Best Financial Advisors in Altoona, PA

The highest-rated Financial Planning & Wealth Management companies out of 161 vetted & reviewed in the Altoona area.

Marty Kooman - Raymond James

Marty Kooman - Raymond James

Important Disclosure Information, Transformative Wealth Process, The Optimistic Investor
“Our clients are the heart of our practice, and the center of our focus. We are dedicated to helping you achieve your goals through thoughtful, detailed planning and an individual solution designed for you. Our hands-on, collaborative approach helps y...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1996
517 S Logan Blvd, Altoona, PA
i
Seltzer Financial Strategies

Seltzer Financial Strategies

(2)
“Dave is very knowledgeable & makes everything so simple to understand”
Licensed, BBB Rating: A+
In Business Since 2007
3370 Lynwood Dr, Altoona, PA
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Fleming Law Office

Fleming Law Office

(8)
Employee Benefits & Workers Compensation, Personal Injury & Accidents, Trust and Estate Planning
“My Name is Cathy Griffith and I am a Proud Client of Hippo,Fleming&Pertile and can say that Jeff Fleming and his amazing staff have guided me through Many challenges in my life especially the sudden death of my beloved husband Greg from Pancreatic C...”
Accepts All Major Credit Cards
In Business Since 2000
1401 9th Ave, Altoona, PA
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VIP Financial Matters

VIP Financial Matters

(2)
Estate Planning & Elder Law, Wealth Management
“If you're looking for a true professional, I highly recommend them!!!”
Accepts All Major Credit Cards
In Business Since 2008
1401 9th Ave, Altoona, PA
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The Hancock Group

The Hancock Group

(1)
Employee Benefits, Annuities, Investments
“Will give you the information and guidance that is needed in layman's terms.”
In Business Since 1997
1618 E Pleasant Valley Blvd, Altoona, PA
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David L. Holtz CFP - Next Financial Group

David L. Holtz CFP - Next Financial Group

Tell A Friend
“Talk to Brittany Madden, Certified Financial Fiduciary. Brittany is an investment professional who can be your personal guide to planning a financially secure future. As your investment professional, Brittany will utilize her analytical and problem-s...”
In Business Since 2021
322 Frankstown Rd, Altoona, PA
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Luchini Financial

Luchini Financial

(1)
“On the other hand, Rick reviews your financial plan regularly, and calls you into the office yearly for a thorough review.”
In Business Since 2021
3600 5th Ave, Altoona, PA
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Fusco Riley Reismeier Financial Group

Fusco Riley Reismeier Financial Group

Personal Services, Retirement Plan Services
“Managing your wealth effectively can be an overwhelming task. Partnering with the right firm is a critical step towards helping you pursue your financial goals. Chris Fusco, Terry Riley and Mark Reismeier, the partners in Fusco Riley Reismeier Financ...”
In Business Since 2011
1130 12th Ave #101, Altoona, PA
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Reilly Creppage & Co: Cyran David A CPA

Reilly Creppage & Co: Cyran David A CPA

“Reilly, Creppage & Co., Inc. is a full-service accounting firm serving clients throughout the Altoona, PA area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.”
Transparent Fees & Pricing
In Business Since 1964
601 Valley View Blvd, Altoona, PA
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Eardley Financial Agency

Eardley Financial Agency

(16)
  • Retirement
  • Knowledge
  • Schedule
“I have worked with Mike both personally and professionally and feel he would be a great resource to reach out to for any of your financial investment needs.”
In Business Since 2006
Serving Altoona Area
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Katz Financial Group

Katz Financial Group

Financial Planning, Retirement Planning, Lending
“Andrew Katz at Katz Financial provides investment and financial advice on retirement planning, tax reduction strategies, wealth preservation, college planning, insurance services, estate and financial planning and many more retirement income strategi...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1998
Serving Altoona Area
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Miles Randy

Miles Randy

(1)
“Known randy for years now,trust him totally for his financial expertise, very helpful”
In Business Since 2007
Serving Altoona Area
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Cowie McGraw Financial Group

Cowie McGraw Financial Group

(1)
“Don and Wyatt are very knowledgeable and have great rapport with their customers.”
Transparent Fees & Pricing
In Business Since 2019
Serving Altoona Area
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Perspective Wealth Planning

Perspective Wealth Planning

(1)
“These are the most important traits of someone who is responsible for your finances.”
In Business Since 2021
Serving Altoona Area
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Mint Capital Advisors Llc

Mint Capital Advisors Llc

Who We Are
“At Summit View Wealth, we believe in real, down-to-earth, honest conversations that will help you achieve the things you want for yourself and those you hold most dear. The members of our team live and work in the communities we serve. Mutual fit and...”
In Business Since 2012
Serving Altoona Area
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Border Financial

Border Financial

(1)
“Very knowledgeable and provides a lot of information for me to make the best decision!”
Serving Altoona Area
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Clossin Trabold & Associates

Clossin Trabold & Associates

Serving Altoona Area
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Paul S. Carpenter, Cpa, Cfp, - Paul Carpenter Capital Advisors

Paul S. Carpenter, Cpa, Cfp, - Paul Carpenter Capital Advisors

Serving Altoona Area
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Kish Financial Solutions

Kish Financial Solutions

Aging in Place Services, Estate Administration, Investment & Trust Management
“There has been an increase in fraudulent text messages pretending to be from “Kish Bank” and asking recipients to authorize transactions. Do NOT click any links sent to you through text message, and please respond to all unsolicited contact by callin...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2012
2610 Green Tech Dr, State College, PA
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Financial Abundance

Financial Abundance

(2)
“The only finance firm in town that I know of that educates their clients which leads to clarity and confidence...”
Licensed, BBB Rating: A+
In Business Since 2000
2134 Sandy Dr #1, State College, PA
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Strong Tower Associates

Strong Tower Associates

(1)
“The most impressive part of our experience with Ash and Justin was the time and attention they gave to explain and patiently answer every question and concern we had about our investments.”
Licensed, BBB Accredited
In Business Since 2012
901 University Dr Suite 100, State College, PA
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Scaletta II Sylvester CPA

Scaletta II Sylvester CPA

(2)
Industries, Business Services, Tax Services
“Best CPA around.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2019
Serving Altoona Area
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Herbert CPA & Assoc

Herbert CPA & Assoc

(2)
New Business Formation, IRS Payment Plan, Quickbooks Training
“Best Cpa ever.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2007
Serving Altoona Area
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Happy Valley Financial Services

Happy Valley Financial Services

(1)
“Great advice!”
In Business Since 2018
290 W Hamilton Ave, State College, PA
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Retirement Planning and Investment Management Services in Altoona, PA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 263 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 263 cost profiles.

Why these companies made our list

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