Popular Cities
24 firms listed · 6 in Altoona · 19 rated 4.5+
Data verified October 16, 2026
The 24 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.
Of the 24 firms we list here, 6 are in Altoona itself and 18 come from towns including Johnstown (6, 30 mi), State College (6, 35 mi) and Huntingdon (2, 21 mi). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 77 reviews; 19 are rated 4.5 or higher. The services the firms on this page list most often on their websites are retirement planning (3), employee benefits (2), insurance (2) and investments (2). 3 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 31 years. 2 offer payment plans. We have a website on file for 21 of the firms on this page; 18 publish a contact page; 15 list a public email and 2 take 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.
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
