Investment Advisory Services
BairdAbout
About This Business
Since 1948, our family-owned firm focuses on providing clients with unbiased advice relating to all aspects of their financial situations. Founder Willard J. “Bill” Tillotson had the foresight to recognize that in order for clients to achieve their long-term financial goals, they’d need a step-by-step, detailed plan.
Today, with over $12 billion in client assets, Hefren-Tillotson is one of the oldest and largest full-service wealth management firms headquartered in Western Pennsylvania.
Years in Business: 77
Business Details
- BBB File Opened:
- 2/1/1977
- Business Started:
- 1/1/1948
- Type of Entity:
- Corporation
- Alternate Names:
- Hefren-Tillotson, Inc.
- Robert W Baird & Co
- Business Management:
- Ms. Kimberly Tillotson-Fleming, President
Additional Contact Information
- Principal Contacts
- Ms. Kimberly Tillotson-Fleming, President
- Fax numbers
- Primary Fax: (412) 261-4348
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 53 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
Additional Information
- Other Resources
- Pennsylvania Department of Banking and Securities
17 N Second Street, Suite 1300
Harrisburg PA 17101
Phone Number: 800-722-2657
Fax Number: 717-787-8773
http://www.dobs.pa.gov - Business Categories
- Investment Advisory Services
More Resources
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