Investment Management

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Investment Management

Home / Investment Management

Our clients are individuals, executives and business owners, who receive customized financial planning, portfolio management, and highly personalized client services. As a fully independent firm, we are able to provide objective financial advice while making the best choices for our clients tailored to their individual situations and desires.

Investment Services

  • Stocks
  • Bonds
  • Mutual Funds
  • Variable Annuities
  • College Savings Plans
  • IRA Rollovers
  • Beneficiary IRA’s
  • Estate Planning
  • Estate Settlement
  • Roth IRA’s
  • Exchange Traded Funds
  • Managed Accounts

Speak to An Advisor

Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.


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Contact Us

105 West Main Street
PO Box 875
Boalsburg, PA 16827

Phone: 814-808-6029
Toll Free: 800-292-3001
Fax: 814-808-6054