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A Complimentary Second Opinion

Client Centered

At Canella Financial Group, we offer a complimentary second opinion to help provide you confidence. It’s all too common for someone to build their portfolio or create a financial plan and let it gather dust over the years. The problem with this method is that you may be incurring unknown risk or missing out on the latest opportunities that align with your needs and objectives.

As our priorities and circumstances change throughout life, our goals may also change. It’s critical for your portfolio or financial strategy to match these changes. Otherwise, you and your family may not be on the right path to pursue their objectives. We believe it’s important to not only regularly review your portfolio and strategy but also to get a second opinion.

When should you consider getting a second opinion?

At Canella Financial Group

At Canella Financial Group

We’d like the opportunity to see if we can help you with your financial needs. Find out if you are on the right track with your portfolio and strategies by contacting us today to meet in our Pittsburgh office for a cup of coffee and a complimentary second opinion. During this conversation, we’ll discuss your financial goals and what your investment portfolio is intended to do for you. If we think you’re on the right track, we’ll happily let you know. If we think we can help you improve your strategies, we explain how we believe we can help.

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