Gordon Investments Inc

Steve Mathis serves as a Private Client Relationship Manager at Citizens Private Client in Pittsburgh, PA, where he and his dedicated advisory team assist clients in navigating their financial journeys. They focus on creating comprehensive financial plans tailored to individual needs, ensuring ongoing support as clients' circumstances evolve. Citizens Private Client offers a range of services, including personalized financial planning and exclusive rewards through Citizens Plus, which enhances clients' financial experiences with benefits like higher savings rates and special lending discounts. The firm emphasizes a collaborative approach, prioritizing the unique goals and legacies of each client and their families. Generated from the website

DiNuzzo Index Advisors is a trusted wealth management firm based in Pittsburgh, PA, with over 34 years of experience serving clients in Southwestern Pennsylvania and across 33 states. With $943 million in assets under management, their team of highly qualified professionals, including Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs), is dedicated to providing comprehensive financial solutions and empowering individuals to achieve their best-life choices through the DiNuzzo Way. Committed to the fiduciary standard, DiNuzzo Index Advisors believes that everyone has the right to experience their most meaningful and best-life. Their core principles, evidenced in the DiNuzzo Financial Wellness LifePlan, prioritize financial well-being and aim to help clients make smart money decisions. With a focus on risk management, wealth planning, tax strategies, and retirement income planning, DiNuzzo Index Advisors is dedicated to helping individuals achieve their financial goals and secure a prosperous future.Generated from the website