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Financial Advisors in State College, PA

How to choose a financial advisor in State College

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Carolyn Sharp

Financial Advisor

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

State College, PA

ProfileNo contact yet

Bree Musser

Financial Advisor

MML INVESTORS SERVICES, LLC

State College, PA

ProfileNo contact yet

Sarah Oseroff

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State College, PA

ProfileNo contact yet

Adam Duff

Financial Advisor

MML INVESTORS SERVICES, LLC

State College, PA

ProfileNo contact yet

Karen Shute

Financial Advisor

J. W. COLE ADVISORS, INC.

State College, PA

ProfileNo contact yet

Tom Thomas

Financial Advisor

J.P. MORGAN SECURITIES LLC

State College, PA

ProfileNo contact yet

Lan Yang

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

State College, PA

ProfileNo contact yet

Debra Martin

Financial Advisor

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

State College, PA

ProfileNo contact yet

Thomas King

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

State College, PA

ProfileNo contact yet

Zikun Cai

Financial Advisor

Mml Investors Services, Llc

State College, PA

ProfileNo contact yet
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