Blair County Chamber of Commerce

Real Estate Directory

Financial Services/Consultants
 

Edward Jones Investments, Michael Harris
Mr. Michael Harris
3501 6th Avenue
Altoona, PA 16602
(814) 943-3017
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Member Since 2014


Fusco, Riley, Reismeier Financial Group, LLC
Ms. Terry Riley
1130 12th Avenue, Suite 101
Altoona, PA 16601
(814) 941-2296
Fax (814) 381-0105
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Member Since 2013


Platinum Wealth Strategies
Mr. Paul Johnson
1216 Pleasant Valley Blvd, Ste E
Altoona, PA 16601
814-946-7006
Fax (814)946-3331
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Member Since 2012


Vassalotti Investment Management Corp. (VIMCOR)
Mr. Gary Vassalotti, LIFA, RTRP
901 Lawrence Dr
Duncansville, PA 16635
(814) 693-5093
Fax (814) 693-5073
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Member Since 2014


Woodmen of the World
Ms. Lin Turner
124 West Pitt Street
Bedford, PA 15522
(814) 935-0533
Fax (814) 623-0311
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Member Since 2013


Wilmington Trust
301 West Plank Road
Altoona, PA 16602
(814) 946-6687
Fax (814) 947-5908
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Member Since 2014


Edward Jones Investments, Richard Logan
Logan, C. Richard
309 East Plank Road, Suite 101
Altoona, PA 16602
(814) 944-7167 800-215-7912
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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".
See Also Insurance, Mortgage Bankers, Retirement Administration/Planning

Member Since 2005


The Hancock Group, Inc.
Allan Hancock, CLU ChFC
1618 E. Pleasant Valley Blvd.
Altoona, PA 16602
(814) 944-8849
Fax (814) 942-7185
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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!
See Also Insurance, Retirement Administration/Planning, Employee Benefits Consulting

Member Since 1993



Pennsylvania State Employees Credit Union
Rose Chernay
PO Box 67013
Harrisburg, PA 17106
800-237-7328
Fax (717) 720-1176
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See Also Banks/Credit Unions

Member Since 2006


RBC Wealth Management
Brenda Eckenrode
309 Allegheny Street, Suite 9
Hollidaysburg, PA 16648
(814) 696-4820 800-343-5149
Fax (814) 696-4825
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Member Since 1996


Holiday Financial Corporation
Jonathan Holler
112 Hollidaysburg Plaza
Duncansville, PA 16635
(814) 695-4343
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Member Since 2006



Seltzer Financial Strategies, LLC
Amy Seltzer
3370 Lynnwood Drive
Altoona, PA 16602
(814) 949-1996 (814) 330-0093
Fax (814) 949-1997
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Seltzer Financial Strategies is a full service Wealth Management Firm that provides “holistic planning” which includes tax planning and retirement planning. We teach our clients the value of integrating and coordinating everything they do financially. We provide unlimited investment solutions which include alternative investments, securities, annuities, estate planning and life insurance.
See Also Insurance

Member Since 2004


Snare & Associates Mortgage Services, LLC
Anthony Snare
101 Zee Plaza, North Juniata Street
Hollidaysburg, PA 16648
(814) 695-2000
Fax (814) 695-2788
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See Also Mortgage Bankers, Banks/Credit Unions, Credit Collections/Services

Member Since 2008



Irwin Financial, Inc.
M. Brian Irwin
1200 17th Street
Altoona, PA 16603
(814) 941-4411 800-481-1515
Fax (814) 941-4414
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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


Tammy Kehr, Agent - State Farm Insurance
Tammy Kehr
1519 Valley View Blvd.
Altoona, PA 16602
(814) 944-5569
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Tammy Kehr, State Farm Agent, provides consumers and businesses with a broad line of insurance and financial services to protect their families, assets and futures.
See Also Insurance, Banks/Credit Unions, Mortgage Bankers

