Wealth Management

S&T Financial Services

At S&T Financial Services*, our number one priority is very simple – to help you achieve your financial goals.

We offer full-service investment services and long-term financial planning through Investment Professionals, Inc. Our objective is to identify your goals and to help create a long-term plan to achieve them.

Experience tells us that having a broad investment product line is critical to managing money through a wide variety of market cycles. While no one can guarantee future performance, we believe that a disciplined investment strategy coupled with a variety of investment options is the foundation for a successful investment program.

Products and services we offer:

Equities: Stocks, over-the-counter stocks, options, and ETFs

Fixed income: Municipals, corporates, treasuries, government agencies, certificates of deposit (CDs), and money market accounts

Mutual funds: Open-end funds, ETFs, closed-end funds, and unit investment trusts

Separately managed accounts: Investment advice tailored to individual goals

Annuities/insurance: Annuities (fixed and variable), and life insurance

Financial/retirement planning: Financial planning, educational planning, 401(k), IRA, and SEPs

For more information, please call us at 800.282.6800.

* NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All securities and advisory services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name S&T Financial Services are in no way affiliated with or offered by S&T Bank or S&T Wealth Management, nor is S&T Bank a registered broker/dealer. Customers working with S&T Financial Services will be dealing solely through IPI with respect to their investment, brokerage, and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by IPI are not insured by the FDIC, the NCUA, or any other agency of the government, are not deposits or other obligations for the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.