Joe Zappia, CRPC - Altoona PA Financial Advisor

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Altoona PA Financial Advisors - Bellefonte - Port Matilda - Lock Haven - Hollidaysburg - Philipsburg - Bedford - Somerset PA
Licensed fiduciary working together with Robert J. Knox and our team of advisors. Providing Insurance and Financial Planning Services to the

Altoona, State College, Johnstown Metropolitan Area. Many other financial advisors in Altoona, PA are not fiduciaries. Unlike most other advisors, we are a licensed fiduciary team with many years of experience – required by law to work in the client’s best interest. As non-captive, independent advisors, we are not limited to one company OR one type of product. We use both Strategic and Tactical Money Management. With Tactical Money Management – if the market is falling, we can move money to safety to minimize losses and can get back in as the market is rising. We use funds designed to keep fees and expenses low. We enjoy and value long-term relationships with our clients rather than having a merely transactional business. While many other advisors are retiring soon, Joe plans on working for 30 more years!

2024 - Readers' Choice Winner for Best Financial Planning - Tri-County Weekend Newspaper

2021, 2023-2025 - Voted Gold - Best Financial Planners in the Best of Tri-County! Joe Zappia, III, CFEI attained the CRPC® - Chartered Retirement Planning Counselor (SM) designation conferred by the College for Financial Planning

Medicare Agent & Broker Altoona PA - Joe Zappia. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. CMIP® and Certified Medicare Insurance Planner™ are owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man® LLC, and authorizes the use by individuals who have met the administration’s initial and ongoing certification requirements. The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP® designation. The 2021 and 2023–2025 Gold Awards for Financial Planner and the 2022 Silver Award for Financial Planner by Best of Tri-County, as well as the 2024 Reader’s Choice Award for Financial Planner and the 2016 Reader’s Choice Award for Best Insurance Agency by Tri-County Weekend Newspaper, were awarded based on community nominations and voting. Advisors were permitted to vote for themselves, and voters were able to vote once per day. Third-party awards do not guarantee future performance or client satisfaction. No compensation was provided in connection with these recognitions. Investment Advisory Services offered through Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities.