Best Financial Advisors in State College, PA

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State College, PA Fiduciary Financial Advisors

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WealthKare Investment Center, State College
Location 1402 S Atherton St, State College, PA 16801, USA
Phone (814) 238-7500
Directions
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Nestlerode & Loy Investment Advisors
5 out of 5
Location 110 Regent Ct Suite 202, State College, PA 16801, USA
Phone (814) 238-6249
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Aguer Impact Group - Morgan Stanley Financial Advisors
Location 720 S Atherton St, State College, PA 16801, USA
Phone (814) 861-1714
Directions
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Ryan Claar - TIAA Wealth Management Advisor
Location 328 Innovation Blvd Suite 301, State College, PA 16803, USA
Phone (866) 842-2173
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SEC File# 801-122544
CRD# 137814
5 out of 5
Location 270 Walker Dr, State College, PA 16801, USA
Phone (814) 231-2265
Directions
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Nittany Brokerage Services Inc
Location 2125 E College Ave # 101, State College, PA 16801, USA
Phone (814) 237-7080
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 611 University Dr Suite 113, State College, PA 16801, USA
Phone (814) 237-0512
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Morgan Stanley Financial Advisors
Location 720 S Atherton St 1st Floor, State College, PA 16801, USA
Phone (814) 861-1700
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VK Wealth Advisors
Location 290 W Hamilton Ave, State College, PA 16801, USA
Phone (814) 420-4401
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Wienken Wealth Management
5 out of 5
Location 3949 S Atherton St, State College, PA 16801, USA
Phone (814) 466-6295
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 2110 N Atherton St, State College, PA 16803, USA
Phone (814) 237-0512
Directions
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Teena Peachey - Prudential Financial
Location 1365 N Atherton St, State College, PA 16803, USA
Phone (814) 238-7625
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Diversified Asset Planners, Inc
Location 1524 W College Ave, State College, PA 16801, USA
Phone (814) 234-2500
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Panko Wealth Management
5 out of 5
Location 452 Westgate Dr, State College, PA 16803, USA
Phone (814) 237-2822
Directions
Financial Advisors in State College, PA

Where Certified Financial Advisors in State College, PA Serve

State College, PA is a vibrant and bustling city nestled in the heart of central Pennsylvania. Home to the prestigious Pennsylvania State University, this town is a hub of intellectual and cultural activity. The downtown area is full of charming shops, restaurants, and cafes, and is anchored by the iconic Old Main building on the Penn State campus. Some of the top employers in State College include Penn State University, Mount Nittany Medical Center, and AccuWeather, Inc. These companies attract a diverse and talented workforce, making State College a hub of innovation and creativity. Major highways and streets in the area include Route 322, Interstate 99, and Atherton Street. These thoroughfares connect State College to other major cities in the region, including Harrisburg, Pittsburgh, and Philadelphia. Neighborhoods in State College include College Heights, Highlands, and Holmes-Foster. Each of these areas has its own unique character and charm, with a mix of historic homes, modern apartments, and vibrant commercial districts.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of State College, PA could benefit greatly from the services of a financial advisor. One specific way that a financial advisor could help is by providing guidance on how to navigate the unique housing market in State College. As the home of Penn State University, State College has a large student population, which can drive up rental prices and make it difficult for residents to find affordable housing. A financial advisor could assist residents in creating a budget and developing a plan to save for a down payment on a home or to invest in rental properties. Additionally, a financial advisor could help residents navigate the various tax incentives and programs available to first-time homebuyers in State College. Overall, a financial advisor could provide valuable guidance and advice to help residents of State College achieve their financial goals and secure their financial future.

Insurance Broker

Residents of State College, PA can benefit greatly from the services of an insurance broker. With the town being home to a large university, many residents are students who may not be familiar with the ins and outs of insurance policies. An insurance broker can help these students navigate the complexities of health insurance, car insurance, and renter's insurance, ensuring that they have the coverage they need at a price they can afford. Additionally, State College experiences harsh winters, with heavy snowfall and icy roads. An insurance broker can help residents find the right coverage for their vehicles and homes, protecting them from costly damages caused by severe weather. Overall, an insurance broker can provide valuable guidance and support to residents of State College, PA, helping them to feel secure and protected in their daily lives.

Retirement Planning

Residents of State College, PA can benefit greatly from the guidance of a retirement planner. With a large population of retirees and a growing number of aging baby boomers, many individuals in State College are looking for ways to maximize their retirement savings and ensure a comfortable future. A retirement planner can help residents navigate the complex world of retirement planning, providing advice on everything from investment strategies to social security benefits. With the high cost of living in State College, PA, many retirees are also looking for ways to stretch their retirement dollars further. A skilled retirement planner can help residents identify cost-saving opportunities and make informed decisions about their financial future, giving them peace of mind as they enter their golden years.

Wealth Management

Residents of State College, PA could benefit from the expertise of a wealth manager in several ways. For instance, a wealth manager could help them navigate the complex financial landscape of the area, which is heavily influenced by the presence of Penn State University. With a large student population and a thriving research community, State College presents unique financial challenges and opportunities. A wealth manager could assist residents in managing their investments, planning for retirement, and preparing for the high cost of living in the area. Additionally, they could provide guidance on estate planning, tax strategies, and charitable giving, helping residents to make the most of their resources and achieve their financial goals. Overall, a wealth manager could provide invaluable support to the residents of State College, helping them to secure their financial future and build a prosperous community.

Mortgage Loan Officer

Residents of State College, PA can benefit greatly from the services of a mortgage loan officer. For example, with the high cost of living in the area, many residents may struggle to save up enough money for a down payment on a home. A mortgage loan officer can help guide them through the process of securing a loan and finding the best financing options available to them. Additionally, with Penn State University located in the heart of State College, many residents may be first-time homebuyers or may need assistance with navigating the complex world of mortgages. A mortgage loan officer can provide valuable advice and support throughout the entire home buying process, from pre-approval to closing. Overall, the expertise of a mortgage loan officer can make a significant difference in the lives of residents of State College, PA who are looking to purchase a home.

Tax Services

Residents of State College, PA can benefit greatly from the services of a tax advisor. With a population of over 42,000 people, many individuals in State College may be unsure of how to navigate the complex tax system. A tax advisor can assist in preparing tax returns, ensuring that all deductions and credits are accounted for, and identifying potential tax savings opportunities. Additionally, State College is home to a large number of students and faculty members of Penn State University, who may have unique tax situations related to scholarships, grants, and research funding. A tax advisor can provide guidance on these specific issues and help ensure that individuals are in compliance with all applicable tax laws. Overall, a tax advisor can provide peace of mind and help residents of State College, PA maximize their tax savings.

Estate Planning Lawyer

Residents of State College, PA can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in State College, where many residents are affiliated with Penn State University and may have unique assets or concerns related to their employment or retirement benefits. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and minimize taxes on their estate. Overall, working with an estate planning lawyer can provide peace of mind and ensure that a person's wishes are carried out after they are gone.

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