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LAMPE ASSET MANAGEMENT in Pittsburgh, Pennsylvania
(412) 422-9954
3000 MCKNIGHT EAST DRIVE
Pittsburgh, PA 15237
Company Description:
Full-service financial planning practice that provides its clients with the tools necessary for making sensible decisions in the process of wealth accumulation.
Services Offered:
Certified. Financial. Planner. Cfp. Pittsburgh. Investment. Retirement Planning. Estate Planning. College Planning. Planning. Savings. Certified Financial Planner.
Fuel Management
Management Services
Web Results:
- Lampe Financial, LLC
Carol K. Lampe, CFP Certified Financial Planner Carol Lampe, principal, has been providing comprehensive investment and financial planning services to clients since she founded the firm in 1979. A Certified Financial Planner with securities and insurance licenses, she holds a master s degre...
- Lampe Financial, LLC
Lampe Financial, LLC 811 Camp Horne Road, Suite 100 Pittsburgh, PA 15237 T: 412.536.8007 F: 412.536.8088 Carol K. Lampe, CFP Pittsburgh, PA T: 412.536.8007 Jason Lampe, Financial Advisor New York, NY T: 646-736-2575 Broker Dealer: Allegheny Investments, Ltd. Stone Quarry Crossing 811 Camp Horne...
- IP Questionnaire
- Investment Policy Questionnaire Your answers will help us determine your tolerance for risk and to recommend an asset allocation mix for your portfolio. Please answer all questions, and keep in mind, there is no specific "correct" answer. ...
- disclosure
- CFP Disclosure Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Services are available in th...
- Lampe Financial, LLC
- Forms EFT Link Setup Fee Authorization - Non Retirement Fee Authorization - Retirement Household Mail Grouping IRA Withdrawal - One Time IRA Withdrawal - Periodic IRA Withdrawal - Standing IRA Beneficiary Designation Periodic Investment Plan Periodic Withdrawal Plan - Non-Ret Power of Attorney T...
Business Information:
| Business Sector: | Residential, Commercial |
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Website Links:
Lampe Asset Management | IP Questionnaire | disclosure | My Streetscape | Client Profile | eNotification | Business Trip to China | Retirement Planning Checklist | Get Driving Directions
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