Resource Center

It seems we can't find what you're looking for.

Information

(800)-477-4507
Mon-Fri: 8:30am - 4:30pm
2591 Wexford-Bayne Road
Suite 202
Sewickley, PA 15143

SERVICES

Asset Management
Retirement Planning
Investment Services

Quick Links

The PFG Difference
FAQs
Resource Center
Contact
Schedule an Appointment

The PFG Difference
FAQs
Resource Center
Contact
Schedule an Appointment

Get Investment Strategies PDF

Name

Email

Facebook-f Twitter Linkedin

SCOTT SHOUP – CERTIFIED FINANCIAL PLANNER™, OWNER, CEO, CFO

KELLIE GILLESPIE – FPQP™, PARTNER, COO, INVESTMENT ADVISOR REPRESENTATIVE

ANNA SHOUP – FINANCIAL ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE, JUNIOR PARTNER

Securities offered through Registered Representatives of Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services offered through Vicus Capital, inc, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Wealth Services LLC site at ceterawealthservices.com

Important Disclosures | Business Continuity | www.ceterawealthservices.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Sowing the Seeds for Your Lifelong Success

Services
About
Contact
Client Logins

724.934.3800

Schedule an Appointment