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Our Services

Home / Our Services

Our Boalsburg, PA, Services: Health Insurance, Stocks & More

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Investments offered through LPL Financial

Investment management tools include , Fee based Money Management accounts, Brokerage Services, Traditional IRA’s., IRA Rollovers and Roth IRA’s, Mutual Funds and Exchange Traded Funds, Fixed and Variable Annuities, and 529 College Plan accounts.


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Risk Management and Protection Planning Tools include, Term Life, Universal Life, Whole Life, Variable Life, Short-Term and Long-Term Disability Insurance, Individual Health Insurance and Medicare Supplement Insurance, Medicare Part D RX plans and Long-Term Care Insurance.


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Employee Benefits

Qualified Retirement Programs such as, SIMPLE IRA Plans, 401(k) Profit Sharing Plans, Defined Benefit Pension Plans, SEPs (Simplified Employee Pension), 403(b) Tax-Sheltered Annuities, Deferred Compensation and Salary Deferral Plans.

Employer and Employee Paid Health and Welfare Programs like Group Health Insurance, Section 125 ‘Cafeteria Plans, group Life Insurance, group Short and Long-Term Disability Insurance, group Long-Term Care Insurance, group Dental and Vision Plans.Plan design strategies such as Health Reimbursement Arrangements and Health Savings Accounts. Free value added COBRA Services, group Billing Administration, Enrollment services and claim adjudication.

To request a quote or appointment click here.

Email: Dan.Aiello@lpl.com

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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