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Allegheny Financial Group
Allegheny Financial Group: Decades of trusted guidance through market shifts
3.4
Business
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Allegheny Financial Group: Decades of trusted guidance through market shifts
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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Comprehensive portfolio management and investment strategies tailored to your financial goals.
Personalized retirement income planning and account management for long-term security.
Expert guidance on investments, estate planning, and financial decision-making.
Assistance with transferring and establishing new investment accounts seamlessly.
Specialized services for seniors, including inheritance and legacy planning.
Claim Allegheny Financial Group to update business info, respond to reviews, and access analytics.
Overall rating
Dan McKay
I have dealt with Mr Michael Montileone for decades and found him to be of the highest caliber.
John Castellano
They order 100 dollars worth of food and don’t tip the dashers… take your business elsewhere
Michael Seaton
We've been with this firm for decades and have nothing but good things to say about about David Jeter & Jim Hohman. They helped to guide us through the Great Recession, as well as doing an excellent job managing our money before and after it. Don't know "Michael" mentioned in the 1-star rating below, but as for David & Jim (and their teams), you can feel comfortable investing here!
St. Boniface Church Office
Allegheny Financial has been very helpful in transferring and setting up our new account.
chris ballinger
horrible, no return calls/ communication dealing with Michael and his group is an expensive shell game. Do not invest here. If you are here, take your losses and leave. Why take a risk with your hard earned money. I have had little invested with them. However, after decades of poor advice and ridiculous loads on mutual funds, this company refused to answer my questions regarding my son's inherited account for weeks. It was never set up and not funded. BBB got involved; however, you should review all actions regarding SEC and arbitration before proceeding with them. Be careful with your elderly relatives, they prey on them.
