband and I have continued their services. They are a phenomenal group! Very professional yet down to earth and comfortable! Our advisor is David Jeter, here is his info, etc., *David Jeter, CFP®* Financial Advisor 811 Camp Horne Road Pittsburgh, PA 15237 Phone: 412-536-8012 <file://localhost/tel/412-536-8012> Fax: 412-367-8353 <file://localhost/tel/412-367-8353> Web <http://www.alleghenyfinancial.com/> Facebook <https://www.facebook.com/alleghenyfinancialgroup> LinkedIn <https://www.linkedin.com/company/allegheny-financial-group> I’ve used Gail for years and really like how organized, detailed and personalized she is with my overall portfolio. She is with Merrill Lynch so I do utilize their services, but she also reviews my overall finances that include those outside of Merrill. She comes to me for meetings as well - which I like. *Gail Stulberg Costa*, CFP®, CRPC® Wealth Management Advisor Vice President Luttner Costa Wealth Management Group Phone: 412-749-7915 <file://localhost/tel/412-749-7915> gail.costa@ml.com Visit us at: http://fa.ml.com/luttner_costa_wealth_management_group I'd recommend *Gail Costa*. She's affiliated with Merrill Lynch. Her number is (724) 749-7915 <file://localhost/tel/%2528724%2529%20749-7915>, gail.costa@ml.com. We use *Glenn Powell* from PNC. He has helped us a lot. Phone: *412-762-6135* email: *glenn.powell@pnc.com <glenn.powell@pnc.com>* *Nathan Garcia* PNC Investments---4125122995 <file://localhost/tel/4125122995> My friend *Laura Leach*, works for PNC and is a financial advisor. She is really knowledgeable, friendly and not biased. Her work number is 412-653-8085 <file://localhost/tel/412-653-8085>. I saw your request on Highland Park list serv. I recently made a connection with a financial advisor and he seems to be a really great guy and has a good resume as well. I'll list his information below. Good luck. *Jesse Bowman* *412-392-3734* *jbowman01@ft.newyorklife.com <jbowman01@ft.newyorklife.com>* I have great respect for *Signature Financial Planning*. They are a 25 year old private, independent company with a team oriented approach. Great people. *Scott Tobe* or *Debbie Graver* at Signature Financial *Sam Dippold* at Hefron Tillotson I have used *Dara Kittle* she is wonderful. darakittle@gmail.com We have used *Adam Yofan*, Alpern Wealth Management for many years. He was able to artfully blend my conservative investing/saving style with my husband's much more aggressive investing style. We trust Adam's advice and highly recommend him. (412) 904-3949 <file://localhost/tel/%2528412%2529%2520904-3949>. *Bill Gorman* from Lifetime Financial Growth is really great. His office is downtown at 244 Blvd of the Allies., *412-391-6700* *Legend Financial Advisers*, Inc *http://www.legend-financial.com/index.htm <http://www.legend-financial.com/index.htm>* *Andy Wolfinger*, Janney Montgomery Scott We're having a good experience with this company: *Shorebridge Wealth Management* They're located on Washington's Landing. We have been going to *Matthew J. Nichter* CPA for tax preparation and financial advice for years. Friends use him as well. 508 Washington Avenue Bridgeville, PA 15017-2016 (412) 257-2025 I am a personal financial advisor. I work independently and search for the best company when it comes time to purchase product. I am also a College planner and help families figure out how they will be paying for college. Here is my questionnaire that I look at before I meet with my clients. I do not charge any fees for my services. I get paid 2 ways one from the companies when we find what the best product for your family is and second from referrals. I look forward to hearing from you. Thanks *Kim Stewart* 412-287-0515 <file://localhost/tel/412-287-0515> kim@ksandassociates.net I am a financial advisor living here in Highland Park. I work as an independent advisor for Waddell & Reed, Inc. I would be happy to get together and just take a look at what you currently have put aside for retirement savings and offer you some advice moving forward. Please contact me anytime. Take care, *Lute L. White*, M.Ed.