Abundance Wealth Counselors

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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24 Years

in Business

Accredited

Business

(814) 861-3810Call Visit WebsiteVisit Website Map & DirectionsDirections232 Regent CtState College, PA 16801 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near State College with Investment Management

Boalsburg (2 miles)
Lemont (3 miles)
University Park (4 miles)
Pine Grove Mills (8 miles)
Centre Hall (13 miles)
Julian (13 miles)
Fleming (15 miles)
Bellefonte (15 miles)

More Info

General Info: Abundance Wealth Counselors is a financial services organization providing wealth counseling to individuals and institutions with significant investable assets and wealth concerns through a process called "The Six Steps to Wealth Wisdom." Our firm's success is dependent upon all employees committing to placing the client's interests first. We achieve this by working as one cohesive team, treating each other with respect, and continuously improving how we perform our work. We are fully committed to providing personalized long-term strategies for our clients and their families. Our firm strives to operate profitably with a high degree of integrity, and to provide an environment where employees want to work, develop and prosper.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (800) 253-3760
AKA: Abundance Wealth Counselors LLC
Other Link: http://www.abundancellc.com
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Insurance, Investment Advisory Service

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Details

Phone: (814) 861-3810

Address: 232 Regent Ct, State College, PA 16801

Website: http://www.abundancellc.com

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Abundance Wealth Counselors

Tax Planning
The Cultivation frees you from financial administration confusion. We coordinate with professional advisors in other areas of expertise and integrate investment planning with income tax planning, family gifting, and charitable planning. Wealth protection and enhancement are never static. Abundance supports active, ongoing administration to ensure that everything is current.
Charitable Giving
Do you have a plan for your abundance and legacy to pass seamlessly to the next generation? Your Abundance team employs a combination of cutting-edge strategies to provide optimal tax efficiency, continuity, and estate growth. As we craft a sound plan for your estate, trust partnerships, corporate entities asset classification, and charitable giving techniques all come into play, based on the goals you have for the next generation. We give you peace of mind by coordinating with estate attorneys and accountants and reviewing documents, allowing your abundance and legacy to pass seamlessly to the next generation.
Estate Taxes
Tax Services
Income Tax

Investment Management
Many factors of accumulating and protecting wealth are considered in our investment management approach. We are able to strive to maximize the risk-adjusted total return in client portfolios by considering several factors in addition to investment performance.
Wealth Management
Do you offer additional planning and education services to develop wealth management plans for multiple generations? We endeavor to build and maintain your legacy. By doing so, we take time to get to know you, your life, and your family. Abundance knows you well enough to design estate plans and educate, counsel, and develop wealth management plans for multiple generations. Abundance Wealth Counselors will evaluate your options and make recommendations based on their best thinking, best practices, and a comprehensive knowledge of your goals for the future.

Accounting Services
Payroll Services

Financial Planning
Retirement Planning
Asset Protection
Are you looking to maximize your benefits, allowing you to worry less and live more? Abundance is persistent in discovering ways to build your overall wealthÂ through an expansiveÂ strategy. We understand the unique planning opportunities associated with captive insurance companies and how captives can be appropriately utilized as part of your overall wealth strategy. From your tax, estate, asset protection, and business planning, we know how to maximize the benefits to you.

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