Business & Tech

Hefren-Tillotson Expanding Offices in Western Pennsylvania

The company has also added two new financial advisors in the Wexford office.

Hefren-Tillotson Inc., one of Western Pennsylvania’s largest independent investment advisory and financial planning firms, announced it has expanded its presence in the Pittsburgh area with increased office space in Wexford and plans for a new office in Greensburg.

With a total of 13,772 square feet, Hefren-Tillotson now occupies the entire Stonewood East Building at 4001 Stonewood Drive in Wexford/Pine Township.

The company has added two new financial advisors in the Wexford office who will focus on estate planning, retirement planning and tax planning using Hefren-Tillotson’s comprehensive MASTERPLAN program.

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Hefren-Tillotson plans to open its first Westmoreland County location with a 4,000-square-foot office in the Greensburg area.  The office will provide local residents and businesses with diversified financial services including customized investment and retirement plan management and corporate services including 401(k) retirement planning, executive financial counseling and fiduciary reviews.

“These new and expanded offices will be instrumental in continuing to grow Hefren-Tillotson’s ability in the Pittsburgh area to serve our clients based on trust and personal values, just as we have for nearly 65 years,” said Kimberly Tillotson-Fleming, chief executive officer of Hefren-Tillotson. 

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“Having a local presence will allow us to provide convenient client service in a manner that a more demanding, time-sensitive marketplace requires.”

 

Pine-Richland Patch encourages readers to submit information about happenings in the community. Dick Roberts of Roberts Communications submitted the information above on behalf of Hefren-Tillotson. If you have news you'd like to share about your business, nonprofit group or event, please email the information and photos to Editor Cindy Cusic Micco at cindy.micco@patch.com


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