Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Richard Fischler

Principal

(412) 276-7006

[email protected]

Richard (Rick) Fischler is the President and sole shareholder of the firm, forming the company in 1996. The firm has been providing tax compliance and planning, and consulting services to businesses, individuals, estates and trusts.
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Linda Passatore

Accountant, Tax Preparer

412-276-7006

[email protected]

Linda Passatore has over 20 years of experience in the tax and accounting industry beginning with an Associate's Degree in Business in 1988. While raising her three children, she worked both full-time and part-time for franchise tax...
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Cherie Fischler

Financial Services Assistant

412-276-7006

[email protected]

Cheryl (Cherie) Fischler has a Master's Degree in Elementary Education. She recently retired after over 32 years in the classroom. The transition has been positive, as there are many connections to her prior and current job...
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Brandi

Firm Morale/Client Greeting

Brandi is our firm's new chief morale officer and client greeter. She's our twelve-week old Goldendoodle.

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