BBB Accredited Business Profile

(814) 542-5433

33 years in business
11898 Arrowhead Way
Mount Union, PA 17066-8804
Fax Numbers
  • (814) 542-3308
Additional Phone Numbers
  • (800) 494-9400
Additional Email Addresses
Additional Website Addresses
BBB File Opened: 03/04/2010
Business Started: 03/01/1985
Type of Entity
Business Management
  • Mr. Bruce Smith, President
Business Category
  • Investment Advisory Services
  • Financial Planning Consultants
  • Investment Security
  • Retirement Planning Services
  • Financial Services
  • Investment Seminars
  • Estate Planning and Management
  • Tax Consultant

Service Area
We service the following area(s): Harrisburg, PA, Hershey, PA, Mount Union, PA, State College, PA
Alternate Business Names
  • WealthKare
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of IARD# 115111 for this business, issued by Pennsylvania Department of Banking and Securities

    Pennsylvania Department of Banking and Securities
    17 N Second Street, Suite 1300, Harrisburg, PA 17101
    Phone Number:  (800) 7222657
    Fax Number:   (717) 7878773

BBB accredited business



This is a Registered Investment Advisor Company. We work as advisors for individuals, small businesses, non-profit organizations, and certain government entities. We do not represent any individual securities firm or company, and perform research for the "best-fit" for each of our clients taking safety, taxation, cost and estate issues into account for suitability.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.


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