Chamber of Business & Industry of Centre County
CBICC Financial Planning & Investments Search | Advanced Search | New Members | Coupons and Discounts | All Categories   Sort alphabetically by... Name City Abundance Wealth Counselors _ 232 Regent CourtState College, PA 16801 Jamie Felker 814-861-3810 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. Learn More | Visit Site | View on Google Maps Culbertson Financial Services, LLC _ PO Box 875 105 West Main StreetBoalsburg, PA 16827 Dan Aiello 814-808-6029 Member Since: 1979 Learn More | Visit Site | View on Google Maps Diversified Asset Planners, Inc. _ 1524 W. College AveState College, PA 16801 0252Ted Oyler 814-234-2500 Learn More | Visit Site | View on Google Maps Evergreen Wealth Solutions _ 1000 Commerce Park Dr #407Williamsport, 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. Learn More | Visit Site King Financial Partners _ 222 Blue Course DriveState College, PA 16803 Tom King CFP®, CLU®, AEP® 814-234-3300 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 Learn More | Visit Site | View on Google Maps Kish Bank _ 2610 Green Tech Dr.State College, PA 16803 Matthew Krauss 1-800-981-5474 Member Since: 2003 Learn More | Visit Site | View on Google Maps Mariner Wealth Advisors, LLC _ 1375 Martin Street, Suite 200State College, PA 16803 Rob Thomas 814-867-2050 Member Since: 2004 Learn More | Visit Site | View on Google Maps McCann Wealth Strategies, Inc. _ 1040 Benner Pk., Ste. 1State College, PA 16801 7305Rachel Klinger 814-237-0841 Member Since: 1998 Learn More | Visit Site | View on Google Maps Merrill Lynch Wealth Management - Bank of America Corporation _ 475 Rolling Ridge Drive, Suite 100State College, PA 16801 Shelley Woodring 814-231-8927 Member Since: 2015 Learn More | Visit Site | View on Google Maps Morgan Stanley _ 720 S. Atherton St.State College, PA 16801 Nanette Hall 814-861-1700 Member Since: 1996 Learn More | Visit Site | View on Google Maps Northwest Bank _ 200 W. Beaver Ave., Ste. 208State College, PA 16801 Mike McAndrew 814-235-2775 Member Since: 1993 Learn More | Visit Site | View on Google Maps Northwestern Mutual _ 2571 Park Center Blvd, Suite 1State College , PA 16801 Chris Smith 814-861-6410 Member Since: 2015 Learn More | Visit Site | View on Google Maps Primerica, Ron Leynes _ 3006 Research Dr, Ste B1State College, PA 16801 Ron Leynes 814-308-0800 Member Since: 2018 Our mission is to help families earn more income and become properly protected, debt free, and financially independent. Learn More | Visit Site | View on Google Maps Shute Bell Financial Advisors _ 1600 University DriveState College, PA 16801 Karen P. Shute (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. Learn More | View on Google Maps TIAA _ 328 Innovation Blvd., Ste. 301State College, PA 16803 Jason Foytack 814-278-5000 Member Since: 2006 Learn More | Visit Site | View on Google Maps VK Wealth Advisors _ 290 W Hamilton AveState College, PA 16801 Bruce E Vinion (814) 420-4401 Member Since: 2017 Learn More | Visit Site | View on Google Maps Wells Fargo Advisors _ 366 Walker Dr, Ste. 215State College, PA 16801 Albert Masood, Complex Manager (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. Learn More | Visit Site | View on Google Maps If your business isn't here, contact us today to get listed!
If your business isn't here, contact us today to get listed!