CBICC Financial Planning & Investments

CBICC Financial Planning & Investments

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Abundance Wealth Counselors
Abundance Wealth Counselors
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232 Regent Court
State College, PA 16801
Jamie FelkerJamie Felker
Work Phone: 814-861-3810814-861-3810
Member Since: 2002
As an investment advisor and a fiduciary to its clients, Abundance provides holistic advice and coordinates with the client’s other trusted advisors.
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Culbertson Financial Services, LLC
Culbertson Financial Services, LLC
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PO Box 875
105 West Main Street
Boalsburg, PA 16827
Dan AielloDan Aiello
Work Phone: 814-808-6029814-808-6029
Member Since: 1979
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Diversified Asset Planners, Inc.
Diversified Asset Planners, Inc.
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1524 W. College Ave
State College, PA 16801 0252
Ted OylerTed Oyler
Work Phone: 814-234-2500814-234-2500
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Evergreen Wealth Solutions
Evergreen Wealth Solutions
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1000 Commerce Park Dr #407
Williamsport, PA 17701
Ed BaroneEd Barone
Work Phone: (570) 601-6960(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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King Financial Partners
King Financial Partners
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222 Blue Course Drive
State College, PA 16803
Tom King CFP®, CLU®, AEP®Tom King CFP®, CLU®, AEP®
Work Phone: 814-234-3300814-234-3300
Member Since: 2015
The King Financial Partners team provides a comprehensive suite of financial planning and investment services for pre-retirees and retirees. We are located at 222 Blue Course Dr, State College, PA 16803 and can be reached at (814) 234-3300. Securities of
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Kish Bank
Kish Bank
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2610 Green Tech Dr.
State College, PA 16803
Matthew KraussMatthew Krauss
Work Phone: 1-800-981-54741-800-981-5474
Member Since: 2003
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Mariner Wealth Advisors, LLC
Mariner Wealth Advisors, LLC
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1375 Martin Street, Suite 200
State College, PA 16803
Rob ThomasRob Thomas
Work Phone: 814-867-2050814-867-2050
Member Since: 2004
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McCann Wealth Strategies, Inc.
McCann Wealth Strategies, Inc.
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1040 Benner Pk., Ste. 1
State College, PA 16801 7305
Rachel KlingerRachel Klinger
Work Phone: 814-237-0841814-237-0841
Member Since: 1998
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Merrill Lynch Wealth Management - Bank of America Corporation
Merrill Lynch Wealth Management - Bank of America Corporation
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475 Rolling Ridge Drive, Suite 100
State College, PA 16801
Shelley WoodringShelley Woodring
Work Phone: 814-231-8927814-231-8927
Member Since: 2015
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Morgan Stanley
Morgan Stanley
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720 S. Atherton St.
State College, PA 16801
James DaltonJames Dalton
Work Phone: 814-861-1700814-861-1700
Member Since: 1996
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Northwest Bank
Northwest Bank
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200 W. Beaver Ave., Ste. 208
State College, PA 16801
Mike McAndrewMike McAndrew
Work Phone: 814-235-2775814-235-2775
Member Since: 1993
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Northwestern Mutual
Northwestern Mutual
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2571 Park Center Blvd, Suite 1
State College , PA 16801
Chris SmithChris Smith
Work Phone: 814-861-6410814-861-6410
Member Since: 2015
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Primerica, Ron Leynes
Primerica, Ron Leynes
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3006 Research Dr, Ste B1
State College, PA 16801
Ronald C LeynesRonald C Leynes
Work Phone: 814-308-0800814-308-0800
Member Since: 2018
Our mission is to help families earn more income and become properly protected, debt free, and financially independent.
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Shute Bell Financial Advisors
Shute Bell Financial Advisors
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1600 University Drive
State College, PA 16801
Karen P. ShuteKaren P. Shute
Work Phone: (814) 235-2708(814) 235-2708
Member Since: 2017
Shute Bell Financial Advisors is a financial planning and wealth advisory firm for individuals, small/mid-sized businesses and professional practices.
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TIAA
TIAA
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328 Innovation Blvd., Ste. 301
State College, PA 16803
Jason FoytackJason Foytack
Work Phone: 814-278-5000814-278-5000
Member Since: 2006
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VK Wealth Advisors
VK Wealth Advisors
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290 W Hamilton Ave
State College, PA 16801
Bruce E VinionBruce E Vinion
Work Phone: (814) 420-4401(814) 420-4401
Member Since: 2017
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Wells Fargo Advisors
Wells Fargo Advisors
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366 Walker Dr, Ste. 215
State College, PA 16801
Albert Masood, Complex ManagerAlbert Masood, Complex Manager
Work Phone: (814) 325-2111(814) 325-2111
Member Since: 2011
Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan.
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