Braun-Bostich & Associates, Inc.

Hours

Friday:
8:30 AM - 2:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM

Chamber Rating

5.0 - (13 reviews)
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0
Read Our 13 Reviews

Chamber Rating

5.0 - (13 reviews)
13
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0
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0
  • John Crist

    This is wonderful and well-deserved news. Amy and her associates have been immeasurably helpful to our family in guiding us through difficult financial decisions. We are truly grateful. Thank you for being there!
    Feb 13th, 2024

  • Shelly Verszyla

    Braun-Bostich & Associates are top notch when it comes to personal financial planning and management. We are grateful to have worked with both Amy & Cassie and always trust their knowledge and expertise. The entire staff is professional, friendly and truly cares about their clients! Thank you!!
    Oct 3rd, 2023

  • Jennie Braun

    Amy is the best planner ever. I trust her completely.
    Sep 23rd, 2023

  • Faith Selzer

    Amy and her staff are terrific! I trust her immensely and continue to work with her despite moving to Massachusetts (from Pittsburgh) nearly a decade ago. Thanks Amy, Debbie, Cassie, Tammy, Doug, Pam, and Maddie!
    Sep 22nd, 2023

  • Christine Jordanoff

    There aren't enough superlatives to describe my assessment of working with BBA! This team, led by masterful advisor Amy Braun-Bostich, is top notch in every facet of its work. They are professional, classy, completely competent, forward-thinking, compassionate, and have a genuine interest in getting to know their clients and all our needs. I would give them a 10 star rating if I could!
    Sep 16th, 2023

Read Our 13 Reviews

About
Braun-Bostich & Associates, Inc.

As a Registered Investment Advisor (RIA), Braun-Bostich & Associates, Inc. believes that implementing unique wealth management strategies around reducing taxation, gifting and keeping up-to-date on an ever-changing regulatory and legislative environment becomes imperative to achieving good planning results. Helping clients allocate assets, create trusts, provide for a legacy, utilize gain/loss harvesting, provide personalized income strategies, implement risk management strategies and asset location strategies are important processes we provide. Ultimately, we all want the same things... live well today, prepare for an uncertain future and provide for our family as efficiently and effectively as possible. . This is what Amy Braun-Bostich, advisors and staff do for their clients - "We provide the framework to help clients achieve these things and the peace of mind that comes with it. As fee-only advisors we operate objectively, independently and transparently".

Contact Info

Services

  • Family Office Service

Brands

  • Wealth Transformed

Specialities

  • Advanced Planning

Payment Methods

  • Cash

Questions & Answers

Q What is the phone number for Braun-Bostich & Associates, Inc.?

A The phone number for Braun-Bostich & Associates, Inc. is: 724-942-2639.


Q Where is Braun-Bostich & Associates, Inc. located?

A Braun-Bostich & Associates, Inc. is located at 1600 Ashwood Dr Suite 1601, Canonsburg, PA 15317


Q What is the internet address for Braun-Bostich & Associates, Inc.?

A The website (URL) for Braun-Bostich & Associates, Inc. is: https://braun-bostich.com/


Q How big is Braun-Bostich & Associates, Inc.?

A Braun-Bostich & Associates, Inc. employs approximately 20+ people.


Q What days are Braun-Bostich & Associates, Inc. open?

A Braun-Bostich & Associates, Inc. is open:
Friday: 8:30 AM - 2:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM


Q How is Braun-Bostich & Associates, Inc. rated?

A Braun-Bostich & Associates, Inc. has a 5.0 Star Rating from 13 reviewers.

Hours

Friday:
8:30 AM - 2:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM

Ratings and Reviews
Braun-Bostich & Associates, Inc.

Overall Rating

Overall Rating
( 13 Reviews )
13
0
0
0
0
Write a Review

John Crist on Google

image This is wonderful and well-deserved news. Amy and her associates have been immeasurably helpful to our family in guiding us through difficult financial decisions. We are truly grateful. Thank you for being there!

Business Response on Google Feb 11th, 2024
Thank you for your kind words. We are delighted to have been able to assist you and your family with your financial decisions. It is our pleasure to be there for you. If you ever need any further assistance, please don't hesitate to reach out. Thank you again for your trust and support.

Shelly Verszyla on Google

image Braun-Bostich & Associates are top notch when it comes to personal financial planning and management. We are grateful to have worked with both Amy & Cassie and always trust their knowledge and expertise. The entire staff is professional, friendly and truly cares about their clients! Thank you!!

Business Response on Google Feb 18th, 2024
Thank you for your kind words. We are delighted to have the opportunity to work with you and provide personal financial planning and management services. We are grateful for your trust and look forward to continuing to serve you in the future.

Jennie Braun on Google

image Amy is the best planner ever. I trust her completely.

Business Response on Google Feb 23rd, 2024
Thank you so much for your kind words! It means a lot to me that you trust Amy completely.

Faith Selzer on Google

image Amy and her staff are terrific! I trust her immensely and continue to work with her despite moving to Massachusetts (from Pittsburgh) nearly a decade ago. Thanks Amy, Debbie, Cassie, Tammy, Doug, Pam, and Maddie!

Business Response on Google Mar 7th, 2024
Thank you for your kind words and continued trust in our services, even after moving to Massachusetts. We truly appreciate your loyalty as clients. Our dedicated staff are thrilled to be able to serve you. Thank you once again!

Christine Jordanoff on Google

image There aren't enough superlatives to describe my assessment of working with BBA! This team, led by masterful advisor Amy Braun-Bostich, is top notch in every facet of its work. They are professional, classy, completely competent, forward-thinking, compassionate, and have a genuine interest in getting to know their clients and all our needs. I would give them a 10 star rating if I could!

Business Response on Google Feb 29th, 2024
Thank you so much for your kind words and glowing review! We are thrilled to hear that your experience working with our team, especially with Amy as your advisor, has been exceptional. Your satisfaction and trust mean the world to us. We look forward to continuing to serve you.

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Overall Rating

Overall Rating
( 13 Reviews )
13
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0

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