Allegheny Financial Group | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Email & Communication
Keywords & Focus Areas
Allegheny Financial Group
Overview
Allegheny Financial Group is an SEC-registered investment advisory firm based in Pittsburgh, Pennsylvania, founded in 1976. The firm is known for its pioneering role in financial planning in the region and is privately owned by financial planning professionals. It emphasizes personal attention, specialized knowledge, and thorough market research to build client trust. Operating independently, the firm is free to select investments without being tied to specific products or companies.
Offering a wide range of financial services, including planning, portfolio and investment management, market analysis, risk management, and business, estate, and retirement planning, the firm collaborates with its broker-dealer division, Allegheny Investments, for integrated services. Many advisors hold Certified Financial Planner (CFP) certification and maintain a fiduciary standard, acting in their clients' best interests. Its long-standing commitment to professionalism and client service has earned recognition as one of Pittsburgh’s top financial advisory firms.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1976 |
| Revenue | $33.5M |
| Headquarters | Stone Quarry Crossing, 811 Camp Horne Road, STE 100, Pittsburgh, PA 15237, United States |
| Languages | English |
Contact Details
- Phone: +1 412-367-3880
- Website: alleghenyfinancial.com
- LinkedIn: linkedin.com/company/allegheny-financial-group
Key Focus Areas & Initiatives
- Comprehensive financial planning
- Investment management
- Retirement planning
- College planning
- Tax planning
- Estate planning
- Long-term success
- Wealth transfer
- Insurance planning
- Financial planning & advisory services
- Wealth management
- Philanthropy planning
- CFP certification
- Personal financial planning
- Holistic approach
- Risk management
- Education funding
- Diversification
- Asset allocation
- Life insurance
- Disability insurance
- Asset management
- Long-term care insurance
- Financial planning
- B2C
- Non-profit
- Consulting
- Services
- Other financial investment activities
- Market research
- Cash flow management
- Financial services
- Law practice
- Legal services
- Nonprofit organization management
Technologies Used
- AI
- Outlook
- Remote
Community
