Welcome to Culbertson Financial Services
WHO ARE SMARTVESTOR PROS?
SmartVestor Pros (SVPs) are
financial consultants who follow Dave Ramsey’s teaching and have been vetted by
Dave and his team. They have been carefully selected through an interview
process to be a part of the Dave Ramsey SmartVestor program. They affirm
that eliminating debt and investing for the long-term is the ideal way to build
wealth and prepare for retirement. They recommend that clients have a
reasonable emergency fund before starting to invest. SVPs commit to prompt and
responsive client service and work with all clients regardless of account size,
preferences, or background. They do not offer proprietary products and believe
that long term financial success significantly depends on the client being
educated and understanding their personal finances, investments, and overall
WHY USE A SVP?
There are many financial
advisors in our country, but who can you trust to give you sound advice? Dave
Ramsey felt it was important to create a list of those that he trusts.
SmartVestor Pros are chosen by Dave and his team because they have the heart of
a teacher and provide excellent customer service.
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: Daryl Schafer - PA
The Code of Conduct.
Everyone deserves access to solid, professional
investing guidance. Daryl has earned his position as a Smartvestor Pro
because of his experience in the industry and his drive to put clients first.
A refreshing twist on financial
Daryl does not have the attitude of a
salesman, but the heart of a teacher. You can feel comfortable talking to
him as someone you can trust. You'll work together to create a plan to
help you pursue your goals.
We care about your future.
More than just a "financial
planner" - your investments will fit your life, and you'll understand what
you're investing in and why. You'll be encouraged to stick with your
Daryl Schafer is proud to be associated
with the Smartvestor Pro™ program. What
does that mean for you?
Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor Pro are affiliates of Culbertson Financial Services or LPL Financial.
Guidance for Your Financial Well-Being
105 W. Main Street, Boalsburg, PA 16827 Toll Free 800-292-3001
Culbertson Financial Services
105 West Main Street
Boalsburg, PA 16827
Fax (814) 808-6054
Toll Free 800-292-3001