Our Individual Client Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.

Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

  • Tax-minimization strategies

  • Investment management, including stocks¬†and mutual funds

  • Retirement planning

  • Estate planning strategies and preservation strategies

  • Asset protection through insurance and annuity products

Call today to get started.  (814) 315-2000.


Insurance Services provided by Farmers Insurance: Patrick Geary Farmers Agency

AUTO

  • Alternative fuel vehicle discount
  • Auto glass replacement
  • Towing and roadside assistance
  • Discounts for good students, multi-car and more

HOME

  • Homeowners
  • Renters
  • Condominium or townhouse
  • Mobile home
  • Extended replacement cost coverage
  • Replacement cost on contents coverage

SPECIALTY

  • Motorcycle
  • Motor home
  • Personal Watercraft
  • Rental home
  • Seasonal home

PERSONAL UMBRELLA

  • A personal umbrella policy provides coverage of $1 million or more in liability limites over and above the liability of your underlying policies.