Best Financial Advisors in State College, PA

The highest-rated Financial Planning & Wealth Management companies out of 191 vetted & reviewed in the State College area.

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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Kish Financial Solutions

Kish Financial Solutions

Asset Protection, Estate Administration, Aging in Place Services
“Kish Bancorp, Inc. is a diversified financial services corporation headquartered in Belleville, PA. Kish Bank, a subsidiary of Kish Bancorp, Inc., operates 18 offices and financial centers serving Centre, Blair, Mifflin, Huntingdon, 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)
“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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J. Gordon Financial Services

J. Gordon Financial Services

(2)
“Next year will be our 10-year anniversary with J Gordon Financial Services and my husband and I could not be more pleased with how things have gone these past years.”
In Business Since 2021
1524 W College Ave Suite209, 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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Invested Advisors

Invested Advisors

(1)
“Highly recommend Invested Advisors”
In Business Since 2015
366 Walker Dr Suite 370, State College, PA
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Diversified Asset Planners

Diversified Asset Planners

(1)
Asset Management, Retirement Planning, Estate Planning
“The people at DAP treat their clients phenomenally well, both in attitude and sound investment strategy.”
In Business Since 2011
1524 W College Ave, State College, PA
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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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Nittany Brokerage Services

Nittany Brokerage Services

(1)
Commercial & Business Insurance, Location, Affiliated Offices
“Dave Seibel, Patty, and staff are excellent.”
In Business Since 2002
2125 E College Ave # 101, State College, PA
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Panko Wealth Management

Panko Wealth Management

(2)
“Very knowledgeable and very friendly staff”
In Business Since 2012
452 Westgate Dr, State College, PA
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McClarren Financial Advisors

McClarren Financial Advisors

Small Business Planning, Record-Keeping, Budgeting and Cash Flow
“A discussion of a financial advisory practice would not be complete without a disclosure of compensation. The fee structure at McClarren Financial Advisors, Inc. is designed to reduceconflicts of interest between our clients and ourselves. We charge ...”
In Business Since 2000
1364 S Atherton St, State College, PA
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King Financial Partners

King Financial Partners

“Our primary objective is to help you. We are in business because we want to empower you with information you may not know to help you with your retirement. Our certifications, including CFP®, hold us to a higher standard – one that puts your needs fi...”
Accepts Check, Debit
In Business Since 2019
222 Blue Course Dr, State College, PA
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VK Wealth Advisors

VK Wealth Advisors

Investment Solutions, Financial Planning, Risk Management
“Managing wealth, with an eye toward the future, demands vigilance and skill in today's global economy. Over the years, we've worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wea...”
In Business Since 2020
290 W Hamilton Ave, State College, PA
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Johnson Brothers Accounting

Johnson Brothers Accounting

(4)
“Awesome accounting firm.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
Accepts All Major Credit Cards
Serving State College Area
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Dan Aiello - Culbertson Financial Services

Dan Aiello - Culbertson Financial Services

Employee Benefits, Insurance Planning, Retirement Plans For Small Businesses
“At Culbertson Financial Services, we believe everyone should have access to trusted guidance and leading resources to achieve their dreams. That is why we work with clients across all income levels to provide customized financial plans specifically d...”
In Business Since 2011
Serving State College Area
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MCS Financial Advisors

MCS Financial Advisors

MCS Partners, Business Bill Pay, Merchant Card Services
“MCS Bank is a state-chartered, MUTUAL savings bank operating five community branches in Mifflin, Huntingdon and Snyder Counties and a Loan Center in Lewistown, Mifflin County.”
Transparent Fees & Pricing
In Business Since 2018
Serving State College Area
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U.S. Accounting & Fin. Services Inc.

U.S. Accounting & Fin. Services Inc.

“Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1995
Serving State College Area
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Plant Money Habits

Plant Money Habits

(6)
Credit Card, Credit Monitoring, Business Financing
“Since working with plant money habits; I've had collections removed, opened a zero percentage credit card, and have seen a major change in my credit score.”
Offers Financing Options
Free Initial Consultation
In Business Since 2019
State College, PA
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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 State College 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 State College Area
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Jo Anna Swope Ctfa - Diversified Investment Solutions

Jo Anna Swope Ctfa - Diversified Investment Solutions

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.”
In Business Since 2016
Serving State College Area
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K Financial

K Financial

“Association of Financial Consultants, TM is an IRS-approved 501(c)(3) non-profit organization. It serves as an informational teaching resource for the general public. Association of Financial Consultants, TM is an all-volunteer non-compensated Non-Pr...”
Licensed
In Business Since 2020
Serving State College Area
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Eardley Financial Agency

Eardley Financial Agency

(26)
Maximizing SSI, Investments, Retirement Planning
“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 State College Area
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Fleming Law Office

Fleming Law Office

(8)
Social Security and Disability, Personal Injury & Accidents, Employee Benefits & Workers Compensation
“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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Retirement Planning and Investment Management Services in State College, 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 262 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 262 cost profiles.

Why these companies made our list

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