Best Financial Advisors in Altoona, PA

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

Seltzer Financial Strategies

Seltzer Financial Strategies

(2)
“Dave is very knowledgeable & makes everything so simple to understand”
Licensed, BBB Rating: A+
In Business Since 2009
3370 Lynwood Dr, Altoona, PA
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Marty Kooman - Raymond James

Marty Kooman - Raymond James

Transformative Wealth Process, Resources, Client Experience
“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 1994
517 S Logan Blvd, Altoona, PA
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VIP Financial Matters

VIP Financial Matters

(3)
Member Finra/Sipc
“Jeff Fleming & his team have been wonderful during my time with them.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2008
1401 9th Ave, Altoona, PA
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The Hancock Group

The Hancock Group

(2)
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 David Holtz CFP® and Brittany Madden, Certified Financial Fiduciary. David and Brittany are investment professionals who can be your personal guides to planning a financially secure future. As your investment professionals, David and Brittany...”
In Business Since 2021
322 Frankstown Rd, Altoona, PA
i
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
i
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 1996
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 2017
Serving Altoona Area
i
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
i
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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Clossin Trabold & Associates

Clossin Trabold & Associates

Serving Altoona Area
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Kish Financial Solutions

Kish Financial Solutions

Aging in Place Services, Estate Administration, Investment & Trust Management
“Kish Bancorp, Inc. is a diversified financial services corporation headquartered in Belleville, PA. Kish Bank, a subsidiary of Kish Bancorp, Inc., operates 16 offices and financial centers serving Centre, Mifflin, Huntingdon, Blair, and Juniata count...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2012
2610 Green Tech Dr, State College, PA
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Strong Tower Associates

Strong Tower Associates

(1)
Wealthguard, Wealth Management, Asset Management
“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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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 1998
2134 Sandy Dr #1, State College, PA
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Herbert Cpa & Associates

Herbert Cpa & Associates

(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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High Lift Financial

High Lift Financial

(2)
“Matt and his team provided me with excellent service and a solid understanding of how to ensure my business is setup for me to exit and pass it down to my son.”
Free Initial Consultation
In Business Since 2020
Serving Altoona Area
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Smith, Nale & Company

Smith, Nale & Company

(2)
“It is always a pleasure working with the staff at Smith, Nale & Company, Inc.”
Offers Financing Options
In Business Since 2013
Serving Altoona Area
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The Wealthkare Investment Center

The Wealthkare Investment Center

(2)
“You can obtain expert advice about planning & maintaining your retirement fund.”
In Business Since 2000
Serving Altoona Area
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Zurilla Financial Services

Zurilla Financial Services

(1)
“Very quick and thorough.”
In Business Since 2010
Serving Altoona Area
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Abundance Wealth Counselors

Abundance Wealth Counselors

(1)
Investment Services, Retirement Planning, Family Office
“Also, just amazingly personable, friendly staff that make visits immensely enjoyable.”
In Business Since 2001
232 Regent Ct, State College, PA
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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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Panko Wealth Management

Panko Wealth Management

(1)
“Very knowledgeable and very friendly staff”
In Business Since 2012
452 Westgate Dr, 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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