Member Search Results

Financial Planning/Investments

Fort Pitt Capital Group

Travis Sollinger
680 Andersen Drive
Foster Plaza 10
Pittsburgh, PA 15220
Phone: (412) 498-5011



Fort Pitt Capital Group is an independent, fee-only investment management firm that provides trusted, strategic investment and wealth management solutions to both individuals and institutions. We manage these two aspects of our business separately ? a characteristic that sets us apart from our peers. We prefer that our financial advisors focus on our clients' needs so our investment managers can devote themselves entirely to implementation of our firm's value-conscious investment philosophy. Our depth and breadth of experience is one of our greatest strengths. Our founding partners have been working together since 1991, through shifting market environments and consumer moods. All the while, our philosophy has remained steadfast: Preserve capital while maximizing growth and income.

Tags: Investments   Stocks   Bonds   Mutual Funds   Financial Planning   Money Management  
Categories: Financial Planning/Investments  

Dart Financial Planning

Douglas Dart
10 Oakwood Dr
P.O. Box 1248
Oil City, PA 16301
Phone: (814) 677-6805



Categories: Financial Planning/Investments  

Stifel Nicolaus Franklin

Jim Williams
1284 Liberty St
P.O. Box 1060
Franklin, PA 16323
Phone: (814) 432-3169



At Stifel, Nicolaus & Company, Incorporated, member SIPC and NYSE, our commitment is to listen to our clients and consistently deliver innovative financial strategies. Putting the welfare of clients and community first, we strive to be the Advisor of Choice in the industry. Based in Franklin for over 75 years (formerly with Butler Wick & Company), we offer a full range of investments, including stocks, corporate and municipal bonds, mutual funds, annuities, insurance, retirement plans, and managed assets accounts, as well as banking services through our affiliate, Stifel Bank & Trust.

Categories: Financial Planning/Investments  

Karnish Financial Advisors

Casimir Karnish
1510 West First, Suite 1
P.O. Box 1047
Oil City, PA 16301
Phone: (814) 678-3438
Fax: (814) 678-5269


I'm Casimir Karnish, a financial consultant along with Colleen Karnish, Operations Mgr.and Hillary Krizon, Administrative Assoc. We understand that individuals face unique challenges as they prepare for savings and retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: ?Investing principles and strategies ?Retirement investing and distribution strategies ?Estate conservation issues ?Risk management We also can answer your questions, including: ?Can I retire early? ?Are my investments working hard enough? ?What's the best approach for college savings? ?What are the elements of a sound estate strategy? ?Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Tags: Financial Services   Investing and Investments   Retirement Planning   Financial Planning   Estate Planning   Life Insurance   Risk Management  
Categories: Financial Planning/Investments  

Raymond James Financial

Thomas Ward
6 E. 1st St.
Oil City, PA 16301
Phone: (814) 676-6353
Fax: (814) 677-4271


Categories: Financial Planning/Investments  

Edward Jones Investments Oil City

Donna Rapp
105 East First St
Oil City, PA 16301
Phone: (814) 676-1151
Fax: (866) 654-3134


Edward Jones, headquartered in St. Louis, is a financial services firm that brings Wall Street to Main Street. There are approximately 240 Edward Jones financial advisers at various locations in Pennsylvania, including five in Venango County and two in Clarion County. Local Edward Jones branches can be found at 105 E. First St., Oil City; State Route 257 at Seneca Commons, Seneca; 202 W. Spring St., Titusville; 1240 Liberty St. and 1335 Liberty St., both in Franklin; and at 853 Main St. and 44 N. First Ave., both in Clarion. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The company's long-term investment strategies emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones advisers provide quality, long-term investment opportunities that include a broad mix of municipal, government and corporate bonds; mutual funds; common stocks; and tax-advantaged securities. The business principles at the core of the company's success include: The firm serves just one client: the serious, long-term individual. The firm's investment philosophy emphasizes quality and a well-balanced portfolio. The firm believes personal relationships are key.

Categories: Financial Planning/Investments  

Edward Jones Investments Seneca

Lori Sibble
3233 St. Route 257
P.O. Box 416
Seneca, PA 16346
Phone: (814) 677-4880
Fax: (877) 626-6635


Categories: Financial Planning/Investments  

Janney Montgomery Scott, LLC

Howard Gierling
36 Seneca Street
Oil City, PA 16301-1314
Phone: (814) 677-2023
Fax: (814) 676-8150


Janney Montgomery Scott LLC is one of the nation's largest full-service regional securities broker/dealers and one of the oldest in the nation. Janney's Oil City branch reflects upon a shared tradition of viewing every client, whether an individual, a corporation, a municipality or other, as unique. We are committed to being our clients' trusted advisors in every stage of their professional and personal lives, providing more than just financial service, but client service. Janney Montgomery Scott LLC. Member NYSE, FINRA, SIPC

Categories: Financial Planning/Investments  

Gunter Financial Group of Raymond James

Dave Gunter
2 East Second Street
Oil City, PA 16301
Phone: (814) 493-8120
Fax: (814) 670-0454


A full range of investments, including stocks, corporate and municipal bonds, mutual funds, annuities, insurance, options, and managed assets accounts is available through the firm, as well as banking services through Raymond James Bank.

Categories: Financial Planning/Investments  

Williams Insurance & Travel

Doug Williams, CIC
6 State Street
P.O. Box 927
Oil City, PA 16301
Phone: (814) 677-1237
Fax: (814) 677-4815


Tags: Auto   Home   Business   Property   Liability   Life   Health & Travel  
Categories: Travel   Insurance   Financial Planning/Investments