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Featured Article: Alternative Investments
 
Read a recent interview. 
Talking with Patricia Lampert, CFP
Working with maturing professionals, Patricia takes the time to learn her clients' unique needs and goals. She is an independent, objective advisor who lets her clients' best interests drive the planning process. Whether her clients are just beginning to plan for the future or seeking to protect and conservatively grow assets as they near retirement, Patricia helps formulate personalized financial plans - an investment policy based on their risk tolerance and other individual matters. Her comprehensive plans are constantly monitored and evaluated to evolve with her clients' changing needs and lifestyles.

Patricia will create the right balance for what you are trying to do. Her financial planning approach is driven by your personal goals and analyzed under a key area structure:
  • Current Financial Analysis
  • Risk Management Services
  • Investment Management Consultation
  • Tax Planning
  • Retirement Planning
  • Estate Planning




Allegheny Investments, LTD



To download a printable PDF brochure (235k), right click here and select "save target as."

Southpointe, Summit Corporate Center
1001 Corporate Drive, Ste. 250, Canonsburg, PA 15317
Phone: 724-743-4755 Toll Free: 888-440-4755 Fax: 724-743-4757
Email: plampert@patricialampert.com

Securities and Investment Advisory Services offered through Allegheny Investments, Ltd.
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100 Pittsburgh, PA 15237
412-367-3880
Member FINRA & SIPC.

All articles/information are being provided to you for informational purposes only. All information has been derived from sources believed to be reliable.