Services Offered
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
3.4(5 reviews)
Rating Distribution
5
3
4
0
3
0
2
0
1
2
D
Dan McKay
via Google
almost 4 years ago
I have dealt with Mr Michael Montileone for decades and found him to be of the highest caliber.
J
John Castellanovia Google
almost 4 years ago
They order 100 dollars worth of food and don’t tip the dashers… take your business elsewhere
M
Michael Seatonvia Google
over 6 years ago
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!
S
St. Boniface Church Officevia Google
almost 8 years ago
Allegheny Financial has been very helpful in transferring and setting up our new account.
C
chris ballingervia Google
about 8 years ago
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.
