Find the Best 15 Finance services in Pittsburgh, PA

Daeun Kim Great firm

Arsenio Sallie I had a great consultation with Doug today. His expertise and clear communication made complex financial concepts easy to understand. Dougs gave me some insightful advice left me feeling confident about my financial future. Highly recommend his services!

Dan Slivka Highly recommend using Equilibrium Wealth Advisors for your financial and wealth management needs. My wife and I have been working with the team for 2 years at this point and have been consistently impressed with our financial advisors (Matt and Ben). Their thoroughness in every aspect of our financial planning gives us great peace of mind. We especially value their well-balanced approach, which helps us feel secure and optimistic about our future. Plus, their availability and responsiveness are outstanding – theyre always there when we need them.

Cynthia Perotti My husband Jim and I have been with the firm for many years. Thru the early years, Neal was our go to guy. Whatever questions or concerns we had, he always put our minds at ease. We can’t say enough about his professionalism and also caring that he treated us with. In many ways we felt like we were his most important people. Since Jim’s retirement, we have met more people. Most recently John McGowan. We had a wonderful conversation about our investments, but also a great time talking about our families with each other. We shared many laughs with him. It just made the whole call we spent together enjoyable and informative. Also, thanks to Nicole, who has reached out to us, we appreciate her helpfulness in further solidifying our relationship that Neal established all those years ago. We have been so blessed by the help and concern that they have showed us thru the years. Thank you!

Dan McKay I have dealt with Mr Michael Montileone for decades and found him to be of the highest caliber.

Keith Yorko Brian and the team at Winthrop have always been open and approachable with my questions regarding portfolio goals, design and performance. He is a very patient with clear explanations and forward thinking reasons for the investments he advises. Brian and Winthrop always act in my best interest and are wonderful to work with. I would highly recommend them for anyone with a long term investment need .

Linda Benson My husband and I have been XPYRIA clients for five years. We have complete confidence in the way our funds are being managed. But XPYRIA is so much more than expert fiduciary advice. They helped my husband transition to self-employment and then to partial retirement. They regularly confer with our three grown children. When my father-in-law passed away at age 97, they helped my mother-in-law find the help she needed to settle his estate. Now my mother-in-law and brother-in-law are XPYRIA clients too, and they couldnt be more pleased. If you want to quit worrying and enjoy your retirement, call XPYRIA.

Shawn Deaton Working with Andy has been a game-changer for my financial future. He combines deep knowledge with a genuine, client-first approach that makes you feel confident and supported every step of the way. Andy took the time to understand my goals, walked me through my options clearly, and built a plan that actually feels achievable—and tailored to me. Whether it was budgeting, investing, or planning for retirement, Andy made complex topics easy to understand without ever being condescending. He’s always responsive, detail-oriented, and thoughtful in his advice. I truly trust his guidance and can’t imagine managing my finances without him now. If youre looking for a financial planner who is both highly skilled and sincerely cares about your success, Andy is the one. I cant recommend him enough! Shawn

C. Matthew Hawkins My experience with this provider was very positive. I had to have two years of federal taxes completed under a tight deadline, off-season, and at a reasonable price. This provider was very prompt, very responsive and very reasonable. He is also frank, down-to-earth and no-nonsense. I like that. I would definitely use his services again.

Cassidy Norman Highly professional advisors and staff made investing easy for me as a young professional. Online tools make access seamless for me when I want to check progress of my accounts. Thank you to a wonderful team! They are the BEST!

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!

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.

Tony C We officially started with DB Root in March 2023, and we could not possibly be happier. We were referred by a family member and only regret not starting sooner. Jeremy, Taylor and Jody have been gracious, responsive and thorough. Every question weve had (which have been many) has been responded to quickly and again, thoroughly. My wife and I lost our jobs at the same time and there was a lot of uncertainty...what to do with 401K, company stocks, etc. We were looking for guidance and instruction throughout the process and thats exactly what we have received. We look forward to a continued great relationship for years to come.

Jim Krugh Ryan has been my financial advisor for over 20 years and I couldn’t be happier with the results. Ryan listens to my goals and aspirations to develop a comprehensive plan to put me in the best position to achieve those goals. Ryan is extremely professional and someone you can trust to put your best interest first.

Ashley Gross I loved my experience with OneMain. Frank was very courteous and diligent to make my banking experience one of the best Ive had in quite some time. I had my loan completed within 24 hours and I loved that I didnt have to go into a branch to complete anything. Amazing customer service! I look forward to being a continued customer! Thank you!