Luchini Financial
“On the other hand, Rick reviews your financial plan regularly, and calls you into the office yearly for a thorough review.”
Best Financial Advisors in Altoona, PA
10 firms listed · 6 in Altoona · 7 rated 4.5+
Data verified October 26, 2026
Fleming Law Office
“From beginning to end I was always educated on my options and was given the freedom to make the choices that best served my needs.”
VIP Financial Matters
“If you're looking for a true professional, I highly recommend them!!!”
The Hancock Group
“Will give you the information and guidance that is needed in layman's terms.”
David L. Holtz CFP - Next Financial Group
Kooman & Associates
The 10 firms listed for Altoona, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Altoona, PA
Of the 10 firms we list here, 6 are in Altoona itself and 4 come from towns including Hollidaysburg (1, 5 mi), Duncansville (1, 6 mi) and Tyrone (1, 13 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 121 reviews; 1 has 50 or more reviews and 7 are rated 4.5 or higher. The services the firms on this page list most often on their websites are insurance (2), investments (2) and retirement planning (2). 2 have a BBB rating of A or A+. 7 have ten or more years of experience, the longest 31 years. We have a website on file for 9 of the firms on this page; 8 publish a contact page; 7 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Altoona listed here?
6 of the 10 firms are located in Altoona. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Eardley Financial Agency
“He explains everything thoroughly and helps me figure out the best options for my future.”
Katz Financial Group
Miles Randy
Border Financial
“Very knowledgeable and provides a lot of information for me to make the best decision!”
Why these companies made our list
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