Welcome to Culbertson Financial Services
Guidance For Your Financial Well-Being
The Staff at Culbertson Financial Services
are dedicated to providing sound guidance and service to our customers in both insurance and investments.
With over 54 years of combined financial expertise, we help our clients implement insurance and investment strategies to work toward their retirement, estate, or financial planning objectives.
Our intent for each of the customers we serve is to apply our years of experience and expertise in order to deliver a plan of benefits and/or investments that help provide the protection needed for you or your company's employees when needed in the most efficient process and for the best value. Our goal is to provide superior and personalized service.
Securities, Financial Planning and Advisory Services offered through LPL Financial a registered investment advisor. Member FINRA/SIPC.
Culbertson Financial Services 105 West Main Street Boalsburg, PA 16827 (814) 808-6029
Toll Free 800-292-3001
105 West Main Street, Boalsburg, PA 16827 Toll Free: 800-292-3001
Check the Background of investment professionals associated with this site on FINRA's BrokerCheck
Combatting COVID-19 - Our office is open per the rules of the state. Limited in-office meetings can be scheduled with social distancing rules in effect
Please click on our COVID-19 Update page for further information and updates.
Financial Planning - for individuals or business
With three LPL Registered Representatives in house to meet you one on one we provide many financial planning and business planning services for companies and individuals.
Retirement Planning - for individuals or any size group
We offer pension and retirement plan solutions for small, medium or large businesses
Life Insurance - Group and Individual
Culbertson Financial Services offers life insurance solutions for each client according to their needs, from estate planning to key man insurance to individual or group life insurance
Analyzing your needs and providing health insurance solutions is our specialty. We can also help with claim or billing questions, COBRA administration and more
We offer supplements and advantage plans for Medicare
Disability Insurance - Group and Individual
Culbertson Financial Services offers many different types of disability insurance - depending on your circumstances and needs
Contact us for a no cost no obligation analysis or quote
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states:
Dan Aiello - PA, CA, CO, FL, GA, MA, MD, NV, NY, OH, SC, TN, TX, VA, WV
Scott Culbertson - PA, CO, FL, MD, VA
Daryl Schafer - PA, NV