Yearly Archives:2024

“Amazing Woman” Mary Grace Musuneggi Featured in Online Article

Mary Grace Musuneggi, CLU, ChFC, CFS, RFC was featured in an online article on Dunham Investment Services website. The article, Empowering Women’s Financial Futures, recounts Mary Grace’s journey to becoming the CEO she is today. The article also details the disparity in wealth between the genders. Mary Grace also includes four tips for women (or anyone!) who want to succeed in financial matters and life. 

 

 

Read the full article here.https://www.dunham.com/FA/Blog/Posts/empowering-womens-financial-futures-insights-from-marygrace-musuneggi?fbclid=IwAR36-2rwfzN8SMmf_LMs2mgAXmvhVHiju4aflIaCHgPZonYYi7zTd-2QA2k

 

Women Who Wine & Travel

Image of young women with suitcase. And words Women Who Wine and Travel.Join Single Steps Strategies, The Musuneggi Financial Group, and Travel Advisor Amy Copus for an informative evening to discover where women are having the best vacation experiences today; where are today’s best hot spots the best ways for women to travel safely; as well as specific tips on how women can travel alone. Learn the benefits of using a travel agent and what they can provide. 

And of course, there will be wine!

RSVP by March 18th by emailing here. 

Refreshments and wine will be provided. 

March 26 @ 5:30 pm – 7:30 pm

The Musuneggi Financial Group Adds Sarsfield as Senior Client Services Associate

Kerri J. Sarsfield joined The Musuneggi Financial Group as Senior Client Services Associate. Ms. Sarsfield brings 27 years of insurance operations, support, and design experience. She will work alongside firm President, Christopher S. Musuneggi and Senior Insurance Advisor, Sam Carlson. The addition continues the growth of the firm enhancing their commitment to holistic financial planning and elevated client service. 

“Kerri’s deep expertise and eagerness to coach and collaborate will enhance the service we provide to our clients, families, and businesses.” said President of The Musuneggi Financial Group, Christopher Musuneggi, CFS, RFC. 

Mary Grace Musuneggi, CLU, ChFC, CFS, RFC, Chairman & CEO of The Musuneggi Financial Group, said, “Kerri will add to our customer-centric service culture. Her experience and focus on supporting customers are a perfect fit for our mission as a family-owned firm.”

Sarsfield began her career in 1997 at Allmerica Financial, supporting a management team including Mary Grace Musuneggi, and dedicated the last twenty-three years to working for a group of the top producing financial professionals at a leading insurance carrier.

photo of Kerri J. Sarsfield
Kerri J. Sarsfield

News Release: The Musuneggi Financial Group Opens New Office in Southpointe

{Canonsburg, Pa.} The Musuneggi Financial Group opened its new offices in the Southpointe Business Park at 4600 J Barry Court, Suite 410, Canonsburg, PA 15317. The new offices provide easier access and room for expansion. It features state-of-the-art media technology for virtual client visits and space for educational and training events.
 
“We are pleased to open the new offices, it is the next step in our evolution as a premier financial planning firm,” said Christopher Musuneggi, CFS, RFC, President of The Musuneggi Financial Group, “As we continue to grow both our offering and staff, this move provides a better work environment, as well as excellent facilities for client meetings.”
 
Mary Grace Musuneggi, CLU, ChFC, CFS, RFC, Chairman & CEO of The Musuneggi Financial Group, said, “As a family-owned and oriented firm, our journey has taken us through hills and valleys, but we’ve stayed true to our belief that success comes from perseverance, commitment, and hard work.”
         
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About The Musuneggi Financial Group
The Musuneggi Financial Group is an independent, family-owned financial consulting firm headquartered in Pittsburgh’s South Hills. For over forty years we have helped individuals, families and businesses identify and realize their financial goals. Because our founder was one of the first female financial planners in the region, we also have a focus on helping women, especially women facing life transitions, navigate financial issues.

Photos of J Barry Court OfficesThe Musuneggi Financial Group
4600 J Barry Court, Suite 410
Canonsburg, PA 15317