Neil Pettes - Raymond James

Plans to Prosper LLC is a financial advisory firm located in Wexford PA dedicated to helping clients achieve their financial goals. With a focus on personalized service the team offers expert guidance in investment strategies retirement planning and wealth management. Their commitment to fostering long-term relationships ensures that clients receive tailored advice to navigate their unique financial journeys. Generated from this place's information

Helping you and your family with what's important Welcome, we are a team of financial professionals with families just like yours We have young children, grandchildren and college students, parents and grandparents. We understand that a financial plan should be about helping you and your family reach the family's goals, not just some number. We understand that you have goals and that finances are only part of the equation to reaching those goals. We work with you to get you there by preparing BenchMarks to guide us over time. We are dedicated to bringing you honest answers about your situation so we can earn both your trust and your business. With our Accredited Investment Fiduciary designation we have the knowledge of fiduciary responsibility and adhere to the fiduciary principles of the client's interest must come first. Our Services Include: Retirement Planning Financial Planning 401k Investment Advice Investment Consulting Education Planning We look forward to working with you through all stages of your life.

Lou D'Angelo - Raymond James is a financial services firm based in Pittsburgh, PA. Specializing in investment and wealth management, the company offers personalized financial planning services to individuals and businesses. With a focus on long-term financial success, Lou D'Angelo - Raymond James provides strategic guidance and investment solutions tailored to each client's unique goals and objectives. Generated from their business information