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/
Wachovia Securities, LLC
Robert J. Angelo, CPA, CFP
Financial Consultant
300 Welsh Road, Building Two
Horsham, PA 19044
Telephone: 215-659-2500 (180) or Toll Free: 800-444-5698
Cell: 215-262-2486
E-Mail: Robert.angelo@agedwards.com
Web: http://www.agedwards.com/fc/robert.angelo
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
Jeffrey M. Beilman,Financial Advisor
203 North Blakely Street
Dunmore, PA 18512
Phone: 570-961-1161
Email: jeffrey.beilman@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
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., #420
Canonsburg, PA 15317
Phone: 724-745-9406
Fax: 724-745-9408
Website: http://www.hfinancialmanagement.com/
Garrett S. Hoge, RFC, CFP®, MS
President
Email: garrett.hoge@multifin.com
Melissa J. Stein, CRPC ®
Vice President of Client Relations
Email: melissa.stein@multifin.com
Joshua R. Stein, CRPC ®
Vice President of Operations
Email: Joshua.stein@multifin.com
Morgan Stanley Smith Barney Wealth Management
John J. Calaman
Senior Vice President-Wealth Management
Morgan Stanley Smith Barney, LLC
345 Park Avenue
New York, NY 10154
Office 212 230 3518
Toll Free 800 654 1557
Fax 212 593 9041
E-mail john.calaman@smithbarney.com
Please visit my website at: http://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
