Joseph Kennedy will specialize in creating customized financial plans for individuals, families and businesses. Kennedy is an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance.
T. J. McCance will focus on clients ranging from small business owners to corporations, current retirees, young professionals and high net worth individuals. McCance is a Registered Representative and Investment Advisor Representative holding his Series 7 and 66 licenses and the Life, Accident and Health, and Property and Casualty licenses. He has attained the Certified in Long-Term Care (CLTC) and Accredited Advisor in Insurance (AAI).
Justin Yasko will concentrate on comprehensive financial planning for individuals and families through investments and insurance. Justin is a CFP Practitioner, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance.
Joseph Yezovich will work with individuals and provide financial guidance in the areas of investments, insurance, retirement, and estate planning. Joseph is a CFP Professional, a 2017 Level III Candidate in the CFA Program, an Investment Advisor Representative, a Registered Representative and is a Licensed Agent for Life, Accident, and Health Insurance.
Hefren-Tillotson Inc., is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South Hills, and Wexford.