Member Since 2007


JJAN Financial Group, Inc.
Jeffrey Sefchok
412 Allegheny Street
Hollidaysburg, PA 16648
(814) 696-1852
Fax (814) 696-1894
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See Also Insurance, Employee Benefits Consulting

Member Since 1998


Teeter Group
April Ressler
3375 Lynnwood Drive
Altoona, PA 16602
(814) 944-5900
Fax (814) 944-4501
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Teeter Group full service independent insurance agency and member of the Keystone Insurers Group. We handle all types of personal and commercial insurance as well as life and health insurance. We specialize in workers compensation insurance for employers frustrated with out of control workers comp costs.
See Also Insurance

Member Since 1984


ARC Federal Credit Union
Vic Gioiosa
1919 Seventh Avenue
Altoona, PA 16602
(814) 946-0857
Fax (814) 946-0903
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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.
See Also Banks/Credit Unions, Mortgage Bankers

Member Since 1985


Blair Insurance Services, Inc.
Bonnie Hand
107 Ivyside Estates Lane
Altoona, PA 16601
(814) 931-1196
Fax (877) 771-3377
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See Also Insurance, Employee Benefits Consulting

Member Since 1984


Kooman & Associates, LLC
Barbara Kooman
517 South Logan Boulevard
Altoona, PA 16602
(814) 941-4800
Fax (814) 941-4807
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Member Since 1991


Britz & Associates
Samuel Britz, CPA, CFP
319 Allegheny Street
Hollidaysburg, PA 16648
(814) 696-1100
Fax (814) 696-1178
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Britz & Associates specializes in business consulting, individual & corporate taxes medical billing and personal financial planning. Samuel Britz has nearly 30 years diversified experience in both the public and private sector. Mr. Britz is a CPA and member of both the AICPA and PICPA; and is also authorized by the Certified Financial Planner Board of Standards to use the certification mark CFP. He is one of only 10,000 financial professionals nationally with both a CPA and CFP license. .He also holds a series 7 and 66 investment brokerage license along with a PA insurance license. Email address: sbritz@sbritzcpa.com, Website: www.sbritzcpa.com
See Also Accountants/Certified/Public, Medical Billing

Member Since 2006


Katz Financial
Andrew Katz
1402 3rd Avenue
P.O. Box 66
Duncansville, PA 16635
(814) 696-9401
Fax (814) 696-9403
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Katz Financial Group provides excellent service with a customized investment approach for each individual via retirement planning, wealth management, professional investment planning, insurance needs, and college education savings accounts. Our goal is to meet and exceed clients’ lifelong investment objectives by providing individual attention and a customized investment approach.

Member Since 1998


Matosziuk, Bickley & Associates of Wells Fargo Advisors, LLC
Tammy Frank
601 Hawthorne Drive, Suite 2-B
Hollidaysburg, PA 16648
(814) 695-1558
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Member Since 2008


C & G Savings Bank
William Ritenour
1201 - 12th Street
Altoona, PA 16601
(814) 944-2011
Fax (814) 949-6165
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See Also Banks/Credit Unions, Mortgage Bankers

Member Since 1954


Miller & Associates, Financial Advisors
David Miller
1600 Valley View Blvd., Suite 200
Altoona, PA 16602
(814) 944-3572
Fax (814) 941-9049
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Whether you’re looking for investment strategies, retirement income, funding for your child’s education, estate or tax planning strategies, we will work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerages services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
See Also Insurance, Retirement Administration/Planning

Member Since 2004


CBIZ Insurance Services, Inc.
Mark Matthews, CPCU AINS
Pasquerilla Plaza, Suite 125
Johnstown, PA 15907
(814) 536-3530 (800) 346-5494
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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.
See Also Insurance

Member Since 1999


NEXT Financial Group
David Holtz, CFP
322 Frankstown Road
Altoona, PA 16602
(814) 940-5600
Fax (814) 940-8296
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Member Since 2002


Clearfield Bank & Trust Company
Timothy Clapper
9585 William Penn Highway
Huntingdon, PA 16652
(814) 643-8009
Fax (814) 643-8043
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See Also Banks/Credit Unions

