Welcome to Culbertson Financial Services
www.culbertsonfinancialservices.com

Guidance For Your Financial Well-Being

Business Financial Planning 

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.

Professional Services - Financial

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

Pensions/Retirement Plans 

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 Planning

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

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105 West Main Street, Boalsburg, PA  16827                                             Toll Free 800-292-3001

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Member FINRA /

SIPC