Gateway Financial

Gateway Financial serves as a trusted partner in financial planning and risk management for individuals, families, and businesses in the Pittsburgh region and beyond. Our team of experienced professionals takes a personalized approach to understanding your unique financial goals and challenges, creating customized plans to navigate the complexities of your financial life.

Life Insurance for Private Clients

• Comprehensive needs analysis and risk assessment
• Tailored solutions for various life insurance types, including term life, whole life, and universal life
• Guidance on beneficiary selection and claim processing
• Review and optimization of existing coverage

Life Insurance for Business Clients

• Group benefit plans for employees
• Executive benefit strategies to attract and retain top talent
• Business continuation planning to safeguard against financial losses in the event of founder illness or death
• Risk management assessments for businesses

Beyond Insurance

Our commitment extends beyond simply providing insurance products. We take pride in fostering client relationships through:

• Transparency and open communication: We provide clear and concise explanations of your financial situation and proposed solutions.
• Personalized attention: Your dedicated advisor will be available to answer your questions and address your concerns.
• Proactive guidance: We regularly review and adjust your plan to ensure it continues to meet your evolving needs.

Our Values

At Gateway Financial, we stand by the following principles:

• Client-centricity: Our clients are at the heart of everything we do.
• Integrity and transparency: We uphold the highest ethical standards and disclose all information clearly.
• Expertise and professionalism: Our team consists of highly qualified and experienced individuals.
• Generational planning: We take a long-term perspective and plan for the future of your family or business.