Braun-Bostich & Associates, Inc.
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1600 Ashwood Dr Suite 1601
Canonsburg, PA 15317 - 724-942-2639
Hours
Chamber Rating
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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
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
- 724-942-2639
- (724) 746-1782
- [email protected]
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
Ratings and Reviews
Braun-Bostich & Associates, Inc.
Overall Rating
Overall Rating
( 13 Reviews )John Crist on Google
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!
Shelly Verszyla on Google
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!!
Jennie Braun on Google
Amy is the best planner ever. I trust her completely.
Faith Selzer on Google
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!
Christine Jordanoff on Google
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!
Overall Rating
Overall Rating
( 13 Reviews )Write a Review
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