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Allegheny Financial Group

Allegheny Financial Group: Decades of trusted guidance through market shifts

3.4(5 reviews)
financial-advising
$$$
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About

Located in Pittsburgh, Allegheny Financial Group offers finance consulting and money management services. Clients note decades of guidance, including steering portfolios through the Great Recession and assisting with transferring or setting up new accounts. Reviews mention experienced advisers such as David Jeter, Jim Hohman, and Michael Montileone, while also cautioning about occasional communication gaps with some team members.

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Location

811 Camp Horne Rd, Pittsburgh, PA 15237, USA

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Services

Wealth Management

Comprehensive portfolio management and investment strategies tailored to your financial goals.

Retirement Planning

Personalized retirement income planning and account management for long-term security.

Financial Advisory

Expert guidance on investments, estate planning, and financial decision-making.

Account Setup and Transfers

Assistance with transferring and establishing new investment accounts seamlessly.

Elder Financial Planning

Specialized services for seniors, including inheritance and legacy planning.

Reviews

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