Description: Fiduciary Financial Advisor DuBois PA - Joe Zappia, Bob Knox & Team are local, experienced financial planners and insurance brokers offering Medicare plans.
Fiduciary Financial Advisor DuBois PA – – Social Security, Retirement Income Planning, & IRMAA Planning – Worried about running out of money in retirement? Can’t find a way to safely protect & grow your money? Joe Zappia, III, CRPC®, CFEI®, CMIP® & Team at Venn Financial Solutions, local fiduciary financial advisors near me in DuBois, PA, help with wealth management, investment planning, retirement planning, and Business Succession Planning, give individuals and families the ability to plan for long-term s
Clarion PA Fiduciary Financial Advisors – The Bob Knox/Joe Zappia Team at Venn Financial Solutions is the recipient of the 2024 Readers’ Choice award for Best Financial Advisors/Best Financial Planning Firm/Best Wealth Management Firm by Tri-County Weekend Newspaper in DuBois PA, 2024, 2023 & 2021 Best Financial Planners/Best Wealth Management Firm (Gold) & 2022 Best Financial Planners (Silver) in the Best of Tri-County (Clearfield, Jefferson, and Elk Counties, in PA)! Joe is currently pursuing both the CER
Punxsutawney PA Financial Advisors – Joe Zappia w orks together with licensed fiduciary Bob Knox (with Venn Financial Solutions) serving Brockway PA, DuBois PA, Pittsburgh, Cranberry, Indiana PA, Punxsutawney, State College, Altoona, and all of Pennsylvania. Bob Knox is originally from Cincinnati, OH. We are an independent investment and financial planning firm focused on you, the client. As fiduciaries, we are required by law to do what is in the client’s best interest. We can help with wealth transfers