Pennsylvania Financial Group

Pennsylvania Financial Group is a financial planner in Pittsburgh, PA. The firm specializes in retirement planning, asset management, and investment services for high-net-worth clients. With more than 150 clients served and over 50 years of combined experience among its advisors, the group has been serving clients since 1988. It holds a perfect 5.00 rating based on customer reviews.

The firm’s approach centers on a systematic and quantitative management style focused on long-term investing. Its services include a specific Investment Roadmap process designed to determine how to move from current financial standing to desired goals. Retirement planning shifts from accumulation to income planning as clients approach retirement, leading into estate planning strategies for efficient asset distribution. The team provides cash flow and tax planning, wealth preservation, and distribution planning. Advisors meet regularly with clients to review and adjust plans, emphasizing a step-by-step process to help clients see progress year over year. The firm received a Distinguished Customer Service Award in 2024, an internal recognition voted on by staff.

Located at 2591 Wexford-Bayne Road Suite 202 in Sewickley, the office sits on Wexford Bayne Road. It is approximately a quarter of a mile from the Northland Public Library Book Return and about three-tenths of a mile from Children's Hospital of Pittsburgh North. The UPMC Sleep Center is also nearby, roughly four-tenths of a mile away, while Rippling Run creek is about seven-tenths of a mile from the location.

Pennsylvania Financial Group is known for its meticulous attention to detail and its focus on individualized financial planning. The firm’s reputation is supported by its perfect rating and its long history of serving the region since 1988.

In Pittsburgh, Pennsylvania Financial Group offers a dedicated path to retirement success through experienced, individualized financial planning.

Services:

• Asset Management
• Client Logins
• Financial Consulting
• Investment Advisory
• Retirement Planning