Jason Hoeltzel, Financial Associate | Secure Money Advisors

Better Business Bureau

Better Business Bureau (“BBB”) ratings represent the BBB’s opinion of how the business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. Secure Money Advisors has been a paid member of the BBB since at least 2012, but does not pay for the accreditation of the BBB. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Secure Money Advisors by any of its clients or that a client or prospective client will experience a higher level of investment performance.

NEA - National Ethics Association

The Ethics.net Registered Member badge is used by paid members of the National Ethics Association (“NEA”). Membership in the NEA is not a guarantee of a business’s reliability or performance. Secure Money Advisors has been a member of the NEA since 2022. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of any Foundations investment adviser representative by any of their clients or that a client or prospective client will experience a higher level of investment performance.

Best Financial Advisors in Pittsburgh

The 2017-2022 Best Financial Advisors in Pittsburgh are based on Expertise’s selection process. Expertise.com finds and reviews the top service professionals in over 200 industries across the U.S. For more information you can visit https://www.expertise.com/our-selection-process. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial by any of our clients or that a client or prospective client will experience a higher level of investment performance. Secure Money Advisors (SMA) did not submit anything for consideration of the ranking and did not pay an application fee to participate. SMA is not affiliated with Expertise.com.

Jason Hoeltzel

Jason Hoeltzel

Jason holds a Bachelor of Science degree and is a CFP® professional.

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