At The Musuneggi Financial Group, we’re family. Our clients and their families are our business, and our business is to treat them like family.” -Mary Grace Musuneggi, Chairman & CEO
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.
Independence means we are free to customize your plan using products and solutions that are the just-right fit for your situation. Family shapes our whole philosophy: Our clients and their families are our business, and our business is to treat them like family. After all, financial decisions are woven into the fabric of daily life.
We are here to help with it all, from budgeting basics to milestone moments. Our first step is helping you identify your goal(s).
What is Your Goal?
The Musuneggi Financial Group helps individuals, families, and businesses reach their goals. How can we help you reach your goal?
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Investments
Whether you are saving for a rainy day, a trip, or your children’s education, we can help you assess where you are and how to reach your financial goal. Learn more about our investment services.
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Retirement
Each of us dreams about a different way to spend our retirement, whether close to family or traveling the world. Learn how The Musuneggi Financial Group can help you plan for your perfect retirement.
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Estate Planning
Planning for the next generation is complicated. From taxes to trusts, there are complex issues to navigate. Let us help you organize how you will pass along your legacy to the next generation.
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Business Continuity
Running a business has its own set up complicated financial issues. Whether you are a sole proprietor or a corporate officer, we can help you protect and grow your business. Let’s talk about how we can help plan for your company’s future.
Ready to Start a Conversation?
If you would like to schedule a complimentary “Get Acquainted” phone call with one of our advisors, please call our office at 412-341-2888, or schedule an appointment using our advisors’ online calendars: