Pennsylvania > State College Yellow Pages > Finance > Investment Services & Advisors

State College Investment Services & Advisors

Local Businesses: 40

(2)Panson Designs Inc

452 Westgate Drive
State College, PA 16803-1334
(814) 234-3333
David Panko (President)
Categories: Financial Advisory Services

1055109 The Ronan Group P.C.

724 South Atherton Street Suite C
State College, PA 16801-4628
(814) 237-4996 +view more
Categories: Financial Planning Consultants

Abundance Wealth Counselors Llc

232 Regent Court
State College, PA 16801-7967
(814) 861-3624 +view more
Irwin Bruce (Cpa)
Services: College Funding, Consultations, Wealth Management, College Planning, College…
Categories: Investment Services & Advisors, Financial Advisory Services

Ameriprise Financial

2134 Sandy Drive Suite 8
State College, PA 16803-2292
(814) 237-4500
Willem Coetzee
Categories: Financial Advisory Services

Aris Corporation Of America

270 Walker Drive Suite 300
State College, PA 16801-2007
(814) 231-3710
Jon Battaglia (President)
Products: Pension Plans
Services: Asset Management, College Funding, Consultations, Educational Planning, Employee…
Categories: Financial Advisory Services

B & L Investments

221 South Barnard Street
State College, PA 16801-4062
(814) 234-6009
Categories: Security Brokers & Dealers

Borden Portfolio Management

State College, PA 16801
(814) 867-6411
Categories: Security Brokers & Dealers, Real Estate

Brytczuk Gary A Clu Chfc Cfp

1252 West Park Hills Avenue
State College, PA 16803-3248
(814) 237-1518
Gary Brytczuk (Clu Chfc Cfp)
Categories: Insurance Carriers, Insurance Underwriters, Financial Advisory Services

Cambridge Investment Research

1315 South Allen Street
State College, PA 16801-5923
(814) 235-9676 +view more
James Fay (Manager)
Categories: Financial Services, Investment Services & Advisors

Christopher C Botamer Cfp

673 Devonshire Drive
State College, PA 16803-3202
(814) 237-5150 +view more
Christopher Botamer (Cfp)
Categories: Financial Planning Consultants, Financial Advisory Services

Diversified Asset Planners

1524 West College Avenue
State College, PA 16801-2785
(814) 234-2500
Categories: Financial Services, Financial Advisory Services

Edward Jones - Financial Advisor: Andrew M May

MAKING SENSE OF INVESTING
271 Northland Center
State College, PA 16803-2903
(814) 861-8067
Products: State College Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Beth A Hamilton

MAKING SENSE OF INVESTING
2110 North Atherton Street
State College, PA 16803-1526
(814) 237-0512
Products: State College Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Mac Clark

MAKING SENSE OF INVESTING
123 Rolling Ridge Drive
State College, PA 16801-7675
(814) 231-0155
Products: State College Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Fleck And Associates

409 South Pugh Street
State College, PA 16801-5308
(814) 861-2009 +view more
Robert Fleck (Owner)
Categories: Financial Planning Consultants

Gold Richard B Investment Securities

1348 South Atherton Street
State College, PA 16801-6203
(814) 234-3300
Products: Annuities, Bonds, Cds, Iras, Mutual Funds, Stocks, 403 B, Defined Benefit,…
Services: Asset Management, Brokerage Services, Consultations, Investments, Long Term…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

King Wealth Strategies

1348 South Atherton Street
State College, PA 16801-6203
(814) 234-3300
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Kish Financial Solutions

2610 Green Tech Drive
State College, PA 16803-2323
(814) 861-3600
Categories: Investment Services & Advisors, Financial Advisory Services

Levy Blumenthal & Co Cpa

1423 North Atherton Street
State College, PA 16803-3040
(814) 238-8474
Categories: Tax Return Preparation, Public Accountants, Financial Advisory Services

Lifestyle Retirement Company

409 South Pugh Street
State College, PA 16801-5308
(814) 231-2811 +view more
Categories: Financial Advisory Services

Logical Planning Solutions

100 North Patterson Street
State College, PA 16801-3755
(814) 238-8262 +view more
Services: Accident Coverage, Health Insurance, Health Care, Medical Insurance
Categories: Health Insurance, Financial Advisory Services

M R Bogdan & Associates

209 Circle Drive
State College, PA 16801-8317
(814) 466-6925
Categories: Financial Services, Financial Planning Consultants

Mccann Wealth Strategies Inc

1040 Benner Pike Suite 1
State College, PA 16801-7305
(814) 867-2650
Categories: Investment Services & Advisors

Mcclarren Financial Advisors

1364 South Atherton Street
State College, PA 16801-6203
(814) 235-1940
Services: Commissions, Sales & Information
Categories: Financing Personal, Financial Advisory Services

Merrill Lynch

120 Regent Court
State College, PA 16801-7996
(814) 231-8901
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Morgan Stanley

720 South Atherton Street Suite 101
State College, PA 16801-4669
(814) 238-3666 +view more
Robert Hill (Manager)
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Nestlerode & Loy Inc Investments

430 West Irvin Avenue
State College, PA 16801-4642
(814) 238-6249
Daniel Nestlerode (Owner)
Services: Asset Protection, College Planning, College Saving, Commercial Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Northwestern Mutual Financial Network

120 Regent Court Suite 102
State College, PA 16801-7996
(814) 861-6410
Thomas Ericson (Manager)
Products: Bonds, Cds, Money Markets, Mutual Funds, Stocks, Certificate Of Deposit, Equities,…
Services: Consultations, Disability Insurance, Estate Planning, Income Planning, Life…
Categories: Financial Services, Insurance Carriers, Financial Planning Consultants

Panko Wealth Management

452 Westgate Drive
State College, PA 16803-1334
(814) 237-2822
Kathie Spotts (Owner)
Categories: Financial Planning Consultants

Pfg Financial Service

366 Walker Drive
State College, PA 16801-7085
(814) 238-0544
Categories: Financial Services, Security Brokers & Dealers

Primerica

2134 Sandy Drive
State College, PA 16803-2292
(814) 235-1782 +view more
Services: Financial Services, Insurance, Investments, Long Term Planning, Retirement…
Categories: Financial Services, Insurance Carriers, Financial Advisory Services

Primerica

2545 North Atherton Street Suite 201
State College, PA 16803-1173
(814) 237-7300
Services: Financial Services, Insurance, Investments, Long Term Care Insurance, Long…
Categories: Financial Services, Life Insurance, Financial Advisory Services

Professional Planning Associates

100 Oakwood Avenue Suite 800
State College, PA 16803-2649
(814) 237-4948
Benjamin Amato (Cfp)
Services: Financial Services Since 1967, Plan Design For Client Goals & Objectives
Categories: Financial Planning Consultants, Security Brokers & Dealers

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
1961 South Atherton Street
State College, PA 16801-7606
(814) 861-5500
Raymond James (Owner)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Services, Financial Advisory Services

Scottrade

MORE BROKER FOR YOUR MONEY.
295 Northland Center
State College, PA 16803-2978
(814) 231-9314 +view more
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Springleaf Financial Services

2264 East College Avenue
State College, PA 16801-7205
(814) 861-2042
Belinda Brown (Manager)
Products: , Business Lending, Cash-Out Loans, College Loans, Commercial Lending, Commercial…
Services: Apartments, Banking Services, Bill Consolidation, Financial Services, Financing…
Categories: Loans Personal, Mortgage Bankers & Correspondents, Financial Advisory Services

Ufinancial Group

3949 South Atherton Street
State College, PA 16801-8308
(814) 466-6295
Services: Life Insurance, Disability Income Insurance, Charitable Trusts, Fixed Annuities,…
Categories: Financial Services, Insurance Carriers, Financial Planning Consultants

Urish Popeck & Co Llc

330 Innovation Boulevard Suite 300
State College, PA 16803-6611
(814) 234-9007
Kenneth Urish (Cpa)
Services: Tax And Assurance Retirement/estate Planning, Valuation And Litigation Support,…
Categories: Accounting, Auditing & Bookkeeping Services, Public Accountants, Financial Planning Consultants

Wealthkare

1402 South Atherton Street
State College, PA 16801-6255
(814) 238-7500
Categories: Retirement Planning Consultants & Services

Wigfield & Associates David W

3941 South Atherton Street Suite B
State College, PA 16801-8309
(814) 466-3100
David Wigfield (Owner)
Services: Personalized Tax & Accounting Service, Wealth Management & Estate Planning,…
Categories: Tax Return Preparation, Public Accountants, Financial Planning Consultants
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