Business Directory

Financial Services/Consultants

Thrivent Financial (Hollidaysburg)

Andrea Paul

412 Allegheny Street, Suite 103
Hollidaysburg, PA 16648

(814) 695-3496

Fax (814) 695-8910

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See Also Insurance

Member Since 2015

Edward Jones Investments, Michael Harris

Michael Harris

3509 6th Avenue
Altoona, PA 16602

(814) 943-3017

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Member Since 2014

Platinum Wealth Strategies

Rebecca Mentzer

1425 11th Ave
Level L
Altoona, PA 16601

(814) 946-7006

Fax (814) 946-3331

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At Platinum Wealth Strategies we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: •Investing principles and strategies •Retirement investing and distribution strategies •Estate conservation issues •Risk management We also can answer your questions, including: •Can I retire early? •Are my investments working hard enough? •What’s the best approach for college savings? •What are the elements of a sound estate strategy? •Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Member Since 2012

Edward Jones - John Barton

John Barton

110 Jefferson Street, Suite 103
Hollidaysburg, PA 16648

(814) 696-7318

Fax (866) 462-4367

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The local Edward Jones Investment offices are among a group of over 10,000 offices in the United States, Canada, and the U.K. Edward Jones and its financial advisors have been ranked "Highest in Investor Satisfaction with Full Service Brokerage Firms, Three Years in a Row".

Member Since 2015

KIZ Resources, LLC

Rachelle Reasy

1637 East Pleasant Valley Blvd., Suite 200
Altoona, PA 16602

(814) 296-2414

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Member Since 2018

The Sinclair Corp DBA Postal Express/ Cashland

Bradley Sinclair

301 Union Avenue
Altoona, PA 16602

(814) 944-2000

Fax (814) 943-3240

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See Also Retail, Mailing Services

Member Since 2016

Stifel

180 Charlotte Drive, Suite 100
Altoona, PA 16601

(814) 944-2065 (800) 533-6401

Fax (814) 944-8416

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Member Since 1980

The Cashman Financial Group, Inc

Clifford Cashman

2322 Broad Avenue
Altoona, PA 16601

(814) 944-2747 1(800) 722-0610

Fax (814) 942-8694

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The Cashman Financial Group Inc. has over 85 years of combined experience and specializes in retirement income planning and managing investments. We are an independent firm, which allows us to assemble a variety of products from many companies that will best fit your plan. This gives us the freedom & flexibility that most planners may not have. Our association with Securities America Inc., a full service brokerage firm with 1900 registered representatives nationally, gives us the ability to offer stocks, bonds, reits, CD's, annuities, and all other financial tools. We encourage you to view our website, www.coach4retirees.com for additional information.

Member Since 1989

Greaser Consulting

Jordan Greaser

1301 Allegheny Street, Suite 115 A
Hollidaysburg, PA 16648

(814) 215-2271

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Member Since 2021

Edward Jones Investments - Jeff Smithbower

Jeff Smithbower

213 East Plank Road, Suite A
Altoona, PA 16602

(814) 944-7167

Fax (800) 215-7912

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Member Since 2005

High Flow Funding llc

Eric Sager

615 Howard Avenue, Suite 201
Altoona, PA 16601

(814) 254-4609

Fax (814) 254-4108

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Member Since 2022

Wells Fargo Advisors

Albert Masood, CFP, First V.P. & Branch Mgr.

601 Hawthorne Drive
Gateway Center
Hollidaysburg, PA 16648

(814) 695-1558

Fax (814) 695-9286

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Member Since 1995

The Hancock Group, Inc.

Allan Hancock, CLU ChFC

1618 E. Pleasant Valley Blvd.
Altoona, PA 16602

(814) 944-8849

Fax (814) 942-7185

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The Hancock Group, Inc. is an insurance and financial services industry located in Altoona that has been serving individuals and businesses in Central PA for over 40 years. THGI has designed effective strategies for, life and health insurance, short /long term disability insurance, long term care insurance, pension, profit sharing, and 401(k) plan design, voluntary benefits, corporate, partnership, S-Corp, and sole proprietor business and continuation planning…and much more!

Member Since 1993

Ameriprise Financial Services, LLC

Jason Miller

1600 Valley View Blvd.
Altoona, PA 16602

(814) 944-3572

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Advisor is licensed and registered to do business with US residents only in the states of Pennsylvania, Idaho, Arizona, Colorado, Florida, Michigan, Montana, and D.C.

