Top Financial Planners/Advisors

Wessel & Company

215 Main Street, Johnstown, PA 15901Phone: (814)536-7864 / Fax: (814)535-5950www.wesselcpa.comNumber of Advisors: 40Number of local offices and locations: 6 -Johnstown, Ebensburg, Bedford, Cranberry,Aliquppa, GreensburgServices Offered: A Full-service public ac­counting firm, our services include auditingand assurance, tax preparation and planning,fraud investigations and customized account­ing solutions.Counties Served: 21 Counties

PAUL CARPENTER CAPITAL ADVISORS

400 Luray Ave. Ste. 100,Johnstown, PA 15904Phone: (814) 525-5829 / Fax: (814) 254-4871Number of Advisors: 1Number of local offices and locations: 1 -JohnstownServices Offered: Tax smart financialplanning and wealth managementCounties Served: Cambria, Somerset,Indiana, Blair, Bedford, Westmoreland andMultiple States

1865 Wealth Advisors at CNB Bank

1 South Second Street, Clearfield, PA 16830Phone: (814)765-1683/ Fax: (814)765-0872www.cnbbank.bank/private-client-solutionsNumber of Advisors: 6Number of local offices and locations: 18Services Offered: A Firm committed to meet­ing the retirement goals, investment needs,and trust and guardianship requirements ofour diverse clientele.Counties Served: Clearfield, Centre, McK­ean, Elk, Jefferson, Cambria, Indiana, Blair

A R.E.A.L. PROFESSIONAL SOLUTION

567 Catlin Hollow Rd.,Mehoopany, PA 18629Phone: (570) 833-0282www.arealprofessional.comNumber of Advisors: 1Number of local offices and locations:Remote ServicesServices Offered: Providing businessadvisory services tailored to add value toyour business through Business Analy­sis, Business Liaison, Internal Audit, TaxConsultation, Fraud Examination, and otherCustomized Professional Services.Counties Served: All Counties

NORTHWEST INVESTMENT SERVICES

100 Liberty St., Warren, PA 16365Phone: 1-877-300-3454 / Fax: (814) 728-7128www.northwest.comNumber of Advisors: 5Number of local offices and locations: 18Services Offered: We offer comprehensive,strategic guidance to help you pursue morewith you money.Counties Served: Cambria, Centre,Clearfield, Clinton, Lycoming, Tioga,Washington

Holtz Division of Next Financial Group

322 Frankstown, Rd., Altoona, PA 16602Phone: (814) 940-5600www.davidholtz.comNumber of Advisors: 20Number of local offices and locations: 1-AltoonaServices Offered: A Firm specializing inwealth management and retirement plan­ning and Insurance sales.Counties Served: Central PA

KING WEALTH STRATEGIES

222 Blue Course Drive,State College, PA 16801Phone: (814) 234-3300 / Fax: (814) 234-8986goKFP.comNumber of Advisors: 3Number of local offices and locations: 1 -State CollegeServices Offered: The King Wealth Strate­gies team of credentialed professionals helpsclients reach their retirement financial goals.Providing a comprehensive suite of financialplanning and investment services, they are anindependent firm Securites offered throughRaymond James Financial Services, Inc.,Member FINRA/SIPC.Counties Served: […]

FINANCIAL ABUNDANCE INC.

2134 Sandy Dr., Ste. 1, State College, PA16803Phone: (814) 867-5745 / Fax: (814) 867-5747www.faicoach.comNumber of Advisors: 3Number of local offices and locations: 2 -State College, LewisburgServices Offered: Financial Abundance isa fee-only, registered investment advisorfirm (RIA), with a holistic financial planningapproach offering services on Roths’s, IRA’s,401k’s, retirement income, life insurance, andestate planning.Counties Served: All Counties

FIRST COMMONWEALTH FINANCIAL CORPORATION

601 Phiadelphia Street, Indiana, PA 15701Phone: (800) 711-2265www.fcbanking.com.personal/private-wealth-manangementNumber of Advisors: 28Number of local offices and locations: 60+- Johnstown, Indiana, Greensburg, DuBois,Altoona, Bedford, Claysburg, Hollidaysburg,Ebensburg, Clearfield, Blairsville, WindberServices Offered: A firm specializing inwealth management and retirement plan­ning. First Commonwealth Advisors providescustomized business succession and estateplanning, retirement planning and customizedinvestment management solutions to familiesand institutions.All Counties in the PA Business CentralCounties Served: […]

KOOMAN & ASSOCIATES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC.

517 S. Logan Blvd., Altoona, PA 16602Phone: (814) 941-4800 / Fax: (814) 941-4807www.kooman.comNumber of Advisors: 7Number of local offices and locations: 1 -AltoonaServices Offered: Comprehensive financialplanning, wealth management services forbusiness owners and professionalsCounties Served: All Counties


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