Retirement Planning in Centre County, PA

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List of Firms

Top Retirement Planners in Centre County, PA

The Atherton Centre Group - Morgan Stanley
Location 720 South Atherton Street First Floor, State College, PA 16801, USA
Phone (814) 861-1731
Language https://advisor.morganstanley.com/the-atherton-centre-group?y_source=1_MTM3MTQ4NDItNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Strong Tower Associates
SEC File# 801-67628
CRD# 137658
5 out of 5
Location 901 University Dr Suite 100, State College, PA 16801, USA
Phone (814) 325-9806
Language http://strongtowerpa.com/
Directions
Amato Professional Planning
Location 100 Oakwood Ave # 400, State College, PA 16803, USA
Phone (814) 237-4948
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The Dalton Group - Morgan Stanley
Location 720 S Atherton St 1st Floor, State College, PA 16801, USA
Phone (814) 861-1706
Language https://advisor.morganstanley.com/the-dalton-group?y_source=1_MTA4MjcxOTAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Fiscal Fit Financial Services
Location 407 Electric Ave, Lewistown, PA 17044, USA
Phone (717) 953-9004
Language http://fiscalfitfinancial.com/
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Nestlerode & Loy Investment Advisors
5 out of 5
Location 110 Regent Ct Suite 202, State College, PA 16801, USA
Phone (814) 238-6249
Language http://www.nestlerode.com/
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Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
5 out of 5
Location 1375 Martin St #200, State College, PA 16803, USA
Phone (814) 867-2050
Language https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic
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W Robert Waldeisen - Morgan Stanley
Location 720 South Atherton Street First Floor, State College, PA 16801, USA
Phone (814) 861-1705
Language https://advisor.morganstanley.com/robert.waldeisen?y_source=1_MTA4MjMyOTEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
PFG Wealth Planning Group, LLC
Location 476 Rolling Ridge Dr #333, State College, PA 16801, USA
Phone (814) 238-0544
Language http://www.pfgwealthplanning.com/
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Centre County Planning & Community Development Office
Location 420 Holmes St #340, Bellefonte, PA 16823, USA
Phone (814) 355-6791
Language http://www.centrecountypa.gov/
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Nicholas H. Phelps DBA Phelps Financial Advisors
Location 925 W College Ave, State College, PA 16801, USA
Phone (814) 380-0651
Language http://www.phelps-financial.com/
Directions
Diversified Asset Planners, Inc
Location 1524 W College Ave, State College, PA 16801, USA
Phone (814) 234-2500
Language http://www.diversifiedassetplanners.com/
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Kish Financial Solutions
5 out of 5
Location 2610 Green Tech Dr, State College, PA 16803, USA
Phone (814) 861-3600
Language https://www.mykish.com/
Directions
TLC Group Investment Advisors
SEC File# 801-122544
CRD# 137814
5 out of 5
Location 270 Walker Dr, State College, PA 16801, USA
Phone (814) 231-2265
Language http://www.tlcgroupadvisors.com/our-team
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Financial Abundance
SEC File# 801-123653
CRD# 143300
5 out of 5
Location 2134 Sandy Dr #1, State College, PA 16803, USA
Phone (814) 867-5745
Directions
Retirement Plan Solutions
Location 147 Tipton Manor, Tyrone, PA 16686, USA
Phone (814) 684-2255
Language http://retireplansolutions.com/
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Centre Regional Planning Agency
Location 2643 Gateway Dr # 4, State College, PA 16801, USA
Phone (814) 231-3050
Language http://www.crcog.net/planning
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Diversified Asset Planners Inc
Location 126 E Main St, Lock Haven, PA 17745, USA
Phone (570) 748-3475
Language http://www.diversifiedassetplanners.com/contact
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Retirement Planning in Centre County, PA

About Centre County, PA for Those Planning to Retire

Centre County, PA is a vibrant and bustling community with a rich history and diverse culture. From its rolling hills and picturesque landscapes to its bustling downtown area, Centre County has something for everyone. Some of the most notable landmarks in the area include Penn State University, the Bryce Jordan Center, and Beaver Stadium. These iconic landmarks draw visitors from all over the world and contribute to the area's vibrant and dynamic atmosphere. As for top employers, Centre County is home to a wide range of businesses and organizations, including Penn State University, Mount Nittany Health, and AccuWeather. These companies provide a wealth of employment opportunities for residents and contribute to the area's strong economy. When it comes to major highways and streets, Centre County is well-connected to the rest of the state and beyond. The area is served by several major highways, including I-99, US-322, and PA-26.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Centre County, PA can benefit from a bank in numerous ways. For instance, a bank can provide financial services such as loans, savings accounts, and credit cards to help residents manage their finances. Additionally, banks can offer investment advice and wealth management services to those who wish to grow their wealth. In Centre County, where agriculture is a significant part of the economy, banks can provide agricultural loans and other financial products to help farmers expand their operations. Furthermore, banks can support local businesses by offering commercial loans, credit lines, and other financial services to help them grow and create jobs. With a bank's help, residents of Centre County can manage their finances, grow their wealth, and support their local economy.

