Keywords: establishment,finance,point_of_interest

Cetera Financial Specialists - DuBois (PA)

Address: 🏡 147 W Long Ave, DuBois, PA 15801
Phone : +1 (814) 503-8445
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJS-HGTO_zzIkRDQf-UpP8ptk

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  • Top 15 Financial Advisors in DuBois, PA

    09-2025 Cetera Financial Specialists in Top 15 Financial Advisors in DuBois, PA
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    Marlene Zappia: Knowledgeable and easy to work with!
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    Amanda A: Working with Guardian Planners has been a truly refreshing experience. Their focus on Tactical Asset Management sets them apart in a field often dominated by automated, passive approaches. What I appreciate most is their hands-on approach to portfolio management, which prioritizes not just chasing gains, but actively avoiding major losses. This strategy gives clients a sense of security, knowing their investments are constantly being adjusted based on real-time market conditions. Charles W. Johnson and his team are highly professional, transparent, and always eager to provide clear, actionable insights. If youre looking for a financial advisor that values both growth and protection, Guardian Planners is a standout choice.
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    Jose Camacho Jr: Had to submit all my documents by a certain date. I did and never heard from anyone about my application ever again. Very unprofessional. Update: I did as their reply asked and they still ghosted me. If I could give zero stars, I would. Go to Mariner Financial. Youre better off.
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    Chrystal Miller: Update: They still have wonderful customer service and work hard to see how they can help you! This is the 4th year Ive dealt with them now, and I will continue to deal with them. The customer service is great! They make you feel comfortable and they are kind. I have dealt with Melissa and Tiffany. They see what would be the best deal for you you. Thank you!
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    Dalton White: Absolutely cannot recommend this place enough. The professionalism in this office is outstanding, the kindness and compassion you receive is above expectations . It feels like home from the very start. Cannot thank you ladies enough!
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    Rick Brocious: The associates are great and explain the policies thoroughly.
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