Allegheny Financial Group marks 33 years

Western Pa. firm thrives through market ups and downs

PITTSBURGH, Oct. 27— Allegheny Financial Group, a major local financial planning and advisory firm, has just passed the 33-year mark, extending its record of consistent growth. Founded on the principles of objective, comprehensive financial advice rather than proprietary products, Allegheny, which now includes an affiliated broker/dealer firm, has 68 financial advisors, more than 10,000 clients, $2.5 billion of client investments under management, and a professional support staff of 60. The firm provides financial planning and investment management as well as risk, retirement, business and estate planning.

Karl Smrekar CFP®, Principal and Executive Vice President, attributes much of the firm's success to comprehensive and unbiased advice driven by a planning process. "Planning is the essential for clients. It keeps them focused on what they can control, not what they can't," said Smrekar.

"We've consistently emphasized professionalism in our advisors," says David Jeter CFP®, Senior Vice President. "That not only means competence and credentials, but ethical standards. That combination has built loyalty from our clients that we greatly value.

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Contact: David Jeter, senior vice president, 412.536.8012, djeter@alleghenyfinancial.com