电子邮件 | mak***@***.com | 获取Email |
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电子邮件 | mak***@***.com | 获取Email |
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About our practice: Shorebridge Wealth Management is located on Washington's Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you. ***************** Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
公司 | Shorebridge Wealth Management, LLC |
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职位 | Managing Director |
地点 | United States |
http://www.linkedin.com/in/josephmmaker | |
部门 | |
头衔 | Managing Director, Shorebridge Wealth Management | Financial Advisor, RJFS |
Shorebridge Wealth Management, LLC Managing Director
2022-10-01 -
Waldron Private Wealth Director
2019-01-01 - 2022-09-01
Waldron Private Wealth Manager - Wealth Planning
2018-01-01 - 2019-01-01
Waldron Private Wealth Wealth Planner
2017-01-01 - 2018-01-01
PwC Tax Manager
2008-07-01 - 2017-01-01
Joseph Maker 在 Shorebridge Wealth Management, LLC 担任 Managing Director, Shorebridge Wealth Management | Financial Advisor, RJFS
Joseph Maker 在 Shorebridge Wealth Management, LLC 的职位是 Managing Director, Shorebridge Wealth Management | Financial Advisor, RJFS
Joseph Maker 的电子邮件地址是 mak***@***.com
Joseph Maker 的电话号码是 -
Joseph Maker 的公司电话号码是 +141****
Joseph Maker 在 investment management 工作。
Joseph Maker 的一些同事包括Win Smathers、Sunny Erdman、Kathleen Kartsonas、Fred MillerAshby Daniels、。
Joseph Maker联系方式: 电子邮件地址:mak***@***.com 电话号码:-
Joseph Maker 的个人领英是:http://www.linkedin.com/in/josephmmaker
Joseph Maker 的办公地点:600 waterfront dr, pittsburgh, pennsylvania, united states, 15222
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