Insurance Broker

Residents of Centre County, PA could greatly benefit from the expertise of an insurance broker. With the area being home to a large number of small businesses, an insurance broker could assist in finding the most comprehensive coverage for business owners. Additionally, given the county's proximity to Penn State University, an insurance broker could help students and their families navigate the complexities of health insurance and ensure they have the coverage they need. With the unpredictable weather patterns in the area, an insurance broker could also provide guidance on homeowners insurance to protect against potential damages caused by severe weather conditions. Overall, an insurance broker could serve as a valuable resource for Centre County residents, offering personalized solutions to meet their unique insurance needs.

Wealth Management

Residents of Centre County, PA can benefit from the services of a wealth manager in several ways. One specific example is the management of their retirement savings. With the county's aging population, many residents are approaching retirement age and need guidance on how to maximize their retirement savings. A wealth manager can provide personalized investment strategies that take into account the unique needs and goals of each individual. They can also help residents navigate the complex tax laws and regulations that come with retirement savings, such as required minimum distributions and tax-efficient withdrawal strategies. Additionally, a wealth manager can provide estate planning services to ensure that residents' assets are protected and passed down to their heirs in a tax-efficient manner. With the help of a wealth manager, residents of Centre County can feel confident in their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Centre County, PA could benefit greatly from the services of a financial advisor. With a population of over 160,000 people, this region is home to a diverse group of individuals with varying financial needs. A financial advisor can help residents navigate the complexities of retirement planning, investment management, and tax planning. In addition, Centre County is home to several large employers such as Penn State University and Geisinger Health System, which means that many residents may have access to employer-sponsored retirement plans. A financial advisor can help these individuals make informed decisions about their retirement savings and ensure that they are taking full advantage of their employer's benefits. With the cost of living in Centre County being slightly higher than the national average, a financial advisor can also help residents create a budget and manage their expenses, allowing them to live comfortably within their means. Overall, the expertise of a financial advisor can provide valuable guidance to Centre County residents as they navigate their financial journeys.

Mortgage Loan Officer

Residents of Centre County, PA may seek the assistance of a mortgage loan officer for a variety of reasons. One of the most common ways that they can be helped is by securing a mortgage loan to purchase a home. With Centre County being home to Penn State University, a large number of residents are students or employees of the university, and may require financing options that cater to their unique circumstances. Furthermore, Centre County is also home to a number of small towns and rural areas, which may require specialized knowledge of the local real estate market. A mortgage loan officer can provide invaluable expertise on the various loan options available, as well as assist with the application process and help residents navigate the complexities of the home buying process. Overall, a mortgage loan officer can play a critical role in helping residents of Centre County achieve their dream of homeownership.

Tax Services

Residents of Centre County, PA could benefit from the expertise of a tax advisor in a number of ways. For instance, a tax advisor could assist individuals with identifying tax deductions and credits unique to Centre County, such as the Keystone Opportunity Zone program, which provides tax incentives to businesses located within designated zones. Additionally, a tax advisor could help residents navigate the complex tax laws surrounding property taxes, as Centre County has one of the highest property tax rates in the state of Pennsylvania. Furthermore, a tax advisor could provide guidance on tax planning strategies, such as retirement contributions and charitable donations, to help residents minimize their tax liability and maximize their savings. With the help of a knowledgeable tax advisor, Centre County residents can ensure they are taking full advantage of all available tax benefits and avoid costly mistakes on their tax returns.

Estate Planning Lawyer

Residents of Centre County, PA can benefit from the services of an estate planning lawyer in a multitude of ways. One specific example is the lawyer's ability to assist with the transfer of ownership of land and property in a complex and ever-changing legal landscape. Centre County is home to a diverse range of properties, from sprawling farms to suburban homes, and each comes with its own unique set of legal considerations. An estate planning lawyer can help residents navigate the intricacies of property ownership, including zoning regulations, land use restrictions, and tax implications. Additionally, the lawyer can help residents develop comprehensive estate plans that protect their assets and ensure their wishes are carried out after their passing. With the help of an estate planning lawyer, residents of Centre County can have peace of mind knowing that their property and assets are secure and their loved ones are provided for.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Centre County, PA can include a comprehensive review of an individual's current financial situation, analysis of retirement goals and objectives, and development of a customized retirement plan. The planner can also provide guidance on investment strategies, tax planning, and estate planning. Centre County, PA, known for its picturesque landscapes and vibrant culture, presents unique challenges and opportunities for retirement planning. The planner can help navigate the local tax laws, identify potential sources of income, such as the State College Borough Pension Plan, and advise on healthcare options, including the Mount Nittany Health System. With the planner's burstiness and complexity in their approach, they can ensure that their clients are well-prepared for a comfortable retirement in the heart of Pennsylvania.

Centre County, PA is an ideal destination to find a retirement planner. The county's diverse economy and thriving community make it an attractive location for retirees. With a plethora of financial institutions and investment firms, Centre County offers a range of retirement planning services to cater to the unique needs of each individual. The county's rich history and cultural heritage add to its charm, making it a desirable place to live and retire. Furthermore, Centre County's strategic location, nestled in the heart of Pennsylvania, offers easy access to major cities, making it convenient for retirees to access various amenities. Overall, Centre County's blend of economic stability, cultural richness, and accessibility make it the perfect place to find a retirement planner.