Hefren-Tillotson, founded in 1948, is one of the largest investment advisory firms that provides wealth management services to individual and business customers. It offers a range of services, such as financial planning, asset management, and investment and security research. The services offered by the firm also include fiduciary reviews and trust management. The firm s portfolio management team develops investment and wealth management strategies for individuals, corporate retirement plans, foundations and endowments. Its Insurance department provides coverage for life, long-term care and disabilities. It manages more than $4 billion in client assets. The firm s staff includes attorneys, underwriters, and financial planners and analysts. Headquartered in Pittsburgh, the firm has offices in Wexford and Butler, Pa.
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BBB Rating
A+
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Hours
Regular Hours
Mon - Fri:
Extra Phones

Phone: 412-392-0919

Fax: 412-261-4348

TollFree: 888-405-0990

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Categories
Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service
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