James Peterson
FIC
State(s) Licensed: CA Insurance Lic. #4059055, CT, FL, MD, NC, OH, PA, SC, TX, VA, WV
254 Nittany Valley Drive
Bellefonte, PA 16823
State(s) Licensed: CA Insurance Lic. #4059055, CT, FL, MD, NC, OH, PA, SC, TX, VA, WV
Let's put your plans in motion
James is proud to serve the local communities in central Pennsylvania and especially those in "Happy Valley". My wife and I raised our three kids in central Pennsylvania with our two girls educated at Penn State and our son at Millersville University. I understand family, college and balancing finances and can help you understand it as well.
We've been blessed to see our two oldest children begin careers in California and Texas. Our youngest has moved to Spain and is working to deepen her leverage of the Spanish language as she transitions to business management in a global economy. I've personally seen how Silicon Valley and Dallas require different plans than our own rural section of Pennsylvania and I've expanded that vision to the world. I can help you navigate big city or small town needs as you work to provide a secure financial future for your family.
My roots are in developing financial plans for families and this will always be the core for our business. However, I've also used my many years of business experience to help chart a course in today's marketplace for small business owners.
I will spend time to know you and your family and with that knowledge craft a holistic plan that works for you.
At our office we believe money is a tool, not a goal, and we look forward to chatting with you about your unique financial situation. Please scroll down to fill out a contact form or call us at 1-814-353-3303. We look forward to hearing from you!
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Location
Centre Associates-Bellefonte Office
- Phone:
- 814-353-3303