PITTSBURGH — Hefren-Tillotson, Inc., one of Western Pennsylvania’s largest investment advisory and financial planning firms, has been named to Advisory HQ’s list of the Top 10 Best Financial Advisors in Pittsburgh.
“We take great pride in our deep, enduring customer relationships, so it’s truly rewarding to be recognized as being in the top 10 in our industry by an independent reviewer,” said Kim Tillotson Fleming, company Chief Executive Officer. “To have our core values specifically mentioned is particularly meaningful. It’s a very proud moment for our entire team because our values serve as a guide for our team in all that we do.”
Advisory HQ uses a 4-step selection methodology for identifying top advisors:
- Advisory HQ identifies a wide range of wealth advisory firms that operate within a designated city or state using publicly available sources.
- The Advisory HQ Review and Research team applies its initial methodology filters to narrow down this comprehensive list of identified firms that include acting as a fiduciary, transparency, experience and more.
- The team then conducts an assessment of the remaining advisors using selection filters such as customized services, resource availability and more.
- Additional selection filters are then applied to create the top-ranking list.
Advisory HQ News is an online news media outlet that provides extensive research,independent reviews, and top rankings of financial firms and products across the U.S., U.K., and Canada.
About Hefren-Tillotson —Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.
DISCLAIMER: Past performance does not predict future results. This report is based on data obtained from sources we believe to be reliable. Hefren-Tillotson does not, nor any other party, guarantee the accuracy or completeness of this report or make any warranties regarding results obtained from its usage. All opinions and estimates included in this report constitute the firms judgment as of the date of this report and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation to buy or sell the securities herein mentioned.