What We Do

We help people take care of the people they care for and love the most

Buying a life insurance policy may be easy…but buying the best-suited type of life insurance policy…at the best possible cost …based on optimum underwriting offers …from a well-managed, financially secure carrier …that will deal with the policyholder honorably over the life of the policy …is overwhelming. Aptly monitoring…servicing…and maintaining that life insurance policy for 30 to 40 years thereafter is downright daunting.

So simply put…

we help our clients…and the clients who are referred to us…understand and properly and efficiently acquire, monitor, maintain (and in some cases transfer) their life insurance policies.

And we are passionate about what we do because our services are in high demand and we help people take care of the people that they care for and love the most. That’s rewarding.

So simply put…

we help our clients…and the clients who are referred to us…understand and properly and efficiently acquire, monitor, maintain (and in some cases transfer) their life insurance policies.

And we are passionate about what we do because our services are in high demand and we help people take care of the people that they care for and love the most. That’s rewarding.

What our clients are saying…

"I know a good team when I see it. The professionals at Gateway Financial have given us unprecedented access to the information we need, with total transparency and an unbiased approach to advice that has allowed us to protect our family’s future for generations to come."


- Art Rooney II, President, Pittsburgh Steelers

2021-06-18T22:30:42+00:00
"I know a good team when I see it. The professionals at Gateway Financial have given us unprecedented access to the information we need, with total transparency and an unbiased approach to advice that has allowed us to protect our family’s future for generations to come." - Art Rooney II, President, Pittsburgh Steelers

"When it comes to planning for your future, there is no more important quality to find in an advisor than trust. Gateway Financial has earned my trust through the course of a long-term relationship by delivering great results. Their professionalism and expertise helped simplify and de-risk my insurance portfolio in alignment with my legacy planning. For my entire career, nothing meant more than being able to show concrete results and Gateway delivers on that front, ensuring my family’s long-term multi-generational success."


- Jim Rohr, Former CEO, PNC Private Bank

2021-06-18T22:22:43+00:00
"When it comes to planning for your future, there is no more important quality to find in an advisor than trust. Gateway Financial has earned my trust through the course of a long-term relationship by delivering great results. Their professionalism and expertise helped simplify and de-risk my insurance portfolio in alignment with my legacy planning. For my entire career, nothing meant more than being able to show concrete results and Gateway delivers on that front, ensuring my family’s long-term multi-generational success." - Jim Rohr, Former CEO, PNC Private Bank

“I can’t think of a more reputable organization than Gateway Financial nor a more dedicated community leader. Gateway Financial has made a commitment to embrace diversity and strikes the perfect balance of fiscal stewardship, planning, and social responsibility. Insurance benefits play a pivotal role in the attraction and retention of top talent and business succession planning and we are incredibly lucky to have Gateway’s innovative solution and inclusive leadership right here in Pittsburgh.”


- Sabrina Saunders, President and CEO of Vibrant Pittsburgh

2021-06-18T22:42:05+00:00
“I can’t think of a more reputable organization than Gateway Financial nor a more dedicated community leader. Gateway Financial has made a commitment to embrace diversity and strikes the perfect balance of fiscal stewardship, planning, and social responsibility. Insurance benefits play a pivotal role in the attraction and retention of top talent and business succession planning and we are incredibly lucky to have Gateway’s innovative solution and inclusive leadership right here in Pittsburgh.” - Sabrina Saunders, President and CEO of Vibrant Pittsburgh

"Gateway Financial understands the unique challenges – and opportunities – of a serial investor and entrepreneur. At DNS Capital, we value people and relationships first and the Gateway Financial professionals have created an environment of confidence and transparency that has guided us to create a plan for success that will help preserve the future of our multi-generational family."


- Michael Pucker, President & CEO, DNS Capital

2021-06-18T22:38:54+00:00
"Gateway Financial understands the unique challenges – and opportunities – of a serial investor and entrepreneur. At DNS Capital, we value people and relationships first and the Gateway Financial professionals have created an environment of confidence and transparency that has guided us to create a plan for success that will help preserve the future of our multi-generational family." - Michael Pucker, President & CEO, DNS Capital

"Having worked with Gateway Financial, I appreciate why PNC has chosen to partner with them. I truly understand my insurance portfolio and I know I can depend on Gateway to continue to deliver unwavering commitment and extraordinary service. Gateway has been a great partner to me, employing an unbiased approach and delivering results that will guarantee a solid future for many generations of my family."


- Karen Larrimer, Head of Retail Banking and Chief Customer Officer, PNC Private Bank

2021-06-18T22:41:06+00:00
"Having worked with Gateway Financial, I appreciate why PNC has chosen to partner with them. I truly understand my insurance portfolio and I know I can depend on Gateway to continue to deliver unwavering commitment and extraordinary service. Gateway has been a great partner to me, employing an unbiased approach and delivering results that will guarantee a solid future for many generations of my family." - Karen Larrimer, Head of Retail Banking and Chief Customer Officer, PNC Private Bank