Guidance For Your Financial Well-Being
We will analyze your business needs and whether you are a small, medium or large business owner can recommend solutions that will fit your company.
Culbertson Financial Services
105 West Main Street
PO Box 875
Boalsburg, PA 16827
814-808-6029
814-808-6054 Fax
800-292-3001 Toll Free
Group
We offer 401(k), 401(b), SIMPLE IRA plan development, SEP Plans, Profit Sharing Plans, Annuities (Fixed, immediate, variable, split, flex, tax-sheltered) to fit the needs of your business and employees.
Individual
We offer Annuities, IRA's, individual (k)'s, ROTH IRA's to fit your needs and retirement goals.
Individual Financial Needs:
We offer financial planning for individuals as well as:
- IRA's
- Estate Planning
- Educational IRA's, 529 Plans
- Mutual Funds
- Money Management
- Annuities
- Indexed
- Immediate
- Deferred
- REIT's
Securities, Financial Planning and Advisory Services offered through LPL Financial a registered investment advisor.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
Scott Culbertson - PA, MD, VA Dan Aiello - PA, CA, FL, GA, MA, MD, NY, OH, SC, VA, WV Daryl Schafer - PA
105 West Main Street, Boalsburg, PA 16827 Toll Free 800-292-3001
