Investments & Retirement

We're focused on your long-term financial well-being

Wherever you find yourself on your investing journey, PNC Investments' focus on advice and planning can help you better define what it is you are looking to achieve financially and put your goals within reach at every life stage.

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Fill out this simple form and a PNC investment professional will get in touch with you.


Our Advice & Planning Model

When it comes to achieving your goals, it's our belief that success is built upon the strong foundation of a comprehensive financial plan, supported by personalized advice and guidance.

As part of our dynamic financial planning process, your PNC Investments Financial Advisor can work with you to:

  • Understand your unique short-term needs, long-term goals, time horizon, tolerance for risk and more
  • Model your probability of success with sophisticated financial planning tools while illustrating the impact of various decisions real-time
  • Construct a customized and comprehensive plan that's updated regularly to address changes in your personal circumstances, market conditions, portfolio performance, tax laws and more
  • Help you stick to your financial plan and provide tangible value to your portfolio

    Learn how PNC Investments does business, including our qualifications, business practices, fee schedules, and options for how you can work with us by reviewing our Client Relationship Summary, Overview of Products and Services and more. View Details »


Just as you wouldn't start a trip without a destination in mind, it's nearly impossible to chart your financial course without a plan.

Rich Ramassini, CFP®
Senior Vice President | PNC Investments

Watch Video: The Value of Working with a PNCI Financial Advisor

 

Investment Solutions & Products

With a solid understanding of what it is you’re looking to achieve – the foundation of your financial plan – your Financial Advisor will recommend specific strategies and offer tailored guidance to address four key pillars:

 

Accumulation  |  Retirement Solutions  |  Protection Planning  |  Tactical Solutions

Learn how these pillars can act as the blueprint for your financial well-being »

These strategies are brought to life through our comprehensive array of investment products and services:

Your Retirement Planning Journey

Whether you’re just getting started or have been saving and investing for some time, make the most of your retirement assets with our educational resources.

Getting Started »

For those who haven’t yet begun investing for retirement, or who have started investing for retirement within the last five years.

Already Underway »

For those who likely have been investing for retirement anywhere from five to 25 years.

Nearing Retirement »

For those who are planning to retire in the next five to ten years, or have been investing for retirement 25+ years.

In Retirement »

For those who have already retired and transitioned from building to enjoying their hard-earned assets.

Explore Our Tools & Resources »

Use our calculators, interactive tools and additional resources to help assess your situation and learn tips to stay on track towards achieving your short- and long-term financial goals.

Insights to Guide Your Path

These insights are designed to help you stay informed and feel confident about your investment decisions. Your Financial Advisor can discuss this information with you and provide guidance on how to best utilize the insights most relevant to your personal situation.

Automation Can Help You Save, but Don’t Set It and Forget It

While automated apps and solutions can help you save, too much automation may leave you with an unfounded sense of accomplishment.

3 min read

Avoid These 5 Money Management Mistakes

To help keep your financial goals on track, be sure to bypass these common financial pitfalls.

4 min read

Four Ways to Prepare for the Realities of Today's Retirement

People talk about what they’re looking forward to in retirement, but fewer talk about just how long retirement can last and how they’re preparing.

2 min read

Help Achieve Your Investment Goals with a Managed Account

Learn about the benefits of using a managed account in your investments.

2 min read

Reacting to Market Volatility

Actions you can take to focus on your financial well-being during market downturns.

4 min read

7 Things Financial Advisors Know that Help Them Sleep Better at Night

Ever wonder how financial advisors weather volatile markets? Learn seven key insights that help the professionals sleep better at night.

3 min read

PNC Investments Contact Form

Whether you are just getting started or already underway saving and investing toward your financial goals PNC Investments can help.

Complete this form and we will contact you within 1-2 business days.

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Are you an existing PNC Bank customer?
Are you an existing PNC Investments client?

In order for us to assist with your inquiry, please select the range that best matches your situation. Investable Assets is your net worth minus assets that cannot be quickly and easily converted into cash, such as real estate, business equity, personal property, autos, expected inheritances, assets earmarked for other purposes and investments or accounts subject to substantial penalties if they were sold or if assets were withdrawn from them. Investable assets does not include a 401(k) or other retirement plan account with a current employer.

What can we help you with?

PNC Investments can help you make the most of your current retirement planning or help you develop a plan that works for you.


Let us help you better understand the distribution options that are typically available in most plans and provide you with a recommendation that’s personalized to your retirement objectives. If you have IRAs, a 401(k),or other retirement plan accounts from former employers, you may have several options to consider. You should contact your employer’s plan administrator for information regarding the details specific to the plan. Investment choices and retirement payment options will differ based on the option you select, and other costs and expenses may differ. PNC Investments does not provide legal, tax, or accounting advice. Please consult your tax or legal advisor regarding any tax or other implications when making a decision regarding your retirement assets.


Get assistance reviewing your investment goals and the products or accounts that will help you achieve your goals.


Ask questions and receive guidance on preparing for higher education expenses.


PNC Investments respects your privacy. Please read our Privacy Policy for more information.

In order for us to contact you as requested, you must read this authorization and check the box before submitting.

By completing this form, you are authorizing PNC Investments LLC, an affiliate of PNC Bank, N.A., including its agents and affiliates (PNC), to contact you (via email and /or phone) about PNC, its products and services and about any of your accounts with PNC that you have at this time or in the future for the purposes that you have indicated in the form. If you have registered or will register with a federal or state "do not call list" or you have asked PNC to not call you, you are expressly consenting that PNC may contact you at the number(s) you have provided for the purposes described above. CELL PHONES: If you have provided your cell phone number as your contact number, you understand and agree that PNC may use auto-dialer equipment to contact you or leave a pre-recorded message.

View more details about PNC Investments and our investment professionals. Visit FINRA Brokercheck

Important Legal Disclosures & Information

We are unable to act on any requests submitted via electronic mail to buy, sell, or exchange securities. To place a trade, please call your PNC Investments professional. Please do not use email to send us communications which we require in writing, or which need our immediate attention. Please call 855-PNC-INVEST (762-4683) Monday - Friday from 8:30 a.m. to 5 p.m. (Eastern time) or write us instead at this address: PNC Investment Center 500 Smithfield St, Mailstop P9-PSFD-05-7 Pittsburgh, PA 15222.

This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.

Important Investor Information: Brokerage and insurance products are:

Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value

Securities products, brokerage services and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.

View the PNC Investments Business Resiliency Planning Customer Disclosure.

This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.

This document serves as the Retirement Account Customer Agreement for PNC Investments.

This document serves as the Brokerage Account Customer Agreement for PNC Investments.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.

PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.

PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.

Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.