Hefren-Tillotson, Inc., one of Western Pennsylvania’s largest investment advisory and financial planning firms, has been named to AdvisoryHQ’s list of the Best Financial Advisors in Pittsburgh.
“We work with great clients and constantly strive to find new and better ways to help them,” said Kim Tillotson Fleming, Hefren-Tillotson Chief Executive Officer. “This recognition just reflects the firm’s continued pursuit of our core values: integrity, commitment to excellence, teamwork, and deep respect for the individual.
“We are proud of our advisors and the exceptional work that they do for our clients.”
AdvisoryHQ uses a four-step methodology for identifying top advisors that includes firm identification within a designated city, review and research selection filters, and a deep-dive assessment. Unlike other ranking organizations that require a fee from the firms being reviewed, AdvisoryHQ does not charge for the reviews that are performed. Firms do not even realize that they are being reviewed by Advisory HQ until after the due diligence has been completed and published.
“We appreciate AdvisoryHQ’s objective structure,” said Fleming. “Its exciting to see a completely independent ranking company provide this type of news and information to the public.”
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 firm’s 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, South Hills, and Wexford.
AdvisoryHQ News was launched in 2015 and has since become one of the fastest-growing ranking news media for the financial and wealth management industry. The company provides financial content for news/informational purposes only and is committed to simplifying the research that consumers perform when searching for a wealth manager or investment management firm.
The accolades and awards highlighted herein are not statements of any HT client and do not describe any experience with or endorsement of HT as an investment adviser by any such client. For the methodology used in this survey, please visit: http://www.advisoryhq.com/articles/frequently-asked-questions/#SEC-Award-Criteria-Disclosure
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.