Member Since 2004

Coach4Retirees, Inc.

Nancy H. Cashman

2322 Broad Avenue
Altoona, PA 16601

(814) 944-2747 1-800-722-0610

Fax (814) 942-8694

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We help people transition from work to retirement.

Member Since 2015

Holiday Financial Services

Mr. Jack Portser

112 Hollidaysburg Plaza
Duncansville, PA 16635

(814) 695-4343

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Member Since 2006

PennCrest BANK

William Ritenour

1201 - 12th Street
Altoona, PA 16601

(814) 944-2011

Fax (814) 949-6165

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Member Since 1954

CBIZ Insurance Services, Inc.

Angela Burkey

44 Baltimore Street
Cumberland, MD 21502-1326

(301) 784-2384

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CBIZ is the nation’s largest professional support consultants and services providers for small, midsized and corporate businesses. Services range from accounting and tax to benefits and insurance to a wide range of consulting.

See Also Insurance

Member Since 1999

Mid Penn Bank

Sheila Charlton

PO Box 270
Martinsburg, PA 16662

(814) 793-0912

See Also Banks/Credit Unions

Member Since 2008

Seltzer Financial Strategies, LLC

Amy Seltzer

3370 Lynnwood Drive
Altoona, PA 16602

(814) 949-1996 (814) 330-0093

Fax (814) 949-1997

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Seltzer Financial Strategies LLC is an Independent Financial Services firm where advisors specialize in managing the complex financial and risk management needs of families, trusts, institutions and endowments. At Seltzer Financial Strategies, Wealth Management is more than just picking investments and retirement planning. Our family office services help clients integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is ongoing supervision of this process that will ultimately define true financial success. Our investment approach is diversified beyond traditional stock and bond investing. The strategic use of non-correlated and alternative investment classes is a key component in portfolio and risk management. Our expertise in these areas give our clients, retail and institutional, access to the most advanced and effective investment solutions available. For more on the services available to you as an Seltzer Financial Strategies client, see seltzerfinancial.com.

See Also Insurance

Member Since 2004

Irwin Financial, Inc.

M. Brian Irwin

1200 17th Street
Altoona, PA 16601

(814) 941-4411 (800) 481-1515

Fax (814) 941-4414

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Irwin Financial, Inc. helps individual and corporate clients develop sound investment strategies that will allow them to meet their personal or business goals. Irwin Financial, Inc. provides assistance in financial planning and asset management.

Member Since 1991

Edward Jones Investments - Katlin Webb

Katlin Webb

601 Valley View Blvd.
Altoona, PA 16602

(814) 944-4636

Fax (877) 248-7588

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Member Since 2019

Fulton Financial Advisors

Bud Fulton

3018 Pleasant Valley Blvd.
Altoona, PA 16602

(814) 944-8474

Fax (814) 944-9495

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Member Since 2019

Harvest Wealth, LLC

Maura A. Cruse

Altoona, PA 16601

(814) 931-2024

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Member Since 2023

Beck, Smithbower, Ickes Financial, LLC

Mrs. Janet Smithbower

350 Lakemont Park Blvd., Suite 3
Altoona, PA 16602

(814) 201-2320

Fax (814) 201-2808

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Provider of Investment, retirement planning, and financial planning services.

Member Since 2017

Kooman & Associates, LLC

Jeff Starkey

517 South Logan Boulevard
Altoona, PA 16602

(814) 941-4800

Fax (814) 941-4807

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Member Since 1991

ARC Federal Credit Union

Stephen Dalecki

1919 Seventh Avenue
Altoona, PA 16602-2237

(814) 946-0857

Fax (814) 946-0903

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ARC Federal Credit Union, chartered in Blair and Huntingdon County, is a full-service financial institution designed to help our members meet their financial goals. ARC FCU members benefit because of our low interest loan rates and high interest savings rates.

Member Since 1985

Lisa Mancinelli, State Farm Insurance Agency

Lisa Mancinelli

719 Blair Street
Hollidaysburg, PA 16648

(814) 696-0281 (814) 944-0868

Fax (814) 946-1929

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Our mission is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We offer personal and commercial insurance, health insurance, retirement planning, mutual funds, college savings, life/disability, and bank and financial services. We look forward to assisting you!

See Also Insurance, Banks/Credit Unions

Member Since 2000