Active
FINANCIAL ABUNDANCE, INC.
Investment Advice|STATE COLLEGE, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$232.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 232.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 143300 |
| SEC Number | 801-123653 |
| Street Address | 2134 SANDY DRIVE |
| Street Address 2 | SUITE 1 |
| Location | STATE COLLEGE, PA 16803 |
| Country | United States |
| Phone | 814-867-5745 |
| Fax | 814-867-5747 |
| Total Employees | 4 |
| Business Types | insurance_broker |
Client Count by Type (460 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 374 |
| High Net Worth Individual… | 86 |
Community Partners
BOROUGH OF BELLEFONTE
BOROUGH OF CENTRE HALL
BOROUGH OF HOWARD
BOROUGH OF MILESBURG
BOROUGH OF MILLHEIM
BOROUGH OF PHILIPSBURG
BOROUGH OF PORT MATILDA
BOROUGH OF SNOW SHOE
BOROUGH OF STATE COLLEGE
BOROUGH OF UNIONVILLE
COUNTY OF CENTRE
TOWNSHIP OF BENNER
TOWNSHIP OF BOGGS
TOWNSHIP OF BURNSIDE
TOWNSHIP OF COLLEGE
TOWNSHIP OF CURTIN
TOWNSHIP OF FERGUSON
TOWNSHIP OF GREGG
TOWNSHIP OF HAINES
TOWNSHIP OF HALFMOON
BOROUGH OF BELLEFONTE
BOROUGH OF CENTRE HALL
BOROUGH OF HOWARD
BOROUGH OF MILESBURG
BOROUGH OF MILLHEIM
BOROUGH OF PHILIPSBURG
BOROUGH OF PORT MATILDA
BOROUGH OF SNOW SHOE
BOROUGH OF STATE COLLEGE
BOROUGH OF UNIONVILLE
COUNTY OF CENTRE
TOWNSHIP OF BENNER
TOWNSHIP OF BOGGS
TOWNSHIP OF BURNSIDE
TOWNSHIP OF COLLEGE
TOWNSHIP OF CURTIN
TOWNSHIP OF FERGUSON
TOWNSHIP OF GREGG
TOWNSHIP OF HAINES
TOWNSHIP OF HALFMOON
BOROUGH OF BELLEFONTE
BOROUGH OF CENTRE HALL
BOROUGH OF HOWARD
BOROUGH OF MILESBURG
BOROUGH OF MILLHEIM
BOROUGH OF PHILIPSBURG
BOROUGH OF PORT MATILDA
BOROUGH OF SNOW SHOE
BOROUGH OF STATE COLLEGE
BOROUGH OF UNIONVILLE
COUNTY OF CENTRE
TOWNSHIP OF BENNER
TOWNSHIP OF BOGGS
TOWNSHIP OF BURNSIDE
TOWNSHIP OF COLLEGE
TOWNSHIP OF CURTIN
TOWNSHIP OF FERGUSON
TOWNSHIP OF GREGG
TOWNSHIP OF HAINES
TOWNSHIP OF HALFMOON
Municipal Government
36 Active
36
Organizations
BELLEFONTE AREA INDUSTRIAL DEVELOPMENT AUTHORITY
BELLEFONTE BOROUGH AUTHORITY
BENNER TOWNSHIP WATER AUTHORITY
CENTRE AREA TRANSPORTATION AUTHORITY
CENTRE COUNTY AIRPORT AUTHORITY
CENTRE COUNTY HIGHER EDUCATION AUTHORITY
CENTRE COUNTY HOSPITAL AUTHORITY
CENTRE COUNTY HOUSING AUTHORITY
CENTRE COUNTY RECYCLING AND REFUSE AUTHORITY
CENTRE HALL-POTTER SEWER AUTHORITY
CENTRE REGIONAL RECREATION AUTHORITY
CENTRE REGION COUNCIL OF GOVERNMENTS
COLLEGE TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
COLLEGE TOWNSHIP WATER AUTHORITY
CONSERVATION DISTRICT
GREGG TOWNSHIP SEWER AUTHORITY
GREGG TOWNSHIP WATER AUTHORITY
HAINES-AARONSBURG MUNICIPAL AUTHORITY
HAINES-WOODWARD MUNICIPAL AUTHORITY
HOWARD BOROUGH (SEWER) AUTHORITY
BELLEFONTE AREA INDUSTRIAL DEVELOPMENT AUTHORITY
BELLEFONTE BOROUGH AUTHORITY
BENNER TOWNSHIP WATER AUTHORITY
CENTRE AREA TRANSPORTATION AUTHORITY
CENTRE COUNTY AIRPORT AUTHORITY
