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Alto Financial Group is a full-service retirement planning company with highly trained licensed agents and registered investment advisors nationwide.  Many of our agents and advisors specialize in helping public sector employees understand their federal, state, municipal government or district-provided benefits and how a holistic retirement plan can be assembled around these to address income gaps for their retirement and ensure their family is protected in the event of a tragedy.   

Our employee benefits division is focused on helping small and medium sized businesses take care of their employee's health while helping them protect their financial security for the future. It's never been more important to protect what matters most. Our agents are able to offer a comprehensive suite of supplemental health and life insurance products designed to help fill the gaps major medical insurance leaves open. Our solutions can help cover the expenses and the interruption of income that can come with an unexpected medical emergency - and help protect employees wealth and health at every stage of their lives.

We want to earn the right, over time, to be considered by you as your retirement planning professionals. We look forward to working with you through all stages of your life.


Will your retirement savings still cover your anticipated retirement expenses? Have you accounted for spousal benefit needs?

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By focusing on your whole family, we can help you protect your loved ones with death benefits or surviving spouse benefits.

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Financial Planning

An ongoing process to reduce your stress about money, support your current needs, and help you build a nest egg.

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Employee/Workplace Benefits

We never know what life will throw our way. But employees can prepare for the unexpected with employee benefits like disability, life, and supplemental health insurance solutions that can work together to help provide them with financial protection they need.

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4099 William Penn Highway

Fourth Floor 

Monroeville, PA 15146

(800) 491-7005