Since 1948, we've provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes. At Hefren-Tillotson, we strive to be recognized for our unrivaled combination of successful wealth management solutions and exceptional client service.
Our weekly radio show matches our financial advisors with your questions on finance and investment.
Our weekly radio show matches our financial advisors with your questions on finance and investment.
Services
We are committed to exceptional client service and harnessing our full range of resources to help you achieve your unique financial goals. To be nationally recognized for delivering an unrivaled combination of successful wealth management solutions and exceptional client service.
With a 70+ year history and more than $18 billion in client assets, Hefren-Tillotson is one of the oldest and largest full-service wealth management firms headquartered in Western Pennsylvania.Our individualized service, integrity and meticulous research-based plans have always been the hallmarks of our success.
With a 70+ year history and more than $18 billion in client assets, Hefren-Tillotson is one of the oldest and largest full-service wealth management firms headquartered in Western Pennsylvania.Our individualized service, integrity and meticulous research-based plans have always been the hallmarks of our success.
At Hefren-Tillotson, our mission is to become and remain your most trusted advisor. In doing so we are committed to making it easy for you to understand the different ways of working with us, the types of accounts available, and how we charge for our services. We believe transparency is essential to build lasting and trusted relationships.
We look forward to hearing from you! Feel free to reach out with your questions or concerns. Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.
Meet with a Hefren-Tillotson advisor to design an investment plan that fits your needs and achieves your goals. Hefren-Tillotson has always advocated a client-first mentality and a pledge to a commitment to excellence in everything we do. Our financial advisors are at the forefront of our brand, our culture, and our longstanding success with our clients and our communities.
MASTERPLAN 101 will acquaint you with the basics of the investment world. Each month, a new lesson will be released featuring the most commonly used financial topics and themes. Available at no-cost and no-obligation. Like the Baby Boomer generation - born in the years 1946 to 1964 -the Millennials are proving to be an endless source of fascination for researchers and the media.
Reviews (2)
Jean B.
Dec 16, 2021
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The worse!!!! They charged me a fee per year and did not pick the phone once to speak with me about anything or any advice. Being it was a small amount of money they had from me, they sent me a letter stating it would be better to take my money out which I did to combine it with my other accounts that are with Fidelity. They then had the nerve to charge me another fee on this small amount of money stating it
was a Pershing fee. I would not waste my time with them. They gave us bad information 5 years ago. That is why I switched to Fidelity. Check out other reviews.
was a Pershing fee. I would not waste my time with them. They gave us bad information 5 years ago. That is why I switched to Fidelity. Check out other reviews.
Diane Kinney
Jan 13, 2019
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My late husband was the investor. He was in banking and understood better then I how to make our money grow for retirement. When he passed away in 2014 it was a very dark time for me. I was not really able to deal with much for a while. I do not know what I would have done or where I would be right now if not for Andrew Patterson and Nellie! They held my hand every step of the way-and still do. They took care of the investments and helped me as we transitioned everything in to my name, set up disbursments, etc. I moved to another state-went south. But my money and my investments will be staying
