Who We Are


We are a full-service retirement planning company serving the unique needs of public employees and their families. Our mission is to help public employees make their income last their entire lifetime because they deserve to have a comfortable retirement. With over 200 agents and advisors nationwide specializing in the financial planning needs of educators, public sector employees and their families, we have trained professionals ready to work with you across the country both in person and remotely.

We understand that public sector individuals and their families face unique challenges as they prepare for retirement. We are in no way affiliated with any public retirement system, but we do specialize in the benefits available to you under these plans and we can provide programs that are designed to supplement and enhance those benefits.

Alto Financial Group started as a family-owned business that focused on the retirement needs of public sector employees and educators.

We set out to help make our clients’ retirement goals a reality. We knew what it could mean for their futures. And we believed if we put their needs first, everything would work out for us.  Some of our clients want to retire as soon as possible. Others want to work well past retirement age. We take the time to understand who our clients are and what matters most to them. By focusing on their needs, we’re able to help our clients make progress toward their financial goals immediately.

Sometimes, our clients come to us skeptical that they will retire with confidence. The driving force of everything we do is education. Our job is to present the facts about the different tools and strategies our clients can use to get from where they are to where they want to go. What we want all our clients and prospective clients to know that they can make a big difference in their retirement, if they start today.

Through our wide range of investment and life insurance products and services, we’re able to help all our clients achieve their financial goals at every stage of life.

Request a Free Consultation Today


4099 William Penn Highway

Fourth Floor 

Monroeville, PA 15146

(800) 491-7005