Information Packet for TDAM Schwab Merger

Posted on August 3, 2023 by Kapusta Financial Group

In the next few days, Schwab will be sending clients a Key Information Packet in the mail that provides key dates and details about the TD Ameritrade transition to Schwab in September. Check out our short video for highlights of … Continue reading →

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2023 Five Star Wealth Manager Award Winners

Posted on June 21, 2023 by Kapusta Financial Group

Congratulations to Bridget Loutzenhiser, CFP® and Ryan Suess, CFP® for being recognized as 2023 Five Star Wealth Manager Award Winners! Look for them in the July issue of Pittsburgh Magazine! Thank you both for your hard work and dedication!

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Survey Says…

Posted on August 11, 2015 by Kapusta Financial Group

Kapusta Financial Group (KFG) invited clients to participate in a client satisfaction survey during May and June 2015. Those who participated were asked to do so anonymously. The survey, which was conducted by KAPP Communications, Inc., an outside consulting company, … Continue reading →

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7th CONSECUTIVE YEAR! 2015 FIVE STAR Wealth Managers

Posted on June 24, 2015 by Kapusta Financial Group

Our secret weapon? Five Star wealth managers! Kapusta Financial Group proudly acknowledges its investment advisors, George M. Kapusta, CFP and Bridget K. Loutzenhiser, CFP for being recognized as two of Pittsburgh’s 2015 FIVE STAR Wealth Managers for the 7th year … Continue reading →

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