CPAs and Planners
A Listing of CPAs and Financial Planning Professionals
The following list of professionals has not been vetted or screened by Penn State Cooperative Extension, nor does their listing equate to an endorsement. This list is only for information purposes. Before you select a planner to assist you with managing money, be certain to interview 2-3 providers, compare their services, and then make the best choice for you and your family.
Below are links to questions you should ask financial planners.
Certifed Financial Planner (CFP) - How to Choose a Planner
The National Association of Personal Financial Advisors (NAPFA) - How to Choose a Financial Planner
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Edwards Financial
Owen T. Edwards, III, Financial Advisor
1418 Main Street, Suite 104
Peckville, PA 18452
Phone: 570-291-9916
E-mail: ote3@verizon.net
Lochen & Chase, P.C.
Certified Public Accountants
Gordon W. Chase, CPA
E-mail: gchase@lochen-chase.com
Two convenient offices:
Kevin Hallock, CPA
4 Hollowcrest Corners
Tunkhannock, PA 18657
Phone: 570-836-3868
E-mail: Khallock@lochen-chase.com
or
Sarah Pipech, Staff Accountant
P.O. Box 327
66 Main St.
Nicholson, PA 18446
Phone: 570-942-4578
E-mail: Spipech@lochen-chase.com
Web: http://www.lochen-chase.com/
The Honesdale National Bank
Paul M. Vitiello, Financial Consultant
724 Main St P.O. Box 350
Honesdale, PA 18431
Phone: 570-253-3362 Ext 1652
Web: http://www.hnbbank.com/
Stone House Wealth Management, LLC
Raymond Scott Stone and Robert J. Brown, CFP
28 Maple Street
Montrose, PA 18801
Phone: 1-877-SHWM-GAS
Email: rstone@stonehousemail.com and rbrown@stonehousemail.com
Web: http://www.stonehousewealthmanagement.com/
See also: http://www.nepagas.com/ and http://www.stnygas.com/
Sage Investments Inc.
Josh Sheard, MBA
Registered Representative
391 Boyds Mills Road
Milanville, PA 18443
Phone: 570-729-1020
E-mail: jsheard@cfiemail.com
Web: http://www.sageinvestmentsinc.com/
First Liberty Investment Services
Richard "Rick" Little, Financial Consultant
198 E. Tioga Street
Tunkhannock, PA 18657
Phone: 570-836-2100
Web: http://www.communityinvestmentservices.com/
Capstone Wealth Management Group
Bryan Kupchik and Robert Schultz, Wealth Managers
285 East Grove Street
Clarks Green, PA 18411
Phone: 888-587-PLAN or 570-587-7800
E-mail: bryan.kupchik@lpl.com and robert.schultz@lpl.com
Ingargiola Wealth Management Group
Louis P. Ingargiola, Financial Advisor
203 North Blakely Street
Dunmore, PA 18512
Phone: 570-961-1161
Email: louis.ingargiola@iwmg.us
Bernard Martin Jr., CFP, CPA/PFS and Denise Martin, CPA
Certified Public Accountants
415M Pine Hill Drive
Falls, PA 18615
Phone: 570-378-2825 or 866-752-1250
or
400 Third Ave Suite 317
Kingston, PA 18704
Phone: 570-287-4712
E-mail: bernard.martin@epix.net and bernard.martin@lpl.com
LPL Financial Services
Francis A. Kenia, Investment Advisor Representative
Stone Hedge C.C.
RR#1 Box 1508
Factoryville, PA 18419
Phone: 570-836-1682 or 877-550-2708
E-mail: francis.kenia@lpl.com
Living Wealthy Advisors
Timothy H. Sutherland CFP, CPA
Living Wealthy Advisors
Wealth Management Division of AgChoice Farm Credit
3301 W. Market Street
York, PA 17404
Phone: 800-246-6893
E-mail: tim@livingwealthyadvisors.com
Web: http://www.livingwealthyadvisors.com/
UBS Financial Services, Inc.
670 North River St, suite 400
Plains, PA 18705
Phone: 800-233-8602
Golden Wealth Management Group
Corey Golden, Financial Advisor
Phone: 570-200-3077
E-mail: corey.golden@ubs.com
Web: http://www.ubs.com/team/goldenwmg
Terrence McMahon, Financial Advisor
Phone: 570-200-3071
E-mail: terrence.mcmahon@ubs.com
Web: http://www.ubs.com/fa/terrencemcmahon
InFirst Financial Advisors, LLC
Robert C. Nagel, CFP, Registered Representative
E-mail: nagelr@financialnetwork.com
Kathy M. Mock, Registered Representative
mockk@financialnetwork.com
949 Philadelphia Street
Indiana, PA 15701
Phone: 866-349-3006
Web: http://www.infirstfinancial.com/
Co-exprise Inc.
