Financial Advisor in State College, Pennsylvania

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Qualifications of Financial Advisor in State College

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Financial Advisors in State College, Pennsylvania
Financial Advisor Office Location Phone Number
Ash Toumayants
Strong Tower Associates
901 University Drive Suite 100,
State College, PA  16801
(814) 325-9806
Chris Jackson
Tucker Financial Services, Inc.
425 Phoenix Drive,
Chambersburg, PA  17201
(717) 267-1426
Greg Dexheimer
Edelman Financial Engines, LLC
2308 Patton Road Suite G,
Harrisburg, PA  17112
(717) 540-7992

Information on Qualified Financial Advisors in State College

Qualifications CRD# 6327275
FirmCRD# 137658
Series 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly

Office Location 901 University Drive Suite 100,
State College,
Phone Number (814) 3259806

Ash Toumayants is the founder of Strong Tower Associates. For over a decade, he has helped hard-working people across Central Pennsylvania prepare for retirement. In order to gain access to the most beneficial financial tools and services for his clients, Ash decided to start his own firm. Fueled by a passion for helping people see through the veil of confusion that shrouds the financial world, his goal is to educate his clients so they can make more sound choices regarding their financial future.Ash graduated from Penn State in 2004 and currently lives in State College with his lovely wife, Noelle, and their two adorable kids.

About Strong Tower Associates

With secure financial planning, asset management, estate planning and wealth management. You can protect your assets and property you work so hard to earn. The financial advisors at Strong Tower Associates continue to build on our reputation for being one of the most sought-after firms in the Centre County region for creating and protecting personal wealth. Strong Tower Associates, founded by Ash Toumayants in 2013 works with individuals and families from a wide range of backgrounds. We develop financial planning strategies tailored to each person?s needs and situation. We offer the following services to our clients: Asset Management Financial Planning and Management Estate and Inheritance Planning Wealth Management We provide disciplined and most of all fee-only financial planning services. This means as fiduciaries we commit ourselves to the best course of action for you. We are not salespeople, stockbrokers or market timers?rather, we help you plan for retirement, mitigate investment risks, reduce costs and remain informed on your personal finances. If you want trusted advice from a local financial professional, turn to us.

Qualifications CRD# 6039756
FirmCRD# 111308

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee

Office Location 425 Phoenix Drive,
Phone Number (717) 2671426

About Tucker Financial Services, Inc.

Tucker Financial Services, Inc. is an independent, fee-only wealth management, investment management, and financial planning firm and is currently registered with the Securities and Exchange Commission (SEC). Tucker Financial Services, Inc. was established in the spring of 1983. Tucker Financial Services, Inc. is a Registered Investment Advisory (RIA) firm, serving clients in more than 10 states. We offer significantly lower fees than most banks and brokerage, wealth management, and insurance firms. From personalized planning for individuals and families to customized solutions for businesses and organizations, Tucker Financial Services specializes in various areas with a friendly and dedicated staff to make you feel at home. We promise a unique experience where you are put first, an atmosphere where a trusted relationship will develop, and a long-term constant in a world of financial uncertainty.

Qualifications CRD# 2507426
FirmCRD# 104510
Series 7, 24, 63, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 2308 Patton Road Suite G,
Phone Number (717) 5407992

Joined Edelman Financial Engines in 2018. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Sociology & Business from SUNY Albany. Married to Jennifer. They have three children: Michael, Erin and AJ. Greg has 3 cats and enjoys camping with his family, photography and music.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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