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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

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

(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.”

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Happy Valley Financial Services

(1)

“Great advice!”

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Invested Advisors

(1)

“Highly recommend Invested Advisors”

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The 24 firms listed for State College, 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: State College, PA

Of the 24 firms we list here, 12 are in State College itself and 12 come from towns including Altoona (5, 35 mi), Huntingdon (2, 23 mi) and Boalsburg (1, 3 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 66 reviews; 16 are rated 4.5 or higher. The services the firms on this page list most often on their websites are retirement planning (6), employee benefits (2), financial planning (2), investments (2) and tell a friend (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 16 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.

Why are financial advisers outside State College listed here?

12 of the 24 firms are located in State College. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Diversified Asset Planners

(1)

“The people at DAP treat their clients phenomenally well, both in attitude and sound investment strategy.”

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Abundance Wealth Counselors

(1)

“Also, just amazingly personable, friendly staff that make visits immensely enjoyable.”

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Nittany Brokerage Services

(1)

“Dave Seibel, Patty, and staff are excellent.”

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McClarren Financial Advisors

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King Financial Partners

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VK Wealth Advisors

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Dan Aiello - Culbertson Financial Services

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MCS Financial Advisors

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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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K Financial

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Jo Anna Swope Ctfa - Diversified Investment Solutions

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Eardley Financial Agency

(26)

Financial Industry
Retirement
Knowledge

“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)

“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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VIP Financial Matters

(2)

“If you're looking for a true professional, I highly recommend them!!!”

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The Hancock Group

(1)

“Will give you the information and guidance that is needed in layman's terms.”

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David L. Holtz CFP - Next Financial Group

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Kooman & Associates

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in State College, PA

Financial Abundance

Kish Financial Solutions

Strong Tower Associates

J. Gordon Financial Services

Happy Valley Financial Services

Invested Advisors

Area overview: State College, PA

Diversified Asset Planners

Abundance Wealth Counselors

Nittany Brokerage Services

McClarren Financial Advisors

King Financial Partners

VK Wealth Advisors

Dan Aiello - Culbertson Financial Services

MCS Financial Advisors

Miles Randy

Border Financial

K Financial

Jo Anna Swope Ctfa - Diversified Investment Solutions

Eardley Financial Agency

Fleming Law Office

VIP Financial Matters

The Hancock Group

David L. Holtz CFP - Next Financial Group

Kooman & Associates

Retirement Planning and Investment Management Services in State College, PA Cost Estimates

Why these companies made our list

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Popular in State College