Pittsburgh, PA 15237-6533
Phone: (412) 369-7755
Toll free: 1-800-369-7751
Fax: (412) 369-7299
E-mail: [email protected]
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202 McKnight Park Drive Pittsburgh, PA 15237-6533 Phone: (412) 369-7755 Toll free: 1-800-369-7751 Fax: (412) 369-7299 E-mail: [email protected] |
Allegiance Financial Advisors, Inc. specializes in asset management for individuals, businesses, retirement plans and trusts. At Allegiance, we identify problems and provide solutions. Our objective is to identify aspects of your situation which are detrimental to your financial well being. We then offer solutions that will put you back on track to provide an investment return that is consistent with your individual objectives. We provide a disciplined, consistent approach to investment management regardless of the short term fluctuations in the domestic and international markets.
We are compensated on a fee basis, thereby eliminating a major conflict of interest. We utilize no-load and low-load products to reduce unnecessary fees. Our only compensation is what you pay us for providing competent advice - for being your financial problem solver!
President and founder
Carmen M. Petote, CFP
What we do and, perhaps more importantly,
what we will not do
Our fee schedule
What you can expect
to receive from us
We now offer Low-Load Insurance
Before you go any further, look at the SIX QUESTIONS every investor needs to ask themselves.
Services are only available in those states within the United States where Allegiance Financial Advisors, Inc. is properly registered if, in fact, that state requires registration.
This website was designed to give investors an overview of our company and the investment programs we offer. If you have any interest in finding out more about how our services can be of benefit to you and your investment goals, please contact us at [email protected].
THE FOLLOWING IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE AN OFFER OR SOLICITATION TO PROVIDE INVESTMENT ADVISORY SERVICES. SUCH AN OFFER CAN ONLY BE MADE IN STATES WHERE ALLEGIANCE OR ITS AFFILIATES ARE REGISTERED. Investment advisory services are offered through Allegheny Investments, Ltd., Please click here if you are interested in receiving a complete informational package, including the SEC Disclosure Form ADV Part II. Be sure to include your mailing address in your message.
These pages were designed and created by Tachyon Solutions, Inc.
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