Member Since 2008


Forney Financial Solutions, LLC
Sherry Forney
3018 Pleasant Valley Blvd.
Altoona, PA 16602
(814) 944-8474
Fax (814) 944-9495
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Forney Financial Solutions has established itself as an industry leader, working with both individuals and businesses. With businesses, Forney Financial offers the full range of employee benefits, including health, dental, vision, group life, long-term care, and disability insurance as well as 401(k) plans. We also provide individual investment and insurance offerings.
See Also Insurance

Member Since 2002


Quantum Health & Wellness
Angela Yasulitis
512 Logan Blvd.
Altoona, PA 16602
(814) 312-8876
Fax (814) 941-4565
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See Also Wellness Programs/Consulting/Counseling, Physicians/Surgeons

Member Since 2008


Investment Savings Bank
Lynn Fusco
1201 8th Avenue
Altoona, PA 16602
(814) 944-0843
Fax (814) 940-8621
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Investment Savings Bank is a Pennsylvania chartered, FDIC insured mutual savings bank that began doing business in 1940. Our main office is in Altoona, PA with a branch office in Hollidaysburg. As a savings bank, we have no shareholders. Our loyalty is to our customers and our community. ISB has earned Bauer's five star SUPERIOR rating since 1988, indicating that ISB is one of the safest banks in the US.
See Also Banks/Credit Unions

Member Since 2004


Lisa Mancinelli, State Farm Insurance Agency
Lisa Mancinelli
719 Blair Street
Hollidaysburg, PA 16648
(814) 696-0281 (814) 944-0868
Fax (814) 946-1929
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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!
See Also Insurance, Banks/Credit Unions

Member Since 2000


ParenteBeard, LLC
Susan Burket
208 Frankstown Road
Altoona, PA 16602
(814) 940-0190
Fax (814) 940-0194
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ParenteBeard, LLC, is a leading regional certified public accounting and consulting firm with approximately 1200 employees serving small business and middle market clients throughout Central Pennsylvania and the Mid Atlantic region. The 145-partner firm has 24 offices located in Pennsylvania, Maryland, New Jersey, New York, Delaware, and Texas. ParenteBeard is an independent member of the Baker Tilly International network of auditing, accounting, tax, and business advisory firms.
See Also Accountants/Certified/Public, Bookkeeping/Tax Services

Member Since 2004


Allstate - Cullen Sheehan
Cullen Sheehan
413 S. Logan Blvd, Suite 2
Altoona, PA 16602
(814) 944-1615
Fax (814) 944-2377
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See Also Insurance

Member Since 2010


Edward Jones Investments, J.T. Tidd
J.T. Tidd
506 Allegheny Street
Hollidaysburg, PA 16648
(814) 696-2619 877-222-7032
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Member Since 2007


Equity Concepts North, LLC
Halpern, M. David
8 Sheraton Drive
Altoona, PA 16601
(814) 940-8322 888-735-8037
Fax (814) 940-8323
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See Also Insurance, Retirement Administration/Planning

Member Since 2002


Northwestern Mutual
Zachary Wineland
411 N. Montgomery Street
Hollidaysburg, PA 16648
(814) 317-5065
Fax (814) 317-5066
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Member Since 2009


Stifel, Nicolaus & Company, Inc.
The Hampton Inn Complex
180 Charlotte Drive, Suite 100
Altoona, PA 16601
(814) 944-2065 (800) 533-6401
Fax (814) 944-8416
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See Also Insurance, Retirement Administration/Planning

Member Since 1980


Wells Fargo Advisors, LLC
Albert Masood
601 Hawthorne Drive
Gateway Center
Hollidaysburg, PA 16648
(814) 695-1558
Fax (814) 695-9286
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Member Since 1995


The Cashman Financial Group, Inc
Clifford Cashman
2322 Broad Avenue
Altoona, PA 16601
(814) 944-2747
Fax (814) 942-8694
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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.

Member Since 1989