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DBR & CO

 
436 7th Ave 2800
Pittsburgh, PA 15219-1828
(412) 227-2800
financial consultant
www.financialplanningpittsburghpa.com
Info Reviews0 OffersReviews Photos1 MapMap and Directions
Closed Today
1994
jcarroll@dbroot.com
DBR & Co. previously known as DBRoot and Company are a team of financial advisors located in Pittsburgh, PA. Our personalized financial planning and disciplined asset management has given them a reputation as one of the top financial firms in Pittsburgh, PA.

We offer customized levels of service based on your current financial standing which will best serve you in contrast to a one-size-fits-all approach. Since 1994, our expert advice and guidance have helped hundreds of clients achieve peace of mind in knowing their future is in good hands.
Mon 8:00 AM to 4:30 PM
Tue 8:00 AM to 4:30 PM
Wed 8:00 AM to 4:30 PM
Thu 8:00 AM to 4:30 PM
Fri 8:00 AM to 4:30 PM
Sat Closed
Sun Closed

Products and Services

financial planning
asset management
estate planning
risk management
charitable planning
education funding
income tax planning
beneficiary coordination and asset titlement
legacy planning
long term care planning
gift planning
savings analysis
budgeting
financial aid and loan analysis
tax return preparation
tax loss harvesting
tax reduction strategies
intra-family transfers
social security planning

cash flow projections, 401k investment options, roth ira conversions, wills, trusts, powers of attorney, life insurance, charitable trusts, 529 plans

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