Diversified Asset Planners

Diversified Asset Planners Securities offered through J.W Cole Financial, Inc. (JWC) member FINRA/SIPC
Diversified Asset Planne Our main focus is on the need of the clients.

Diversified Asset Planners was founded on June 10th, 1987 by four individuals including two of our current representatives Donald Leitzell and Nicholas Accordino. We have evolved to having ten planners and seven administrative assistants who manage over $700 million in client assets. We meet with clients mainly by referral and believe private one-on-one meetings are most effective when discussing

such confidential and life-changing events such as retirement and financial allocation. Our number one strength is service. We serve the client first whether the market be good or bad. We closely monitor the market and make conservative but rewarding suggestions to the best of our ability. Our goal is to help clients gain a better understanding of the financial concepts behind insurance, investing, retirement, estate, planning, and wealth preservation. Most important, we hope clients see the value of working with skilled professionals to pursue financial goals and understanding the opportunities and potential reward that are available when taking a proactive approach to client’s personal financial situation. We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Our website provides information defining different plans, calculators, and articles giving insight into the daily market. Our online videos will give you a better idea of how to handle the variety of financial situations you may be handling.

07/27/2026

Intentions are great. Outcomes matter. Here's what to know.

07/20/2026

Adding a child to the deed? Read this.

07/13/2026

It's a system that needs to connect.

07/06/2026

A forgotten form can override your will.

Happy Fourth of July Weekend! In observance of Independence Day, our office will be closed Friday 7/3. We will resume no...
07/03/2026

Happy Fourth of July Weekend! In observance of Independence Day, our office will be closed Friday 7/3. We will resume normal business hours on Monday 7/6.

Nothing beats a night at the ballpark! ⚾ We had a great time cheering on the Spikes, enjoying the game, and spending tim...
06/29/2026

Nothing beats a night at the ballpark! ⚾ We had a great time cheering on the Spikes, enjoying the game, and spending time together. A big thank you to the Spikes for a fun and memorable evening!

Happy Juneteenth! In observance of the holiday, our offices will be closed on Friday, 6/19. We will resume normal busine...
06/19/2026

Happy Juneteenth! In observance of the holiday, our offices will be closed on Friday, 6/19. We will resume normal business hours on Monday, 6/22.

06/08/2026

❗️Our State College office is currently experiencing issues with its phone line. We hope to have the problem resolved shortly. In the meantime, if you need assistance, please contact us by email. Thank you for your patience and understanding! We will provide updates as they become available!

🗳 Voting is now open for Centre County Favorites 🗳We have been nominated for best Financial Planner!HOW TO VOTE:Go to ww...
06/02/2026

🗳 Voting is now open for Centre County Favorites 🗳
We have been nominated for best Financial Planner!
HOW TO VOTE:
Go to www.votecentrecounty.com
Click “Services”
Click “Financial Planner”
Select “Diversified Asset Planners”
Click “Review and Cast Ballot”
Complete your vote!
And the best part… you can vote once a day, every day, until June 5th!
Thank you for your continued support!

☀️ DAP's Summer Hours Begin This Week! ☀️Starting this Friday, May 29th, we will be closing at 1:00 PM on Fridays for th...
05/27/2026

☀️ DAP's Summer Hours Begin This Week! ☀️

Starting this Friday, May 29th, we will be closing at 1:00 PM on Fridays for the summer season. Our regular business hours will resume the week of September 7th, following Labor Day.

Thank you, and we hope everyone has a wonderful summer! 🌼

Address

1524 West College Avenue
State College, PA
16801

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18142342500

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