Jerrell Smith - Edward Jones

Research Underwriters, based in Pittsburgh, PA, specializes in providing comprehensive insurance solutions for the commercial transportation industry, including auto insurance and workers' compensation. With nearly 60 years of experience, the company is recognized as a national leader, offering tailored coverage options for various transportation sectors such as taxi, trucking, bus, and limousine services. The firm prides itself on its knowledgeable staff and strong relationships with leading insurance carriers, ensuring clients receive the best value and protection for their unique business needs. Additionally, Research Underwriters offers alternative risk financing programs, including captive insurance options, to help businesses manage their insurance costs effectively. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Pittsburgh, Pennsylvania. They offer personalized financial planning services, with a team of dedicated professionals who work closely with clients to design a comprehensive approach to their finances. Their collaborative and comprehensive process focuses on the needs and goals of individuals, families, and legacies. Citizens Private ClientTM, their flagship service, provides premium benefits through CitizensPlusTM, including investment matching, higher savings rates, cash back credit card rewards, special lending discounts, and more. With a commitment to understanding the unique situations of their clients, Citizens Securities, Inc. aims to guide individuals through their financial journey and help them achieve their financial goals.Generated from the website

Winthrop Partners an Independent Registered Financial Advisory (RIA) we specialize in Investment Management, Wealth Planning, Financial Planning , Retirement Planning. Winthrop is a fee only investment manager who functions as a Fiduciary for our clients. Our Credentials include Certified Financial Planner, Chartered Financial Analyst. We Serve clients across the country with offices in Pittsburgh, Philadelphia, Buffalo.