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Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

Do not send:

  • Transaction Orders
  • Trade Instructions
  • Account Numbers
  • Social Security Numbers
  • PIN Numbers

Important: The security of electronic mail sent through the Internet is not guaranteed. Hefren-Tillotson therefore recommends you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is also not guaranteed. Therefore, Hefren-Tillotson will not accept time-sensitive or action-oriented messages sent to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction. Such requests, orders or instructions will not be processed.

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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/PFS’s. 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. MEMBER SIPC.