Wilmington Trust

Nestlerode & Loy Investment Advisors is an independent investment advisory firm situated in State College, PA, offering quality investment services to individual investors, small businesses, and local non-profit organizations. The firm prides itself on its independence and personalized approach, standing out in a world of packaged products and impersonal call centers. With over 80 years of experience, the team at Nestlerode & Loy is dedicated to understanding clients personally, not just their finances, and helping them achieve their financial goals. The firm's services include investment management, financial counseling, retirement planning, college planning, brokerage services, and ESG investing. By working closely with clients, asking the right questions, and tailoring solutions to individual needs, Nestlerode & Loy ensures a high standard of customer service and satisfaction. The team's commitment to putting clients first has been a core philosophy for over 85 years, reflecting their dedication to long-term client relationships and success. Generated from the website content

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.

Our wealth management advisors in TIAA’s State College, PA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 842-2173.