
07/22/2025
A recent merger between two of Pittsburgh’s most established financial services firms — The Monteverde Group and Jacobson Associates — offers comprehensive financial services and employee benefits advising, and management for families and businesses.
A recent merger between two of Pittsburgh’s most established financial services firms — The Monteverde Group and Jacobson Associates — offers comprehensive financial services and employee benefits advising, as well as management for families and businesses. The two firms combine mo...