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DBR & CO

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436 7TH AVE 2800 PITTSBURGH, PA 15219 Get Directions

(412) 227-2800

https://www.financialplanningpittsburghpa.com

jcarroll@dbroot.com

Business Details

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Business Info

  • Founded 1994
  • Incorporated PA
  • Annual Revenue $1,664,066.00
  • Employee Count 12
  • Industries Financial Services
  • Contacts David Root Sr

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Company Summary

DBR & Co. previously known as DBRoot and Company are a team of financial advisors located in Pittsburgh, PA, and Toledo, OH. Our personalized financial planning and disciplined asset management has given them a reputation as one of the top financial firms in Pittsburgh, PA. In the past year, we have grown our team to accommodate a larger region. Now with a team in Toledo, OH we are able to build more client relationships.

We offer customized levels of service based on your current financial standing which will best serve you in contrast to a one-size-fits-all approach. Since 1994, our expert advice and guidance have helped hundreds of clients achieve peace of mind in knowing their future is in good hands.

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      Hours

      • Sunday  --
      • Monday  8:00AM - 4:30PM
      • Tuesday  8:00AM - 4:30PM
      • Wednesday  8:00AM - 4:30PM
      • Thursday  8:00AM - 4:30PM
      • Friday  8:00AM - 4:30PM
      • Saturday  --
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      Social Presence

      Photos

      • David B. Root, Jr., CFP
Founder/CEO
      • Heather Ostrowski
Chief Financial Officer
      • Michael Aroesty, CFP
Chief Operating Officer/ Investment Committee Chair
      • Jodi Landucci
Director of Training and Administration
      • Richard R. Applegate, CFP, AIFA, CPFA, ChFC, CLU
Senior Financial Advisor/Managing Direcor, Fiduciary Plan Soultions
      • Paul Abendroth, AIF
Senior Financial Advisor/ Managing Director, Great Lakes Region Steven Kohler, CFP
Senior Financial Advisor, Financial Planning Chair Charles J. Stout, JD
Senior Financial Advisor Adam M. Souply, CFA, MBA, CPFA
Financial Advisor Jeremy L. Suschak, CFP
Financial Advisor Nancy I. Kunz, CFP, ChFC, CLU
Financial Advisor Ryan Borucki, CFP, C(k)P
Financial Advisor Marvin Ledgister
Associate Advisor Taylor Glock
Associate Advisor Lisa Dantzer
Client Service Associate Jody Beegle
Client Service Associate Leah McNally
Client Service Associate Connie Pallof
Client Service Associate Mickey Gilbert
Receptionist John Mazur
DBR Stock Portfolio Manager Lynne Moritz (Hoffay), CPA
Tax and Accounting Specialist Jack Carroll
Marketing Services 2014 Best Places To Work Award We are located in Pittsburgh, Pennsylvania.

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