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Anthony T Pol

Advisor at Ameriprise — Washington, PA Washington Rd

Updated today

Credentials

Series 66

Experience

20 years

Location

Washington, PA 15301

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Anthony Pol is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he is president of Poach, Koury & Associates LLC, where he manages an investment-related business. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Washington, PA Washington Rd

1150 Washington Rd

Washington PA 15301

Advisors at this office

6

Most active in

Pennsylvania · Texas · West Virginia

Work history

20 years of industry experience

Ameriprise

2020 - Present • 6 years

Washington, PA

Ameriprise Financial Services, Inc.

2009 - 2020 • 11 years

Sewickley, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael G

ChFC®, Series 63

Canonsburg, PA

Giffin Planning Services, Inc.

Michael Giffin is the principal of Giffin Planning Services, Inc. in Canonsburg, PA, with 38 years of experience in financial planning. He holds the ChFC® designation and Series 63 license and has worked with Ohio National since 2013. Giffin is also president of EnSphere Marketing Group, LLC, which provides college preparation services to parents and students. Giffin Planning Services, Inc. is a single-advisor independent firm that offers holistic financial planning and insurance recommendations to individuals, including high-net-worth clients. The firm emphasizes long-term, cash-flow-based planning and refers clients to third-party investment managers, conducting due diligence and ongoing performance reviews.

Annuities
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Guy D

Series 63, Series 65

Venetia, PA

Deemer Wealth Management LLC

Guy Deemer is the principal of Deemer Wealth Management LLC, an independent advisory firm based in Venetia, PA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to founding Deemer Wealth Management, he worked at IFS Advisory, LLC and IP Financial Advisory Services LLC. Outside of advising, he holds an active life and health insurance license, though he has not made insurance sales in several years. Deemer Wealth Management provides ongoing portfolio management primarily to individual and high-net-worth clients, blending multiple investment approaches including fundamental and technical analysis, modern portfolio theory, and options strategies. The firm also works with third-party platforms and managers to deliver tailored discretionary oversight aligned with clients’ goals and risk tolerance.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Timothy H

Series 63

Bridgeville, PA

Hanna Financial and Tax Services

Timothy Hanna is the sole advisor at Hanna Financial and Tax Services in Bridgeville, PA, holding a Series 63 designation with 34 years of industry experience. He has worked at Allegheny Investments, Ltd. since 1992 and operates a separate business providing income tax and financial planning services. Hanna Financial and Tax Services offers investment advisory, income tax preparation, and insurance services to individual clients, managing approximately $14 million in assets across about 75 client relationships. The firm uses a non-discretionary approach with Fidelity Investments as custodian, combining portfolio management with tax and insurance offerings.

Life insurance needs analysis Annuities Income planning
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Richard B

Series 63

Canonsburg, PA

Bryan Advisory Services, LLC

Richard Bryan Jr. is the principal of Bryan Advisory Services, LLC, holding a Series 63 designation and bringing 12 years of industry experience. His career includes leadership roles in several related companies, notably in energy and oil and gas sectors, such as Bryan Energy Management, LLC and Discovery Oil and Gas LLC. Outside of advisory activities, he serves as president and managing partner of multiple non-investment entities focused on energy, drilling, and land development. Bryan Advisory Services provides investment advisory and portfolio management services to individuals, trusts, foundations, and business organizations, with additional pension consulting and retirement projection services. The firm manages client portfolios on a discretionary basis using Modern Portfolio Theory and integrates quantitative and qualitative analysis, often employing a diverse range of financial products.

General retirement planning Retirement income strategy Wealth management
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Andrew G

CFP®, Series 66

Pittsburgh, PA

Rockcliff Capital, LLC

Andrew Gans is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been the sole advisor at Rockcliff Capital, LLC since 2013. Rockcliff Capital provides tailored investment and wealth management services along with comprehensive financial planning and consulting to individuals, including high-net-worth clients. The firm emphasizes fundamental analysis and diversified equity exposure through separate private account strategies, operating as a fee-based adviser without commissioned products or custodian services.

General estate planning guidance General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Joshua B

Series 65

McDonald, PA

FreedomTrust LLC

Joshua Bryant is a financial advisor at FreedomTrust LLC in McDonald, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at KPMG, Google, Govini, and Highmark Health Solutions. Outside of his advisory role, he maintains substantial employment in a non-investment technology position. FreedomTrust LLC provides non-advisory digital asset management, administration, and financial consulting primarily for institutional clients and registered investment advisers. The firm’s approach centers on digital-asset strategies tailored to clients’ objectives and risk tolerance, using qualified custodians and third-party trading technology, and offers both discretionary and non-discretionary arrangements as well as sub-advisory services.

Private / alternative investments
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