Braun-Bostich & Associates, Inc.

(on ashwood drive)
Financial and Investment Services in Canonsburg, PA
Financial and Investment Services
Financial Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 2:00PM
Saturday
Closed
Sunday
Closed

Location

1600 Ashwood Drive
Canonsburg, PA
15317

About

As a Registered Investment Advisor (RIA), Braun-Bostich & Associates, Inc. believes that implementing unique wealth management strategies around reducing taxation, gifting and keeping up-to-date on an ever-changing regulatory and legislative environment becomes imperative to achieving good planning results. Helping clients allocate assets, create trusts, provide for a legacy, utilize gain/loss harvesting, provide personalized income strategies, implement risk management strategies and asset location strategies are important processes we provide. Ultimately, we all want the same things... live well today, prepare for an uncertain future and provide for our family as efficiently and effectively as possible. .

This is what Amy Braun-Bostich, advisors and staff do for their clients - "We provide the framework to help clients achieve these things and the peace of mind that comes with it. As fee-only advisors we operate objectively, independently and transparently".

Photos

Braun-Bostich & Associates, Inc. Photo Braun-Bostich & Associates, Inc. Photo Braun-Bostich & Associates, Inc. Photo

Services

  • Family Office Service

Latest

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ICYMI - BBAs latest blog post... "If you’re setting up a living trust, avoid these mistakes to help you and your trustees benefit from the full advantages this document has to offer. #braunbostichassociates #LivingTrust #pittsburghpa https://braun-bostich.com/content-assist-library-access-only/avoid-these-blunders-when-setting-up-a-living-trust
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ICYMI - BBAs most recent blog post... It's true that waiting to access benefits will increase your monthly payments down the road. But, full access will depend on your birth date and some may need to access benefits sooner. #braunbostichassociates #pittsburghpa #SocialSecurity https://braun-bostich.com/content-assist-library-access-only/62-70-or-somewhere-in-between-its-time-to-answer-the-question-once-and-for-all-when-should-i-claim-social-security BRAUN-BOSTICH.COM 62, 70 or Somewhere In Between? It's Time to Answer the Question Once and For All: When Should I Claim Social Security?
Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each. THINKFINANCE.IO You've Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?
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Amy Braun-Bostich was quoted in this recent article in GOBankingRates on the unexpected financial impacts of the pandemic. Read more now: #financialimpact #finances #pandemiclife #COVID19 https://www.gobankingrates.com/money/financial-planning/financial-impacts-covid-19-werent-entirely-expected/ GOBANKINGRATES.COM COVID’s Unexpected Financial Impacts
With Spring on the way, April brings us another reason to celebrate - it's Financial Literacy Month! Test your own financial knowledge by reviewing these 5 must-know money basics. THINKFINANCE.IO April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?
ICYMI - BBAs latest blog post... "If you’re setting up a living trust, avoid these mistakes to help you and your trustees benefit from the full advantages this document has to offer. #braunbostichassociates #LivingTrust #pittsburghpa https://braun-bostich.com/content-assist-library-access-only/avoid-these-blunders-when-setting-up-a-living-trust
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Everyone wants a good credit score, but what's the key to actually building one? With these guidelines, you can start bettering your credit just by altering the way you use your credit card. THINKFINANCE.IO How to Build Better Credit With Your Credit Cards
Before you turn in your two-weeks notice, consider the different ways you can make your life a bit easier before you officially start your new and exciting chapter. THINKFINANCE.IO How to Simplify Your Financial Life Before Retirement
ICYMI - BBAs latest blog... "Here's a breakdown of some important components of this legislation, including what business owners, families, and struggling individuals may need to know. #americanrescueplanact #stimuluscheck #covidrelief https://braun-bostich.com/content-assist-library-access-only/the-american-rescue-plan-act-has-passed-heres-an-overview-of-the-dollar19-trillion-stimulus-plan BRAUN-BOSTICH.COM The American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan
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ICYMI - BBAs latest blog... "If you've lost a spouse, then you've likely gone from having two incomes to one. Because of this, it can be a substantial financial blow. Use these tips to help you navigate your financial life after losing a loved one." #lossofaspouse #financialadvisor https://braun-bostich.com/content-assist-library-access-only/coping-financially-after-the-loss-of-a-spouse BRAUN-BOSTICH.COM Coping Financially After the Loss of a Spouse
The coronavirus-driven recession and uncertainty will hit recent retirees and those within 5 years of retirement hard. The Pittsburgh, PA region is not exempt. The decisions you make next about when and how to retire, when to claim Social Security, how to create your work-free life will define your retirement. However, the uncertainty has a silver lining: the record downturn has created incredible opportunities to create tax-free income through advanced strategies like a Roth Conversion. Take control of your retirement by downloading this free checklist. Worried about what’s going on and want advice now? I reserve a few appointments each week for last-minute, complimentary 1-on-1 appointments. Save yours while slots are available by calling 724.942.2639. FINANCEINSIGHTS.NET Hoping to retire in the next 5 years or less?
Did you know you could store and organize your most important documents in a secure, accessible way? Discover the advantages of a digital safe deposit box with this quick guide. THINKFINANCE.IO What Is a Digital Safe Deposit Box and What Should I Put in it?
BBA's CEO Amy Braun-Bostich was quoted as saying; "Strategies women can use to mitigate retirement income shortages may include HSAs to pay for medical expenses, guaranteed annuity income, working longer, and deferring Social Security benefits." in this recent NerdWallet article... https://www.nerdwallet.com/article/investing/how-women-investors-can-rewrite-their-financial-futures #retirementplanning #women #retirementincome NERDWALLET.COM How Women Investors Can Rewrite Their Financial Futures - NerdWallet

Information

Company name
Braun-Bostich & Associates, Inc.
Category
Financial and Investment Services
Est
1991

FAQs

  • What is the phone number for Braun-Bostich & Associates, Inc. in Canonsburg PA?
    You can reach them at: 724-942-2639. It’s best to call Braun-Bostich & Associates, Inc. during business hours.
  • What is the address for Braun-Bostich & Associates, Inc. on ashwood drive in Canonsburg?
    Braun-Bostich & Associates, Inc. is located at this address: 1600 Ashwood Drive Canonsburg, PA 15317.
  • What are Braun-Bostich & Associates, Inc.(Canonsburg, PA) store hours?
    Braun-Bostich & Associates, Inc. store hours are as follows: Mon-Thu: 8:30AM - 5:00PM, Fri: 8:30AM - 2:00PM, Sat-Sun: Closed.