Businesses

Seltzer Financial Strategies, LLC

Seltzer Financial Strategies LLC is an Independent Financial Services firm where advisors specialize in managing the complex financial and risk management needs of families, trusts, institutions and endowments. At Seltzer Financial Strategies, Wealth Management is more than just picking investments and retirement planning. Our family office services help clients integrate and coordinate all parts of their financial lives from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these important areas of the financial spectrum has been evaluated and managed together to give the client a greater sense of control. It is ongoing supervision of this process that will ultimately define true financial success. Our investment approach is diversified beyond traditional stock and bond investing. The strategic use of non-correlated and alternative investment classes is a key component in portfolio and risk management. Our expertise in these areas give our clients, retail and institutional, access to the most advanced and effective investment solutions available. For more on the services available to you as an Seltzer Financial Strategies client, see seltzerfinancial. com.

  • Category: Financial Services/Consultants
  • Address: 3370 Lynnwood Drive, Altoona, PA 16602
  • Phone: (814) 949-1996
  • Website: http://seltzerfinancial. com
  • Source: Blair County Chamber of Commerce
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