CENTRE COUNTY HIGHER EDUCATION AUTHORITY
CENTRE COUNTY HOSPITAL AUTHORITY
CENTRE COUNTY HOUSING AUTHORITY
CENTRE COUNTY RECYCLING AND REFUSE AUTHORITY
CENTRE HALL-POTTER SEWER AUTHORITY
CENTRE REGIONAL RECREATION AUTHORITY
CENTRE REGION COUNCIL OF GOVERNMENTS
COLLEGE TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
COLLEGE TOWNSHIP WATER AUTHORITY
CONSERVATION DISTRICT
GREGG TOWNSHIP SEWER AUTHORITY
GREGG TOWNSHIP WATER AUTHORITY
HAINES-AARONSBURG MUNICIPAL AUTHORITY
HAINES-WOODWARD MUNICIPAL AUTHORITY
HOWARD BOROUGH (SEWER) AUTHORITY
BELLEFONTE AREA INDUSTRIAL DEVELOPMENT AUTHORITY
BELLEFONTE BOROUGH AUTHORITY
BENNER TOWNSHIP WATER AUTHORITY
CENTRE AREA TRANSPORTATION AUTHORITY
CENTRE COUNTY AIRPORT AUTHORITY
CENTRE COUNTY HIGHER EDUCATION AUTHORITY
CENTRE COUNTY HOSPITAL AUTHORITY
CENTRE COUNTY HOUSING AUTHORITY
CENTRE COUNTY RECYCLING AND REFUSE AUTHORITY
CENTRE HALL-POTTER SEWER AUTHORITY
CENTRE REGIONAL RECREATION AUTHORITY
CENTRE REGION COUNCIL OF GOVERNMENTS
COLLEGE TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
COLLEGE TOWNSHIP WATER AUTHORITY
CONSERVATION DISTRICT
GREGG TOWNSHIP SEWER AUTHORITY
GREGG TOWNSHIP WATER AUTHORITY
HAINES-AARONSBURG MUNICIPAL AUTHORITY
HAINES-WOODWARD MUNICIPAL AUTHORITY
HOWARD BOROUGH (SEWER) AUTHORITY
Special District
39 Active
39
Organizations
BALD EAGLE AREA SCH DIST
BELLEFONTE AREA SCH DIST
CENTRE LEARNING COMMUNITY CHARTER SCHOOL
PENNS VALLEY AREA SCHOOL DIST
STATE COLLEGE AREA SCHOOL DIST
BALD EAGLE AREA SCH DIST
BELLEFONTE AREA SCH DIST
CENTRE LEARNING COMMUNITY CHARTER SCHOOL
PENNS VALLEY AREA SCHOOL DIST
STATE COLLEGE AREA SCHOOL DIST
BALD EAGLE AREA SCH DIST
BELLEFONTE AREA SCH DIST
CENTRE LEARNING COMMUNITY CHARTER SCHOOL
PENNS VALLEY AREA SCHOOL DIST
STATE COLLEGE AREA SCHOOL DIST
School District
5 Active
5
Organizations
2380506 BALD EAGLE AREA LL
3 DOTS DOWNTOWN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5644 HOME ASSOCIATION INC
5 POINT GUN CLUB INC
864TH ENGINEER BATTALION ALUMNI ASSOCIATION
AABAHON
AARONSBURG CIVIC CLUB
AARONSBURG JOINT CEMETERY ASSOCIATION
2380506 BALD EAGLE AREA LL
3 DOTS DOWNTOWN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5644 HOME ASSOCIATION INC
5 POINT GUN CLUB INC
864TH ENGINEER BATTALION ALUMNI ASSOCIATION
AABAHON
AARONSBURG CIVIC CLUB
AARONSBURG JOINT CEMETERY ASSOCIATION
2380506 BALD EAGLE AREA LL
3 DOTS DOWNTOWN
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
5644 HOME ASSOCIATION INC
5 POINT GUN CLUB INC
864TH ENGINEER BATTALION ALUMNI ASSOCIATION
AABAHON
AARONSBURG CIVIC CLUB
AARONSBURG JOINT CEMETERY ASSOCIATION
Nonprofit Organization
1144 Active
1144
Organizations
Community Partners130 organizations
BOROUGH OF HOWARD
Municipal Government·HOWARD
BOROUGH OF PHILIPSBURG
Municipal Government·PHILIPSBURG
BOROUGH OF PORT MATILDA
Municipal Government·PORT MATILDA
BOROUGH OF SNOW SHOE
Municipal Government·SNOW SHOE
