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Broker Check

Monroeville, PA Office


Jeffrey K. Ruffing CFP®

Private Wealth Advisor


Schedule time with Jeff Jeff believes that by allowing him to help with all areas related to your long-term financial goals, there is a much higher probability of achieving them. He will work with you to...

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Timothy D. Matthew CRPS®, AIF

Financial Planner



Tim has significant experience with employer benefits, both required and voluntary, key employee retention strategies, as well as business succession and preservation techniques. He holds his Chartered Retirement Plans Specialist...
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