• Michael DiBartolomeo

Perks of a Pittsburgh Financial Advisor

Updated: Jun 26

Hiring a Pittsburgh Financial Advisor

There are a lot of perks involved with hiring a Pittsburgh financial advisor from The Kelley Financial Group. An advisor can give you guidance as to what financial moves you should make. If you are interested in making investments, our firm can create a diverse portfolio on your behalf. If you don’t know a lot of information on financial planning, you can rely on us to give you the help you need. We are a company that believes in putting the needs of our clients first. The local residents can turn to us for financial advice. Visit this link for more information.

Objectives to Create Strategies

In order to know how to get where you are going, you have to create a final destination for your trajectory. In other words, you must create a financial goal for yourself. By setting practical goals, our company can help devise strategies to best boost your chances of achieving your goals. Knowing your objectives before speaking with an advisor is important. Read about Why Trust Pittsburgh Financial Advisors here.

Things to Consider

When planning your finances, you have to consider a lot of different factors. You have to keep in mind the age you would like to retire.


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Phase Marketing LLC to provide information on a topic that may be of interest. Phase Marketing LLC is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial. Member FINRA & SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and The Kelley Financial Group are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, DC, FL, GA, HI, IN, IL, KS, MD, MI, MS, MT, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, and WV.


The Kelley Financial Group

Phone: (412) 528-1920

Fax: (412) 528-1920

1605 Carmody Ct #301

Sewickley, PA 15143

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