关于我们
Touchstone Capital, Inc. is an independent financial advisory firm servicing more than $100 million in investment assets for more than 350 clients in 20 states and the District of Columbia. Located in Pittsburgh, PA, Touchstone Capital’s mission is a commitment to clients’ quality of life. The firm develops comprehensive financial plans and provides ongoing consultation to high net-worth clients and business owners interested in pursuing long-term goals while balancing meaningful life experiences. Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a registered investment adviser. This communication is strictly intended for individuals residing in the states of CA, DC, FL, GA, MA, MD, MO, NY, OH, PA, SC, TX, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html. Fixed insurance products and services offered by Touchstone Capital are separate and unrelated to Commonwealth.
- 网站
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https://www.touchstonecapital.com
Touchstone Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Pittsburgh,Pennsylvania
- 类型
- 私人持股
- 创立
- 2000
- 领域
- Financial Planning、Wealth Management、Retirement Planning和Estate Planning
地点
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主要
1001 McKnight Park Dr
US,Pennsylvania,Pittsburgh,15237
Touchstone Capital员工
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Ted Kerr, CFP?
Founder/CEO at Touchstone Capital, Inc.
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asako igarashi
Chief Internal Auditor at Touchstone Capital Co., Ltd.
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Elizabeth Treater
Chief Operating Officer at Touchstone Capital Chief Compliance Officer at Touchstone Capital
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Dayanna Roland
Certified Executive Assistant | Trilingual: Portuguese, English, Spanish