814 237-5150
BOTAMER FINANCIAL

Build Your Money Confidence

Our Services

Financial Planning Retirement Planning
estate Planning Charitable Giving Estate Asset Transfer Assistance
Portfolio Management & Investing
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814 237-5150

We Are Serious About Your Financial Success

why choose us

Experience
We have been in business since 1986. Certified Financial Planner 1985
Service quality
We are a Registered Investment Advisor and Fiduciary. Client interests come first.
Support
Our Custodial Service is Schwab - TD Ameritrade Professional Portfolio Reporting

Build Confidence In Your Financial Future

Put our experience to work for you.
  • Listen to your individual situation.
  • Prepare and analyze your balance sheet.
  • Manage your investments.
  • Identify potential risks to you.

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Contact
ccc
Address
711 Kennard Rd. State College, PA 16801
Business Hours
MMonday - Friday 9:00 AM - 5:00 PM
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