State College, PA

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State College, PA
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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.

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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 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
FAQs
Q: Does the Kish debit card have any purchases or cash withdrawal limits?
Each type of Kish Bank account has varying daily limits for purchase and cash withdrawals. If you have questions on your limits or need to have them temporarily increased, please contact your local Kish branch.
Q: How can I access my home equity line of credit?
Your Kish Bank Line of Credit can be accessed through your Kish Digital Banking account, special line of credit checks, or by visiting your local Kish branch.
Q: Why did my payment change?
If you do not have a fixed rate mortgage, your payment could change according to the type of mortgage and the details of the documents. Your total payment might also change if you have escrow, and through analysis, it has been determined that you need to pay more each month to cover the taxes and insurance.
Q: What should I do if I receive a tax bill?
If you have an escrow account, you should contact the lender to verify that they have received the bill so that they can pay it. If you do not have escrow, you should pay the bill.
Q: If there is a shortage in my escrow account, what should I do?
If there is a shortage in your escrow account, you will be given the opportunity to pay it separately so that it minimizes the increase in your monthly escrow payment. If you do not wish to pay the shortage separately, the amount will be divided by 12 months and you will pay it over the following year.
You can find more info on the FAQ page of our website.
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Strong Tower Associates

Strong Tower Associates

(1)
Inheritance and Estate Planning, Wealth Management, Medicare
“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 2000
2134 Sandy Dr #1, 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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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 2014
452 Westgate Dr, State College, PA
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Nittany Brokerage Services

Nittany Brokerage Services

Commercial & Business Insurance, Location, Affiliated Offices
“Nittany Brokerage Services, Inc., Nittany Insurance Agents, Inc., Nittany Closing Company LLC, third party referral companies & Securities America are separate entities.”
Transparent Fees & Pricing
In Business Since 2002
2125 E College Ave # 101, 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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Vicus Capital

Vicus Capital

“Through partnerships with financial advisors across the country, we offer tailored investment solutions to assist individuals and families as well as institutional investors such as corporations, not-for- profit organizations, foundations, endowments...”
In Business Since 2014
476 Rolling Ridge 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
Featured

Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today while helping to ensure its endurance for future generations. And we can do the same for you. Get in touch with us today to plan for your future.

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Kristen Coombs Financial Advisors

Kristen Coombs Financial Advisors

“Kristen E. Coombs is an Investment Advisor of Kristen E. Coombs, LLC, a Registered Investment Advisor. Kristen offers investment advisory services through Kristen E. Coombs, LLC dba Kristen Coombs Financial Advisors.”
In Business Since 2016
270 Walker Dr #201a, 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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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 1997
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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Everyday Penny Productions

Everyday Penny Productions

“When I was young I was told it wasn't polite to speak or ask about money. Whether it was what you had or others had; it was just taboo. I accepted this to be true. At age 14, I started my first business; I would clean my neighbors' homes. The most ex...”
Transparent Fees & Pricing
In Business Since 2020
Serving State College Area
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Diversified Asset Planners

Diversified Asset Planners

“Military families face unique challenges, making personal finance even more critical.”
In Business Since 2011
Serving State College Area
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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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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 State College Area
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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 2010
1401 9th Ave, Altoona, PA
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The Hancock Group

The Hancock Group

(2)
Planning, Annuities, Employee Benefits
“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

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“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
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Definitive Solutions Brokerage

Definitive Solutions Brokerage

(11)
Reverse Mortgage Funding, College Funding, Employee Insurance
“I never thought about having life insurance until I had my children and watched so many families struggle without life insurance in which they need to raise money to bury their love ones.”
Free Initial Consultation
In Business Since 2020
Serving State College Area
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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.

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Wealth Management Advisors near State College

Popular in State College

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