Christopher Cracraft
6000 Brooktree Road, Suite 200
Wexford, PA 15090
Phone: 724-933-1180
E-mail: ccracraft@co-exprise.com
Your Money Matters
Estate and Tax Planning Services
2382 Elmira St.
Sayre, PA 18840
and
301 West Grove St.
Clarks Summit, PA 18411
Phone: 1-800-729-1564
Web: http://www.estateandtaxadvisorygroup.com/
Appelman Financial
Lynn C. Appelman, Certified Financial Planner, Chartered Financial Consultant
Alissa Conklin, Reg. Investment Advisor, Reg. Financial Paraplanner, Tax Preparer
250 Schoolhouse Rd.
Bloomsburg, PA 17815
Phone: 570-784-1716 or 800-598-4998
Web: http://www.appelmanfinancial.com/
Avi Foox
58 Darcy Ave.
Staten Island, NY 10314
Phone: 718-761-3953
Cell: 646-591-6050
Fax: 718-494-3503
E-mail: afoox@si.rr.com
Coverage area: Staten Island , Brooklyn, Bronx, NYC, parts of Queens, and parts of New Jersey.
Reinsel Kuntz Lesher, LLP
Certified Public Accountants & Consultants in Lancaster, Reading, Harrisburg
John S. Stoner, CPA, CVA
Partner, Business Consulting & Audit Services Group
Phone: 717-394-5666
Fax: 717-394-0693
E-mail: jstoner@rklcpa.com
Web: http://www.rklcpa.com/
Forney Financial Solutions, LLC
Timothy J. Wassell, Marketing Director, FFS
3018 Pleasant Valley Blvd.
Altoona, PA 16602
Phone: 814-944-8474
Fax: 814-944-9495
Web: http://www.forneyfs.com/
H Financial Management
400 Southpointe Blvd. Plaza 1, Ste 420
Canonsburg, PA 15317
Phone: 724-745-9406
Fax: 724-745-9408
Website: http://www.hfinancialmanagement.com/
Garrett S Hoge, RFC, CFP, MS,
CEO & President
Garrett@hfinancial.net
G. Stewart Hoge, PhD
Chief Operating Officer
Financial Advisor
gstewart@hfinancial.net
Kent Aloia, CFP
Wealth Strategist
Certified Financial Planner
kent@hfinancial.net
John J. (Jack) Calaman
Senior VP, Investment Management Consultant
MorganStanley SmithBarney
399 Park Avenue, 12th Floor
New York, NY 10022
Phone: 212 893 6450
Toll Free: 800 223 0270
Mobile: 917 375 1844
Fax: 212 893 6301
E-mail: john.calaman@mssb.com
Web: www.fa.smithbarney.com/calaman
FamilyWealth Management Group
370 Southpointe Blvd., Ste 200
Canonsburg, PA 15317
Office: 724-743-6106
Fax: 724-743-0170
Mobile: 412-956-6659
E-mail: Christine.Musuneggi@LFG.com
Web: www.familywealthgroup.com
Andrew C. Harris - Investment Advisor Representative
The Comprehensive Financial Group
705 Washington Blvd., Suite 100
Williamsport, PA 17701
800-326-9642 ext. 12
570-419-6505
Web: www.AndrewCHarris.com
E-mail: Andrew.harris@ingfp.com
Nancy G. Montanye, CPA
353 Pine Street, Suite 1
Williamsport, PA 17701
(570) 322-1235 (ph)
(570) 220-9225 (cell)
(570) 567-7185 (fax)
nm@nmcpa.net
Fogel Neale Wealth Management, LLC
Andrew J. Neale, Partner
90 Broad Street, Suite 2202
New York, NY 10004
Phone: 212-949-0922
Fax: 212-949-0923
Email: info@fogelneale.com
Website: www.fogelneale.com
Galeone Financial
Linda Galeone, CFP (r)
