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        (877) 935-5520CallVisit WebsiteVisit WebsiteMap & DirectionsDirections5000 Stonewood DrWexford, PA 15090Write a ReviewWrite Review

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        General Info
        Investment Advisor, Muhlenkamp & Company, Inc. has been helping clients build a legacy of financial freedom for themselves and their children since 1977. We provide personalized financial planning and investment management services, either in combination or on a standalone basis. We invest with a value discipline and seek to maximize total return. We evaluate the current investment climate and economic data and utilize logic and rational thinking rather than emotion when making decisions for portfolio holdings. We believe that ?If you don?t understand it, it is a bad deal.? So, we start our client relationships by explaining how our products work. We provide educational material such as our quarterly newsletter, webcasts, and essays, as well as private discussions and group workshops. Young adults who have a solid foundation in financial literacy will be a step ahead in the investment world. Beyond the basics, we focus on financial planning, money management, college savings, retirement planning, and estate planning. We work with individuals, couples, trustees, and executors. We also work with small to medium-sized businesses to help set up employee retirement plans.
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        BBB Rating
        A+
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        Services/Products
        Financial Planning, Investment Management.
        Other Links

        http://www.muhlenkamp.com

        https://muhlenkamp.com

        Categories
        Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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        Details

        Phone: (877) 935-5520

        Address: 5000 Stonewood Dr, Wexford, PA 15090

        Website: http://www.muhlenkamp.com

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