CBICC Financial Planning

Culbertson Financial Services, LLC

PO Box 875
105 West Main Street
Boalsburg, PA 16827

Scott Culbertson

814-808-6029

Member Since: 1979

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Diversified Asset Planners, Inc.

1524 W. College Ave
State College, PA 16801 0252

Donald Leitzell

814-234-2500

Member Since: 1990

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Evergreen Wealth Solutions

1000 Commerce Park Dr #407
Williamsport, PA 17701

Ed Barone

(570) 601-6960

Member Since: 2019

We believe all wealth management plans are local. Meaning, they’re specific to you and your life, your goals, your family. As an independent firm based in Williamsport, PA, everything we do is customized for you.

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Happy Valley Financial Services, LLC

290 W. Hamilton Ave.
State College, PA 16801

Craig Moore

814-777-4847

Member Since: 2018

It is my core belief that striving to exceed client expectations is not only my duty, but key to my success. I belief that personal finances should be personal not a commoditized business. Every clients financial situation and goals are different.

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King Wealth Strategies, LLC