Virtual Financial Services for Business Owners

You work hard to run your business, leaving you with little time to devote to other areas, like visiting a financial advisor. Fort Pitt Capital Group offers virtual financial services to business owners. This allows you to meet with us on your schedule without leaving your home or business. Our personalized focus on your operations and goals enables us to offer customized services.

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Our Harrisburg Office

Our Harrisburg Office

Where to Find Us:

507 N. Front Street
Harrisburg, PA 17101
Phone:717-260-9281
717-260-9282 fax

Our parking lot and entrance are located behind the building at the corner of Liberty St. and Buttonwood St. If you are using GPS, we recommend the following address as it will get you to our parking lot:

570 Buttonwood Street
Harrisburg, PA 17101

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Interested in Talking With a Financial Advisor in Harrisburg?

Contact us today to speak with an advisor about your financial goals.

Schedule Your Free Consultation

The Virtual Services We Provide

Our virtual services involve video meetings with a financial advisor to support your business wherever you operate. Our advisors can communicate financial information by speaking with you and sharing their screens. We work with various client types, including closely held businesses, corporations, and public entities.

Investment Consulting

Work with a virtual investment consultant to free yourself from the responsibilities of investment planning. Our skilled advisors can handle your assets by understanding your goals and financial standing and creating strategic plans. We base our plans on our knowledge of your specific situation and the markets.

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Exit Planning Services

Work with a Certified Exit Planning Advisor (CEPA) to create a roadmap transitioning from an ownership role. Our virtual exit strategy consultants focus on every detail. We will help you create a smooth shift, whether you want to retire or pursue new business ventures.

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Insurance for Business Owners

Your business insurance protects you from the risks and uncertainties you may face. Fort Pitt Capital Group can work with you and our insurance partners to provide virtual insurance advisory services. Our team covers:

  • Buy-sell agreements
  • Income protection
  • Supplemental retirement
  • Business and continuation planning
  • Bank-owned, insurance company-owned, and corporate-owned life insurance (BOLI, ICOLI, COLI)

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Reasons to Seek Business Financial Services

Reasons to Seek Business Financial Services

Your business faces several financial aspects, and you may need more time and expertise to handle these requirements. Business owners can lessen their responsibilities when they turn to an advisor for financial services. They also get support from someone who knows the industry and works to understand each business’s unique financial situation and goals. Other benefits of business financial services include:

  • On-demand access to advisors
  • Increased objectivity
  • Early identification of potential issues
  • Better control over costs

Virtual services provide even more benefits. You can easily fit virtual advising sessions into your schedule and reduce the costs associated with lost work time.

Schedule Your Free Consultation

Interested in Talking With a Financial Advisor in Harrisburg?

Contact us today to speak with an advisor about your financial goals.

Schedule Your Free Consultation

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