The Speakman Financial Group - Pittsburgh (PA)

5 /5 Sarah Slater: Working with the Speakman Financial Team feels like working with family. Theyre trustworthy, very professional and knowledgeable, and realistic when it comes to your finances. Even for those who may not be very financially savvy, they do an excellent job of simplifying terms and checking in often to make sure you understand whats happening with your money. I would highly recommend the Speakman Financial Group!

5 /5 Haley Hanczar: I cannot recommend Speakman Financial enough! When the time came that I needed assistance in a short period of time before starting a new job and rolling over an account, I feel like everyone at Speakman Financial jumped in to help. I was able to be seen quickly and have all of my questions answered on a process that honestly always seemed overwhelming to me. Michael took the time to explain everything about the process and answered all of my questions. When the time came to setting up the new account, Speakman Financial requested everything that was needed. They made the process so easy and everyone in the office from the moment you walk through the door is so kind. The time came again that my new job decided to switch their investment company and I was responsible to complete the rollover. I was feeling stressed that I was left responsible, but when I called Speakman Financial and was directed to Katie, she assisted and made the process seamless. I honestly felt like all I had to do was call and they handled everything and as always answered all my questions. Every person you encounter at Speakman Financial is kind, responsive, and knowledgeable! I am so happy that I chose them to help guide me through a process that once seemed like something I would never understand.

5 /5 Zachary Stephens: The customer service at the Speakman Financial Group is unmatched in the Pittsburgh area. They take time to develop an individual approach with each person that walks through the door. They care about their people, and that goes a long way. Highly recommend!

5 /5 Kimberly Verna: I love working with Speakman Financial. The entire team is reliable and very trustworthy. They are there when needed and make me feel comfortable with every financial decision I am making. Would absolutely recommend!

5 /5 katherine harkins: Entering the financial world has always been a scary thought for me, but also a world I didn’t even know I should be entering as a 24 year old. Once connected with The Speakman Financial Group, the transition became incredibly easy. Michael Speakman (and Sarah Elder) in particular took the time to not only listen to ALL of my questions, concerns, and ultimate plans, but to also guide me through processes I wouldn’t normally understand, easing all of my anxieties with a calm and immediately trusting demeanor. Starting to take care of your future self through investments can be a daunting feat, I couldn’t recommend The Speakman Financial Group more to help guide you through.