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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.

Welcome to Merrill Lynch in Wexford, PA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Neil Pettes - Raymond James in Wexford, PA, stands as a financial services hub specializing in customized wealth management solutions, investment banking, asset management, and capital market strategies. Their services cater to a diverse clientele, including individuals, businesses, and municipalities, offering tailored financial planning, portfolio advisory services, in-depth investment research, and individualized support aligned with specific client objectives. Backed by extensive experience, Neil Pettes - Raymond James places a strong emphasis on guiding clients through intricate financial landscapes by providing meticulous analysis and personalized care. They prioritize cautious risk management, equipping clients with opportunities to expand, safeguard, and efficiently transfer their financial assets. With a global presence and a strong local focus, this company remains dedicated to furnishing attentive, impactful, and objective-driven financial solutions. Generated using this brand's available information