4 Cherry St.
Wellsboro, PA 16901
Phone: 570-724-2852
e-mail: galeone@epix.net
Wells Fargo Advisors
Financial Network, LLC
John P. Tosi
CERTIFIED FINANCIAL PLANNERTM, professional
Senior Financial Advisor
Branch Manager
58 Bridge Street
Tunkhannock, PA 18657
Phone: (570) 836-9000
Toll Free: 877-557-2634
E-mail: john.tosi@wfafinet.com
Web: www.wellsfargoadvisors.com
Mark Kneeream
Kneeream and Evanofski Company PC
269 Pierce Street
Kingston, PA 18704
570.714.5222
570.714.5224 Fax
570.954.8401 Cell
Tyler Courtney
RTC Financial Services
16 East Otterman St.
Greensburg, PA 15601
Phone: 724-552-2222
Fax: 724-836-6804
Cell: 724-244-5895
rtcfinancial@gmail.com
Dennis Kotzan, CPA-Founder & President
Kotzan CPA & Associates
Budfield Street Professional Building
334 Budfield Street
Johnstown, PA 15904
Phone: 814-269-4912
E-mail: dkotzan@kotzancpa.com
Website: http://www.kotzancpa.com/
Urish Popeck & Co., LLC, Certified Public Accountants
Timothy R. Caskey, CPA, CSEP - Tax and Financial Planning Services
E-mail: trcaskey@urishpopeck.com
Three convenient offices:
Three Gateway Center, Suite 2400
Pittsburgh, PA 15222
Phone: 412-391-1994
or
101 Trich Dr., Suite 3
Washington, PA 15301
Phone: 724-228-7900
or
330 Innovation Blvd., Suite 300
Innovation Park @ Penn State
State College, PA 16803
Phone: 814-234-9007
Janney Montgomery Scott, LLC
484 Jeffers Street
DuBois, PA 15801
Phone: 1-814-371-5062 or
1-800-238-0067
Fax: 1-814-371-5083
Website: www.janney.com
Katie Dinkfelt, Financial Consultant
Email: kdinkfelt@janney.com
Dan Fishbone, First Vice President/Investments, AWMA®;
Email: dfishbone@janney.com
John Yount, Vice President/Investments and Branch Manager, AWMA®;
Email: jyount@janney.com
Ameriprise Financial Services, Inc.
Eric C. Martin
Financial Advisor
88 Fort Couch Road, Suite 210
Pittsburgh, PA 15241
Phone: 412.831.6240 x 203
or
650 Morgantown Road, Suite C
Uniontown, PA 15401
Phone: 724.434.1545
E-mail: eric.2.martin@ampf.com
Website: http://www.ameripriseadvisors.com/eric.2.martin
Wienken & Associates Financial Services
Rocco D. Gillott, CFP®, CLU, CLTC Phone: (814) 808-8005
E-Mail: rgillott@finsvcs.com
Robert Mark Means, CFP®, CLU, CLTC Phone: (814) 808-8006
E-Mail: rmeans@finsvcs.com
Address:
3949 South Atherton Street.
State College, PA 16801
Meg Holland & Associates, PC, CPA
Certified Public Accountants, Business Valuation Analysts and Consultants
Principal: Meg Holland CPA/ABV, CIA, CVA, CFE
114 East Broad Street
Bethlehem, PA 18018
Phone: 610-691-8393
Fax: 610-691-7095
Website: www.megholland.com
Email: info@megholland.com
Morgan Stanley Smith Barney
Jill S. Morrissey, Financial Advisor
175 Pine Street, Suite 100
Williamsport, PA 17701
Phone: 570-320-4303
E-mail: jill.morrissey@mssb.com
Web: http://www.morganstanley.com
Integrity Wealth Consulting, LLC
Commonwealth Financial Network
Bob Bruce CIMA® CIMC® AIF®
101 Bradford Road, Suite 210
Wexford, PA 15090
Tel: 724-940-9060
Cell: 412-260-1324
Fax: 724-940-9061
www.iwcnow.com
rbruce@iwcnow.com
Morgan Stanley Smith Barney
Alexander R. Suero, CIMA®
Financial Advisor, Financial Planning Specialist
787 Seventh Ave, 36th Floor
New York, NY 10019
Tel: (212) 492-6752
Fax: (212) 492-6352
Email: alexander.suero@mssb.com
Web: http://fa.smithbarney.com/suero/
First National Bank PA Trust Company
David Buckiso
12 Federal St.
Pittsburgh, PA 15212
(412) 320-2018
Fax: (412) 320- 2022
Email: buckiso@fnb-corp.com
Paul Grippi
Financial Services Representative
MetLife
Suite 300, 54 Glenmaura National Boulevard
Moosic, PA 18507
570-963-2236
pgrippi@metlife.com
AMERIPRISE FINANCIAL SERVICES, INC.
Paul J. Gedroiz, CFP, CFS, AAMS
Ameriprise Financial Services, Inc.
800 West 4th Street, Suite 107
Williamsport, PA 17701
Office: 570.322.8149 | Fax: 570.327.6094 | Mobile: 570.419.0020
paul.j.gedroiz@ampf.com
ameripriseadvisors.com/paul.j.gedroiz
Daniel R. Dunlap III
Assistant Vice-President/Financial Consultant
132 S. Main Street, Suite 300
Greensburg, PA 15601
Phone: 724-837-1130
Email: ddunlap@bpuinvestments.com
Website: www.bpuinvestments.com
Scott Barber Certified Financial Planner
196 West DuBois Ave.
DuBois, Pa 15801
814-371-8187
E-mail: barbers@financialnetwork.com
visit our website: www.barberfinancialnetwork.com
