by Marylee Segura | Nov 29, 2023 | Financial Advisor
There's a myth that only people with lots of financial assets need professional financial advice. It's hard to think of anyone who could not benefit from seeking help from one of the financial advisors in Pittsburgh, PA. Consider these situations and how professional...
by Marylee Segura | Aug 22, 2022 | Financial Advisor
When it comes to those who have wealth that is greater than the average individual, they need services beyond just typical banking or tax planning. This is why family wealth management services are so important to delve into. Create A Financial Plan It can be...
by Marylee Segura | Jul 21, 2020 | Financial Advisor
Planning for the future is a crucial step in every person’s life. As we get older, we find ourselves more concerned with our finances, building a plan for retirement, enjoying our golden years and ensuring our families are well cared for when we’re gone. Seeking a...