BOROUGH OF UNIONVILLE
Municipal Government·FLEMING
COUNTY OF CENTRE
Municipal Government·BELLEFONTE
TOWNSHIP OF BURNSIDE
Municipal Government·KARTHAUS
TOWNSHIP OF CURTIN
Municipal Government·HOWARD
TOWNSHIP OF HAINES
Municipal Government·AARONSBURG
TOWNSHIP OF HOWARD
Municipal Government·HOWARD
TOWNSHIP OF LIBERTY
Municipal Government·HOWARD
TOWNSHIP OF MILES
Municipal Government·REBERSBURG
TOWNSHIP OF PENN
Municipal Government·COBURN
TOWNSHIP OF RUSH
Municipal Government·PHILIPSBURG
TOWNSHIP OF SNOW SHOE
Municipal Government·CLARENCE
TOWNSHIP OF TAYLOR
Municipal Government·PORT MATILDA
TOWNSHIP OF UNION
Municipal Government·MILESBURG
TOWNSHIP OF WALKER
Municipal Government·BELLEFONTE
TOWNSHIP OF WORTH
Municipal Government·PORT MATILDA
BENNER TOWNSHIP WATER AUTHORITY
Special District·BELLEFONTE
CENTRE AREA TRANSPORTATION AUTHORITY
Special District·STATE COLLEGE
CENTRE COUNTY HIGHER EDUCATION AUTHORITY
Special District·UNIVERSITY PARK
CENTRE COUNTY HOSPITAL AUTHORITY
Special District·STATE COLLEGE
CENTRE COUNTY HOUSING AUTHORITY
Special District·BELLEFONTE
CENTRE HALL-POTTER SEWER AUTHORITY
Special District·CENTRE HALL
CENTRE REGION COUNCIL OF GOVERNMENTS
Special District·STATE COLLEGE
COLLEGE TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·STATE COLLEGE
CONSERVATION DISTRICT
Special District·BELLEFONTE
GREGG TOWNSHIP SEWER AUTHORITY
Special District·SPRING MILLS
GREGG TOWNSHIP WATER AUTHORITY
Special District·SPRING MILLS
HAINES-AARONSBURG MUNICIPAL AUTHORITY
Special District·AARONSBURG
HAINES-WOODWARD MUNICIPAL AUTHORITY
Special District·WOODWARD
HOWARD BOROUGH (SEWER) AUTHORITY
Special District·HOWARD
HUSTON TOWNSHIP AUTHORITY
Special District·JULIAN
HUSTON TOWNSHIP PARK AND RECREATION AUTHORITY
Special District·JULIAN
KARTHAUS-BURNSIDE JOINT SEWER AUTHORITY
Special District·KARTHAUS
LIBERTY TOWNSHIP SEWER AUTHORITY
Special District·HOWARD
MILES TOWNSHIP WATER AUTHORITY EAST
Special District·REBERSBURG
MOSHANNON VALLEY JOINT SEWER AUTHORITY
Special District·PHILIPSBURG
MOUNTAINTOP REGIONAL WATER AUTHORITY
Special District·SNOW SHOE
NITTANY VALLEY JOINT RECREATION AUTHORITY
Special District·BELLEFONTE
PATTON TOWNSHIP (WATER) AUTHORITY
Special District·STATE COLLEGE
PORT MATILDA BOROUGH (SEWER) AUTHORITY
Special District·PORT MATILDA
SCHLOW MEMORIAL LIBRARY
Special District·STATE COLLEGE
STATE COLLEGE BOROUGH INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTH
Special District·STATE COLLEGE
CENTRE LEARNING COMMUNITY CHARTER SCHOOL
School District·STATE COLLEGE
2380506 BALD EAGLE AREA LL
Nonprofit Organization·HOWARD
3 DOTS DOWNTOWN
Nonprofit Organization·STATE COLLEGE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bellefonte
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bellefonte
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bellefonte
