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Details

General Info

Welcome to Joe Zappia, III, CRPC(R) & Team at Venn Financial Solutions with offices in Altoona, Pittsburgh, & DuBois! We are open by appointment only. We help people protect & grow their money and were voted the 2021 Best Financial Planners - Gold in the Best of Tri-County! We give families the ability to plan for long-term safety and security. Venn Financial Solutions are licensed fiduciaries and Veteran Owned. Our team will help you make decisions that will work best for you. Contact us today for more information or to set an appointment! Joseph C. Zappia, III, CRPC(R), CFEI, & Robert J. Knox of Venn Financial Solutions offer Investment Advisory Services through their registration with Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phones:

Main - 814-371-4901

ExtraVanity - --

ExtraTollFree - 800-569-2867

Address:
103 Beaver Drive DuBois, PA 15801
Email:

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Categories
Investment Advisory Service, Financial Planning Consultants, Health Insurance, Investments, Life Insurance
Services / Products
Estate Planning, Insurance Planning, Financial Education Workshops, Tax Planning, Asset Management, Financial Management, High Net Worth Life Insurance, Health Insurance, Business Owner Insurance, Supplemental Insurance
Payment Options
amex, discover, mastercard, visa, paypal, check
Location
Located in the DuBois Chamber Building
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