Transparent fees.

Find out more about how fees can make a huge difference in the value of your retirement. One of our professional advisors can show you how to gauge the transparency of your current investments.

Click here for more information on our Strategic AIM™ asset allocation process.

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Learn more about the D.B. Root approach

To learn more about the D.B. Root approach, or discuss a FREE second opinion on your current wealth building strategy, or call: 412-227-2800

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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