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bellefonte
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bellefonte
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·State College
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Spring Mills
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bellefonte
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·BELLEFONTE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Spring Mills
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bellefonte
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Julian
5644 HOME ASSOCIATION INC
Nonprofit Organization·SNOW SHOE
5 POINT GUN CLUB INC
Nonprofit Organization·State College
864TH ENGINEER BATTALION ALUMNI ASSOCIATION
Nonprofit Organization·State College
AABAHON
Nonprofit Organization·State College
AARONSBURG CIVIC CLUB
Nonprofit Organization·Aaronsburg
AARONSBURG JOINT CEMETERY ASSOCIATION
Nonprofit Organization·Aaronsburg
AAUW STATE COLLEGE BRANCH INC
Nonprofit Organization·STATE COLLEGE
ACACIA FRATERNITY
Nonprofit Organization·STATE COLLEGE
ACADEMIC ACHIEVEMENT TUTORING NON -
Nonprofit Organization·PHILIPSBURG
A Christmas Wish
Nonprofit Organization·Bellefonte
ACRES PROJECT
Nonprofit Organization·STATE COLLEGE
ACTUARIAL SCIENCE CLUB
Nonprofit Organization·State College
ADVENT CEMETERY ASSOCIATION
Nonprofit Organization·Milesburg
ADVENT HISTORICAL SOCIETY
Nonprofit Organization·MILESBURG
AGING IN PLACE
Nonprofit Organization·State College
AGLOW INTERNATIONAL
Nonprofit Organization·Bellefonte
AGLOW INTERNATIONAL
Nonprofit Organization·Bellefonte
AGLOW INTERNATIONAL
Nonprofit Organization·Bellefonte
AI4FINANCE FOUNDATION INC
Nonprofit Organization·State College
ALLIANCE FOR BELLEFONTE COMMUNITY DEVELOPMENT
Nonprofit Organization·Bellefonte
ALL-NATIONS BIBLE TRANSLATION INC
Nonprofit Organization·STATE COLLEGE
Alpha Chi House Corporation
Nonprofit Organization·State College
ALPHA CHI RHO FRATERNITY
Nonprofit Organization·state college
Alpha Delta House Association
Nonprofit Organization·State College
ALPHA DELTA PHI INTERNATIONAL
Nonprofit Organization·STATE COLLEGE
ALPHA EPSILON DELTA
Nonprofit Organization·University Park
ALPHA FIRE COMPANY
Nonprofit Organization·STATE COLLEGE
Alpha Gamma Rho Fraterntiy - Gamma Chapter
Nonprofit Organization·State College
ALPHA KAPPA PSI GAMMA EPSILON
Nonprofit Organization·University Park
ALPHA PHI OMEGA
Nonprofit Organization·University Park
ALPHA PI MU ASSOCIATION
Nonprofit Organization·University Park
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·State College
Alpha Tau Omega Fraternity - Gamma Omega Chapter
Nonprofit Organization·State College
ALTERNATIVES TO VIOLENCE PROJECT USA INC
Nonprofit Organization·State College
ALTERNATIVES TO VIOLENCE PROJECT USA INC
Nonprofit Organization·Bellefonte
ALTRUSA INTERNATIONAL OF CENTRE COUNTY
Nonprofit Organization·State College