476 Rolling Ridge Drive, Suite 333
State College, PA 16801
Phone:
1.800.822.0645 | 1.814.238.0544
Fax:
814.231.2241
Since we began our practice more than 35 years ago in State College, Pennsylvania, we have been successfully delivering customized wealth management solutions to families and individuals, effectively managing their money and preparing them for retirement. The focus of our practice is to help our clients quantify what they have, calculate what they need, chart the course between the two and ensure they stay on path.
Our affiliation with PFG, Vicus Capital and Cetera Advisor Networks provides us leverage with large investment custodians and service providers. At the same time, our intimate practice allows us to service your needs with the sensitivity of a trusted friend.
PFG Wealth Planning Group uses the unique combination of corporate power and small business relationship to bring you some of the nation's leading money mangers and financial solutions.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.