Let's Start the Conversation
Whether you're planning for retirement, refining your investment strategy, or just exploring your options, we're here to help. Reach out to schedule a no-pressure, no-obligation consultation with Jim Scanlon-either in person or virtually.
How to Reach Us
Phone:
Address:
217 Cornwall Drive, Pittsburgh, Pennsylvania 15238, United States
Office Hours:
Monday–Friday: 9:00am – 5:00pm
Contact Us
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Take the First Step Toward Financial Confidence
Independent Advice. Local Perspective. Personalized Planning.
If you're ready for honest, straightforward guidance from someone who knows Pittsburgh and puts your interests first, let's talk. We'll take the time to understand your goals-and help you build a plan that makes sense.
Phone: (412) 478-5123
