James Peterson - Thrivent

A clear portrait of your life—your circumstance, values, and goals—is the foundation for your financial plan. Our system supports discussion, evaluation, and strategic planning. We encourage an evolving financial awareness that drives informed decision-making.

Invested Advisors is a financial planning firm located in State College, PA. We offer a variety of financial services, including investments, retirement planning, tax planning, and insurance. We have a team of experienced professionals who can help you reach your financial goals. We offer a wide range of investment options, including stocks, bonds, mutual funds, and annuities. We can help you create a diversified portfolio that is appropriate for your risk tolerance and financial goals. We also offer a variety of retirement planning services, including IRAs, 401(k)s, and 403(b)s. We can help you determine the best retirement plan for you and your family and make sure that you are on track to meet your retirement goals.

At Susquehanna Financial Strategies Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Mifflinburg, PA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.