Abundance Wealth Counselors, LLC
Financial ServicesView the employees at
Abundance Wealth Counselors, LLC-
Lisa Hess Estate Planning & Insurance Specialist at Abundance Wealth Counselors, LLC
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State College, Pennsylvania, United States
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Rising Star
John Schaffer Wealth Counselor at Abundance Wealth Counselors, LLC and Private Client Attorney at Estate Design, LLC-
Rising Star
Bobbie Isett Client Relationship Manager at Abundance Wealth Counselors-
State College, Pennsylvania, United States
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Top 10%
Overview
Abundance knows. We know your family: the here and now, the next generation…and the next. We seek to understand your complete wealth picture so we can manage—and maximize—your collective wealth. Protecting you. Protecting them. Estate plans, wealth transfers, taxes, asset protection, succession, investments, and banking. At Abundance, we not only design your strategies, we also manage them so they work as designed. We bring them all together to optimize outcomes for you and those you care about. Based on your goals, your dreams.
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