Corporate Profile

APB Financial Group, Ltd. has been working with both corporations and high net worth families in the tri-state area for over thirty years. Some of the services our professionals provide are:

 

 

 

 

  • Succession, Exit & Transition (SET) Planning for owners of Privately Held Businesses
  • Financial Planning for the owner of the business and their family
  • Compensation planning for key people within the company
  • General benefit planning for the company and its owners
  • Personal risk management for the owners and the key employees of the company
  • Investment planning and implementation
  • Facilitation of Business Valuation and referral to Mergers & Acquisition specialists
  • ESOPs
  • Retirement Plan Consulting and Implementation
  • Asset Protection Strategies

    Please contact us today to discuss how we can assist you in growing, protecting and distributing you or your companies assets.


    2100 Corporate Drive, Suite 350
    Wexford, PA  15090
    Tel:  724-935-0100
    Fax: 724-935-2511
    Email:     info@apbfinancial.com

     

     

     

     

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