Bernstein Private Wealth Management - Pittsburgh (PA)

Bryan Kreider Mike Battistelli and the team are great to work with and Vicki and I trust in their guidance in our future investments I highly recommend the team stop in and let them guide you on your journey to a successful future

D. Wit Fantastic financial strategist. He explains financial paths you can take and the investments it takes to achieve your goals. It also helps that he makes it easier to understand for non saavy investors like myself.

Derian C Juarez Taylor the agent over the phone helped me a lt finding th epolicy that suits me best

Timothy S My wife and I have been clients of Marion Wealth Management Group for about 15 years because of the following reasons: 1) They are a fiduciary with our financial interests paramount. 2)They are very accessible, promptly responding to all of our queries. 3) They explain the details of our investments in terms easily understood. 4) They are able to structure our investments to satisfy both my wife (conservative) and my (moderately aggressive) risk profiles. 5) At their website they have elaborate financial software analysis, reporting and forecasting programs. 6) Mike Marion, Managing Partner, Jeff Lott, Partner and their office staff are all very nice and pleasant to talk with. 7) We trust them and have achieved financial peace of mind working with them.

Andrew Franco If you need financial advice, I highly recommend Dan Maloney! Dan really knows his stuff, and made the usually stressful process of creating a financial plan quick and easy!