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Home > Financial Services > Stock Brokers > Hefren Tillotson, Inc.
Hefren-Tillotson, Inc.
Hefren-Tillotson, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Hefren-Tillotson was founded in Pittsburgh in 1948 and today it is one of the oldest and largest full-service investment advisory firms. The headquarters are in Western Pennsylvania with offices in Pittsburgh, Butler, Wexford, and Upper St. Clair. Hefren-Tillotson is much more than a full-service investment firm. They are a team of investment and financial planning professionals dedicated to helping their clients become and remain financially independent. Whether individual or corporate, they work closely with their clients, helping them shape and realize their financial goals.
Hefren-Tillotson, Inc. specializes in providing a wide range of personal and business financial services. The firms teams of professional representatives have the experience and expertise to help their clients such as identify financial goals, create a sound strategic and tactical financial plan, including pre- and post-retirement needs, review insurance needs, minimize taxes, fund educational needs, plan for elder care or special needs, optimize cash flow, enhance investment results. The services are delivered principally through master plan. Acting as financial advisor, Hefren-Tillotson quarterbacks the steps necessary to implement the decisions their clients make based upon recommendations contained within each individual master plan.
Working in partnership with their clients, Hefren-Tillotson’s professionals may confer with other advisors such as attorneys, accountants and other trusted persons in order to bring about solutions that match the needs of their clients. When requested, they may also refer clients to professionals whose expertise could be beneficial in this regard. Client-focused, solution-based action is another hallmark of Hefren-Tillotson.
The Company has a strong tradition of leadership, service and contributions. The company’s mission is bringing comfort to customers, supporting business and commerce, and building strong communities.
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