Venn Financial Solutions
Venn Financial Solutions is a Veteran-Owned and Locally-Owned Independent Financial Firm serving Pittsburgh, Cranberry, Canonsburg, Indiana, Du Bois, Philipsburg, Hollidaysburg, Altoona, Port Matilda, State College, Johnstown, Erie, and all of Pennsylvania. Following the holistic financial planning process produces the most favorable results in helping our clients achieve their financial planning goals and dreams. Robert J. Knox and Joseph C. Zappia, CFEI, of Venn Financial Solutions offer Investment Advisory Services through their registration with Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities."Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Robert J. Knox, Joseph C. Zappia, CFEI, and/or Venn Financial Solutions. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare(.)gov or 1-800-MEDICARE to get information on all of your options.
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Top roles at Venn Financial Solutions
4 distinct titles indexed · top 4 shown.
- 1executive vice president financial advisor & private wealth management
- 1family business
- 1financial planning
- 1president financial advisor
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