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| Platinum Wealth Strategies
| Rebecca Mentzer | 1425 11th Ave
Level L
Altoona, PA 16601 | | (814) 946-7006 | | Fax (814) 946-3331 | | Send Email |  |
| 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 |
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| Edward Jones - John Barton
| John Barton | 110 Jefferson Street, Suite 103
Hollidaysburg, PA 16648 | | (814) 696-7318 | | Fax (866) 462-4367 | | Send Email | |
| 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 |
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| Thrivent Financial (Hollidaysburg)
| Andrea Paul | 412 Allegheny Street, Suite 103
Hollidaysburg, PA 16648 | | (814) 695-3496 | | Fax (814) 695-8910 | | Send Email | |
Member Since 2015 |
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| Joe Zappia & Team - Venn Financial Solutions
Member Since 2023 |
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| Stifel
| 180 Charlotte Drive, Suite 100
Altoona, PA 16601 | | (814) 944-2065 (800) 533-6401 | | Fax (814) 944-8416 | | Send Email | |
Member Since 1980 |
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| The Cashman Financial Group, Inc
| Clifford Cashman | 2322 Broad Avenue
Altoona, PA 16601 | | (814) 944-2747 1(800) 722-0610 | | Fax (814) 942-8694 | | Send Email | |
| 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.
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Member Since 1989 |
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| Edward Jones Investments - Jeff Smithbower
| 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 2005 |
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| The Hancock Group, Inc.
| 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 |
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| Ameriprise Financial Services, LLC
| 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 |
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| Coach4Retirees, Inc.
| Nancy H. Cashman | 2322 Broad Avenue
Altoona, PA 16601 | | (814) 944-2747 1-800-722-0610 | | Fax (814) 942-8694 | | Send Email | |
| We help people transition from work to retirement. |
Member Since 2015 |
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| Holiday Financial Services
Member Since 2006 |
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| CBIZ Insurance Services, Inc.
| 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. |
Member Since 1999 |
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| Seltzer Financial Strategies, LLC
| 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.
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Member Since 2004 |
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| Irwin Financial, Inc.
| 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 |
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| Edward Jones Investments - Katlin Webb
Member Since 2019 |
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| Beck, Smithbower, Ickes Financial, LLC
| Provider of Investment, retirement planning, and financial planning services. |
Member Since 2017 |
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| ARC Federal Credit Union
| 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 |
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| Lisa Mancinelli, State Farm Insurance Agency
| 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! |
Member Since 2000 |
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