Rose Financial Group

Strategic Wealth Management Group, a division of NewEdge Capital Group LLC, specializes in providing investment advisory services tailored for a diverse clientele that includes multi-generational families, entrepreneurs, and corporate executives. The firm prides itself on its advanced wealth strategies, expansive investment menu, and personalized concierge service to meet the unique needs of its clients. The leadership team at the Pittsburgh branch consists of seasoned professionals committed to delivering exceptional financial advice and services. Through insights, podcasts, and various resource materials like The Weekly Edge, NewEdge Wealth continuously strives to enhance the financial success and satisfaction of its clients. Generated from the website

Located in New Kensington, PA, Primerica stands as a financial services organization that focuses on empowering middle-income families to attain greater financial security through personalized guidance and educational resources. Specializing in term life insurance, mutual funds, annuities, and retirement solutions, Primerica tailors its services to align with the unique financial goals and circumstances of each individual. Their commitment to accessible financial education equips clients with the tools to navigate crucial topics like budgeting, debt reduction, savings planning, protection, and wealth-building strategies, fostering informed decision-making and bolstering long-term financial well-being. At Primerica in New Kensington, PA, families benefit from a needs-based approach that prioritizes practical knowledge and respectful support to guide them towards financial success. By providing flexible services and empowering individuals with the understanding they need, Primerica aims to enhance the financial literacy of its clients and promote a secure future for generations to come. Through their dedication to offering tailored solutions and comprehensive financial education, Primerica plays a crucial role in helping families navigate the complexities of personal finance with confidence and clarity. Generated using this brand's available information

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Wealth Development Strategies, Retirement Strategies, Life Insurance Planning, Estate Conservation, Annuity and Mutual Fund Products.