Equilibrium Wealth Advisors - Pittsburgh (PA)

Mike Aspeotes Great company helped us get a car when we needed it most. Very professional extremely caring all around just a great experience

Howard Noble My wife retired in 2020 from a large retail company with a pretty decent amount in a retirement savings account. Her account was managed by one of the large investment firms and she began withdrawing a monthly amount from that account. Unfortunately with each withdrawal from her retirement account the balance would decrease considerably. We accepted the decrease as normal. Somewhere along our journey my wife met Alicia ODonel and decided to allow Alicia to manage her retirement account. I retired in 2022 and agreed to allow Alicia to manage my retirement account also. We are truly amazed at how Alicia has managed our accounts and even though we both take a monthly withdrawal from our retirement savings we are very, VERY pleased with how Alicia has worked with us and handled our accounts. Alicia is in constant contact with us through either mailings or electronic communications and we meet with her periodically to review and to plan for the future. I believe Alicia ODonel cares about our financial wellbeing and works very hard to make sure our retirement savings will be there for us for years to come. We are extremely pleased to be working with Alicia ODonel and blessed to have found such a personable, caring, hard working financial advisor!

leka uila I contacted this firm requesting assistance with a financial matter. Apparently, their policy is that they will not meet with anyone UNLESS you guarantee that you will have them file your taxes. While the receptionist was admittedly new, I was told my request would be passed along. I gave the company about a week to contact me to see if they would be able to arrange to meet with me. No contact after a week. My question...how can I assess if I would like them to handle my taxes if they cant even be bothered to have a simple meeting with me where I could get a feel for the way the firm does business. Well, guess I know how they do business since they cant be bothered to follow up on a potential new client.

Jin L I really appreciate the associate called Scott Clements’ service, every time when I have a question or concerns, he was always able to provide solutions. Highly recommended this branch. He also helps the local Chinese speaking community. Great job!