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James R. Wallisch, CFP®

Raymond James Investment Advisors Division

1330 Old Freeport Rd
Ste 2 B
Pittsburgh, PA 15238
Phone: (412) 967-9272
Fax: (412) 967-9474

Toll-free: (800) 989-9272

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.