The highest-rated Financial Planning & Wealth Management companies out of 191 vetted & reviewed in the State College area.
Learn how we score.
Prominent finalists A-Z in State College
Abundance Wealth Counselors
Border Financial
Dan Aiello – Culbertson Financial Services
Diversified Asset Planners
Eardley Financial Agency
Financial Abundance
Fleming Law Office
Happy Valley Financial Services
J. Gordon Financial Services
Jo Anna Swope CTFA – Diversified Investment Solutions
Johnson Brothers Accounting
K Financial
King Financial Partners
Kish Financial Solutions
Kristen Coombs Financial Advisors
MCS Financial Advisors
McClarren Financial Advisors
Miles Randy
Nittany Brokerage Services
Panko Wealth Management
Strong Tower Associates
U.S. Accounting & Fin. Services Inc.
VK Wealth Advisors
plant money habits
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Financial Abundance
(2)
“The only finance firm in town that I know of that educates their clients which leads to clarity and confidence...”
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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...”
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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.”
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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.”
“The people at DAP treat their clients phenomenally well, both in attitude and sound investment strategy.”
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Abundance Wealth Counselors
(1)
Investment Services, Retirement Planning, Family Office
“Also, just amazingly personable, friendly staff that make visits immensely enjoyable.”
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Nittany Brokerage Services
(1)
Commercial & Business Insurance, Location, Affiliated Offices
“Dave Seibel, Patty, and staff are excellent.”
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Panko Wealth Management
(2)
“Very knowledgeable and very friendly staff”
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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 ...”
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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...”
“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...”
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Johnson Brothers Accounting
(4)
“Awesome accounting firm.”
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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...”
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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.”
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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.”
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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.”
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Miles Randy
(1)
“Known randy for years now,trust him totally for his financial expertise, very helpful”
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Border Financial
(1)
“Very knowledgeable and provides a lot of information for me to make the best decision!”
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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.”
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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...”
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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.”
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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...”
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Retirement Planning and Investment Management Services in State College, PA Cost Estimates